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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 |
RI
3776
Rudd International
Sarasota,
Florida
| $187M | +$34.1M | +22% | 19.6% | – | 74 | 14.86% | 1.3 |
|
| 3777 |
3777
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $187M | +$56.6M | +43% | 26.3% | 80% | 350 | 80.57% | 0.5 |
|
| 3778 |
3778
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $187M | +$14.1M | +8% | 38.3% | 167% | 51 | 52.94% | 0.7 |
|
| 3779 |
LIC
3779
Laurus Investment Counsel
Toronto,
Canada
| $187M | +$48.2M | +35% | 31.6% | 14.1% | 44 | 27.27% | 1.5 |
|
| 3780 |
3780
Hidden Lake Asset Management
New York
| $187M | +$124M | +198% | 80.4% | 849% | 27 | 77.78% | 0.1 |
|
| 3781 |
3781
Cutler Capital Management
Worcester,
Massachusetts
| $186M | -$11.3M | -6% | 7% | 39.7% | 102 | 16.67% | 2.1 |
|
| 3782 |
3782
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $186M | +$42.5M | +29% | 20.7% | 56.9% | 153 | 22.22% | 1.1 |
|
| 3783 |
3783
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| $186M | +$3.36M | +2% | 23.9% | 51.8% | 24 | 25% | 1 |
|
| 3784 |
3784
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $186M | +$52.2M | +39% | 22.9% | 151% | 92 | 40.22% | 0.8 |
|
| 3785 |
3785
Corrigan Financial
Middletown,
Rhode Island
| $186M | +$49.8M | +37% | 19.3% | 9.54% | 64 | 15.63% | 2.9 |
|
| 3786 |
3786
Meridian Wealth Partners
Exton,
Pennsylvania
| $186M | +$18M | +11% | 12.1% | 54.2% | 210 | 16.67% | 0.4 |
|
| 3787 |
3787
Courage Miller Partners
Norfolk,
Virginia
| $186M | +$23.4M | +14% | 14.4% | 43.5% | 72 | 11.11% | 5.2 |
|
| 3788 |
3788
Poehling Capital Management
Madison,
Wisconsin
| $186M | +$49.5M | +36% | 18% | 83% | 123 | 32.52% | 1.3 |
|
| 3789 |
3789
NVWM LLC
Yardley,
Pennsylvania
| $186M | +$41.8M | +29% | 25.8% | 119% | 402 | 20.4% | 1.4 |
|
| 3790 |
3790
Bedel Financial Consulting
Indianapolis,
Indiana
| $185M | +$34.3M | +23% | 18.7% | 104% | 983 | 21.26% | 1.8 |
|
| 3791 |
3791
Clearfield Capital Management
New York
| $185M | +$37.7M | +26% | 45.6% | 421% | 15 | 80% | 0.1 |
|
| 3792 |
3792
Weik Capital Management
Wyomissing,
Pennsylvania
| $185M | +$9.9M | +6% | 14.9% | 66.9% | 113 | 14.16% | 4.7 |
|
| 3793 |
3793
Crestwood Capital Management
New York
| $185M | +$30.8M | +20% | 48.7% | 203% | 31 | 51.61% | 2.1 |
|
| 3794 |
3794
Ironwood Financial
Tucson,
Arizona
| $185M | +$39.1M | +27% | 9.37% | 54.1% | 440 | 20.23% | 2.9 |
|
| 3795 |
3795
New Vernon Capital Holdings II
Morristown,
New Jersey
| $185M | +$69.5M | +60% | 20.7% | 114% | 32 | 53.13% | 0.7 |
|
| 3796 |
KFO
3796
Kopp Family Office
Bloomington,
Minnesota
| $185M | +$39.4M | +27% | 23.7% | 47.9% | 6 | 33.33% | 0.4 |
|
| 3797 |
3797
Ativo Capital Management
Chicago,
Illinois
| $185M | +$24.9M | +16% | 20.4% | 63.2% | 115 | 21.74% | 2.3 |
|
| 3798 |
3798
West Paces Advisors
Atlanta,
Georgia
| $185M | +$27.4M | +17% | 16.4% | 57.7% | 454 | 5.07% | 3.1 |
|
| 3799 |
3799
Fort LP
Chevy Chase,
Maryland
| $185M | -$262M | -59% | 19.5% | 56.8% | 363 | 25.9% | 1.8 |
|
| 3800 |
3800
22NW LP
Seattle,
Washington
| $184M | +$55.8M | +43% | 38.9% | 138% | 115 | 48.7% | 0.7 |
|