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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
3851
Bogart Wealth LLC
Mclean,
Virginia
| $165M | -$41.8M | -20% | 0.95% | 60.5% | 380 | 11.58% | 1.5 |
|
| 3852 |
3852
Elephas Investment Management
Hong Kong
| $165M | -$558M | -77% | 1.22% | 422% | 36 | 69.44% | 0.4 |
|
| 3853 |
3853
Heronetta Management
New York
| $165M | -$14.7M | -8% | 0.74% | 59.7% | 28 | 3.57% | 3.9 |
|
| 3854 |
3854
Prestige Wealth Management Group
Flemington,
New Jersey
| $165M | +$2.54M | +2% | 2.71% | 55.8% | 525 | 8.57% | 0.5 |
|
| 3855 |
3855
Canal Capital Management
Richmond,
Virginia
| $165M | +$7.44M | +5% | 2.64% | 67.8% | 117 | 17.95% | 2.3 |
|
| 3856 |
3856
O'Dell Group
Cincinnati,
Ohio
| $165M | +$6.39M | +4% | 1.91% | 72.2% | 60 | 20% | 1.4 |
|
| 3857 |
3857
Cruiser Capital Advisors
Stamford,
Connecticut
| $165M | -$28.2M | -15% | 1.36% | 192% | 45 | 42.22% | 0.9 |
|
| 3858 |
HCM
3858
Highlander Capital Management
Short Hills,
New Jersey
| $165M | +$3.26M | +2% | 2.27% | 34.4% | 738 | 6.1% | 3.5 |
|
| 3859 |
3859
Bedel Financial Consulting
Indianapolis,
Indiana
| $165M | +$7.75M | +5% | 0.59% | 104% | 773 | 8.67% | 1.1 |
|
| 3860 |
3860
Searle & Co
Greenwich,
Connecticut
| $164M | +$4.02M | +3% | 2.9% | 93.8% | 138 | 13.77% | 2.3 |
|
| 3861 |
3861
Birchview Capital
Burlington,
Vermont
| $164M | +$4.83M | +3% | 7.3% | 327% | 58 | 13.79% | 2.1 |
|
| 3862 |
3862
Milestone Advisory Partners
Southern Pines,
North Carolina
| $164M | +$9.36M | +6% | 2.04% | 19.7% | 56 | 12.5% | 1 |
|
| 3863 |
BM
3863
Bislett Management
Palo Alto,
California
| $164M | -$1.35M | -0.8% | 1.85% | 19.8% | 20 | 10% | 4.2 |
|
| 3864 |
3864
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $164M | +$6.47M | +4% | 5.6% | 21.9% | 41 | 7.32% | 4.8 |
|
| 3865 |
3865
Roberts, Glore & Co
Deerfield,
Illinois
| $164M | +$4.2M | +3% | 3.31% | 72.3% | 144 | 7.64% | 4.1 |
|
| 3866 |
3866
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $164M | +$3.85M | +2% | 3.36% | 72.9% | 155 | 19.35% | 2.5 |
|
| 3867 |
LC
3867
LNZ Capital
New York
| $164M | -$7.56M | -4% | 0.73% | 58.8% | 15 | 46.67% | 0.3 |
|
| 3868 |
3868
Affiance Financial
St. Louis Park,
Minnesota
| $164M | +$4.71M | +3% | 2.44% | 57.8% | 94 | 5.32% | 3.1 |
|
| 3869 |
3869
Landmark Financial Advisors
Bowling Green,
Kentucky
| $163M | +$11M | +7% | 2.8% | 11.8% | 59 | 10.17% | 3.4 |
|
| 3870 |
LA
3870
LFL Advisers
Evanston,
Illinois
| $163M | +$20.5M | +14% | 12.9% | 83% | 10 | 10% | 2.1 |
|
| 3871 |
3871
Courant Investment Management
Franklin,
Tennessee
| $163M | +$6.4M | +4% | 5.93% | 35.2% | 12 | 0% | 1.6 |
|
| 3872 |
3872
RP Management
New York
| $163M | -$36.9M | -18% | 16.5% | 208% | 4 | 0% | 0.5 |
|
| 3873 |
VC
3873
Vision Capital
Toronto,
Ontario, Canada
| $163M | +$33.4M | +26% | 5.27% | 19.8% | 12 | 33.33% | 0.4 |
|
| 3874 |
3874
Wealth Alliance Advisory Group
Wichita,
Kansas
| $162M | +$7.16M | +5% | 2.25% | 72.7% | 132 | 7.58% | 1.2 |
|
| 3875 |
3875
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $162M | +$3.5M | +2% | 4.44% | 115% | 34 | 5.88% | 4.1 |
|