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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Shayne & Jacobs LLC
Nashville,
Tennessee
| $126M | -$872K | -0.7% | 1.54% | 79.4% | 26 | 3.85% | 2.8 |
|
| 3777 |
3777
Abingworth
London,
United Kingdom
| $126M | -$8.56M | -6% | 3.56% | 187% | 17 | 5.88% | 1.5 |
|
| 3778 |
3778
Affiance Financial
St. Louis Park,
Minnesota
| $126M | -$3.79M | -3% | 1.9% | 57.8% | 81 | 8.64% | 2.1 |
|
| 3779 |
3779
Bernicke Wealth Management
Altoona,
Wisconsin
| $125M | +$5.17M | +4% | 1.84% | – | 61 | 11.48% | 1.4 |
|
| 3780 |
3780
CMH Wealth Management
Portsmouth,
New Hampshire
| $125M | -$2.22M | -2% | 3.46% | 88% | 55 | 23.64% | 0.4 |
|
| 3781 |
4IG
3781
440 Investment Group
Overland Park,
Kansas
| $125M | +$13.6M | +12% | 2.2% | – | 88 | 20.45% | 0.2 |
|
| 3782 |
KSCM
3782
Kamunting Street Capital Management
Miami Beach,
Florida
| $125M | -$13.3M | -10% | 2.25% | 7.47% | 31 | 48.39% | 0.6 |
|
| 3783 |
3783
Addison Capital
Conshohocken,
Pennsylvania
| $125M | +$699K | +0.6% | 5.29% | 59.7% | 107 | 10.28% | 2.1 |
|
| 3784 |
LA
3784
Lau Associates
Greenville,
Delaware
| $125M | +$13.4M | +12% | 1.59% | 44.5% | 79 | 7.59% | 2.8 |
|
| 3785 |
3785
Glen Eagle Advisors
Kingston,
New Jersey
| $125M | +$8.68M | +7% | 3.03% | 68.5% | 591 | 9.64% | 0.4 |
|
| 3786 |
3786
Stableford Capital II
Scottsdale,
Arizona
| $125M | +$9.8M | +8% | 2.12% | 66.9% | 127 | 30.71% | 0.3 |
|
| 3787 |
3787
Israel Discount Bank of New York
New York
| $125M | +$2.63M | +2% | 3.39% | 40.8% | 446 | 9.42% | 0.5 |
|
| 3788 |
WFWM
3788
Wechter Feldman Wealth Management
Parsippany,
New Jersey
| $125M | -$20.8M | -14% | 2.31% | 53.8% | 36 | 27.78% | 0.4 |
|
| 3789 |
3789
Deane Retirement Strategies
New Orleans,
Louisiana
| $125M | +$4.36M | +4% | 3.59% | 73.4% | 79 | 50.63% | 0.8 |
|
| 3790 |
3790
Trafelet Capital Management
New York
| $125M | -$17.3M | -12% | 2.43% | 101% | 28 | 53.57% | 1 |
|
| 3791 |
3791
Beaconlight Capital
New York
| $124M | -$33M | -21% | 0.98% | 282% | 23 | 60.87% | 0.6 |
|
| 3792 |
3792
Adirondack Trust Company
Saratoga Springs,
New York
| $124M | -$19M | -13% | 1.92% | 96.7% | 357 | 13.73% | 3.2 |
|
| 3793 |
WPEP
3793
Walnut Private Equity Partners
Omaha,
Nebraska
| $124M | +$705K | +0.6% | 3.39% | 48% | 23 | 0% | 2.6 |
|
| 3794 |
BOCM
3794
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $124M | -$950K | -0.8% | 1.69% | 49.6% | 30 | 0% | 1.5 |
|
| 3795 |
3795
Adalta Capital Management
New York
| $124M | +$5.73M | +5% | 5.97% | 80.4% | 79 | 11.39% | 0.2 |
|
| 3796 |
3796
CAZ Investments
Houston,
Texas
| $124M | -$5.08M | -4% | 1.41% | 263% | 35 | 8.57% | 1.7 |
|
| 3797 |
3797
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $123M | +$2.86M | +2% | 2.52% | 83.3% | 93 | 12.9% | 2.3 |
|
| 3798 |
3798
Empowered Funds
Havertown,
Pennsylvania
| $123M | +$25.7M | +26% | 1.48% | 127% | 135 | 65.93% | 0.1 |
|
| 3799 |
3799
Premier Fund Managers
Guildford,
United Kingdom
| $123M | +$7.15M | +6% | 2.71% | 56.6% | 48 | 6.25% | 1 |
|
| 3800 |
3800
McAdam LLC
Philadelphia,
Pennsylvania
| $123M | +$16.4M | +15% | 2.28% | 65.4% | 50 | 20% | 0.4 |
|