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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
Morgenthaler Management Partners IX
Portola Valley,
California
| $125M | – | – | 1.08% | – | 3 | – | 0 |
|
| 4102 |
4102
Broadleaf Partners
Hudson,
Ohio
| $125M | -$24M | -16% | 14.1% | 180% | 56 | 12.5% | 0.9 |
|
| 4103 |
VAM
4103
Velanne Asset Management
London,
United Kingdom
| $125M | – | – | 15.4% | 29.6% | 22 | – | 0 |
|
| 4104 |
4104
Claro Advisors
Boston,
Massachusetts
| $125M | – | – | 13.9% | 85.5% | 1,142 | – | 0 |
|
| 4105 |
4105
Nations Financial Group
Cedar Rapids,
Iowa
| $125M | -$14.7M | -11% | 11.8% | 105% | 176 | 10.8% | 2.1 |
|
| 4106 |
4106
Towerpoint Wealth
Sacramento,
California
| $125M | +$4.3M | +4% | 8.38% | 67.7% | 43 | 23.26% | 0.7 |
|
| 4107 |
4107
Hedeker Wealth
Lincolnshire,
Illinois
| $125M | -$17.8M | -12% | 11.9% | 161% | 72 | 9.72% | 2.5 |
|
| 4108 |
4108
Aspen Investment Management
Grand Rapids,
Michigan
| $125M | -$26.6M | -18% | 10.8% | 84.9% | 151 | 17.22% | 4 |
|
| 4109 |
4109
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $125M | -$23.9M | -16% | 11.6% | 90.7% | 185 | 14.05% | 3.4 |
|
| 4110 |
KC
4110
KCL Capital
New York
| $125M | – | – | 21.4% | 106% | 22 | – | 0 |
|
| 4111 |
4111
Blue Pool Management
Causeway Bay,
Hong Kong
| $124M | -$83M | -40% | 14.3% | 72.8% | 33 | 45.45% | 0.9 |
|
| 4112 |
4112
Corrigan Financial
Middletown,
Rhode Island
| $124M | -$14.8M | -11% | 11.8% | 9.54% | 58 | 12.07% | 2.3 |
|
| 4113 |
4113
Sequent Asset Management
Houston,
Texas
| $124M | -$21.6M | -15% | 8.91% | 51.3% | 64 | 29.69% | 3.2 |
|
| 4114 |
4114
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
| $124M | -$27.9M | -18% | 17.7% | 47.7% | 4 | 0% | 3.1 |
|
| 4115 |
4115
First Financial Corp
Terre Haute,
Indiana
| $124M | -$28.5M | -19% | 12.2% | 95.3% | 333 | 6.01% | 4.5 |
|
| 4116 |
4116
Ayalon Insurance Company
Ramat Gan,
Israel
| $124M | -$989K | -0.8% | 13.9% | 99.6% | 106 | 26.42% | 1.1 |
|
| 4117 |
4117
Elm Advisors
Burlingame,
California
| $124M | -$25.5M | -17% | 12.9% | 50.5% | 298 | 74.16% | 4.2 |
|
| 4118 |
4118
Private Wealth Advisors (California)
Fresno,
California
| $124M | – | – | 14.1% | 63.6% | 56 | – | 0 |
|
| 4119 |
4119
Ally Invest Advisors
Charlotte,
North Carolina
| $124M | – | – | 9.08% | 41.1% | 9 | – | 0 |
|
| 4120 |
AA
4120
Alta Advisers
London,
United Kingdom
| $124M | – | – | 5.75% | 114% | 6 | – | 3.8 |
|
| 4121 |
4121
Albert D. Mason Inc
Boston,
Massachusetts
| $123M | -$23M | -16% | 10% | 82% | 146 | 13.01% | 3.4 |
|
| 4122 |
CCM
4122
Consolidated Capital Management
Burbank,
California
| $123M | -$29.7M | -19% | 13.4% | 166% | 47 | 23.4% | 1.6 |
|
| 4123 |
FA
4123
Financial Advisors
Andover,
Massachusetts
| $123M | – | – | 11.8% | 71.5% | 58 | – | 0 |
|
| 4124 |
4124
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $123M | -$19.5M | -14% | 11.7% | 86.2% | 75 | 18.67% | 0.8 |
|
| 4125 |
HIM
4125
Hotaling Investment Management
Wayne,
Pennsylvania
| $123M | – | – | 12.4% | 52.6% | 112 | – | 0 |
|