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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 |
DI
3801
Diligent Investors
Redlands,
California
| $294M | -$530K | -0.2% | 1.07% | 82.2% | 242 | 0.41% | 3.4 |
|
| 3802 |
3802
BHZ Capital Management
San Jose,
California
| $294M | +$25M | +9% | 3.42% | 3.24% | 145 | 19.31% | 2.7 |
|
| 3803 |
3803
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $294M | +$8.22M | +3% | 0.49% | 46.5% | 95 | 13.68% | 1.1 |
|
| 3804 |
3804
Mendon Capital Advisors
Key Largo,
Florida
| $293M | +$16.4M | +6% | 7.45% | – | 74 | 31.08% | 2 |
|
| 3805 |
3805
Bessemer Securities
New York
| $293M | +$38.3M | +15% | 1.81% | 45% | 125 | 8% | 1.6 |
|
| 3806 |
3806
Wall Capital Group
Phoenix,
Arizona
| $293M | -$1.94M | -0.7% | 0.17% | – | 26 | 11.54% | 2.7 |
|
| 3807 |
3807
TSP Capital Management Group
Summit,
New Jersey
| $293M | -$11.2M | -4% | 1.17% | 186% | 53 | 0% | 2 |
|
| 3808 |
3808
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $292M | -$13.4M | -4% | 5.19% | 83.8% | 98 | 15.31% | 1.7 |
|
| 3809 |
3809
Clear Perspective Advisors
Aurora,
Illinois
| $292M | +$4.27M | +1% | 0.96% | 88.5% | 179 | 15.08% | 2.4 |
|
| 3810 |
3810
Maytus Capital Management
New York
| $292M | -$21.7M | -7% | 0.76% | 442% | 65 | 61.54% | 0.4 |
|
| 3811 |
3811
Castle Rock Wealth Management
Walnut Creek,
California
| $292M | +$19.5M | +7% | 0.08% | 115% | 273 | 15.75% | 1 |
|
| 3812 |
DCM
3812
Divisar Capital Management
San Francisco,
California
| $292M | -$10.2M | -3% | 6.2% | 194% | 30 | 13.33% | 2.1 |
|
| 3813 |
JWCA
3813
J.W. Coons Advisors
Columbus,
Ohio
| $292M | +$9.7M | +3% | 0.24% | 61.2% | 253 | 20.16% | 1.1 |
|
| 3814 |
3814
Harvey Capital Management
Palm Beach,
Florida
| $292M | -$11.2M | -4% | 0.15% | 147% | 90 | 26.67% | 2.7 |
|
| 3815 |
3815
Oakview Capital Management
Dallas,
Texas
| $292M | +$30M | +11% | 1.75% | 21.2% | 16 | 12.5% | 2 |
|
| 3816 |
3816
Stone Run Capital
New York
| $292M | +$8.08M | +3% | 2.08% | 77.8% | 64 | 0% | 5.4 |
|
| 3817 |
3817
Riversedge Advisors
Wilmington,
Delaware
| $292M | +$18M | +7% | 1.4% | 71.3% | 69 | 27.54% | 1.1 |
|
| 3818 |
3818
Bedel Financial Consulting
Indianapolis,
Indiana
| $291M | +$4M | +1% | 0.34% | 104% | 1,062 | 7.82% | 2.4 |
|
| 3819 |
3819
Cowbird Capital
New York
| $291M | -$3.18M | -1% | 7.61% | 21.3% | 15 | 40% | 0.7 |
|
| 3820 |
MG
3820
Meditor Group
Hamilton,
Bermuda
| $291M | +$8.49M | +3% | 8.53% | 41.1% | 4 | 0% | 5.8 |
|
| 3821 |
3821
Fernwood Investment Management
Quincy,
Massachusetts
| $291M | -$11.3M | -4% | 2.41% | 83.4% | 208 | 9.13% | 3.3 |
|
| 3822 |
3822
Great Point Wealth Advisors
Boston,
Massachusetts
| $291M | +$4.36M | +2% | 1.42% | – | 53 | 5.66% | 1.9 |
|
| 3823 |
3823
Johanson Financial Advisors
Campbell,
California
| $290M | -$5.29M | -2% | 0.14% | 101% | 125 | 4% | 2.8 |
|
| 3824 |
JAMH
3824
Junson Asset Management (HK)
Hong Kong
| $290M | +$39.4M | +16% | 2.69% | – | 37 | 40.54% | 0.4 |
|
| 3825 |
3825
Asio Capital
Lexington,
Kentucky
| $290M | +$6.86M | +2% | 1.32% | 98% | 114 | 17.54% | 1.1 |
|