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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 |
3701
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $295M | +$12.5M | +4% | 5.56% | 86.1% | 198 | 5.56% | 6 |
|
| 3702 |
3702
Bornite Capital Management
New York
| $295M | -$88.9M | -23% | 3.32% | 208% | 61 | 52.46% | 0.3 |
|
| 3703 |
BDWCC
3703
B&D White Capital Company
Lakeway,
Texas
| $295M | -$105M | -26% | 0.07% | 44.2% | 112 | 66.07% | 0.8 |
|
| 3704 |
3704
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $295M | +$23.8M | +9% | 6.06% | 58.6% | 153 | 13.07% | 3 |
|
| 3705 |
3705
Pelham Capital
London,
United Kingdom
| $294M | -$181M | -38% | 23.9% | 135% | 12 | 50% | 1.7 |
|
| 3706 |
3706
Stokes Capital Advisors
Greenwood,
South Carolina
| $294M | +$4.1M | +1% | 2.21% | 61.3% | 87 | 9.2% | 3.2 |
|
| 3707 |
3707
Alliance Wealth Management Group
Flemington,
New Jersey
| $294M | +$21M | +8% | 4.59% | 43.4% | 75 | 6.67% | 4.2 |
|
| 3708 |
3708
Accel Growth Fund IV Associates
Palo Alto,
California
| $294M | -$6.63M | -2% | 36.2% | 61.4% | 3 | 0% | 1.3 |
|
| 3709 |
3709
Crane Advisory
Fullerton,
California
| $294M | +$47.9M | +19% | 3.4% | 38.2% | 28 | 25% | 0.4 |
|
| 3710 |
3710
Rock Point Advisors
Burlington,
Vermont
| $294M | +$5.34M | +2% | 5.17% | 82.8% | 100 | 11% | 4.5 |
|
| 3711 |
3711
Cederberg Capital
London,
United Kingdom
| $294M | -$6.74M | -2% | 2.22% | 273% | 6 | 16.67% | 2.3 |
|
| 3712 |
3712
Mission Creek Capital Partners
San Francisco,
California
| $294M | +$14.2M | +5% | 7.75% | 138% | 228 | 5.7% | 2.6 |
|
| 3713 |
3713
Keystone Financial Planning
Cleveland,
Ohio
| $294M | -$2.77M | -0.9% | 1.7% | 46% | 47 | 10.64% | 5.4 |
|
| 3714 |
3714
Encompass Wealth Advisors
Portland,
Oregon
| $294M | +$19.6M | +7% | 6.24% | 68.7% | 294 | 13.95% | 1.5 |
|
| 3715 |
3715
Long Run Wealth Advisors
Lake Placid,
New York
| $294M | +$15.8M | +6% | 5.67% | 50.5% | 100 | 13% | 1.1 |
|
| 3716 |
LCM
3716
Lionstone Capital Management
New York
| $294M | +$13.8M | +5% | 13.1% | 74.1% | 12 | 8.33% | 3.5 |
|
| 3717 |
3717
Moss Adams Wealth Advisors
Seattle,
Washington
| $294M | +$93.6M | +47% | 6.63% | 79.6% | 218 | 33.94% | 0.2 |
|
| 3718 |
3718
Strategic Value Partners
Greenwich,
Connecticut
| $294M | -$359M | -55% | 0.6% | – | 6 | 33.33% | 1.6 |
|
| 3719 |
3719
JFG Wealth Management
Denver,
Colorado
| $294M | -$14.4M | -5% | 4.78% | 65.2% | 41 | 41.46% | 1.6 |
|
| 3720 |
CH
3720
Canton Hathaway
Providence,
Rhode Island
| $293M | +$5.77M | +2% | 3.2% | 87.8% | 252 | 15.08% | 2.4 |
|
| 3721 |
UAM
3721
UAS Asset Management
New York
| $293M | +$11.3M | +4% | 6.85% | 98% | 28 | 57.14% | 2.2 |
|
| 3722 |
WA
3722
WealthTrust Axiom
Wayne,
Pennsylvania
| $293M | +$6.64M | +2% | 3.7% | 125% | 263 | 9.89% | 5.3 |
|
| 3723 |
3723
Goehring & Rozencwajg Associates
New York
| $293M | +$11.8M | +4% | 0.08% | 148% | 48 | 4.17% | 0.2 |
|
| 3724 |
3724
Noble Family Wealth
Clearwater,
Florida
| $293M | – | – | 3.35% | 60% | 59 | – | 0 |
|
| 3725 |
3725
First Wilshire Securities Management
Pasadena,
California
| $293M | +$7.16M | +3% | 3.12% | 135% | 90 | 8.89% | 4 |
|