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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Roman Butler Fullerton & Co
St Louis,
Missouri
| $118M | – | – | 11.6% | 121% | 159 | – | 0 |
|
| 4202 |
I2I
4202
Insight 2811 Inc
Chicago,
Illinois
| $118M | -$30.5M | -21% | 8.61% | 30.8% | 96 | 27.08% | 2.7 |
|
| 4203 |
4203
Mountaineer Partners Management
New York
| $118M | – | – | 22% | 158% | 14 | – | 0 |
|
| 4204 |
4204
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $118M | – | – | 10.7% | 81.9% | 179 | – | 0 |
|
| 4205 |
4205
Bay Colony Advisors
Concord,
Massachusetts
| $117M | -$13M | -10% | 10.2% | 91.8% | 231 | 28.14% | 0.4 |
|
| 4206 |
4206
Foothills Asset Management
Scottsdale,
Arizona
| $117M | -$13M | -10% | 8.96% | 8.84% | 67 | 16.42% | 2.8 |
|
| 4207 |
4207
Naman Capital
Sao Paulo,
Brazil
| $117M | – | – | 11.7% | 89.9% | 15 | – | 0 |
|
| 4208 |
4208
Global Strategic Investment Solutions
Scottsdale,
Arizona
| $117M | – | – | 12.7% | 56.8% | 55 | – | 0 |
|
| 4209 |
4209
Morris Capital Advisors
Malvern,
Pennsylvania
| $117M | -$32.2M | -22% | 14.2% | 72.9% | 76 | 19.74% | 2.2 |
|
| 4210 |
4210
Groesbeck Investment Management
Paramus,
New Jersey
| $117M | -$29.8M | -20% | 13.5% | 147% | 109 | 24.77% | 2.6 |
|
| 4211 |
4211
Titus Wealth Management
Larskpur,
California
| $117M | +$1.2M | +1% | 10.1% | 26.6% | 103 | 20.39% | 0.7 |
|
| 4212 |
PK
4212
Pflug Koory
Omaha,
Nebraska
| $117M | -$6.5M | -5% | 12.6% | – | 439 | 6.83% | 1.7 |
|
| 4213 |
4213
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $117M | -$26.5M | -18% | 10.9% | 89.7% | 29 | 10.34% | 1.2 |
|
| 4214 |
4214
Guinness Atkinson Asset Management
Pasadena,
California
| $117M | -$38.7M | -25% | 15.8% | 132% | 62 | 4.84% | 3.7 |
|
| 4215 |
4215
Oak Hill Advisors
New York
| $117M | +$9.7M | +9% | 12.4% | 42.4% | 7 | 42.86% | 2.5 |
|
| 4216 |
4216
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| $117M | – | – | 13.5% | 35.7% | 7 | – | 0 |
|
| 4217 |
4217
HGI Capital Management
New York
| $117M | -$27.5M | -19% | 10.7% | 47% | 63 | 41.27% | 0.5 |
|
| 4218 |
4218
Syquant Capital SAS
Paris,
France
| $117M | – | – | 4.57% | 160% | 11 | – | 0 |
|
| 4219 |
4219
Lesa Sroufe & Co
Seattle,
Washington
| $117M | -$16.1M | -12% | 4.79% | – | 62 | 6.45% | 2.8 |
|
| 4220 |
4220
HM Capital Management
Clayton,
Missouri
| $117M | -$14.1M | -11% | 14% | 29.6% | 41 | 21.95% | 3.9 |
|
| 4221 |
4221
Bishop & Co Investment Management
Erie,
Pennsylvania
| $117M | -$14.8M | -11% | 11.8% | 47.6% | 24 | 16.67% | 1.9 |
|
| 4222 |
4222
Beck Capital Management
Austin,
Texas
| $117M | -$116M | -50% | 11.2% | 291% | 118 | 62.71% | 1.6 |
|
| 4223 |
HPC
4223
Hobart Private Capital
Charlotte,
North Carolina
| $117M | -$13.7M | -10% | 8.2% | 60% | 162 | 26.54% | 0.7 |
|
| 4224 |
WPA
4224
Winning Points Advisors
Boca Raton,
Florida
| $117M | -$19.5M | -14% | 13.3% | – | 75 | 6.67% | 1.8 |
|
| 4225 |
4225
PDS Planning
Dublin,
Ohio
| $116M | -$453K | -0.4% | 9.04% | 62.7% | 86 | 18.6% | 0.8 |
|