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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
3901
Aurora Financial Advisors
Wellesley,
Massachusetts
| $140M | – | – | 4.56% | – | 187 | – | 0 |
|
| 3902 |
SL
3902
SIB LLC
New York,
New York
| $139M | -$363K | -0.3% | 7.02% | 29.2% | 26 | 3.85% | 3.9 |
|
| 3903 |
3903
Certified Advisory Corp
Altamonte Springs,
Florida
| $139M | – | – | 5.48% | 58.2% | 732 | – | 0 |
|
| 3904 |
3904
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $139M | +$11.6M | +9% | 6.91% | 151% | 74 | 32.43% | 0.4 |
|
| 3905 |
3905
Graybill Wealth Management
Elmhurst,
Illinois
| $139M | +$3.53M | +3% | 5.57% | – | 52 | 15.38% | 3 |
|
| 3906 |
3906
Sonata Capital Group
Seattle,
Washington
| $139M | +$4.06M | +3% | 5.05% | 66.5% | 103 | 6.8% | 2.6 |
|
| 3907 |
3907
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $138M | +$4.03M | +3% | 4.86% | 58.6% | 132 | 41.67% | 0.7 |
|
| 3908 |
MHIM
3908
MacNealy Hoover Investment Management
Canton,
Ohio
| $138M | -$677K | -0.5% | 5.83% | 42.5% | 76 | 1.32% | 3.5 |
|
| 3909 |
3909
Shoker Investment Counsel
Oxford,
Ohio
| $138M | +$6.4M | +5% | 5.3% | 83.8% | 109 | 8.26% | 3 |
|
| 3910 |
3910
Concentric Wealth Management
Lafayette,
California
| $138M | +$6.51M | +5% | 5.71% | 33.4% | 90 | 3.33% | 0.9 |
|
| 3911 |
3911
Omega Fund Management
Boston,
Massachusetts
| $138M | -$38.4M | -22% | 9.1% | 106% | 12 | 8.33% | 2 |
|
| 3912 |
3912
Lattice Strategies
Wayne,
Pennsylvania
| $138M | +$5.41M | +4% | 4.38% | 19.9% | 64 | 0% | 3.6 |
|
| 3913 |
3913
Daniel Devine & Co
Parkland,
Florida
| $138M | +$7.4M | +6% | 6.12% | 34.2% | 50 | 6% | 2.4 |
|
| 3914 |
MA
3914
Menlo Advisors
Menlo Park,
California
| $138M | +$6.68M | +5% | 6.64% | 108% | 43 | 0% | 3 |
|
| 3915 |
MCA
3915
Mercer Capital Advisers
Little Silver,
New Jersey
| $138M | +$3.4M | +3% | 6.52% | 59.6% | 251 | 6.37% | 2.7 |
|
| 3916 |
3916
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $138M | – | – | 4.3% | 90.5% | 4 | – | 0 |
|
| 3917 |
SC
3917
Spindletop Capital
Chappaqua,
New York
| $138M | +$8.2M | +6% | 9.03% | – | 11 | 9.09% | 2.4 |
|
| 3918 |
3918
BMT Investment Advisors
Berwyn,
Pennsylvania
| $138M | +$29.7M | +27% | 4.82% | – | 82 | 9.76% | 0.2 |
|
| 3919 |
3919
Abingworth
London,
United Kingdom
| $138M | -$6.42M | -4% | 5.42% | 187% | 18 | 5.56% | 1.7 |
|
| 3920 |
3920
Scholtz & Company
Stamford,
Connecticut
| $138M | +$10.2M | +8% | 9.04% | 89.2% | 78 | 44.87% | 0.8 |
|
| 3921 |
3921
Schooner Capital
Vero Beach,
Florida
| $138M | -$41.5M | -23% | 3.01% | 31.1% | 1 | 0% | 4.5 |
|
| 3922 |
3922
Bridge City Capital
Lake Oswego,
Oregon
| $138M | +$3.99M | +3% | 6.35% | 120% | 95 | 9.47% | 0.5 |
|
| 3923 |
3923
Adirondack Trust Company
Saratoga Springs,
New York
| $138M | +$10.4M | +8% | 6.22% | 96.7% | 332 | 4.22% | 3.5 |
|
| 3924 |
3924
KHP Capital
Tulsa,
Oklahoma
| $138M | – | – | 4.22% | – | 65 | – | 0 |
|
| 3925 |
3925
KPCB DGF Associates
Menlo Park,
California
| $138M | +$1.08M | +0.8% | 12.9% | – | 3 | 0% | 1.9 |
|