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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
GoodHaven Capital Management
Millburn,
New Jersey
| $127M | -$15.1M | -11% | 11% | 80.7% | 27 | 22.22% | 3.1 |
|
| 4077 |
4077
Black Diamond Financial
Towson,
Maryland
| $127M | – | – | 13.5% | 61% | 64 | – | 0 |
|
| 4078 |
HIS
4078
Horizon Investment Services
Hammond,
Indiana
| $127M | -$64.4M | -34% | 11.1% | 250% | 104 | 29.81% | 2 |
|
| 4079 |
4079
Emory University
Atlanta,
Georgia
| $127M | -$25.9M | -17% | 14.4% | – | 54 | 29.63% | 1.3 |
|
| 4080 |
4080
Nixon Peabody Trust
Boston,
Massachusetts
| $127M | -$19.4M | -13% | 10.8% | 101% | 75 | 8% | 2.3 |
|
| 4081 |
4081
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
| $127M | – | – | 13.6% | 30.7% | 15 | – | 0 |
|
| 4082 |
4082
Unio Capital
Princeton,
New Jersey
| $127M | -$26M | -17% | 14.5% | 97.8% | 79 | 21.52% | 0.9 |
|
| 4083 |
4083
Surevest
Los Angeles,
California
| $127M | – | – | 10.9% | 24.6% | 140 | – | 0 |
|
| 4084 |
4084
Caprin Asset Management
Henrico,
Virginia
| $127M | -$1.81M | -1% | 0.7% | 7.87% | 18 | 0% | 2.2 |
|
| 4085 |
4085
Nicollet Investment Management
Minneapolis,
Minnesota
| $127M | -$26.9M | -18% | 15% | 104% | 70 | 7.14% | 0.9 |
|
| 4086 |
4086
Providence First Trust
Scottsdale,
Arizona
| $126M | -$4.29M | -3% | 10.5% | 64.1% | 74 | 10.81% | 1.2 |
|
| 4087 |
4087
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $126M | -$14.5M | -10% | 10.8% | 47.8% | 42 | 23.81% | 0.6 |
|
| 4088 |
4088
Peterson Wealth Advisors
Orem,
Utah
| $126M | -$10.8M | -8% | 12.2% | 50.9% | 43 | 6.98% | 0.9 |
|
| 4089 |
4089
Unison Advisors
Washington,
District of Columbia
| $126M | -$16.5M | -12% | 11.5% | 54.6% | 183 | 26.78% | 0.8 |
|
| 4090 |
4090
Brand Asset Management Group
Chesterfield,
Missouri
| $126M | -$10.1M | -7% | 12.7% | 70.2% | 283 | 29.33% | 0.5 |
|
| 4091 |
SCM
4091
SCW Capital Management
Dallas,
Texas
| $126M | – | – | 25.6% | 179% | 12 | – | 0 |
|
| 4092 |
4092
Spectrum Asset Management (California)
Newport Beach,
California
| $126M | -$41.7M | -25% | 11.1% | 68.3% | 94 | 26.6% | 1.7 |
|
| 4093 |
4093
TMD & Associates
Scottsdale,
Arizona
| $126M | -$14.3M | -10% | 12% | 20.5% | 48 | 35.42% | 1.1 |
|
| 4094 |
4094
Morningstar Investment Management
Chicago,
Illinois
| $126M | – | – | 8.69% | 48.2% | 18 | – | 0 |
|
| 4095 |
4095
Spectrum Equity Management
San Francisco,
California
| $126M | – | – | 24.7% | – | 2 | – | 0 |
|
| 4096 |
4096
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $126M | – | – | 8.37% | 47.9% | 414 | – | 0 |
|
| 4097 |
4097
Ogorek Anthony Joseph
Williamsville,
New York
| $126M | -$10M | -7% | 11.8% | 61.1% | 171 | 15.2% | 1.3 |
|
| 4098 |
MG
4098
Mitchell Group
Houston,
Texas
| $125M | -$401M | -76% | 31.4% | 0.96% | 45 | 33.33% | 2.1 |
|
| 4099 |
4099
Ridgewood Investments
Springfield,
New Jersey
| $125M | -$444K | -0.4% | 11.4% | – | 168 | 0.6% | 1.5 |
|
| 4100 |
4100
Sigma Investment Management
Portland,
Oregon
| $125M | +$2.36M | +2% | 6.16% | 8.4% | 22 | 22.73% | 3 |
|