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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
UG Investment Advisers
Taipei,
Taiwan
| $302M | -$15.1M | -5% | 13.1% | 183% | 14 | 28.57% | 0.9 |
|
| 4152 |
4152
Sapience Investments
Newport Beach,
California
| $302M | -$118M | -28% | 6.64% | 54.9% | 86 | 6.98% | 3.2 |
|
| 4153 |
4153
Biechele Royce Advisors
Fishers,
Indiana
| $302M | -$3.85M | -1% | 4.58% | 39.2% | 68 | 14.71% | 3.5 |
|
| 4154 |
4154
Nikulski Financial
Bettendorf,
Iowa
| $302M | +$28.4M | +10% | 8.62% | 107% | 140 | 10.71% | 3.6 |
|
| 4155 |
BC
4155
Bruce & Co
Chicago,
Illinois
| $301M | +$14.9M | +5% | 7.44% | 94.5% | 39 | 5.13% | 5.6 |
|
| 4156 |
4156
Old Mission Investment Co
Traverse City,
Michigan
| $301M | +$15.6M | +5% | 7.49% | 82% | 119 | 5.04% | 3.2 |
|
| 4157 |
4157
Frisch Financial Group
Melville,
New York
| $301M | +$35.8M | +14% | 8.1% | 66.6% | 140 | 15.71% | 2.6 |
|
| 4158 |
MFF
4158
Mango Five Family
Reno,
Nevada
| $301M | +$35.3M | +13% | 29.7% | – | 90 | 30% | 0.2 |
|
| 4159 |
4159
Ayalon Insurance Company
Ramat Gan,
Israel
| $301M | +$25.3M | +9% | 10.1% | 99.6% | 76 | 15.79% | 4 |
|
| 4160 |
4160
Angelo Gordon & Co
New York
| $301M | -$15.2M | -5% | 1.33% | 90.1% | 78 | 28.21% | 1 |
|
| 4161 |
4161
Meridian Investment Counsel
Lafayette,
California
| $301M | +$9.41M | +3% | 9.15% | 116% | 212 | 5.66% | 6.5 |
|
| 4162 |
4162
Carr Financial Group
Worcester,
Massachusetts
| $301M | +$30.3M | +11% | 6.81% | 66.1% | 187 | 13.37% | 1 |
|
| 4163 |
4163
Okabena Investment Services
Minneapolis,
Minnesota
| $300M | +$43.4M | +17% | 7.17% | 72.4% | 104 | 12.5% | 1.5 |
|
| 4164 |
4164
Charles-Lim Capital
Central,
Hong Kong
| $300M | -$48.9M | -14% | 6.04% | 4.44% | 8 | 50% | 3 |
|
| 4165 |
4165
FTV Management Company
San Francisco,
California
| $300M | -$14.6M | -5% | 4.64% | 15.1% | 1 | 0% | 2.3 |
|
| 4166 |
4166
Siena Capital Partners
Chicago,
Illinois
| $300M | -$18.8M | -6% | 2.99% | 44.2% | 106 | 8.49% | 3.6 |
|
| 4167 |
4167
Barry Investment Advisors
New Bedford,
Massachusetts
| $300M | +$4.39M | +1% | 4.88% | 66.7% | 124 | 17.74% | 3.2 |
|
| 4168 |
4168
GoalVest Advisory
New York
| $300M | +$72.5M | +32% | 10.1% | 94.8% | 482 | 39.63% | 1.2 |
|
| 4169 |
4169
AMJ Financial Wealth Management
Leesburg,
Virginia
| $299M | +$61.8M | +26% | 24.5% | 167% | 86 | 30.23% | 1.1 |
|
| 4170 |
NC
4170
Nokomis Capital
Dallas,
Texas
| $299M | -$27.1M | -8% | 7.1% | 145% | 62 | 43.55% | 1.7 |
|
| 4171 |
4171
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $299M | -$239M | -44% | 5.5% | 57.8% | 170 | 40% | 2.2 |
|
| 4172 |
4172
Meritech Capital Associates V
Palo Alto,
California
| $299M | -$112M | -27% | 10.4% | 133% | 6 | 50% | 3.2 |
|
| 4173 |
4173
Mandatum Life Insurance Company
Helsinki,
Finland
| $299M | +$29.5M | +11% | 11.3% | 108% | 90 | 20% | 4.5 |
|
| 4174 |
4174
Wellington Shields & Co
New York
| $298M | +$27.3M | +10% | 11.7% | 127% | 311 | 8.04% | 3.1 |
|
| 4175 |
4175
My Legacy Advisors
Bend,
Oregon
| $298M | +$21.4M | +8% | 7.13% | 49.1% | 221 | 12.22% | 1.4 |
|