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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
Fort Sheridan Advisors
Highland Park,
Illinois
| $173M | +$20.1M | +13% | 7.65% | 109% | 107 | 9.35% | 0.4 |
|
| 3777 |
3777
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $173M | +$6.29M | +4% | 3.51% | – | 83 | 7.23% | 3.6 |
|
| 3778 |
3778
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $173M | +$12M | +7% | 7.3% | 70.3% | 33 | 9.09% | 3.3 |
|
| 3779 |
3779
Blue Pool Management
Causeway Bay,
Hong Kong
| $172M | +$24.4M | +17% | 4.63% | 72.8% | 26 | 34.62% | 0.8 |
|
| 3780 |
3780
WealthShield Partners
Cary,
North Carolina
| $172M | -$6.42M | -4% | 2.96% | 71% | 293 | 31.06% | 1.1 |
|
| 3781 |
3781
Context Capital Management
Lajolla,
California
| $172M | +$8.41M | +5% | 1.34% | 3.38% | 107 | 32.71% | 0.5 |
|
| 3782 |
3782
Cook & Bynum Capital Management
Birmingham,
Alabama
| $172M | +$5.22M | +3% | 1.85% | 46.8% | 5 | 0% | 3.4 |
|
| 3783 |
3783
Bourgeon Capital Management
Darien,
Connecticut
| $172M | +$1.8M | +1% | 4.23% | 121% | 80 | 17.5% | 2.5 |
|
| 3784 |
3784
Stevens First Principles Investment Advisors
Newport Beach,
California
| $172M | +$4.28M | +3% | 3.7% | 44% | 176 | 14.77% | 2.9 |
|
| 3785 |
3785
Weybosset Research & Management
Province,
Rhode Island
| $172M | +$2.13M | +1% | 5.25% | 74.8% | 60 | 15% | 3.5 |
|
| 3786 |
3786
Sycomore Asset Management
Paris,
France
| $172M | -$32.5M | -16% | 5.41% | 151% | 39 | 28.21% | 0.4 |
|
| 3787 |
RAG
3787
Roof Advisory Group
Harrisburg,
Pennsylvania
| $172M | +$17.2M | +11% | 1.8% | – | 33 | 9.09% | 1.1 |
|
| 3788 |
3788
PhiloSmith Capital
Stamford,
Connecticut
| $172M | +$18.9M | +12% | 9.03% | 54% | 39 | 10.26% | 2.2 |
|
| 3789 |
3789
Accuvest Global Advisors
Provo,
Utah
| $172M | -$13.3M | -7% | 3.69% | 130% | 127 | 44.09% | 0.9 |
|
| 3790 |
3790
Bison Wealth
Atlanta,
Georgia
| $172M | +$8.7M | +5% | 3.32% | 37.4% | 243 | 12.76% | 2.4 |
|
| 3791 |
3791
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $172M | +$4.94M | +3% | 3.04% | 54.3% | 229 | 5.24% | 2.4 |
|
| 3792 |
CWM
3792
Cordatus Wealth Management
Newtown,
Pennsylvania
| $171M | -$10.8M | -6% | 8.16% | 108% | 144 | 35.42% | 0.4 |
|
| 3793 |
3793
Growth Interface Management
Orlando,
Florida
| $171M | +$49.1M | +40% | 7.97% | 12% | 10 | 10% | 0.5 |
|
| 3794 |
3794
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $171M | +$14.7M | +9% | 2.88% | 56.3% | 58 | 17.24% | 1.2 |
|
| 3795 |
WA
3795
Wealthstar Advisors
Plano,
Texas
| $171M | +$7.9M | +5% | 3.75% | – | 71 | 18.31% | 0.9 |
|
| 3796 |
3796
Summit Wealth & Retirement Planning
San Ramon,
California
| $171M | +$2.61M | +2% | 2.2% | 67.6% | 140 | 13.57% | 0.4 |
|
| 3797 |
3797
Union Bancaire Privee Asset Management
New York
| $171M | +$74M | +77% | 7.69% | – | 45 | 13.33% | 0.4 |
|
| 3798 |
SM
3798
Saya Management
New York
| $171M | +$13.9M | +9% | 4.9% | 34.8% | 13 | 38.46% | 0.6 |
|
| 3799 |
3799
Concorde Asset Management
Ann Arbor,
Michigan
| $171M | +$16.1M | +10% | 4.26% | – | 232 | 20.26% | 1.3 |
|
| 3800 |
3800
ShawSpring Partners
Boston,
Massachusetts
| $171M | +$11.7M | +7% | 12.3% | 3.53% | 5 | 20% | 0.4 |
|