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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
FP
4326
Factorial Partners
Mt. Kisco,
New York
| $108M | – | – | 5.71% | 88.7% | 105 | – | 0 |
|
| 4327 |
4327
Cooper/Haims Advisors
Victor,
New York
| $108M | – | – | 3.97% | 53.1% | 55 | – | 0 |
|
| 4328 |
4328
WESPAC Advisors
Orinda,
California
| $108M | -$43.8M | -29% | 4.96% | 112% | 150 | 28.67% | 1 |
|
| 4329 |
AF
4329
Aristotle Fund
Portland,
Maine
| $108M | +$2.5M | +2% | 9.15% | 3.11% | 11 | 63.64% | 0.9 |
|
| 4330 |
4330
Deane Retirement Strategies
New Orleans,
Louisiana
| $108M | +$4.02M | +4% | 7.95% | 73.4% | 73 | 31.51% | 1.2 |
|
| 4331 |
LFGH
4331
Lee Financial Group Hawaii
Honolulu,
Hawaii
| $108M | – | – | 6.02% | 12.9% | 35 | – | 0 |
|
| 4332 |
4332
Black Swift Group
Boulder,
Colorado
| $107M | +$11.1M | +11% | 6.87% | 139% | 55 | 43.64% | 0.3 |
|
| 4333 |
4333
Wilshire Advisors
Santa Monica,
California
| $107M | -$5.53M | -5% | 2.33% | 118% | 25 | 8% | 1.3 |
|
| 4334 |
4334
Marlowe Partners
New York
| $107M | -$38.3M | -26% | 8.08% | 16.3% | 10 | 50% | 0.8 |
|
| 4335 |
4335
Oceanic Investment Management
Douglas,
Isle Of Man
| $107M | -$30.4M | -22% | 7.65% | – | 25 | 40% | 1.1 |
|
| 4336 |
4336
Bristol County Savings Bank
Taunton,
Massachusetts
| $107M | +$6.38M | +6% | 5.77% | – | 65 | 4.62% | 0.2 |
|
| 4337 |
CL
4337
Croft-Leominster
Baltimore,
Maryland
| $107M | -$316M | -75% | 9.98% | 38% | 126 | 47.62% | 0.7 |
|
| 4338 |
4338
Steginsky Capital
Port Washington,
New York
| $107M | -$3.15M | -3% | 8.3% | 99.4% | 10 | 20% | 0.9 |
|
| 4339 |
4339
LexAurum Advisors
Overland Park,
Kansas
| $107M | – | – | 4.11% | – | 149 | – | 0 |
|
| 4340 |
4340
Arjuna Capital
Durham,
North Carolina
| $107M | – | – | 8.92% | 105% | 78 | – | 0 |
|
| 4341 |
4341
Edgbaston Investment Partners
| $107M | – | – | 6.81% | 4.67% | 2 | – | 0 |
|
| 4342 |
4342
Man Investments (Switzerland)
Pfaffikon,
Switzerland
| $107M | -$10.2M | -9% | 0.02% | 0.23% | 64 | 4.69% | 1.8 |
|
| 4343 |
4343
Guild Investment Management
Los Angeles,
California
| $107M | +$11.8M | +12% | 4.94% | 101% | 50 | 64% | 0.4 |
|
| 4344 |
4344
Norway Savings Bank
Portland,
Maine
| $106M | +$2.13M | +2% | 4.43% | 117% | 266 | 4.14% | 0.9 |
|
| 4345 |
4345
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $106M | – | – | 4.85% | 49.6% | 27 | – | 0 |
|
| 4346 |
4346
Westwind Capital
Las Cruces,
New Mexico
| $106M | – | – | 5.11% | 87.6% | 39 | – | 0 |
|
| 4347 |
4347
Prisma Capital Partners
New York
| $106M | +$13.2M | +14% | 7.52% | – | 13 | 30.77% | 0.3 |
|
| 4348 |
4348
DCM Hybrid RMB Fund International
Menlo Park,
California
| $106M | -$25.6M | -19% | 1.41% | – | 3 | 0% | 1.3 |
|
| 4349 |
HIM
4349
Hutchens Investment Management
Concord,
New Hampshire
| $106M | -$4.44M | -4% | 6.04% | 56.8% | 95 | 23.16% | 1.3 |
|
| 4350 |
4350
Portland Investment Counsel
Burlington,
Ontario, Canada
| $106M | – | – | 0.37% | 108% | 38 | – | 2.8 |
|