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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
New England Investment & Retirement Group
North Andover,
Massachusetts
| $150M | -$32.4M | -18% | 3.6% | 72.5% | 60 | 36.67% | 1.7 |
|
| 3802 |
SFA
3802
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $150M | -$2.36M | -2% | 1.42% | 185% | 171 | 43.27% | 0.2 |
|
| 3803 |
3803
Parisi Gray Wealth Management
Mendham,
New Jersey
| $150M | +$19.5M | +15% | 2.99% | 137% | 662 | 16.31% | 0.4 |
|
| 3804 |
3804
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $150M | -$40.4M | -21% | 6.28% | 89.7% | 41 | 58.54% | 0.9 |
|
| 3805 |
3805
Northwest Quadrant Wealth Management
Bend,
Oregon
| $150M | -$4.42M | -3% | 1.87% | 45.6% | 66 | 28.79% | 1.3 |
|
| 3806 |
3806
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $149M | +$4.22M | +3% | 4.36% | 83% | 90 | 6.67% | 3.7 |
|
| 3807 |
SAM
3807
Southpaw Asset Management
Stamford,
Connecticut
| $149M | +$77.3M | +107% | 6.19% | 0.05% | 15 | 13.33% | 0.4 |
|
| 3808 |
ACM
3808
ADI Capital Management
New York
| $149M | +$22.5M | +18% | 11.4% | 113% | 28 | 67.86% | 0.3 |
|
| 3809 |
3809
Jolley Asset Management
Rocky Mount,
North Carolina
| $149M | -$15.8M | -10% | 0.28% | 3.47% | 197 | 20.3% | 2.9 |
|
| 3810 |
3810
Ecofin Advisors
London,
United Kingdom
| $149M | -$321M | -68% | 3.75% | 77% | 29 | 27.59% | 2.2 |
|
| 3811 |
3811
Biechele Royce Advisors
Fishers,
Indiana
| $149M | +$5.89M | +4% | 1.24% | 39.2% | 50 | 8% | 0.5 |
|
| 3812 |
3812
CoreCommodity Management
Stamford,
Connecticut
| $149M | +$16.6M | +13% | 8.55% | 65.8% | 185 | 12.97% | 2.5 |
|
| 3813 |
3813
First PREMIER Bank
Sioux Falls,
South Dakota
| $149M | +$12.7M | +9% | 2.76% | 63% | 248 | 10.89% | 1.8 |
|
| 3814 |
3814
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $148M | +$124M | +516% | 3.89% | 58.6% | 141 | 28.37% | 0.9 |
|
| 3815 |
3815
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $148M | +$25.2M | +21% | 5.09% | 115% | 32 | 0% | 3.4 |
|
| 3816 |
3816
Tuttle Capital Management
Riverside,
Connecticut
| $148M | +$24.1M | +19% | 2.8% | 115% | 150 | 68% | 0.2 |
|
| 3817 |
3817
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $148M | +$5.89M | +4% | 2.93% | 88.9% | 36 | 2.78% | 1.9 |
|
| 3818 |
3818
Piper Sandler & Co
Minneapolis,
Minnesota
| $148M | +$96.4M | +188% | 0.41% | 0.04% | 22 | 59.09% | 0 |
|
| 3819 |
3819
Rezny Wealth Management
Fort Myers,
Florida
| $148M | +$22.1M | +18% | 1.13% | 99.6% | 12 | 16.67% | 2 |
|
| 3820 |
3820
Colorado Capital Management
Boulder,
Colorado
| $148M | -$1.56M | -1% | 1.49% | 60.4% | 93 | 10.75% | 1.7 |
|
| 3821 |
3821
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $147M | -$5.4M | -4% | 1.48% | 0.74% | 5 | 0% | 4.1 |
|
| 3822 |
3822
Birchview Capital
Burlington,
Vermont
| $147M | -$4.71M | -3% | 0.07% | 327% | 56 | 17.86% | 1.7 |
|
| 3823 |
3823
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $147M | +$20.3M | +16% | 3.44% | 21.9% | 41 | 4.88% | 4.3 |
|
| 3824 |
3824
O'Dell Group
Cincinnati,
Ohio
| $147M | +$8.87M | +6% | 1.07% | 72.2% | 43 | 13.95% | 1.1 |
|
| 3825 |
3825
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $147M | -$38.3M | -21% | 13.1% | 98.1% | 57 | 73.68% | 0.1 |
|