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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
Wellington Shields & Co
New York
| $405M | +$22M | +6% | 5.2% | 127% | 347 | 14.12% | 4 |
|
| 4152 |
4152
Palumbo Wealth Management
Great Neck,
New York
| $405M | +$92.2M | +29% | 6.28% | 115% | 239 | 33.89% | 1.6 |
|
| 4153 |
4153
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $405M | +$8.71M | +2% | 2.27% | 73.9% | 210 | 9.05% | 3.4 |
|
| 4154 |
4154
COFG Advisors
Oak Brook,
Illinois
| $405M | – | – | 3.16% | – | 228 | – | 0 |
|
| 4155 |
4155
Trails Edge Capital Partners
Atlanta,
Georgia
| $405M | – | – | 55.4% | – | 23 | – | 0 |
|
| 4156 |
4156
Cordoba Advisory Partners
New York
| $405M | – | – | 1.24% | – | 145 | – | 0 |
|
| 4157 |
4157
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $404M | +$44.7M | +12% | 11.7% | 164% | 73 | 28.77% | 3.1 |
|
| 4158 |
MM
4158
Meridian Management
Little Rock,
Arkansas
| $404M | +$30.3M | +8% | 2.93% | 65.3% | 83 | 6.02% | 6.2 |
|
| 4159 |
BCM
4159
Bluefin Capital Management
New York
| $404M | +$91.3M | +29% | 8.35% | – | 219 | 79.91% | 0.1 |
|
| 4160 |
4160
Aspen Capital Management
Boise,
Idaho
| $404M | +$11.5M | +3% | 2.53% | – | 83 | 6.02% | 0.7 |
|
| 4161 |
4161
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $404M | +$19.7K | +0% | 1.75% | 84.6% | 130 | 11.54% | 6 |
|
| 4162 |
KLCM
4162
KG&L Capital Management
Saint Francisville,
Louisiana
| $403M | +$29.8M | +8% | 3.21% | 91.9% | 241 | 19.5% | 2.7 |
|
| 4163 |
4163
Integral Investment Advisors
Turlock,
California
| $403M | +$32.2M | +9% | 2.44% | 69% | 180 | 11.67% | 2.1 |
|
| 4164 |
4164
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $403M | +$6.96M | +2% | 1.15% | 49.3% | 54 | 5.56% | 7.9 |
|
| 4165 |
4165
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| $403M | +$13.3M | +3% | 2.5% | 84.4% | 608 | 15.46% | 1.5 |
|
| 4166 |
4166
SailingStone Capital Partners
Houston,
Texas
| $402M | +$20.6M | +5% | 7.72% | 152% | 16 | 6.25% | 3.4 |
|
| 4167 |
4167
Duncan Williams Asset Management
Memphis,
Tennessee
| $402M | +$47.1M | +13% | 2.35% | – | 179 | 13.41% | 1.2 |
|
| 4168 |
DS
4168
Dalal Street
West Lake Hills,
Texas
| $402M | +$65.2M | +19% | 30.3% | 92.7% | 5 | 20% | 1.4 |
|
| 4169 |
4169
Monument Capital Management
Alexandria,
Virginia
| $402M | +$1.99M | +0.5% | 4.33% | 170% | 248 | 20.16% | 2.4 |
|
| 4170 |
4170
Natural Investments
Windsor,
California
| $402M | -$1.44M | -0.4% | 2.85% | – | 316 | 36.08% | 0.7 |
|
| 4171 |
SC
4171
Saybrook Capital
Winston Salem,
North Carolina
| $402M | +$19M | +5% | 7.27% | 72.5% | 44 | 6.82% | 8.8 |
|
| 4172 |
4172
CLG LLC
Long Beach,
California
| $402M | +$34.5M | +9% | 3.24% | – | 151 | 15.89% | 0.8 |
|
| 4173 |
4173
Shikiar Asset Management
New York
| $402M | +$4.17M | +1% | 4.73% | 117% | 106 | 11.32% | 3.9 |
|
| 4174 |
WA
4174
WP Advisors
San Francisco,
California
| $402M | +$8.12M | +2% | 3.36% | 113% | 123 | 7.32% | 4.6 |
|
| 4175 |
4175
Westmount Partners
Los Angeles,
California
| $401M | +$13.9M | +4% | 3.4% | 101% | 252 | 5.56% | 2.2 |
|