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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
Westbourne Investment Advisors
Annapolis,
Maryland
| $132M | +$3.66M | +3% | 5.78% | 107% | 109 | 11.01% | 1.9 |
|
| 4002 |
4002
Foothills Asset Management
Scottsdale,
Arizona
| $132M | -$1.3M | -1% | 3.41% | 8.84% | 67 | 14.93% | 2.1 |
|
| 4003 |
4003
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $132M | +$3.43M | +3% | 4.27% | 53.5% | 42 | 19.05% | 1.6 |
|
| 4004 |
4004
Stonehearth Capital Management
Danvers,
Massachusetts
| $132M | +$3.58M | +3% | 3.82% | 87.5% | 36 | 5.56% | 2.1 |
|
| 4005 |
4005
Rizvi Traverse Management
West Palm Beach,
Florida
| $131M | – | – | 0.48% | – | 1 | – | 0 |
|
| 4006 |
4006
Resource America
New York
| $131M | – | – | 0.99% | 12.2% | 38 | – | 0 |
|
| 4007 |
4007
Rheos Capital Works
Tokyo,
Japan
| $131M | – | – | 18.1% | 220% | 2 | – | 0 |
|
| 4008 |
4008
Adalta Capital Management
New York
| $131M | +$8.86M | +7% | 9.93% | 80.4% | 78 | 15.38% | 0.6 |
|
| 4009 |
4009
Oak Asset Management
Westlake Village,
California
| $131M | – | – | 6.81% | 91.8% | 88 | – | 0 |
|
| 4010 |
4010
General Equity Holdings
Brooklyn,
New York
| $131M | – | – | 6.25% | 775% | 10 | – | 0 |
|
| 4011 |
4011
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| $131M | +$14.3M | +12% | 4.6% | 101% | 67 | 10.45% | 1.3 |
|
| 4012 |
4012
GS Investments
Minneapolis,
Minnesota
| $131M | +$6.33M | +5% | 11.2% | 94.1% | 117 | 10.26% | 0.5 |
|
| 4013 |
4013
Physicians Financial Services
Raleigh,
North Carolina
| $131M | +$8.78M | +7% | 9.04% | 100% | 112 | 3.57% | 1.9 |
|
| 4014 |
4014
NVWM LLC
Yardley,
Pennsylvania
| $131M | – | – | 7.34% | 119% | 317 | – | 0 |
|
| 4015 |
4015
Profit Investment Management
North Bethesda,
Maryland
| $131M | +$16.1M | +14% | 8.53% | 101% | 89 | 7.87% | 3.4 |
|
| 4016 |
LBS
4016
Lawrence B. Seidman
| $131M | -$10.7M | -8% | 0.85% | 12.3% | 30 | 13.33% | 1.9 |
|
| 4017 |
4017
Point72 Hong Kong
Hong Kong
| $131M | -$10.1M | -7% | 9.25% | 396% | 1,286 | 72.24% | 0.2 |
|
| 4018 |
4018
Peachtree Investment Advisors
Atlanta,
Georgia
| $131M | +$14.5M | +12% | 6.73% | 24.2% | 80 | 7.5% | 3.4 |
|
| 4019 |
4019
Clear Perspective Advisors
Aurora,
Illinois
| $131M | +$8.33M | +7% | 5.2% | 88.5% | 516 | 14.53% | 0.8 |
|
| 4020 |
4020
Spectrum Asset Management (California)
Newport Beach,
California
| $131M | +$14.1M | +12% | 5.2% | 68.3% | 88 | 29.55% | 1.4 |
|
| 4021 |
4021
Leonard Rickey Investment Advisors
Yakima,
Washington
| $131M | – | – | 4.16% | 55.9% | 63 | – | 0 |
|
| 4022 |
4022
Continuum Advisory
Eagle,
Idaho
| $130M | +$16.4M | +14% | 4.01% | 77% | 170 | 12.35% | 0.6 |
|
| 4023 |
4023
Pin Oak Investment Advisors
Houston,
Texas
| $130M | – | – | 3.85% | 62.7% | 427 | – | 0 |
|
| 4024 |
4024
Precision Path Capital
New York
| $130M | – | – | 11.8% | – | 21 | – | 0 |
|
| 4025 |
4025
JRM Investment Counsel
Omaha,
Nebraska
| $130M | +$5.72M | +5% | 3.71% | 65.5% | 38 | 23.68% | 1.8 |
|