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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
Montgomery Investment Management
Rockville,
Maryland
| $184M | +$30.7M | +20% | 32.8% | 105% | 90 | 15.56% | 5.1 |
|
| 3802 |
3802
Affiance Financial
St. Louis Park,
Minnesota
| $184M | +$38.9M | +27% | 20.7% | 57.8% | 148 | 20.95% | 2.5 |
|
| 3803 |
3803
Broadmark Asset Management
San Francisco,
California
| $184M | +$142M | +341% | 26.4% | 39.6% | 4 | 75% | 0.4 |
|
| 3804 |
3804
Enstar Group
Hamilton,
Bermuda
| $184M | +$32.4M | +21% | 23.4% | 29.5% | 10 | 0% | 0.5 |
|
| 3805 |
3805
Clear Perspective Advisors
Aurora,
Illinois
| $183M | +$33.5M | +22% | 20% | 88.5% | 133 | 27.82% | 2.3 |
|
| 3806 |
3806
ETF Portfolio Partners
Leawood,
Kansas
| $183M | +$26.7M | +17% | 15.3% | 50.2% | 41 | 21.95% | 2.9 |
|
| 3807 |
DMK
3807
David M. Knott
| $183M | +$24.7M | +16% | 37.2% | 81% | 128 | 32.03% | 3.1 |
|
| 3808 |
3808
Rutabaga Capital Management
Boston,
Massachusetts
| $183M | +$16M | +10% | 17.8% | 57% | 50 | 12% | 2.7 |
|
| 3809 |
3809
LexAurum Advisors
Overland Park,
Kansas
| $183M | +$38.7M | +27% | 14.3% | – | 226 | 22.57% | 1.4 |
|
| 3810 |
3810
Knuff & Co
Foster City,
California
| $183M | +$44.8M | +33% | 27.5% | 85.8% | 176 | 22.16% | 1 |
|
| 3811 |
3811
Ecofin Advisors
London,
United Kingdom
| $183M | +$36.1M | +25% | 12.4% | 77% | 29 | 10.34% | 2.5 |
|
| 3812 |
PWP
3812
Personal Wealth Partners
Bloomington,
Minnesota
| $182M | +$16.1M | +10% | 14.7% | 37.2% | 69 | 20.29% | 1 |
|
| 3813 |
3813
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $182M | +$23.2M | +15% | 15.6% | 87.3% | 70 | 11.43% | 5.5 |
|
| 3814 |
3814
Corbenic Partners
Bethlehem,
Pennsylvania
| $182M | +$52.8M | +41% | 17.3% | – | 208 | 30.29% | 2.6 |
|
| 3815 |
3815
TIFF Advisory Services
Radnor,
Pennsylvania
| $182M | +$31.1M | +21% | 34.4% | 86.3% | 15 | 60% | 0.6 |
|
| 3816 |
3816
Uncommon Cents Investing
Janesville,
Wisconsin
| $182M | +$21.7M | +14% | 19.3% | 91.4% | 115 | 13.04% | 1.7 |
|
| 3817 |
3817
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $182M | +$35.2M | +24% | 21.6% | 115% | 40 | 20% | 4.3 |
|
| 3818 |
3818
SimplyRich
Carlsbad,
California
| $182M | +$31.8M | +21% | 20% | 98.3% | 141 | 15.6% | 1.5 |
|
| 3819 |
CWM
3819
Cordatus Wealth Management
Newtown,
Pennsylvania
| $182M | +$42.9M | +31% | 25.1% | 108% | 125 | 36% | 0.8 |
|
| 3820 |
3820
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $182M | +$28.3M | +18% | 16.8% | 51.1% | 345 | 27.25% | 2.2 |
|
| 3821 |
3821
Keating Investment Counselors
Delray Beach,
Florida
| $182M | +$17.9M | +11% | 17.4% | 50% | 64 | 12.5% | 5 |
|
| 3822 |
3822
Fifth Third Securities
Cincinnati,
Ohio
| $181M | +$71.2M | +65% | 13.8% | 62.7% | 70 | 17.14% | 1.8 |
|
| 3823 |
3823
CAMG Solamere Management
Charlotte,
North Carolina
| $181M | -$8.82M | -5% | 21% | 51.7% | 120 | 10% | 1.7 |
|
| 3824 |
3824
Deep Field Asset Management
Beverly Hills,
California
| $181M | +$17.2M | +10% | 28.6% | 20.1% | 30 | 43.33% | 0.8 |
|
| 3825 |
3825
Norman Fields Gottscho Capital Management
New York
| $181M | +$23.8M | +15% | 17.8% | 96.9% | 66 | 15.15% | 3.8 |
|