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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Tillman Hartley LLC
Denver,
Colorado
| $232M | – | – | 8.43% | 46.6% | 76 | – | 0 |
|
| 4127 |
4127
Ameraudi Asset Management
New York
| $232M | +$10.1M | +5% | 9.66% | 47.1% | 63 | 25.4% | 1.4 |
|
| 4128 |
4128
Monashee Investment Management
Boston,
Massachusetts
| $232M | -$37.3M | -14% | 10.2% | 520% | 75 | 76% | 0.2 |
|
| 4129 |
VST
4129
Van Strum & Towne
San Francisco,
California
| $232M | +$15.7M | +7% | 9.18% | 62.2% | 97 | 7.22% | 4.9 |
|
| 4130 |
4130
Bard Associates
Chicago,
Illinois
| $232M | +$10.7M | +5% | 6.32% | 241% | 199 | 7.54% | 4.4 |
|
| 4131 |
4131
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| $232M | +$11M | +5% | 5.12% | 110% | 53 | 35.85% | 0.8 |
|
| 4132 |
4132
Holderness Investments Company
Greensboro,
North Carolina
| $232M | +$12M | +5% | 11.1% | 144% | 195 | 7.18% | 5 |
|
| 4133 |
4133
Aries Wealth Management
Portland,
Maine
| $232M | +$6.05M | +3% | 10.1% | 87.7% | 196 | 8.67% | 0.8 |
|
| 4134 |
4134
CWS Financial Advisors
Kalamazoo,
Michigan
| $232M | +$23.1M | +11% | 12.4% | 55.7% | 155 | 21.94% | 2.4 |
|
| 4135 |
4135
Hoey Investments
Coatesville,
Pennsylvania
| $232M | -$22.6M | -9% | 2.04% | 247% | 345 | 14.49% | 1.5 |
|
| 4136 |
4136
Biltmore Wealth Management
Tempe,
Arizona
| $232M | +$14.1M | +6% | 6.92% | 59.8% | 50 | 12% | 2.9 |
|
| 4137 |
HAM
4137
Hao Advisors Management
Hong Kong
| $232M | – | – | 3.87% | – | 7 | – | 0 |
|
| 4138 |
4138
Grant Street Asset Management
Canonsburg,
Pennsylvania
| $232M | +$7.78M | +3% | 6.37% | 47.2% | 62 | 30.65% | 1.4 |
|
| 4139 |
4139
LGT Fund Management
Vaduz,
Liechtenstein
| $232M | +$18.7M | +9% | 9.11% | 121% | 138 | 17.39% | 0.8 |
|
| 4140 |
4140
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| $232M | +$30.7M | +15% | 11.6% | 23.7% | 4 | 25% | 0.7 |
|
| 4141 |
QCI
4141
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $231M | -$7.11M | -3% | 0.27% | 107% | 21 | 19.05% | 3.1 |
|
| 4142 |
4142
INCA Investments
Miami,
Florida
| $231M | +$57.9M | +33% | 11.3% | 128% | 12 | 8.33% | 3.2 |
|
| 4143 |
AFA
4143
Alta Fundamental Advisers
New York
| $231M | +$1.15M | +0.5% | 7.06% | 340% | 28 | 39.29% | 1.4 |
|
| 4144 |
4144
Polus Capital Management
London,
United Kingdom
| $231M | – | – | 17.8% | – | 9 | – | 0 |
|
| 4145 |
4145
Cumberland Advisors
Sarasota,
Florida
| $231M | -$20.3M | -8% | 12% | 80.7% | 62 | 19.35% | 3.2 |
|
| 4146 |
4146
S.E.E.D. Planning Group
Binghamton,
New York
| $231M | +$16.9M | +8% | 6.57% | 57.3% | 93 | 19.35% | 1.9 |
|
| 4147 |
4147
Humankind Investments
New York
| $231M | +$23.2M | +11% | 9.3% | 62.5% | 124 | 12.9% | 1.3 |
|
| 4148 |
4148
Socorro Asset Management
Dallas,
Texas
| $231M | +$15.9M | +7% | 10.8% | 43.8% | 33 | 9.09% | 1.5 |
|
| 4149 |
4149
Madison International Realty Holdings
New York
| $231M | +$32.8M | +17% | 20.3% | – | 3 | 0% | 4.9 |
|
| 4150 |
4150
Hill Island Financial
Grand Rapids,
Michigan
| $230M | +$15.4M | +7% | 7.66% | 78.3% | 64 | 28.13% | 0.7 |
|