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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
AA
4301
AF Advisors
Sacramento,
California
| $153M | – | – | 22.5% | 76.5% | 19 | – | 0 |
|
| 4302 |
4302
CastleArk Alternatives
Chicago,
Illinois
| $153M | +$38.3M | +33% | 8.45% | – | 38 | 15.79% | 1.2 |
|
| 4303 |
4303
DFPG Investments
Sandy,
Utah
| $153M | +$31.9M | +26% | 7.74% | 38.2% | 186 | 25.81% | 0.7 |
|
| 4304 |
MAS
4304
Madden Advisory Services
Jacksonville,
Florida
| $153M | +$12.5M | +9% | 7.22% | 52.3% | 77 | 7.79% | 5.1 |
|
| 4305 |
4305
Marino Stram & Associates
Braintree,
Massachusetts
| $153M | +$11.6M | +8% | 6.85% | 72.2% | 91 | 9.89% | 1.7 |
|
| 4306 |
4306
Ceeto Capital Group
Coral Gables,
Florida
| $153M | +$14.4M | +10% | 11.7% | 94.4% | 137 | 5.11% | 1.8 |
|
| 4307 |
4307
Israel Discount Bank of New York
New York
| $153M | +$16.5M | +12% | 7.32% | 40.8% | 90 | 10% | 2.5 |
|
| 4308 |
4308
Poehling Capital Management
Madison,
Wisconsin
| $153M | +$16.4M | +12% | 11% | 83% | 114 | 17.54% | 1.4 |
|
| 4309 |
4309
Adirondack Trust Company
Saratoga Springs,
New York
| $152M | +$10M | +7% | 7.85% | 96.7% | 367 | 9.54% | 4.5 |
|
| 4310 |
I2I
4310
Insight 2811 Inc
Chicago,
Illinois
| $152M | +$11.2M | +8% | 3.01% | 30.8% | 96 | 17.71% | 2.8 |
|
| 4311 |
AIA
4311
Arcadia Investment Advisors
Eagle,
Idaho
| $152M | +$3.98M | +3% | 6.47% | 56.4% | 76 | 22.37% | 1.4 |
|
| 4312 |
VC
4312
Vision Capital
Toronto,
Ontario, Canada
| $152M | +$34.3M | +29% | 4.42% | 19.8% | 6 | 16.67% | 0.8 |
|
| 4313 |
4313
Omega Financial Group
Santa Barbara,
California
| $152M | +$9.6M | +7% | 4.17% | 45.2% | 63 | 6.35% | 0.9 |
|
| 4314 |
4314
Wolf Group Capital Advisors
Fairfax,
Virginia
| $152M | +$6.82M | +5% | 7.48% | 28.2% | 78 | 8.97% | 2.5 |
|
| 4315 |
4315
Boyd Watterson Asset Management
Cleveland,
Ohio
| $152M | +$9.33M | +7% | 8.26% | 101% | 120 | 9.17% | 4.1 |
|
| 4316 |
4316
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $152M | +$14.2M | +10% | 7.48% | 103% | 80 | 13.75% | 1.1 |
|
| 4317 |
PAM
4317
Pegasus Asset Management
Montebello,
New York
| $152M | +$14.5M | +11% | 9.44% | 89% | 73 | 6.85% | 1.7 |
|
| 4318 |
4318
Affinity Capital Advisors
Berkeley,
California
| $152M | – | – | 8.01% | 72.7% | 117 | – | 0 |
|
| 4319 |
4319
Harbour Investment Management
Edmonds,
Washington
| $152M | +$11M | +8% | 7.41% | 58.8% | 71 | 4.23% | 5 |
|
| 4320 |
4320
One Charles Private Wealth Services
Hingham,
Massachusetts
| $152M | – | – | 6.89% | 99.7% | 35 | – | 0 |
|
| 4321 |
4321
HCSF Management
San Francisco,
California
| $152M | +$8.81M | +6% | 7.78% | 58.8% | 13 | 15.38% | 2.1 |
|
| 4322 |
4322
Roman Butler Fullerton & Co
St Louis,
Missouri
| $152M | +$6.95M | +5% | 8.99% | 134% | 176 | 16.48% | 0.8 |
|
| 4323 |
HIS
4323
Horizon Investment Services
Hammond,
Indiana
| $152M | +$1.26M | +0.8% | 12.7% | 250% | 109 | 21.1% | 2.1 |
|
| 4324 |
4324
Addison Capital
Conshohocken,
Pennsylvania
| $152M | +$10.8M | +8% | 8.67% | 59.7% | 129 | 5.43% | 3 |
|
| 4325 |
4325
Bishop & Co Investment Management
Erie,
Pennsylvania
| $151M | +$14M | +10% | 6.07% | 47.6% | 25 | 16% | 3 |
|