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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Sloane Robinson
London,
United Kingdom
| $99.5M | +$10.2M | +11% | 16.1% | 175% | 15 | 40% | 0.6 |
|
| 3827 |
3827
Twin Focus Capital Partners
Boston,
Massachusetts
| $99.4M | +$21.1M | +27% | 4.88% | 92.5% | 102 | 26.47% | 1.5 |
|
| 3828 |
3828
AllSquare Wealth Management
Albany,
New York
| $99.3M | +$1.83M | +2% | 2.22% | 62.4% | 331 | 10.88% | 0.9 |
|
| 3829 |
SWM
3829
Strategic Wealth Management
Kirkland,
Washington
| $99.2M | +$44.5M | +81% | 3.71% | 52.8% | 20 | 50% | 0.7 |
|
| 3830 |
HM
3830
Harvest Management
New York
| $99.2M | -$11.5M | -10% | 19.4% | 610% | 115 | 68.7% | 0.5 |
|
| 3831 |
3831
DW Partners
New York
| $99.1M | -$38.6M | -28% | 13% | 44.5% | 15 | 46.67% | 1.1 |
|
| 3832 |
3832
Wedgewood Investors
Erie,
Pennsylvania
| $99M | +$1.13M | +1% | 3.34% | – | 125 | 4.8% | 2.2 |
|
| 3833 |
3833
Flaherty & Crumrine
Pasadena,
California
| $98.8M | +$13.3M | +16% | 2.46% | 0.12% | 9 | 11.11% | 1.8 |
|
| 3834 |
3834
Capital Insight Partners
Scottsdale,
Arizona
| $98.8M | -$7.85M | -7% | 4.65% | 51.7% | 62 | 22.58% | 0.4 |
|
| 3835 |
3835
Black Maple Capital Management
Milwaukee,
Wisconsin
| $98.6M | – | – | 6.65% | 35.7% | 38 | – | 0 |
|
| 3836 |
3836
EnTrustPermal Management
New York
| $98.6M | +$16.4M | +20% | 2.96% | 19.3% | 42 | 30.95% | 1 |
|
| 3837 |
3837
Deane Retirement Strategies
New Orleans,
Louisiana
| $98.6M | -$3.93M | -4% | 0.29% | 73.4% | 52 | 17.31% | 0.7 |
|
| 3838 |
3838
Brightworth
Atlanta,
Georgia
| $98.5M | – | – | 5.79% | 21.7% | 22 | – | 0 |
|
| 3839 |
3839
Tiemann Investment Advisors
Menlo Park,
California
| $98.5M | +$7.05M | +8% | 5.55% | 77% | 167 | 19.76% | 1.5 |
|
| 3840 |
HH
3840
HWG Holdings
Houston,
Texas
| $98.3M | +$89.9M | +1,058% | 18.4% | – | 23 | 95.65% | 0 |
|
| 3841 |
3841
Wheatland Advisors
Lancaster,
Pennsylvania
| $97.8M | +$5.66M | +6% | 7.13% | 30.5% | 87 | 5.75% | 1.8 |
|
| 3842 |
SFA
3842
Staton Financial Advisors
Charlotte,
North Carolina
| $97.8M | +$3.41M | +4% | 7.78% | – | 38 | 15.79% | 0.7 |
|
| 3843 |
3843
StrategIQ Financial Group
Merrillville,
Indiana
| $97.7M | – | – | 1.63% | 12.6% | 53 | – | 0 |
|
| 3844 |
3844
Marvin & Palmer Associates
Wilmington,
Delaware
| $97.6M | +$13.9M | +17% | 9.96% | 392% | 57 | 26.32% | 1.2 |
|
| 3845 |
ABP
3845
Arthur B. Page
| $97.5M | +$3.33M | +4% | 5.93% | 40.4% | 74 | 13.51% | 1.7 |
|
| 3846 |
3846
Penbrook Management
New York
| $97.5M | +$3.07M | +3% | 7.73% | 107% | 122 | 12.3% | 1.5 |
|
| 3847 |
3847
Elberon LLC
Austin,
Texas
| $97.5M | – | – | 1.79% | – | 25 | – | 0 |
|
| 3848 |
3848
Penn Mutual Life Insurance
Horsham,
Pennsylvania
| $97.4M | -$14.3M | -13% | 2.79% | 1.64% | 20 | 5% | 1.2 |
|
| 3849 |
3849
Affiance Financial
St. Louis Park,
Minnesota
| $97.4M | +$17.6M | +22% | 3.69% | 57.8% | 93 | 16.13% | 0.8 |
|
| 3850 |
3850
Lancaster Investment Management
London,
United Kingdom
| $97.1M | – | – | 4.59% | 0.78% | 1 | – | 0 |
|