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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4251 |
4251
Tiptree Advisors
New York
| $116M | -$84.2M | -42% | 0.82% | – | 22 | 45.45% | 1.3 |
|
| 4252 |
4252
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $116M | +$3.77M | +3% | 7.08% | 65.5% | 284 | 10.21% | 1.6 |
|
| 4253 |
4253
Oak Grove Capital
North Hampton,
New Hampshire
| $116M | +$17.4M | +18% | 9.47% | 470% | 180 | 13.89% | 0.5 |
|
| 4254 |
4254
Titus Wealth Management
Larskpur,
California
| $116M | +$22.4M | +24% | 6.02% | 26.6% | 106 | 26.42% | 0.5 |
|
| 4255 |
4255
Point72 Europe
London,
United Kingdom
| $116M | -$71.6M | -38% | 0.9% | 95.4% | 30 | 63.33% | 0.5 |
|
| 4256 |
4256
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $115M | +$4.08M | +4% | 3.11% | 63.2% | 41 | 4.88% | 0.7 |
|
| 4257 |
HCM
4257
Hall Capital Management
Barrington,
Rhode Island
| $115M | +$9.3M | +9% | 8.9% | – | 83 | 1.2% | 3 |
|
| 4258 |
4258
Bennicas & Associates
Portola Valley,
California
| $115M | +$2.75M | +2% | 3.62% | 40.3% | 93 | 3.23% | 3.9 |
|
| 4259 |
4259
Sanctuary Wealth Management
Pocatello,
Idaho
| $115M | +$240K | +0.2% | 4.68% | – | 24 | 29.17% | 0.5 |
|
| 4260 |
4260
Diametric Capital
Boston,
Massachusetts
| $115M | +$8.65M | +8% | 5.71% | 175% | 131 | 66.41% | 0.2 |
|
| 4261 |
4261
Blackcrane Capital
Bellevue,
Washington
| $115M | – | – | 2.71% | 40% | 7 | – | 0 |
|
| 4262 |
4262
Norway Savings Bank
Portland,
Maine
| $115M | +$5.17M | +5% | 5.46% | 117% | 267 | 10.86% | 1.5 |
|
| 4263 |
SRCM
4263
Swift Run Capital Management
Charlottesville,
Virginia
| $115M | +$157K | +0.1% | 2.67% | 9.9% | 40 | 17.5% | 2.9 |
|
| 4264 |
4264
Osmium Partners
Greenbrae,
California
| $115M | -$52M | -31% | 2.71% | 28.4% | 28 | 46.43% | 2.9 |
|
| 4265 |
4265
Tower View Wealth Management
Shorewood,
Wisconsin
| $114M | +$8.4M | +8% | 7.57% | 135% | 169 | 18.34% | 0.6 |
|
| 4266 |
4266
Schooner Capital
Vero Beach,
Florida
| $114M | -$1.62M | -1% | 1.4% | 31.1% | 1 | 0% | 5.3 |
|
| 4267 |
CWM
4267
Capital Wealth Management
W. Warwick,
Rhode Island
| $114M | +$4.41M | +4% | 4% | 46.7% | 41 | 9.76% | 0.6 |
|
| 4268 |
ACM
4268
ADI Capital Management
New York
| $114M | -$35.3M | -24% | 2.91% | 113% | 25 | 44% | 0.5 |
|
| 4269 |
HIC
4269
Harbor Island Capital
Topsfield,
Massachusetts
| $114M | +$3.52M | +3% | 4.02% | 218% | 19 | 10.53% | 0.7 |
|
| 4270 |
4270
American Asset Management
Boca Raton,
Florida
| $114M | -$38.1M | -25% | 6.59% | 42.5% | 112 | 6.25% | 1.4 |
|
| 4271 |
4271
Red Cedar Capital
Omaha,
Nebraska
| $114M | +$3.21M | +3% | 10.1% | 43% | 153 | 3.92% | 0.7 |
|
| 4272 |
AAM
4272
Ascension Asset Management
New York
| $114M | +$4.32M | +4% | 9.95% | – | 76 | 1.32% | 0.7 |
|
| 4273 |
4273
RK Asset Management
Grosse Pointe Farms,
Michigan
| $114M | +$2.05M | +2% | 3.45% | 47.6% | 17 | 17.65% | 2.8 |
|
| 4274 |
4274
Drexel Morgan & Co
Radnor,
Pennsylvania
| $114M | +$13.8M | +14% | 7.7% | 50.1% | 94 | 9.57% | 3.5 |
|
| 4275 |
4275
Capital Insight Partners
Scottsdale,
Arizona
| $114M | -$7.96M | -7% | 6.94% | 51.7% | 86 | 22.09% | 1.9 |
|