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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 |
AAM
4201
American Asset Management
Boca Raton,
Florida
| $132M | -$3.98M | -3% | 9.79% | 42.5% | 113 | 15.04% | 1.7 |
|
| 4202 |
TC
4202
TAP Consulting
Kirkwood,
Missouri
| $132M | – | – | 12.5% | 3.08% | 93 | – | 0 |
|
| 4203 |
RTC
4203
Riverview Trust Company
Vancouver,
Washington
| $132M | +$4.44M | +3% | 11.6% | 87.6% | 449 | 46.1% | 0.1 |
|
| 4204 |
NEGWA
4204
New England Guild Wealth Advisors
Avon,
Connecticut
| $132M | +$13M | +11% | 9.5% | 6.04% | 51 | 3.92% | 1.1 |
|
| 4205 |
ACM
4205
Adalta Capital Management
New York
| $132M | +$25.1M | +23% | 17.8% | 80.4% | 78 | 16.67% | 1.5 |
|
| 4206 |
TGI
4206
TRV GP IV
Boston,
Massachusetts
| $132M | +$86.2M | +189% | 189% | 1,102% | 1 | 0% | 0.3 |
|
| 4207 |
NVCHI
4207
New Vernon Capital Holdings II
Morristown,
New Jersey
| $132M | +$67.2M | +104% | 10.7% | 114% | 42 | 66.67% | 1 |
|
| 4208 |
PWM
4208
Paulson Wealth Management
Wheaton,
Illinois
| $132M | +$10.7M | +9% | 9.26% | 57.1% | 120 | 8.33% | 1 |
|
| 4209 |
HPC
4209
Hobart Private Capital
Charlotte,
North Carolina
| $132M | +$15M | +13% | 10.7% | 52.5% | 171 | 24.56% | 0.8 |
|
| 4210 |
TI
4210
Truehand Inc
Strafford,
New Hampshire
| $132M | +$13.9M | +12% | 13.3% | 86.9% | 204 | 3.92% | 0.2 |
|
| 4211 |
KCM
4211
Knoll Capital Management
Miami,
Florida
| $132M | +$43.7M | +50% | 25.7% | 258% | 19 | 31.58% | 1.3 |
|
| 4212 |
AC
4212
Addison Capital
Conshohocken,
Pennsylvania
| $132M | +$19.8M | +18% | 11.4% | 59.7% | 118 | 11.02% | 3 |
|
| 4213 |
WIM
4213
Wilen Investment Management
Bonita Springs,
Florida
| $132M | +$15.9M | +14% | 16.1% | 79.9% | 65 | 10.77% | 4.2 |
|
| 4214 |
SG
4214
StoneX Group
New York
| $131M | +$27.7M | +27% | 12.9% | 85.2% | 238 | 21.43% | 1.2 |
|
| 4215 |
IC
4215
Investment Counsel
Petoskey,
Michigan
| $131M | +$11.4M | +10% | 10.4% | 50.1% | 56 | 7.14% | 2.9 |
|
| 4216 |
TIA
4216
Tiemann Investment Advisors
Menlo Park,
California
| $131M | +$19.5M | +17% | 11.8% | 77% | 179 | 12.29% | 3.6 |
|
| 4217 |
ACM
4217
Aisling Capital Management
New York
| $131M | +$36.4M | +38% | 47.8% | 793% | 12 | 0% | 0.3 |
|
| 4218 |
SCC
4218
Second Curve Capital
Radnor,
Pennsylvania
| $131M | +$30.5M | +30% | 10.8% | 160% | 21 | 38.1% | 2.2 |
|
| 4219 |
GIM
4219
Groesbeck Investment Management
Paramus,
New Jersey
| $131M | +$13.8M | +12% | 11.2% | 147% | 103 | 18.45% | 2.6 |
|
| 4220 |
WA
4220
Wheatland Advisors
Lancaster,
Pennsylvania
| $131M | +$16.6M | +14% | 11.5% | 30.5% | 102 | 13.73% | 4 |
|
| 4221 |
SCM
4221
Stonehearth Capital Management
Danvers,
Massachusetts
| $131M | +$12.6M | +11% | 9.59% | 87.5% | 52 | 17.31% | 2.2 |
|
| 4222 |
KAM
4222
Knightsbridge Asset Management
Newport Beach,
California
| $131M | -$5.04M | -4% | 12% | 150% | 33 | 21.21% | 2.3 |
|
| 4223 |
PIM
4223
Profit Investment Management
North Bethesda,
Maryland
| $131M | +$20.8M | +19% | 18.8% | 101% | 72 | 5.56% | 4.1 |
|
| 4224 |
EW
4224
Emerson Wealth
Bloomfield Hills,
Michigan
| $131M | +$27.3M | +26% | 13.6% | 18.1% | 31 | 16.13% | 0.2 |
|
| 4225 |
MC
4225
Miramar Capital
Northbrook,
Illinois
| $131M | +$2.99M | +2% | 10.2% | 47.3% | 69 | 13.04% | 0.2 |
|