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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
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
| $198M | +$15.6M | +9% | 5.82% | – | 72 | 9.72% | 1.7 |
|
| 3802 |
3802
Premier Fund Managers
Guildford,
United Kingdom
| $198M | -$8.67M | -4% | 12.3% | 56.6% | 43 | 13.95% | 2.1 |
|
| 3803 |
3803
Prism Advisors
Studio City,
California
| $198M | +$18.9M | +11% | 7.94% | 54.6% | 66 | 13.64% | 1.4 |
|
| 3804 |
3804
Parus Finance (UK)
London,
United Kingdom
| $198M | +$38.8M | +24% | 17.8% | 199% | 20 | 0% | 2.6 |
|
| 3805 |
HCM
3805
Hudson Capital Management
Ramsey,
New Jersey
| $198M | +$17.9M | +10% | 6.47% | 66.8% | 79 | 16.46% | 1.6 |
|
| 3806 |
HR
3806
Hayden Royal
Charlotte,
North Carolina
| $197M | +$83.9M | +74% | 6.52% | 100% | 253 | 48.62% | 0.5 |
|
| 3807 |
3807
Union Bancaire Privee Asset Management
New York
| $197M | +$42.1M | +27% | 9.75% | – | 43 | 0% | 0.9 |
|
| 3808 |
3808
Invus Financial Advisors
New York
| $197M | – | – | 11.9% | 29.5% | 5 | – | 0 |
|
| 3809 |
3809
Nepsis Inc
Minneapolis,
Minnesota
| $197M | +$23.7M | +14% | 10% | 131% | 35 | 2.86% | 3.2 |
|
| 3810 |
3810
Aull & Monroe Investment Management
Mobile,
Alabama
| $197M | +$7.99M | +4% | 5.47% | 98.3% | 128 | 1.56% | 4.9 |
|
| 3811 |
3811
O'Brien Greene & Co
Media,
Pennsylvania
| $197M | +$10.6M | +6% | 8.31% | 81.4% | 111 | 9.91% | 0.9 |
|
| 3812 |
3812
Chase Investment Counsel
Charlottesville,
Virginia
| $197M | +$1.66M | +0.9% | 11.1% | 350% | 126 | 38.1% | 1.4 |
|
| 3813 |
3813
Column Capital Advisors
Indianapolis,
Indiana
| $197M | – | – | 6.73% | 20.4% | 758 | – | 0 |
|
| 3814 |
3814
NEPC LLC
Boston,
Massachusetts
| $197M | – | – | 2.73% | 21.3% | 26 | – | 0 |
|
| 3815 |
3815
Bard Associates
Chicago,
Illinois
| $197M | +$40K | +0% | 5.26% | 241% | 170 | 4.71% | 4.1 |
|
| 3816 |
3816
Cambridge Financial Group
Columbus,
Ohio
| $196M | +$12.7M | +7% | 11.2% | – | 32 | 6.25% | 3 |
|
| 3817 |
3817
BT Wealth Management
Atlanta,
Georgia
| $196M | +$17.2M | +10% | 8.1% | 34.8% | 66 | 21.21% | 0.8 |
|
| 3818 |
3818
Schoolcraft Capital
Boulder,
Colorado
| $196M | +$21.9M | +13% | 6.48% | 58.7% | 66 | 15.15% | 0.6 |
|
| 3819 |
3819
Pathway Capital Management
Irvine,
California
| $196M | – | – | 25.1% | 629% | 10 | – | 0 |
|
| 3820 |
3820
Essex Savings Bank
Essex,
Connecticut
| $196M | +$7.09M | +4% | 8.31% | 95.2% | 188 | 13.3% | 0.9 |
|
| 3821 |
3821
Monument Capital Management
Alexandria,
Virginia
| $196M | +$11.7M | +6% | 6.14% | 170% | 88 | 6.82% | 1.5 |
|
| 3822 |
3822
III Capital Management
Boca Raton,
Florida
| $196M | -$28.3M | -13% | 3.07% | 28.7% | 60 | 41.67% | 0.2 |
|
| 3823 |
3823
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
| $196M | – | – | 8.02% | 82.2% | 51 | – | 0 |
|
| 3824 |
3824
Sitrin Capital Management
Century City,
California
| $196M | +$12.4M | +7% | 7.85% | 139% | 37 | 0% | 2.3 |
|
| 3825 |
3825
Peddock Capital Advisors
Braintree,
Massachusetts
| $195M | +$15.2M | +8% | 5.96% | 113% | 249 | 55.42% | 2 |
|