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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Gramercy Funds Management
Greenwich,
Connecticut
| $188M | -$47.4M | -20% | 0% | 87.6% | 4 | 100% | 0 |
|
| 4502 |
MWM
4502
MTC Wealth Management
Tampa,
Florida
| $187M | -$105M | -36% | 9.53% | 30.5% | 14 | 7.14% | 1.1 |
|
| 4503 |
4503
Tiemann Investment Advisors
Menlo Park,
California
| $187M | -$28.9M | -13% | 13.2% | 77% | 209 | 5.74% | 5.4 |
|
| 4504 |
4504
Beech Hill Advisors
New York
| $187M | -$57.9M | -24% | 16.2% | 105% | 89 | 8.99% | 3.9 |
|
| 4505 |
4505
Triune Financial Partners
Overland Park,
Kansas
| $187M | -$1.39M | -0.7% | 13.7% | 61.6% | 25 | 12% | 0.9 |
|
| 4506 |
4506
Bell & Brown Wealth Advisors
Newport Beach,
California
| $187M | -$33.7M | -15% | 12.1% | 125% | 79 | 13.92% | 3.2 |
|
| 4507 |
4507
Bull Street Advisors
Savannah,
Georgia
| $187M | -$18.7M | -9% | 7.75% | 48.5% | 94 | 3.19% | 2.6 |
|
| 4508 |
4508
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $187M | -$19.4M | -9% | 13% | 67.5% | 102 | 31.37% | 1.5 |
|
| 4509 |
TL
4509
TowerView LLC
New York
| $187M | -$16.9M | -8% | 7.15% | 17.9% | 36 | 13.89% | 2.9 |
|
| 4510 |
4510
Adirondack Trust Company
Saratoga Springs,
New York
| $187M | -$24.8M | -12% | 12.4% | 96.7% | 468 | 6.84% | 4.8 |
|
| 4511 |
4511
Columbia Trust
Portland,
Oregon
| $186M | -$27.5M | -13% | 12.7% | 36% | 151 | 6.62% | 2 |
|
| 4512 |
4512
Entrust Global Partners
New York
| $186M | -$105M | -36% | 29.2% | 82.3% | 14 | 14.29% | 0.7 |
|
| 4513 |
4513
Little House Capital
Braintree,
Massachusetts
| $186M | -$9.6M | -5% | 11.2% | 108% | 145 | 32.41% | 1.2 |
|
| 4514 |
HCM
4514
Highlander Capital Management
Short Hills,
New Jersey
| $186M | -$27.9M | -13% | 12% | 34.4% | 676 | 6.36% | 4.6 |
|
| 4515 |
4515
Eads & Heald Wealth Management
Atlanta,
Georgia
| $186M | -$30M | -14% | 11.6% | 84.4% | 154 | 8.44% | 5.8 |
|
| 4516 |
4516
BWCP LP
Dallas,
Texas
| $186M | -$11.1M | -6% | 17.6% | 198% | 21 | 9.52% | 0.4 |
|
| 4517 |
4517
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $186M | -$28.4M | -13% | 10.4% | 39.9% | 50 | 12% | 1.5 |
|
| 4518 |
4518
Madison International Realty Holdings
New York
| $186M | -$33.5M | -15% | 32.4% | – | 3 | 0% | 4.4 |
|
| 4519 |
4519
JCIC Asset Management
Toronto,
Ontario, Canada
| $186M | -$138M | -43% | 12.5% | – | 131 | 19.08% | 3.3 |
|
| 4520 |
4520
New World Advisors
Hingham,
Massachusetts
| $186M | -$5.07M | -3% | 10% | 84.1% | 70 | 27.14% | 1 |
|
| 4521 |
4521
Nicollet Investment Management
Minneapolis,
Minnesota
| $186M | -$39.6M | -18% | 17.2% | 104% | 63 | 12.7% | 3.5 |
|
| 4522 |
4522
Solidarity Wealth
Lehi,
Utah
| $186M | +$6.92M | +4% | 16.1% | 85.9% | 122 | 16.39% | 0.2 |
|
| 4523 |
4523
Chase Investment Counsel
Charlottesville,
Virginia
| $185M | -$43M | -19% | 11.3% | 350% | 128 | 35.16% | 1.6 |
|
| 4524 |
4524
Affiance Financial
St. Louis Park,
Minnesota
| $185M | -$20.3M | -10% | 12.4% | 57.8% | 138 | 13.77% | 4 |
|
| 4525 |
4525
Altrafin AG
Zurich,
| $185M | -$69M | -27% | 19.9% | 97.6% | 90 | 18.89% | 0.5 |
|