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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
HM Capital Management
Clayton,
Missouri
| $158M | -$3.2M | -2% | 0.93% | 29.6% | 44 | 4.55% | 3.4 |
|
| 3877 |
3877
Dalton Investments
Las Vegas,
Nevada
| $158M | -$62M | -28% | 5.85% | 95.1% | 43 | 4.65% | 2.5 |
|
| 3878 |
3878
Abingworth
London,
United Kingdom
| $158M | -$103M | -39% | 27.9% | 187% | 15 | 13.33% | 2.4 |
|
| 3879 |
3879
Heritage Way Advisors
Rockford,
Illinois
| $158M | +$1.41M | +0.9% | 0.58% | 79.4% | 62 | 6.45% | 2.1 |
|
| 3880 |
3880
Alethea Capital Management
Mercer Island,
Washington
| $158M | +$4.4M | +3% | 3.27% | 275% | 106 | 47.17% | 1.3 |
|
| 3881 |
3881
Financial Life Advisors
San Antonio,
Texas
| $158M | +$7.01M | +5% | 0.87% | 47% | 49 | 10.2% | 1.6 |
|
| 3882 |
3882
Nicollet Investment Management
Minneapolis,
Minnesota
| $158M | -$1.64M | -1% | 1.09% | 104% | 70 | 11.43% | 1.6 |
|
| 3883 |
3883
Providence First Trust
Scottsdale,
Arizona
| $158M | +$20.8M | +15% | 2.34% | 64.1% | 90 | 34.44% | 1.4 |
|
| 3884 |
AP
3884
Arlington Partners
Birmingham,
Alabama
| $157M | -$65.9M | -29% | 1.4% | 46.4% | 234 | 33.33% | 1 |
|
| 3885 |
PL
3885
Polianta Ltd
St Helier,
Jersey
| $157M | -$74.5M | -32% | 0.83% | 31.6% | 109 | 77.98% | 0.2 |
|
| 3886 |
BIA
3886
Bigelow Investment Advisors
Portland,
Maine
| $157M | +$8.17M | +5% | 1.45% | 75.7% | 154 | 4.55% | 1.4 |
|
| 3887 |
3887
Oasis Management Company
Grand Cayman,
Cayman Islands
| $157M | +$78.4M | +99% | 0.34% | 368% | 25 | 40% | 0.6 |
|
| 3888 |
3888
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $157M | +$144M | +1,115% | 1.74% | 84.8% | 64 | 57.81% | 0.6 |
|
| 3889 |
3889
Concentric Wealth Management
Lafayette,
California
| $157M | +$3.11M | +2% | 2.58% | 33.4% | 89 | 2.25% | 2.5 |
|
| 3890 |
MCA
3890
Mercer Capital Advisers
Little Silver,
New Jersey
| $157M | +$2.49M | +2% | 1.59% | 59.6% | 210 | 5.71% | 4.2 |
|
| 3891 |
3891
Investors Asset Management of Georgia
Atlanta,
Georgia
| $157M | +$8.76M | +6% | 5.66% | 118% | 150 | 2.67% | 3.8 |
|
| 3892 |
3892
Ford Financial Group
Fresno,
California
| $157M | +$9.28M | +6% | 0.55% | 47.7% | 101 | 23.76% | 0.9 |
|
| 3893 |
3893
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $157M | +$5.14M | +3% | 0.04% | 58.5% | 18 | 11.11% | 2.2 |
|
| 3894 |
3894
Cornell Pochily Investment Advisors
Ithaca,
New York
| $156M | -$242M | -61% | 2.82% | 97% | 149 | 13.42% | 1.5 |
|
| 3895 |
3895
Peloton Wealth Strategists
Indianapolis,
Indiana
| $156M | +$7.02M | +5% | 1.7% | 51.3% | 74 | 17.57% | 2.5 |
|
| 3896 |
VAM
3896
Velanne Asset Management
London,
United Kingdom
| $156M | -$988K | -0.6% | 0.43% | 29.6% | 24 | 8.33% | 0.7 |
|
| 3897 |
3897
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $156M | +$47.2M | +43% | 1.56% | 143% | 67 | 58.21% | 0.1 |
|
| 3898 |
3898
Timber Creek Capital Management
Boston,
Massachusetts
| $156M | +$1.12M | +0.7% | 0.73% | 139% | 135 | 7.41% | 4.1 |
|
| 3899 |
3899
Spectrum Asset Management (California)
Newport Beach,
California
| $156M | -$3.08M | -2% | 0.28% | 68.3% | 88 | 13.64% | 1.9 |
|
| 3900 |
GECH
3900
Garnet Equity Capital Holdings
New York
| $156M | +$79.3M | +103% | 0.65% | 302% | 27 | 48.15% | 0.7 |
|