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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 |
MFGP
4101
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| $331M | +$23M | +7% | 6.65% | 65.5% | 57 | 12.28% | 4.6 |
|
| 4102 |
4102
Compton Financial Group
Towson,
Maryland
| $331M | +$23.1M | +8% | 5.58% | 37.7% | 34 | 11.76% | 2.8 |
|
| 4103 |
GTC
4103
Ghost Tree Capital
New York
| $331M | +$11.7M | +4% | 14.6% | 265% | 75 | 44% | 0.7 |
|
| 4104 |
BCM
4104
Bluefin Capital Management
New York
| $331M | -$89.1M | -21% | 1.26% | – | 162 | 54.32% | 0.4 |
|
| 4105 |
NTCM
4105
Nine Ten Capital Management
Chicago,
Illinois
| $331M | +$71.1M | +27% | 15.9% | 166% | 10 | 0% | 3.4 |
|
| 4106 |
4106
Meridian Investment Counsel
Lafayette,
California
| $331M | +$14.7M | +5% | 6.71% | 116% | 222 | 8.56% | 6.5 |
|
| 4107 |
4107
Hill Island Financial
Grand Rapids,
Michigan
| $331M | +$25M | +8% | 6.63% | 78.3% | 74 | 10.81% | 1.7 |
|
| 4108 |
4108
O'Keefe Stevens Advisory
Rochester,
New York
| $331M | +$31.3M | +10% | 8.81% | 208% | 76 | 14.47% | 2.9 |
|
| 4109 |
4109
Keystone Financial Planning
Cleveland,
Ohio
| $330M | +$28.2M | +9% | 9.38% | 46% | 50 | 8% | 5.6 |
|
| 4110 |
4110
Vectors Research Management
New York
| $330M | +$4.66M | +1% | 8.09% | 67.3% | 132 | 11.36% | 4.2 |
|
| 4111 |
4111
Avalon Capital Management
Port Of Redwood City,
California
| $330M | +$14.8M | +5% | 5.71% | 151% | 144 | 26.39% | 1.4 |
|
| 4112 |
4112
Beam Wealth Advisors
Covington,
Louisiana
| $330M | +$29.6M | +10% | 5.15% | 59.7% | 108 | 10.19% | 1.7 |
|
| 4113 |
4113
Sector Gamma AS
Oslo,
Norway
| $330M | +$61.9M | +23% | 9.2% | 35.3% | 32 | 21.88% | 3 |
|
| 4114 |
4114
Greenlea Lane Capital Management
Weston,
Connecticut
| $330M | -$36.9M | -10% | 13.6% | 99.7% | 9 | 0% | 3.1 |
|
| 4115 |
4115
SRH Advisors
Salina,
Kansas
| $329M | +$30.7M | +10% | 10.6% | 55.7% | 296 | 5.74% | 6.5 |
|
| 4116 |
4116
Helen Stephens Group
Fort Worth,
Texas
| $329M | +$40.2M | +14% | 5.9% | 53.4% | 93 | 15.05% | 1.8 |
|
| 4117 |
4117
Hilltop National Bank
Casper,
Wyoming
| $329M | +$18.4M | +6% | 6.69% | – | 863 | 8.92% | 0.5 |
|
| 4118 |
4118
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $329M | +$15.1M | +5% | 6.89% | 92% | 153 | 6.54% | 4.5 |
|
| 4119 |
4119
Brown, Lisle/Cummings
Providence,
Rhode Island
| $329M | +$22.2M | +7% | 6.78% | 82.3% | 639 | 7.04% | 2.1 |
|
| 4120 |
CCM
4120
Contrarian Capital Management
Greenwich,
Connecticut
| $329M | +$10.6M | +3% | 6.7% | 29.4% | 34 | 26.47% | 2.5 |
|
| 4121 |
4121
Wellington Shields & Co
New York
| $329M | +$21.9M | +7% | 9.03% | 109% | 325 | 11.08% | 3.4 |
|
| 4122 |
CPA
4122
Capital Performance Advisors
Walnut Creek,
California
| $329M | +$65.6M | +25% | 7.04% | 71% | 2,901 | 96.55% | 0 |
|
| 4123 |
4123
ECP ControlCo
Summit,
New Jersey
| $329M | +$4.87M | +2% | 14.2% | 42.5% | 7 | 14.29% | 3.3 |
|
| 4124 |
4124
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| $329M | +$29.2M | +10% | 6.13% | 84.4% | 517 | 10.06% | 0.7 |
|
| 4125 |
4125
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
| $329M | -$18.4M | -5% | 4.54% | – | 24 | 0% | 1.9 |
|