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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
4451
Fure Financial Corporation
Bloomington,
Minnesota
| $141M | – | – | 2.92% | 59.5% | 31 | – | 0 |
|
| 4452 |
4452
Hillman Capital Management
Bethesda,
Maryland
| $141M | – | – | 9.36% | 20.2% | 50 | – | 2.1 |
|
| 4453 |
GA
4453
Greytown Advisors
Miami,
Florida
| $141M | +$6.43M | +5% | 6.33% | 14.1% | 72 | 8.33% | 2.3 |
|
| 4454 |
4454
SCP Investment
Orinda,
California
| $141M | -$42.2M | -23% | 11.4% | 32.8% | 65 | 80% | 1 |
|
| 4455 |
4455
Cincinnati Casualty Company
Fairfield,
Ohio
| $141M | +$11.3M | +9% | 9.17% | 56% | 24 | 0% | 4.9 |
|
| 4456 |
4456
Hoey Investments
Coatesville,
Pennsylvania
| $141M | – | – | 12% | 200% | 163 | – | 0 |
|
| 4457 |
CHA
4457
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $141M | +$39.6M | +39% | 8.16% | 39.7% | 699 | 83.98% | 0.3 |
|
| 4458 |
4458
Wealth Alliance
Mellville,
New York
| $141M | – | – | 7.54% | 75.7% | 87 | – | 0 |
|
| 4459 |
4459
MONECO Advisors
Fairfield,
Connecticut
| $141M | +$11.9M | +9% | 7.63% | 70.5% | 162 | 19.75% | 0.8 |
|
| 4460 |
4460
Astoria Strategic Wealth
Conroe,
Texas
| $140M | – | – | 4.64% | 42.1% | 32 | – | 0 |
|
| 4461 |
4461
Tower House Partners
London,
United Kingdom
| $140M | +$20.4M | +17% | 11.9% | 21.4% | 3 | 0% | 0.5 |
|
| 4462 |
4462
FountainCap Research & Investment
Hong Kong,
China
| $140M | – | – | 21.8% | 5.35% | 7 | – | 0 |
|
| 4463 |
4463
Keeler Thomas Management
Orem,
Utah
| $140M | +$10.1M | +8% | 7.34% | 46.1% | 65 | 4.62% | 1.5 |
|
| 4464 |
4464
Colorado Capital Management
Boulder,
Colorado
| $140M | +$6.64M | +5% | 5.7% | 60.4% | 83 | 4.82% | 3 |
|
| 4465 |
4465
O'Brien Wealth Partners
Waltham,
Massachusetts
| $140M | +$12.7M | +10% | 6.13% | 56.7% | 46 | 26.09% | 1.9 |
|
| 4466 |
4466
Foothills Asset Management
Scottsdale,
Arizona
| $140M | +$7.84M | +6% | 6.28% | 8.84% | 67 | 1.49% | 3.3 |
|
| 4467 |
4467
Seascape Capital Management
Portsmouth,
New Hampshire
| $140M | – | – | 7.57% | 111% | 70 | – | 0 |
|
| 4468 |
4468
Next Capital Management
New York
| $140M | -$9.33M | -6% | 6.52% | 61.3% | 264 | 67.8% | 0.9 |
|
| 4469 |
4469
Prosperity Capital Management
Camana Bay,
Cayman Islands
| $140M | +$18.4M | +15% | 6.45% | – | 2 | 0% | 6.3 |
|
| 4470 |
4470
Mork Capital Management
Healdsburg,
California
| $140M | +$30.7M | +28% | 12.3% | 61.9% | 131 | 28.24% | 1.8 |
|
| 4471 |
WMA
4471
Wealth Management Associates
Cherry Hill,
New Jersey
| $140M | +$15.5M | +12% | 7.92% | 111% | 151 | 5.96% | 0.7 |
|
| 4472 |
4472
Investment Counsel
Petoskey,
Michigan
| $140M | +$2.24M | +2% | 6.54% | 50.1% | 56 | 5.36% | 3.5 |
|
| 4473 |
4473
Centerstone Investors
New York
| $140M | -$6M | -4% | 3.72% | 73.7% | 27 | 14.81% | 0.9 |
|
| 4474 |
4474
Colton Groome Financial Advisors
Asheville,
North Carolina
| $140M | +$4.22M | +3% | 5.25% | 65.8% | 59 | 1.69% | 0.4 |
|
| 4475 |
4475
Aperture Investors
New York
| $140M | – | – | 9.86% | 211% | 42 | – | 0 |
|