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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| $114M | -$14.5M | -11% | 4.09% | 101% | 73 | 23.29% | 1 |
|
| 3877 |
3877
Johanson Financial Advisors
Campbell,
California
| $114M | +$111M | +4,637% | 5.65% | 101% | 80 | 93.75% | 0.1 |
|
| 3878 |
3878
Courant Investment Management
Franklin,
Tennessee
| $113M | +$8.25M | +8% | 3.74% | 35.2% | 12 | 0% | 0.3 |
|
| 3879 |
3879
GeoSphere Capital Management
Miami Beach,
Florida
| $113M | +$26.3M | +30% | 10.3% | 446% | 44 | 61.36% | 0.5 |
|
| 3880 |
3880
GCM Grosvenor
Chicago,
Illinois
| $113M | – | – | 12.6% | – | 6 | – | 0 |
|
| 3881 |
3881
Worth Venture Partners
Fort Lee,
New Jersey
| $113M | +$19.8M | +21% | 3.17% | 105% | 195 | 65.64% | 0.1 |
|
| 3882 |
3882
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $113M | -$43.1M | -28% | 2.62% | 42% | 218 | 44.5% | 1.3 |
|
| 3883 |
GBA
3883
Garrison Bradford & Associates
New York
| $113M | +$4.71M | +4% | 4.77% | 63.5% | 92 | 7.61% | 2.4 |
|
| 3884 |
3884
Morgens Waterfall Vintiadis & Co
New York
| $113M | +$8.54M | +8% | 13.2% | 594% | 67 | 52.24% | 0.5 |
|
| 3885 |
3885
Garcia Hamilton & Associates
Houston,
Texas
| $113M | -$59.8M | -35% | 7.45% | 39.1% | 75 | 5.33% | 2.3 |
|
| 3886 |
GA
3886
Greytown Advisors
Miami,
Florida
| $113M | +$8.39M | +8% | 6.33% | 14.1% | 64 | 6.25% | 0.2 |
|
| 3887 |
3887
O'Dell Group
Cincinnati,
Ohio
| $113M | +$9.44M | +9% | 6.8% | 72.2% | 36 | 19.44% | 0.2 |
|
| 3888 |
3888
Sigma Investment Management
Portland,
Oregon
| $113M | -$2.3M | -2% | 3.21% | 8.4% | 16 | 0% | 2.7 |
|
| 3889 |
3889
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $113M | +$5.39M | +5% | 2.91% | 58.5% | 22 | 18.18% | 0.2 |
|
| 3890 |
3890
Leisure Capital Management
Costa Mesa,
California
| $113M | +$1.54M | +1% | 4.63% | 98% | 111 | 11.71% | 1.7 |
|
| 3891 |
3891
Dearborn Capital Management
Chicago,
Illinois
| $113M | +$2.93M | +3% | 5.82% | – | 15 | 13.33% | 0.2 |
|
| 3892 |
PCR
3892
Potrero Capital Research
San Francisco,
California
| $113M | +$6.14M | +6% | 4.83% | 226% | 51 | 31.37% | 0.7 |
|
| 3893 |
3893
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $112M | +$5.4M | +5% | 4.29% | 65.5% | 299 | 9.03% | 0.2 |
|
| 3894 |
3894
Excalibur Management
Waltham,
Massachusetts
| $112M | +$2.52M | +2% | 2.86% | 81.7% | 74 | 8.11% | 2.5 |
|
| 3895 |
3895
Mork Capital Management
Healdsburg,
California
| $112M | -$30M | -21% | 6.28% | 61.9% | 145 | 26.21% | 1.2 |
|
| 3896 |
HIM
3896
Hutchens Investment Management
Concord,
New Hampshire
| $112M | +$16.3M | +17% | 7.28% | 56.8% | 66 | 24.24% | 1 |
|
| 3897 |
ABP
3897
Arthur B. Page
| $112M | +$7.59M | +7% | 5.9% | 40.4% | 69 | 8.7% | 2.5 |
|
| 3898 |
3898
Bennicas & Associates
Portola Valley,
California
| $112M | +$1.46M | +1% | 6.17% | 40.3% | 89 | 2.25% | 3.2 |
|
| 3899 |
3899
Wheatland Advisors
Lancaster,
Pennsylvania
| $112M | -$625K | -0.6% | 2.61% | 30.5% | 92 | 2.17% | 2.7 |
|
| 3900 |
3900
Robertson Stephens Advisors
San Francisco,
California
| $112M | -$63.5M | -36% | 5.31% | – | 156 | 54.49% | 0.2 |
|