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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
Mangham Associates
Charlottesville,
Virginia
| $138M | +$5.44M | +4% | 3.44% | 24.4% | 6 | 0% | 1.1 |
|
| 4152 |
NS
4152
NewDay Solutions
Hampton,
New Hampshire
| $138M | – | – | 2.91% | – | 58 | – | 0.5 |
|
| 4153 |
JA
4153
JVL Advisors
Houston,
Texas
| $138M | -$249M | -64% | 45.5% | 89.4% | 13 | 46.15% | 2.4 |
|
| 4154 |
BOCM
4154
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $138M | -$98K | -0.1% | 2.73% | 49.6% | 29 | 0% | 2.9 |
|
| 4155 |
4155
Old North State Trust
Greensboro,
North Carolina
| $138M | -$5.29M | -4% | 2.6% | – | 384 | 8.85% | 0.7 |
|
| 4156 |
4156
Abbot Financial Management
Andover,
Massachusetts
| $138M | +$9.12M | +7% | 3.53% | 102% | 123 | 12.2% | 1.6 |
|
| 4157 |
4157
Tiemann Investment Advisors
Menlo Park,
California
| $138M | +$6.48M | +5% | 3.13% | 77% | 190 | 9.47% | 3.7 |
|
| 4158 |
4158
Cheyne Capital Management (UK)
London,
United Kingdom
| $138M | +$30.8M | +29% | 6.62% | 35.6% | 47 | 23.4% | 0.8 |
|
| 4159 |
4159
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $138M | -$69K | -0.1% | 2.74% | 86.2% | 75 | 12% | 1.1 |
|
| 4160 |
WPA
4160
Winning Points Advisors
Boca Raton,
Florida
| $138M | +$8.49M | +7% | 5.59% | – | 72 | 5.56% | 2.2 |
|
| 4161 |
WPEP
4161
Walnut Private Equity Partners
Omaha,
Nebraska
| $138M | +$3.72M | +3% | 3.45% | 48% | 21 | 4.76% | 3.9 |
|
| 4162 |
4162
Hartree Partners
New York
| $138M | +$38.4M | +39% | 2.81% | 138% | 42 | 76.19% | 0.2 |
|
| 4163 |
WPSG
4163
Wealth & Pension Services Group
Atlanta,
Georgia
| $137M | +$8.99M | +7% | 2.74% | – | 124 | 8.87% | 0.6 |
|
| 4164 |
4164
RB Capital Management
Reno,
Nevada
| $137M | +$14.7M | +12% | 4.63% | 79.4% | 137 | 18.25% | 1.7 |
|
| 4165 |
4165
Front Row Advisors
Tiburon,
California
| $137M | +$8.91M | +7% | 3.24% | 142% | 1,127 | 10.2% | 1.2 |
|
| 4166 |
4166
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
| $137M | $0 | 0% | 10.2% | 30.7% | 16 | 0% | 0.5 |
|
| 4167 |
4167
First City Capital Management
Savannah,
Georgia
| $137M | -$1.86M | -1% | 3.25% | 76.5% | 142 | 9.15% | 4.4 |
|
| 4168 |
4168
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $137M | +$17.2M | +14% | 2.78% | 88% | 82 | 50% | 0.7 |
|
| 4169 |
4169
Shoker Investment Counsel
Oxford,
Ohio
| $137M | +$1.6M | +1% | 2% | 83.8% | 106 | 12.26% | 3.8 |
|
| 4170 |
4170
Providence First Trust
Scottsdale,
Arizona
| $137M | +$8.38M | +7% | 3.4% | 64.1% | 74 | 6.76% | 1.5 |
|
| 4171 |
4171
Hamilton Wealth
Encino,
California
| $137M | +$10.7M | +9% | 4.13% | 108% | 53 | 26.42% | 0.4 |
|
| 4172 |
4172
Prosperity Capital Management
Camana Bay,
Cayman Islands
| $137M | +$30.6M | +29% | 33% | – | 2 | 0% | 5.8 |
|
| 4173 |
4173
Stonehearth Capital Management
Danvers,
Massachusetts
| $137M | +$5.69M | +4% | 2.14% | 87.5% | 55 | 14.55% | 2.1 |
|
| 4174 |
4174
Investment Counsel
Petoskey,
Michigan
| $137M | +$5.37M | +4% | 3.19% | 50.1% | 58 | 6.9% | 3 |
|
| 4175 |
4175
O'Brien Wealth Partners
Waltham,
Massachusetts
| $137M | -$4.75M | -3% | 2.64% | 56.7% | 41 | 14.63% | 2.1 |
|