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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Starr International Company
Zug,
Switzerland
| $121M | -$391M | -76% | 24.9% | 26.1% | 24 | 20.83% | 3.5 |
|
| 4152 |
4152
AllSquare Wealth Management
Albany,
New York
| $121M | -$13.1M | -10% | 9.1% | 62.4% | 506 | 9.68% | 1.6 |
|
| 4153 |
4153
Landaas & Company
Milwaukee,
Wisconsin
| $121M | -$7.94M | -6% | 9.57% | 60.3% | 59 | 11.86% | 1.2 |
|
| 4154 |
4154
Battery Partners VIII
Boston,
Massachusetts
| $121M | -$31.2M | -21% | 20.5% | – | 1 | 0% | 2 |
|
| 4155 |
4155
Clarfeld Financial Advisors
Tarrytown,
New York
| $120M | – | – | 13.1% | – | 533 | – | 0 |
|
| 4156 |
4156
Avondale Wealth Management
West Lake Hills,
Texas
| $120M | +$14.7M | +14% | 12% | 83.8% | 118 | 21.19% | 0.8 |
|
| 4157 |
4157
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $120M | -$25.4M | -17% | 8.33% | 92.4% | 383 | 16.71% | 3.3 |
|
| 4158 |
4158
New World Advisors
Hingham,
Massachusetts
| $120M | – | – | 20% | 84.1% | 10 | – | 0 |
|
| 4159 |
4159
Peninsula Asset Management
Bradenton,
Florida
| $120M | -$24.8M | -17% | 12.3% | 44.1% | 48 | 10.42% | 4.3 |
|
| 4160 |
4160
Clear Perspective Advisors
Aurora,
Illinois
| $120M | -$14.6M | -11% | 11.2% | 88.5% | 151 | 17.22% | 1.7 |
|
| 4161 |
4161
Timber Hill
Greenwich,
Connecticut
| $120M | +$21.2M | +21% | 15.5% | 59.2% | 56 | 76.79% | 1.1 |
|
| 4162 |
4162
First Dallas Securities
Dallas,
Texas
| $120M | -$40.1M | -25% | 15.4% | 163% | 109 | 17.43% | 3.1 |
|
| 4163 |
4163
Graybill Wealth Management
Elmhurst,
Illinois
| $120M | -$18M | -13% | 14% | – | 53 | 15.09% | 3.3 |
|
| 4164 |
4164
Investment Counsel
Petoskey,
Michigan
| $120M | -$3.4M | -3% | 7.11% | 50.1% | 53 | 0% | 2.9 |
|
| 4165 |
WAM
4165
Westport Asset Management
Southport,
Connecticut
| $120M | -$21.9M | -15% | 14% | 64.2% | 65 | 10.77% | 2.7 |
|
| 4166 |
4166
1 North Wealth Services
Annapolis,
Maryland
| $120M | – | – | 6.25% | – | 310 | – | 0 |
|
| 4167 |
4167
Colorado Capital Management
Boulder,
Colorado
| $120M | -$19.3M | -14% | 9.85% | 60.4% | 88 | 6.82% | 2.2 |
|
| 4168 |
4168
Sterling Investment Management
Tucson,
Arizona
| $120M | -$18.1M | -13% | 8.45% | 45.3% | 62 | 12.9% | 3 |
|
| 4169 |
SBA
4169
Secrest Blakey & Associates
Raleigh,
North Carolina
| $119M | -$10.3M | -8% | 8.63% | 19.4% | 117 | 15.38% | 0.8 |
|
| 4170 |
4170
University of Tennessee
Knoxville,
Tennessee
| $119M | -$12.5M | -10% | 8.89% | – | 2 | 0% | 1 |
|
| 4171 |
4171
SkyBridge Capital II
New York
| $119M | -$55.2M | -32% | 11.7% | – | 32 | 12.5% | 1.5 |
|
| 4172 |
4172
Noked Capital
Tel Aviv,
Israel
| $119M | – | – | 14.3% | 197% | 57 | – | 0 |
|
| 4173 |
4173
Noked Israel
Ramat Hasharon,
Israel
| $119M | – | – | 14.3% | 265% | 57 | – | 0 |
|
| 4174 |
4174
TRV GP III
Boston,
Massachusetts
| $119M | -$105M | -47% | 46.3% | 170% | 3 | 0% | 0.8 |
|
| 4175 |
4175
Shoker Investment Counsel
Oxford,
Ohio
| $119M | -$18.6M | -13% | 11.4% | 83.8% | 110 | 16.36% | 3.5 |
|