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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
Essex Savings Bank
Essex,
Connecticut
| $168M | +$28M | +20% | 18.7% | 95.2% | 168 | 14.88% | 1.3 |
|
| 3977 |
CCM
3977
Consolidated Capital Management
Burbank,
California
| $168M | +$40.9M | +32% | 26.5% | 166% | 34 | 11.76% | 2.4 |
|
| 3978 |
3978
Equinox Partners Investment Management
Stamford,
Connecticut
| $168M | +$88.3M | +110% | 87.4% | 241% | 12 | 25% | 0.8 |
|
| 3979 |
3979
Marlowe Partners
New York
| $168M | +$20.5M | +14% | 34.3% | 16.3% | 19 | 26.32% | 0.8 |
|
| 3980 |
3980
Ostrum Asset Management
Paris,
France
| $168M | +$23M | +16% | 24% | 107% | 80 | 36.25% | 0.7 |
|
| 3981 |
3981
FC Advisory
West Chester,
Pennsylvania
| $168M | +$23.7M | +16% | 15.7% | 46.6% | 55 | 7.27% | 3.5 |
|
| 3982 |
3982
Clare Market Investments
Dallas,
Texas
| $168M | +$50M | +42% | 39% | – | 104 | 42.31% | 0.9 |
|
| 3983 |
3983
Marino Stram & Associates
Braintree,
Massachusetts
| $168M | +$38.3M | +29% | 16.2% | 72.2% | 108 | 14.81% | 1.7 |
|
| 3984 |
3984
Sitrin Capital Management
Century City,
California
| $168M | -$879K | -0.5% | 25.2% | 139% | 38 | 23.68% | 2.1 |
|
| 3985 |
3985
Hamilton Wealth
Encino,
California
| $168M | +$33.8M | +25% | 14% | 108% | 49 | 36.73% | 0.8 |
|
| 3986 |
3986
Advisor OS
Chicago,
Illinois
| $168M | – | – | 15.1% | 61.2% | 141 | – | 0 |
|
| 3987 |
ETI
3987
Enterprise Trust & Investment
Los Gatos,
California
| $168M | +$24.9M | +17% | 21.8% | 58.6% | 196 | 8.67% | 0.9 |
|
| 3988 |
3988
Quaker Wealth Management
Moorestown,
New Jersey
| $168M | +$26.8M | +19% | 12.4% | – | 50 | 20% | 0.4 |
|
| 3989 |
3989
NEPC LLC
Boston,
Massachusetts
| $167M | -$13.8M | -8% | 11.9% | 21.3% | 31 | 19.35% | 0.4 |
|
| 3990 |
WR
3990
Watson Rebecca
| $167M | +$22.7M | +16% | 12.8% | – | 387 | 80.36% | 0.1 |
|
| 3991 |
3991
Radnor Financial Advisors
Wayne,
Pennsylvania
| $167M | +$49.3M | +42% | 20.9% | 3.04% | 18 | 5.56% | 0.4 |
|
| 3992 |
PGF
3992
Pelham Global Financials
London,
United Kingdom
| $167M | +$100M | +150% | 34.5% | 24.5% | 9 | 33.33% | 0.6 |
|
| 3993 |
3993
BCS Wealth Management
Johnson City,
Tennessee
| $167M | +$24.2M | +17% | 12.8% | 46.7% | 127 | 17.32% | 0.4 |
|
| 3994 |
3994
Soundwatch Capital
Rowayton,
Connecticut
| $166M | +$24.6M | +17% | 20.9% | 68.6% | 24 | 66.67% | 0.1 |
|
| 3995 |
3995
Mirsky Financial Management
Rochester,
New York
| $166M | +$24.7M | +17% | 10% | 39.3% | 36 | 22.22% | 1.2 |
|
| 3996 |
3996
Mizuho Trust & Banking
Tokyo,
Japan
| $166M | +$114M | +219% | 18.8% | 36.1% | 12 | 33.33% | 0.5 |
|
| 3997 |
3997
Shah Capital Management
Raleigh,
North Carolina
| $166M | +$39.6M | +31% | 77% | 287% | 16 | 31.25% | 2.8 |
|
| 3998 |
3998
Marcho Partners
London,
United Kingdom
| $166M | -$62.5M | -27% | 88.8% | 115% | 9 | 44.44% | 0.5 |
|
| 3999 |
3999
Biltmore Family Office
Charlotte,
North Carolina
| $166M | +$13.9M | +9% | 19.6% | 78.1% | 186 | 13.44% | 1.7 |
|
| 4000 |
4000
Oak Grove Capital
North Hampton,
New Hampshire
| $166M | +$11.4M | +7% | 27.6% | 470% | 72 | 33.33% | 1.1 |
|