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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
Strategic Equity Management
Tucson,
Arizona
| $292M | +$55.6M | +24% | 5.5% | 70.3% | 41 | 31.71% | 0.3 |
|
| 3852 |
3852
Signet Financial Management
Parsippany,
New Jersey
| $292M | -$242M | -45% | 5.8% | 65.2% | 249 | 58.23% | 2.6 |
|
| 3853 |
3853
Yale University
New Haven,
Connecticut
| $292M | +$245M | +531% | 8.07% | 33.7% | 20 | 75% | 0.4 |
|
| 3854 |
3854
Sax Wealth Advisors
Parsippany,
New Jersey
| $292M | +$18.1M | +7% | 5.46% | 64.3% | 162 | 9.88% | 0.4 |
|
| 3855 |
3855
Buckley Wealth Management
Las Vegas,
Nevada
| $291M | +$21.7M | +8% | 9.28% | 88% | 133 | 9.02% | 2.5 |
|
| 3856 |
3856
Eagle Health Investments
Greenwich,
Connecticut
| $291M | +$36.7M | +14% | 6.94% | 241% | 31 | 25.81% | 0.4 |
|
| 3857 |
3857
First National Corp
Rockland,
Massachusetts
| $291M | -$112M | -28% | 6.26% | 56.3% | 162 | 19.75% | 1.9 |
|
| 3858 |
3858
Elgethun Capital Management
Sioux Falls,
South Dakota
| $291M | +$33.7M | +13% | 6.92% | 61.5% | 104 | 2.88% | 2.9 |
|
| 3859 |
3859
13D Management
New York
| $291M | +$20.7M | +8% | 7.42% | 157% | 33 | 15.15% | 1.5 |
|
| 3860 |
3860
Single Point Partners
Boston,
Massachusetts
| $290M | +$16.9M | +6% | 5.33% | 56.4% | 106 | 51.89% | 0.8 |
|
| 3861 |
3861
White Pine Investment Company
Livonia,
Michigan
| $290M | +$21M | +8% | 6.78% | 73.3% | 58 | 1.72% | 3.9 |
|
| 3862 |
3862
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $290M | +$7.47M | +3% | 7.72% | 92% | 147 | 6.8% | 2.6 |
|
| 3863 |
3863
Bellwether Advisors
Lincoln,
Nebraska
| $290M | +$37.5M | +15% | 6.19% | 115% | 493 | 22.72% | 0.4 |
|
| 3864 |
3864
Raffa Wealth Management
Washington,
District of Columbia
| $289M | +$5.22M | +2% | 4.06% | 35.8% | 1,129 | 6.02% | 1.3 |
|
| 3865 |
3865
Investors Research Corp
Atlanta,
Georgia
| $289M | +$23.6M | +9% | 6.06% | 62.1% | 1,057 | 8.42% | 2.1 |
|
| 3866 |
3866
Centric Wealth Management
Chicago,
Illinois
| $289M | -$61.4M | -18% | 13.7% | 44.4% | 227 | 39.65% | 1.2 |
|
| 3867 |
3867
Norwest Venture Partners XIII
Palo Alto,
California
| $289M | +$28.4M | +11% | 15.8% | – | 3 | 66.67% | 0.2 |
|
| 3868 |
3868
Monument Capital Management
Alexandria,
Virginia
| $289M | +$39.4M | +16% | 6.98% | 170% | 149 | 34.23% | 1.2 |
|
| 3869 |
3869
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| $289M | +$45.9M | +19% | 9% | 71.4% | 256 | 10.94% | 1.6 |
|
| 3870 |
3870
Arkos Global Advisors
Houston,
Texas
| $289M | +$28.2M | +11% | 4.62% | 43.6% | 95 | 12.63% | 1.4 |
|
| 3871 |
3871
Day & Ennis
Macon,
Georgia
| $289M | +$23.8M | +9% | 4.7% | 15.2% | 129 | 10.85% | 2.6 |
|
| 3872 |
VAM
3872
Velanne Asset Management
London,
United Kingdom
| $288M | +$109M | +61% | 6.13% | 29.6% | 20 | 5% | 1.8 |
|
| 3873 |
3873
Birinyi Associates
Westport,
Connecticut
| $288M | +$25.8M | +10% | 10.8% | 113% | 70 | 10% | 4.8 |
|
| 3874 |
3874
Clear Perspective Advisors
Aurora,
Illinois
| $288M | +$32.4M | +13% | 7.77% | 88.5% | 167 | 11.98% | 2.3 |
|
| 3875 |
3875
Roanoke Asset Management
Jersey City,
New Jersey
| $288M | +$57.8M | +25% | 7.76% | 50.3% | 115 | 13.04% | 4.5 |
|