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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4176 |
4176
Millstreet Capital Management
Boston,
Massachusetts
| $354M | +$76.2M | +27% | 27.5% | – | 2 | 0% | 1.5 |
|
| 4177 |
4177
Abound Wealth Management
Franklin,
Tennessee
| $354M | +$54.3M | +18% | 9.21% | 65.7% | 1,350 | 9.93% | 1.9 |
|
| 4178 |
SC
4178
Saybrook Capital
Winston Salem,
North Carolina
| $354M | -$8.6M | -2% | 1.87% | 72.5% | 44 | 6.82% | 8.3 |
|
| 4179 |
4179
Mokosak Advisory Group
Urbandale,
Iowa
| $354M | +$29.8M | +9% | 7.28% | 59.2% | 35 | 2.86% | 4.1 |
|
| 4180 |
4180
Tillman Hartley LLC
Denver,
Colorado
| $354M | +$9.8M | +3% | 6.45% | 46.6% | 91 | 14.29% | 1.9 |
|
| 4181 |
4181
Channel Wealth
Santa Barbara,
California
| $354M | +$31.9M | +10% | 8.93% | 59.3% | 187 | 17.11% | 1.5 |
|
| 4182 |
4182
Groupe des Assurances du Credit Mutuel
Strasbourg,
France
| $354M | +$4.65M | +1% | 3.28% | – | 5 | 0% | 0.5 |
|
| 4183 |
4183
Sender Company & Partners
New York
| $353M | +$163M | +85% | 18.7% | 69.8% | 306 | 85.95% | 0.1 |
|
| 4184 |
4184
Wellington Shields & Co
New York
| $353M | +$33.8M | +11% | 12.2% | 109% | 329 | 11.55% | 3.8 |
|
| 4185 |
4185
Bill Few Associates
Pittsburgh,
Pennsylvania
| $353M | +$73.4M | +26% | 9.3% | 91.5% | 198 | 14.14% | 2.3 |
|
| 4186 |
4186
SVF Sponsor III
Menlo Park,
California
| $353M | +$169M | +92% | 92.2% | 133% | 1 | 0% | 2.5 |
|
| 4187 |
4187
Gray Foundation
Cohoes,
New York
| $353M | +$32.5M | +10% | 16.3% | – | 11 | 18.18% | 1.5 |
|
| 4188 |
4188
Nordflint Capital Partners Fondsmaeglerselskab
Copenhagen O,
Denmark
| $353M | +$63.7M | +22% | 29% | – | 1 | 0% | 0.5 |
|
| 4189 |
4189
Pensionfund Sabic
Sittard,
Netherlands
| $353M | +$17.5M | +5% | 5.62% | 63.6% | 214 | 2.34% | 4.9 |
|
| 4190 |
4190
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $353M | +$14.7M | +4% | 6.21% | 74% | 82 | 4.88% | 6.9 |
|
| 4191 |
HCM
4191
Hudson Capital Management
Ramsey,
New Jersey
| $353M | +$24.4M | +7% | 6.46% | 66.8% | 74 | 13.51% | 3.9 |
|
| 4192 |
4192
Grey Rock Energy Management
Dallas,
Texas
| $352M | +$16M | +5% | 4.77% | – | 1 | 0% | 0.5 |
|
| 4193 |
VDBMI
4193
Van Den Berg Management I
Austin,
Texas
| $352M | +$25.3M | +8% | 6.93% | 187% | 112 | 10.71% | 3.2 |
|
| 4194 |
4194
Boltwood Capital Management
Walnut Creek,
California
| $352M | +$22.8M | +7% | 7.93% | 63% | 176 | 5.68% | 6.3 |
|
| 4195 |
4195
Teramo Advisors
Naples,
Florida
| $352M | +$103M | +41% | 10.8% | 72.1% | 24 | 20.83% | 1 |
|
| 4196 |
4196
Peak Financial Management
Wellesley,
Massachusetts
| $352M | +$17.6M | +5% | 6.88% | 58.2% | 105 | 17.14% | 4.3 |
|
| 4197 |
4197
Xcel Wealth Management
Holly Hill,
Florida
| $351M | +$30.4M | +9% | 12.3% | 98.8% | 136 | 10.29% | 3.7 |
|
| 4198 |
4198
New York Life Insurance Company
New York
| $351M | +$53.8M | +18% | 9.05% | 61.5% | 5 | 40% | 3.5 |
|
| 4199 |
4199
Access Investment Management
Atlanta,
Georgia
| $351M | – | – | 11.2% | – | 175 | – | 0.7 |
|
| 4200 |
4200
Steamboat Capital Partners
Rye,
New York
| $351M | +$20.6M | +6% | 15.1% | 280% | 62 | 17.74% | 1.9 |
|