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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4576 |
TI
4576
Truehand Inc
Strafford,
New Hampshire
| $132M | +$3.23M | +3% | 6.2% | 86.9% | 189 | 4.23% | 1 |
|
| 4577 |
HS
4577
HighVista Strategies
Boston,
Massachusetts
| $132M | -$14.8M | -10% | 10.2% | 622% | 159 | 45.91% | 0.6 |
|
| 4578 |
MWM
4578
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $132M | +$9.88M | +8% | 6.28% | 67.5% | 79 | 18.99% | 0.7 |
|
| 4579 |
AF
4579
Aldebaran Financial
| $132M | -$18.1M | -12% | 8.84% | 89.7% | 92 | 8.7% | 4.3 |
|
| 4580 |
WWM
4580
WT Wealth Management
Scottsdale,
Arizona
| $132M | +$16.5M | +14% | 5.32% | 72% | 97 | 21.65% | 0.2 |
|
| 4581 |
RCP
4581
Rho Capital Partners
New York
| $132M | +$12.1M | +10% | 21.2% | – | 5 | 0% | 2.9 |
|
| 4582 |
DC
4582
DPM Capital
Coral Gables,
Florida
| $131M | +$12.7M | +11% | 26.3% | 110% | 8 | 62.5% | 0.3 |
|
| 4583 |
WA
4583
Wambolt & Associates
Littleton,
Colorado
| $131M | +$10.2M | +8% | 4.57% | 62.2% | 170 | 9.41% | 0.8 |
|
| 4584 |
BKA
4584
Brick & Kyle Associates
Newtown,
Pennsylvania
| $131M | +$10.7M | +9% | 11.8% | 97.4% | 72 | 27.78% | 3.2 |
|
| 4585 |
PCAP
4585
Pratt Collard Advisory Partners
Buffalo,
New York
| $131M | +$4.28M | +3% | 4.8% | 91.7% | 108 | 6.48% | 1.7 |
|
| 4586 |
RCC
4586
Red Cedar Capital
Omaha,
Nebraska
| $131M | +$9.75M | +8% | 8.21% | 43% | 150 | 2.67% | 1.9 |
|
| 4587 |
FF
4587
Friedenthal Financial
Marlton,
New Jersey
| $131M | +$3.93M | +3% | 2.12% | 111% | 58 | 27.59% | 2.1 |
|
| 4588 |
MCAI
4588
Members Capital Advisors Inc
Madison,
Wisconsin
| $131M | – | – | 3.14% | – | 51 | – | 0 |
|
| 4589 |
HIH
4589
HRS Investment Holdings
New York
| $131M | +$10.6M | +9% | 8.28% | 21.5% | 1 | 0% | 1 |
|
| 4590 |
AFC
4590
AFT Forsyth & Company
West Palm Beach,
Florida
| $131M | +$9.96M | +8% | 8.93% | 135% | 150 | 13.33% | 4.2 |
|
| 4591 |
KAM
4591
Knightsbridge Asset Management
Newport Beach,
California
| $131M | +$3.61M | +3% | 8.53% | 150% | 29 | 3.45% | 2.7 |
|
| 4592 |
WC
4592
Weil Company
San Diego,
California
| $131M | -$3.75M | -3% | 7.47% | 71.7% | 390 | 72.82% | 1.3 |
|
| 4593 |
CIA
4593
Cascade Investment Advisors
Oregon City,
Oregon
| $131M | +$1.18M | +0.9% | 9.42% | 71.4% | 287 | 16.38% | 2.1 |
|
| 4594 |
DIM
4594
DC Investments Management
Mclean,
Virginia
| $131M | -$41.7M | -24% | 7.29% | 56.3% | 334 | 40.12% | 1.1 |
|
| 4595 |
KFS
4595
Kelly Financial Services
Braintree,
Massachusetts
| $130M | +$20.3M | +18% | 7.21% | 58.4% | 578 | 6.4% | 0.7 |
|
| 4596 |
HA
4596
Harborview Advisors
Portland,
Maine
| $130M | +$6.16M | +5% | 6.18% | 27.1% | 91 | 9.89% | 1.3 |
|
| 4597 |
AA
4597
Alta Advisers
London,
United Kingdom
| $130M | -$13.9M | -10% | 4.17% | 114% | 5 | 40% | 2.3 |
|
| 4598 |
OR
4598
Olympiad Research
Stamford,
Connecticut
| $130M | – | – | 4.07% | 189% | 268 | – | 0 |
|
| 4599 |
APWM
4599
Atlas Private Wealth Management
Albany,
New York
| $130M | – | – | 7.11% | 19.8% | 490 | – | 0 |
|
| 4600 |
SCM
4600
Stumpf Capital Management
Scottsdale,
Arizona
| $130M | +$14.5M | +13% | 5.88% | 44.5% | 14 | 7.14% | 1.3 |
|