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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
3801
Chesapeake Asset Management
New York
| $121M | +$6.03M | +5% | 7.29% | 153% | 90 | 38.89% | 2.3 |
|
| 3802 |
3802
Tenzing Global Management
San Francisco,
California
| $121M | +$11.8M | +11% | 18.6% | 273% | 19 | 26.32% | 0.2 |
|
| 3803 |
SL
3803
SIB LLC
New York,
New York
| $121M | -$2.57M | -2% | 0.5% | 29.2% | 26 | 0% | 3.5 |
|
| 3804 |
EI
3804
Elkhorn Investments
Chicago,
Illinois
| $121M | +$35.7M | +42% | 4.86% | – | 201 | 100% | 0 |
|
| 3805 |
AIM
3805
Acrospire Investment Management
Chicago,
Illinois
| $121M | -$122M | -50% | 5.53% | – | 2,761 | 40.67% | 0.5 |
|
| 3806 |
3806
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $121M | +$4.39M | +4% | 8% | 117% | 344 | 47.67% | 0.6 |
|
| 3807 |
3807
Verity Asset Management
Durham,
North Carolina
| $121M | – | – | 3.35% | 79.7% | 123 | – | 0.6 |
|
| 3808 |
3808
Investment Counsel
Petoskey,
Michigan
| $121M | +$5.67M | +5% | 4.31% | 50.1% | 62 | 6.45% | 1.2 |
|
| 3809 |
3809
Clearstead Trust
Portland,
Maine
| $121M | +$9.49M | +9% | 5.26% | 111% | 140 | 16.43% | 0.2 |
|
| 3810 |
3810
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $121M | +$15.3M | +15% | 4.94% | 62.2% | 146 | 67.81% | 0.1 |
|
| 3811 |
3811
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $121M | +$3.8M | +3% | 7.27% | 83.3% | 98 | 17.35% | 2.2 |
|
| 3812 |
SCP
3812
Syntal Capital Partners
Midland,
Texas
| $121M | +$13.1M | +12% | 5.55% | 102% | 119 | 27.73% | 1 |
|
| 3813 |
3813
Deane Retirement Strategies
New Orleans,
Louisiana
| $120M | +$8.39M | +7% | 5.48% | 73.4% | 61 | 42.62% | 1.1 |
|
| 3814 |
3814
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $120M | -$74.6M | -38% | 5.44% | 261% | 42 | 64.29% | 0.8 |
|
| 3815 |
3815
Bernicke Wealth Management
Altoona,
Wisconsin
| $120M | +$4.67M | +4% | 3.14% | – | 59 | 37.29% | 1.3 |
|
| 3816 |
LSCM
3816
LaSalle Street Capital Management
Chicago,
Illinois
| $120M | +$7.41M | +7% | 6.18% | 30.5% | 101 | 18.81% | 1.5 |
|
| 3817 |
3817
Progressive Investment Management
Lake Oswego,
Oregon
| $120M | +$10.8M | +10% | 10.6% | 126% | 56 | 17.86% | 2.1 |
|
| 3818 |
SF
3818
Schooner Foundation
Boston,
Massachusetts
| $120M | +$11M | +10% | 9.78% | 13.8% | 2 | 50% | 1.3 |
|
| 3819 |
3819
Towercrest Capital Management
Newtown,
Pennsylvania
| $120M | +$5.16M | +4% | 3.63% | 39.1% | 26 | 7.69% | 1.9 |
|
| 3820 |
3820
Elm Advisors
Burlingame,
California
| $120M | +$8.61M | +8% | 5.53% | 50.5% | 83 | 6.02% | 2.7 |
|
| 3821 |
3821
Capco Asset Management
Tampa,
Florida
| $120M | +$9.7M | +9% | 6.27% | 46.1% | 17 | 0% | 0.3 |
|
| 3822 |
3822
Sutton Wealth Advisors
Tampa,
Florida
| $119M | +$7.63M | +7% | 4.92% | 40.9% | 1,091 | 5.96% | 0.9 |
|
| 3823 |
3823
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $119M | -$1.29M | -1% | 4.12% | 91.9% | 43 | 9.3% | 0.2 |
|
| 3824 |
3824
Crosspoint Capital Strategies
Orinda,
California
| $119M | +$6.67M | +6% | 13% | – | 131 | 22.9% | 1 |
|
| 3825 |
3825
Shoker Investment Counsel
Oxford,
Ohio
| $119M | -$1.69M | -1% | 4.48% | 83.8% | 108 | 9.26% | 2.5 |
|