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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
4276
Hellman Jordan Management Company
Quincy,
Massachusetts
| $126M | +$52.9M | +72% | 5.76% | 205% | 67 | 50.75% | 0.9 |
|
| 4277 |
4277
Thrive Capital Management (New York)
New York
| $126M | -$28.3M | -18% | 13.1% | 205% | 5 | 20% | 0.3 |
|
| 4278 |
4278
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $126M | +$4.73M | +4% | 2.5% | 74% | 89 | 10.11% | 0.7 |
|
| 4279 |
RCIM
4279
Russell Clark Investment Management
London,
United Kingdom
| $126M | -$30.8M | -20% | 1.56% | 174% | 47 | 14.89% | 1.2 |
|
| 4280 |
4280
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $126M | +$471K | +0.4% | 0.14% | 37.8% | 28 | 0% | 4.1 |
|
| 4281 |
HAM
4281
Hammer Asset Management
Auburn,
California
| $126M | +$4.74M | +4% | 1.85% | – | 57 | 8.77% | 0.9 |
|
| 4282 |
4282
Centerpoint Advisors
Needham,
Massachusetts
| $126M | +$641K | +0.5% | 0.56% | 74.2% | 291 | 6.87% | 1.4 |
|
| 4283 |
4283
Exeter Financial
Scottsdale,
Arizona
| $126M | +$6.09M | +5% | 3.52% | 59.1% | 71 | 5.63% | 1.6 |
|
| 4284 |
4284
Peachtree Investment Partners
Indian River Shores,,
Florida
| $126M | -$1.67M | -1% | 4.3% | 92.2% | 70 | 14.29% | 0.6 |
|
| 4285 |
4285
Wells Trecaso Financial Group
Akron,
Ohio
| $126M | +$3.91M | +3% | 3.35% | 108% | 69 | 2.9% | 1.5 |
|
| 4286 |
4286
Portland Hill Asset Management
London,
United Kingdom
| $125M | -$11.3M | -8% | 1.08% | 30.2% | 20 | 10% | 2.4 |
|
| 4287 |
4287
General Equity Holdings
Brooklyn,
New York
| $125M | +$45.3M | +57% | 14.4% | 775% | 15 | 66.67% | 0.5 |
|
| 4288 |
4288
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $125M | +$2.8M | +2% | 2.94% | – | 405 | 25.19% | 2.6 |
|
| 4289 |
4289
Axis Capital Holdings
Pembroke,
| $125M | +$16.3M | +15% | 1.28% | 67% | 2 | 0% | 4.9 |
|
| 4290 |
4290
Founders Capital Management (Texas)
Houston,
Texas
| $125M | +$11.6M | +10% | 1.6% | 131% | 340 | 6.76% | 2 |
|
| 4291 |
4291
Rain Capital Management
Lake Oswego,
Oregon
| $125M | – | – | 1.44% | 18.2% | 31 | – | 2.2 |
|
| 4292 |
EWG
4292
Executive Wealth Group
Kirkland,
Washington
| $125M | -$5.54M | -4% | 0.22% | 14.9% | 37 | 0% | 1.6 |
|
| 4293 |
4293
Timber Hill
Greenwich,
Connecticut
| $125M | -$8.02M | -6% | 1.77% | 59.2% | 32 | 59.38% | 1.9 |
|
| 4294 |
4294
Smart Money Group
Eastland,
Texas
| $125M | +$3.58M | +3% | 0.67% | 58.9% | 73 | 15.07% | 1.1 |
|
| 4295 |
4295
AUA Capital Management
Camp Hill,
Pennsylvania
| $124M | -$202K | -0.2% | 0.92% | 70.2% | 190 | 1.05% | 2.5 |
|
| 4296 |
4296
Harborview Advisors
Portland,
Maine
| $124M | +$687K | +0.6% | 0.14% | 27.1% | 87 | 6.9% | 1.1 |
|
| 4297 |
4297
Droms Strauss Advisors
St. Louis,
Missouri
| $124M | -$10.1M | -8% | 0.78% | 68.7% | 43 | 20.93% | 0.7 |
|
| 4298 |
WMA
4298
Wealth Management Associates
Cherry Hill,
New Jersey
| $124M | +$23.9M | +24% | 2.21% | 111% | 148 | 35.14% | 0.4 |
|
| 4299 |
4299
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $124M | +$9.6M | +8% | 2.96% | 65.5% | 328 | 7.62% | 2 |
|
| 4300 |
4300
Monte Financial Group
Guilford,
Connecticut
| $124M | +$6.02M | +5% | 2.67% | 57.9% | 72 | 6.94% | 1.4 |
|