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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 |
AP
3876
Arlington Partners
Birmingham,
Alabama
| $288M | +$14.8M | +5% | 7.32% | 46.4% | 395 | 17.97% | 1.2 |
|
| 3877 |
3877
Broadleaf Partners
Hudson,
Ohio
| $288M | +$22.2M | +8% | 12% | 180% | 75 | 8% | 2.3 |
|
| 3878 |
3878
Prism Advisors
Studio City,
California
| $288M | +$10.8M | +4% | 5.25% | 54.6% | 56 | 10.71% | 1.9 |
|
| 3879 |
3879
CRA Financial Services
Northfield,
New Jersey
| $288M | +$29.1M | +11% | 8.03% | 91.9% | 200 | 11.5% | 1.6 |
|
| 3880 |
3880
Progeny 3 Inc
Kirkland,
Washington
| $287M | +$33.3M | +13% | 12.6% | 96.8% | 33 | 27.27% | 1.4 |
|
| 3881 |
3881
Daniels + Tansey
Wilmington,
Delaware
| $287M | +$34.4M | +14% | 5.94% | 21.1% | 35 | 20% | 0.5 |
|
| 3882 |
3882
Bedel Financial Consulting
Indianapolis,
Indiana
| $287M | +$28.8M | +11% | 10.2% | 104% | 1,045 | 10.72% | 2.2 |
|
| 3883 |
OR
3883
Olympiad Research
Stamford,
Connecticut
| $287M | +$53.4M | +23% | 11.4% | 189% | 290 | 51.72% | 0.3 |
|
| 3884 |
3884
HGI Capital Management
New York
| $287M | +$51.7M | +22% | 8.95% | 47% | 81 | 38.27% | 0.8 |
|
| 3885 |
CLCM
3885
Crawford Lake Capital Management
Lakewood,
New Jersey
| $287M | +$93M | +48% | 16.1% | 571% | 93 | 93.55% | 0 |
|
| 3886 |
3886
Commodore Capital
New York
| $287M | +$36M | +14% | 8.44% | 2,121% | 34 | 23.53% | 0.4 |
|
| 3887 |
3887
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $287M | +$3.23M | +1% | 1.3% | 39.8% | 6 | 16.67% | 3.8 |
|
| 3888 |
3888
Great Point Wealth Advisors
Boston,
Massachusetts
| $287M | +$25.2M | +10% | 4.34% | – | 57 | 15.79% | 1.6 |
|
| 3889 |
3889
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| $287M | -$360M | -56% | 7.21% | 133% | 738 | 59.08% | 0.5 |
|
| 3890 |
3890
Kelman-Lazarov Inc
Memphis,
Tennessee
| $287M | +$5.96M | +2% | 6.99% | 46.6% | 90 | 12.22% | 3.4 |
|
| 3891 |
3891
Rezny Wealth Management
Fort Myers,
Florida
| $286M | +$30M | +12% | 7.69% | 99.6% | 18 | 22.22% | 2 |
|
| 3892 |
3892
Peddock Capital Advisors
Braintree,
Massachusetts
| $286M | +$24.3M | +9% | 9.11% | 113% | 161 | 16.15% | 3.9 |
|
| 3893 |
3893
First Wilshire Securities Management
Pasadena,
California
| $286M | +$18.1M | +7% | 3.99% | 135% | 90 | 17.78% | 3.3 |
|
| 3894 |
3894
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $286M | +$13M | +5% | 4.6% | 46.5% | 99 | 41.41% | 0.8 |
|
| 3895 |
3895
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $285M | +$17.7M | +7% | 5.39% | 130% | 91 | 28.57% | 0.9 |
|
| 3896 |
3896
Cobalt Capital Management
Short Hills,
New Jersey
| $285M | +$5.12M | +2% | 7.51% | 235% | 45 | 55.56% | 0.5 |
|
| 3897 |
3897
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $285M | +$31M | +12% | 6.24% | 72.9% | 168 | 5.36% | 3.4 |
|
| 3898 |
FA
3898
Financial Advisors
Andover,
Massachusetts
| $285M | +$34.5M | +14% | 6% | 71.5% | 89 | 11.24% | 1.6 |
|
| 3899 |
3899
Cornerstone Wealth Advisors
Edina,
Minnesota
| $285M | +$20.1M | +8% | 4.58% | 46.1% | 40 | 10% | 0.2 |
|
| 3900 |
GCMG
3900
Gyroscope Capital Management Group
Naples,
Florida
| $284M | +$34.3M | +14% | 4.95% | 24.8% | 123 | 12.2% | 2 |
|