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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Eldridge Investment Advisors
Manchester,
New Hampshire
| $289M | +$2.74M | +1% | 4.15% | 50.9% | 144 | 13.19% | 3 |
|
| 3752 |
HAM
3752
Hao Advisors Management
Hong Kong
| $289M | +$56.9M | +25% | 16.4% | – | 12 | 66.67% | 0.1 |
|
| 3753 |
HA
3753
Hamel Associates
Chatham,
New Jersey
| $289M | +$1.19M | +0.4% | 0.63% | 59.4% | 84 | 8.33% | 5.2 |
|
| 3754 |
3754
Trium Capital
London,
United Kingdom
| $289M | +$16.9M | +6% | 19.6% | 215% | 109 | 55.05% | 0.1 |
|
| 3755 |
3755
Prism Advisors
Studio City,
California
| $288M | +$15.3M | +6% | 5.75% | 54.6% | 54 | 16.67% | 3.1 |
|
| 3756 |
3756
Peddock Capital Advisors
Braintree,
Massachusetts
| $288M | +$29.5M | +11% | 9.57% | 113% | 149 | 10.07% | 5 |
|
| 3757 |
3757
Chemistry Wealth Management
New York
| $287M | +$30.8M | +12% | 6.22% | 77.1% | 149 | 12.75% | 0.9 |
|
| 3758 |
3758
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $287M | +$4.82M | +2% | 4.82% | 94.5% | 106 | 15.09% | 2.6 |
|
| 3759 |
SWK
3759
Stephen W. Kidder
| $287M | +$14.3M | +5% | 7.22% | 94.7% | 80 | 6.25% | 5.8 |
|
| 3760 |
3760
Pensionfund Sabic
Sittard,
Netherlands
| $287M | -$20.6M | -7% | 3.27% | 63.6% | 197 | 3.55% | 3.9 |
|
| 3761 |
3761
Wolff Financial Management
Kalamazoo,
Michigan
| $287M | +$16.7M | +6% | 4.09% | 56.7% | 100 | 3% | 1.9 |
|
| 3762 |
3762
Bank of Stockton
Stockton,
California
| $287M | +$894K | +0.3% | 5.12% | 99.2% | 118 | 6.78% | 5.8 |
|
| 3763 |
3763
Black Swift Group
Boulder,
Colorado
| $287M | +$37.2M | +15% | 8.13% | 139% | 112 | 52.68% | 0.7 |
|
| 3764 |
3764
Carderock Capital Management
Chevy Chase,
Maryland
| $287M | +$45.8M | +19% | 7.9% | 97.6% | 126 | 50% | 3.1 |
|
| 3765 |
3765
Financial Consulate
Hunt Valley,
Maryland
| $287M | +$172K | +0.1% | 7.91% | 61.4% | 144 | 20.14% | 3.9 |
|
| 3766 |
3766
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $286M | -$7.64M | -3% | 3.55% | 143% | 96 | 53.13% | 1.3 |
|
| 3767 |
3767
Geometric Wealth Advisors
Washington,
District of Columbia
| $286M | +$39.3M | +16% | 6.2% | 62.1% | 37 | 16.22% | 0.8 |
|
| 3768 |
3768
Defender Capital
Charlotte,
North Carolina
| $286M | +$38.8M | +16% | 8.7% | 101% | 40 | 20% | 1.9 |
|
| 3769 |
3769
Essex Savings Bank
Essex,
Connecticut
| $286M | +$2.03M | +0.7% | 3.39% | 95.2% | 233 | 9.01% | 3 |
|
| 3770 |
3770
Sanders Morris Harris
Houston,
Texas
| $286M | +$22.1M | +8% | 14.1% | 85.8% | 263 | 66.92% | 2 |
|
| 3771 |
3771
SeaBridge Investment Advisors
Summit,
New Jersey
| $286M | +$5.64M | +2% | 6.28% | 139% | 126 | 3.97% | 4.9 |
|
| 3772 |
3772
BDT Capital Partners
Chicago,
Illinois
| $286M | -$67.5M | -19% | 38.4% | 25.5% | 4 | 50% | 1.2 |
|
| 3773 |
3773
Georgetown University
Washington,
District of Columbia
| $286M | +$27.7M | +11% | 6.92% | 79.9% | 26 | 30.77% | 1.5 |
|
| 3774 |
3774
Naviter Wealth
Little Rock,
Arkansas
| $286M | -$78.4M | -22% | 5.09% | 87.1% | 226 | 28.76% | 0.7 |
|
| 3775 |
3775
Bayberry Capital Partners
New York
| $285M | +$17.1M | +6% | 11.8% | 99.7% | 16 | 37.5% | 0.8 |
|