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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
PGF
3701
Pelham Global Financials
London,
United Kingdom
| $155M | -$45.7M | -23% | 14.9% | 24.5% | 9 | 22.22% | 0.6 |
|
| 3702 |
3702
Fernwood Investment Management
Quincy,
Massachusetts
| $155M | -$34M | -18% | 13.6% | 83.4% | 174 | 21.26% | 2.8 |
|
| 3703 |
3703
Sutton Wealth Advisors
Tampa,
Florida
| $155M | +$2.45M | +2% | 13.1% | 40.9% | 1,214 | 14.25% | 2.2 |
|
| 3704 |
MCM
3704
McMillion Capital Management
Greensboro,
North Carolina
| $155M | -$32.6M | -17% | 15.3% | 59.3% | 71 | 16.9% | 3.6 |
|
| 3705 |
3705
First PREMIER Bank
Sioux Falls,
South Dakota
| $155M | -$7.1M | -4% | 6.43% | 63% | 326 | 23.01% | 1.8 |
|
| 3706 |
CH
3706
Canton Hathaway
Providence,
Rhode Island
| $155M | -$4.92M | -3% | 7.38% | 87.8% | 215 | 31.63% | 0.2 |
|
| 3707 |
3707
Cornell Pochily Investment Advisors
Ithaca,
New York
| $155M | +$6.82M | +5% | 9.96% | 97% | 139 | 13.67% | 0.9 |
|
| 3708 |
3708
Henry James International Management
New York
| $154M | -$111M | -42% | 9.2% | 125% | 273 | 62.27% | 0.2 |
|
| 3709 |
3709
Perennial Advisors
New York
| $154M | -$19.3M | -11% | 10.7% | – | 221 | 11.76% | 1.6 |
|
| 3710 |
3710
Retirement Income Solutions
Ann Arbor,
Michigan
| $154M | -$24.1M | -13% | 13.6% | 60.8% | 70 | 12.86% | 0.9 |
|
| 3711 |
3711
Heronetta Management
New York
| $154M | -$24.4M | -14% | 15.4% | 59.7% | 32 | 12.5% | 3.6 |
|
| 3712 |
3712
Guidance Point Advisors
Wellesley,
Massachusetts
| $154M | – | – | 11.9% | 71.8% | 62 | – | 0 |
|
| 3713 |
3713
Julex Capital Management
Wellesley,
Massachusetts
| $154M | – | – | 9.68% | – | 129 | – | 0 |
|
| 3714 |
3714
Invesco Senior Secured Management
New York
| $154M | -$67M | -30% | 17% | 18.1% | 22 | 27.27% | 0.8 |
|
| 3715 |
AP
3715
Arlington Partners
Birmingham,
Alabama
| $154M | +$11.7M | +8% | 10.5% | 46.4% | 274 | 45.99% | 0.5 |
|
| 3716 |
GCM
3716
Grisanti Capital Management
New York
| $154M | -$49.6M | -24% | 12.4% | 17.9% | 73 | 30.14% | 2.4 |
|
| 3717 |
3717
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $154M | +$291K | +0.2% | 14.3% | 76.7% | 87 | 29.89% | 0.8 |
|
| 3718 |
3718
Sharkey, Howes & Javer
Denver,
Colorado
| $154M | -$37.7M | -20% | 14.3% | 60.2% | 244 | 11.48% | 2.7 |
|
| 3719 |
3719
Bridge City Capital
Lake Oswego,
Oregon
| $154M | -$7.48M | -5% | 13.6% | 120% | 95 | 7.37% | 1.3 |
|
| 3720 |
3720
Moller Wealth Partners
| $153M | -$75.2M | -33% | 10.3% | 44.1% | 61 | 34.43% | 3.1 |
|
| 3721 |
3721
Landmark Financial Advisors
Bowling Green,
Kentucky
| $153M | -$15.3M | -9% | 8.46% | 11.8% | 60 | 8.33% | 3.2 |
|
| 3722 |
3722
Bourgeon Capital Management
Darien,
Connecticut
| $153M | -$41M | -21% | 13.7% | 121% | 86 | 34.88% | 2.6 |
|
| 3723 |
VCP
3723
Vernier Capital Partners
New York
| $153M | -$71.2M | -32% | 12% | 75.7% | 29 | 58.62% | 0.3 |
|
| 3724 |
3724
Innealta Capital
Austin,
Texas
| $153M | – | – | 9.97% | 63.7% | 51 | – | 0 |
|
| 3725 |
GII
3725
Gryphon International Investment
Toronto,
Ontario, Canada
| $152M | -$54.8M | -26% | 0% | 5.67% | 22 | 0% | 3.6 |
|