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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 |
GBA
3876
Garrison Bradford & Associates
New York
| $116M | +$2.36M | +2% | 5.71% | 63.5% | 91 | 6.59% | 2.6 |
|
| 3877 |
3877
Summit Financial Group
Moorefield,
West Virginia
| $115M | – | – | 2.68% | 26.1% | 109 | – | 0 |
|
| 3878 |
3878
Wilshire Advisors
Santa Monica,
California
| $115M | -$11.4M | -9% | 1.76% | 118% | 24 | 20.83% | 1 |
|
| 3879 |
3879
Tenzing Global Management
San Francisco,
California
| $115M | -$6.06M | -5% | 7.21% | 273% | 20 | 35% | 0.4 |
|
| 3880 |
MCM
3880
Millie Capital Management
Walnut Creek,
California
| $115M | +$9.8M | +9% | 2.63% | 24.5% | 70 | 11.43% | 1.4 |
|
| 3881 |
3881
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $115M | +$4.19M | +4% | 1.99% | 130% | 546 | 12.64% | 1.2 |
|
| 3882 |
3882
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $115M | +$1.81M | +2% | 0.02% | 42% | 213 | 40.85% | 1.3 |
|
| 3883 |
3883
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $115M | -$6.28M | -5% | 3.59% | 117% | 321 | 26.79% | 0.7 |
|
| 3884 |
ABP
3884
Arthur B. Page
| $115M | +$2.34M | +2% | 3.54% | 40.4% | 68 | 2.94% | 2.7 |
|
| 3885 |
3885
Crosspoint Capital Strategies
Orinda,
California
| $114M | -$4.78M | -4% | 28.4% | – | 180 | 62.22% | 0.8 |
|
| 3886 |
3886
American Trust Investment Advisors
Lebanon,
New Hampshire
| $114M | +$3.83M | +3% | 3.5% | 91% | 82 | 15.85% | 1.4 |
|
| 3887 |
AB
3887
Atlas Brown
Louisville,
Kentucky
| $114M | -$12.5M | -10% | 1.99% | 115% | 127 | 3.15% | 2.9 |
|
| 3888 |
LI
3888
Longer Investments
Fayetteville,
Arkansas
| $114M | +$10.1M | +10% | 0.16% | 20.4% | 43 | 34.88% | 2 |
|
| 3889 |
3889
Capco Asset Management
Tampa,
Florida
| $114M | -$5.42M | -5% | 1.39% | 46.1% | 17 | 0% | 0.5 |
|
| 3890 |
3890
Bellecapital
Zurich,
Switzerland
| $114M | +$5.96M | +6% | 5.95% | 152% | 78 | 12.82% | 1.5 |
|
| 3891 |
3891
Penn Mutual Life Insurance
Horsham,
Pennsylvania
| $114M | +$4.56M | +4% | 1% | 1.64% | 25 | 28% | 1.7 |
|
| 3892 |
AZA
3892
Arthur Zaske & Associates
Bingham Farms,
Michigan
| $114M | -$25.6M | -18% | 0.03% | – | 90 | 15.56% | 0.5 |
|
| 3893 |
3893
1492 Capital Management
Milwaukee,
Wisconsin
| $113M | -$15.2M | -12% | 6.39% | 332% | 112 | 20.54% | 1.2 |
|
| 3894 |
3894
Gladstone Capital Management
London,
United Kingdom
| $113M | -$3.32M | -3% | 12.4% | 304% | 15 | 33.33% | 0.8 |
|
| 3895 |
TWS
3895
Thomas W. Smith
| $113M | +$25.9M | +30% | 26.9% | – | 11 | 9.09% | 3.3 |
|
| 3896 |
PP
3896
Pension Partners
New York
| $113M | +$24.4M | +27% | 1.98% | – | 17 | 76.47% | 0.5 |
|
| 3897 |
3897
Emory University
Atlanta,
Georgia
| $113M | +$7.25M | +7% | 4.14% | – | 57 | 36.84% | 0.7 |
|
| 3898 |
3898
Threshold Group
Seattle,
Washington
| $113M | +$9.36M | +9% | 2.27% | – | 41 | 17.07% | 1 |
|
| 3899 |
3899
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $113M | – | – | 5.45% | 151% | 56 | – | 0 |
|
| 3900 |
3900
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $113M | +$1.15M | +1% | 2.97% | 82% | 57 | 22.81% | 0.4 |
|