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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
one8zero8 LLC
Greensboro,
North Carolina
| $424M | +$187K | +0% | 9.07% | – | 265 | 16.23% | 0.5 |
|
| 3727 |
NI
3727
Naria Inc
Nassau,
Bahamas
| $424M | +$32.9M | +8% | 8.42% | – | 1 | 0% | 0.5 |
|
| 3728 |
3728
Talaria Asset Management
Melbourne,
Australia
| $423M | +$42.4M | +11% | 7.09% | – | 13 | 46.15% | 0.3 |
|
| 3729 |
3729
Syverson Strege & Co
West Des Moines,
Iowa
| $423M | +$112M | +36% | 9.35% | 66.8% | 170 | 54.71% | 1.4 |
|
| 3730 |
3730
Boston Research & Management
Manchester,
Massachusetts
| $423M | +$14.3M | +3% | 4.58% | 53.2% | 121 | 6.61% | 8.4 |
|
| 3731 |
GECH
3731
Garnet Equity Capital Holdings
New York
| $423M | -$565M | -57% | 27% | 302% | 32 | 37.5% | 1 |
|
| 3732 |
3732
Miramar Capital
Northbrook,
Illinois
| $423M | +$2.51M | +0.6% | 3.21% | 47.3% | 63 | 17.46% | 3.5 |
|
| 3733 |
3733
Hunter Perkins Capital Management
Lombard,
Illinois
| $423M | -$7.86M | -2% | 1.76% | 58% | 114 | 12.28% | 2.3 |
|
| 3734 |
3734
Rockline Wealth Management
Plainview,
New York
| $423M | +$63.3M | +18% | 21% | 176% | 105 | 16.19% | 1.2 |
|
| 3735 |
3735
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $423M | +$55.5M | +15% | 7.45% | 129% | 206 | 54.37% | 0.7 |
|
| 3736 |
3736
Troluce Capital Advisors
Dorado,
Puerto Rico
| $423M | +$86.7M | +26% | 25.3% | 61.1% | 55 | 89.09% | 0.1 |
|
| 3737 |
3737
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
| $422M | +$8.39M | +2% | 4.49% | 105% | 20 | 35% | 1.7 |
|
| 3738 |
3738
TIFF Advisory Services
Radnor,
Pennsylvania
| $422M | +$2.11M | +0.5% | 14.4% | 86.3% | 19 | 10.53% | 2.2 |
|
| 3739 |
DI
3739
Diligent Investors
Redlands,
California
| $422M | +$11.2M | +3% | 8.63% | 82.2% | 387 | 19.9% | 4.4 |
|
| 3740 |
SC
3740
Stephens Consulting
Flint,
Michigan
| $422M | +$22.9M | +6% | 7.46% | 50.1% | 2,076 | 69.89% | 1.1 |
|
| 3741 |
3741
Alpine Woods Capital Investors
Purchase,
New York
| $421M | +$21.9M | +5% | 12% | 105% | 168 | 16.67% | 5.2 |
|
| 3742 |
3742
JSF Financial
Los Angeles,
California
| $421M | +$41.7M | +11% | 10.3% | 91% | 138 | 19.57% | 2.6 |
|
| 3743 |
3743
Dorsey Wright & Associates
Pasadena,
California
| $421M | +$27.9M | +7% | 22.2% | 311% | 164 | 40.85% | 1 |
|
| 3744 |
3744
CenterStar Asset Management
Chicago,
Illinois
| $420M | +$410K | +0.1% | 13.3% | 104% | 429 | 79.25% | 0.4 |
|
| 3745 |
CWM
3745
Compass Wealth Management
Guilford,
Connecticut
| $420M | +$27.7M | +7% | 11.5% | 103% | 435 | 65.29% | 2.3 |
|
| 3746 |
3746
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $420M | +$22.1M | +6% | 8.08% | 75% | 188 | 8.51% | 6.4 |
|
| 3747 |
3747
Essex Savings Bank
Essex,
Connecticut
| $420M | +$12.7M | +3% | 6.48% | 95.2% | 321 | 11.21% | 3.6 |
|
| 3748 |
3748
Archer Investment Corporation
Carmel,
Indiana
| $419M | +$33.5M | +9% | 7.62% | 68.2% | 1,222 | 8.84% | 3.1 |
|
| 3749 |
3749
Grey Fox Wealth Advisors
Rockland,
Delaware
| $419M | +$44.6M | +12% | 6.41% | 41.9% | 144 | 15.28% | 1.6 |
|
| 3750 |
GFI
3750
Global Frontier Investments
Charleston,
South Carolina
| $419M | – | – | 7.81% | – | 15 | – | 4.5 |
|