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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 |
4576
TriaGen Wealth Management
Calabasas,
California
| $199M | +$19M | +11% | 9.25% | 132% | 191 | 30.89% | 1.4 |
|
| 4577 |
4577
Lumbard & Kellner
Hollis,
New Hampshire
| $199M | -$5.41M | -3% | 3.08% | 137% | 101 | 24.75% | 3.5 |
|
| 4578 |
4578
Deere & Company
Moline,
Illinois
| $199M | -$7.68M | -4% | 4.81% | – | 3 | 0% | 5.6 |
|
| 4579 |
ECG
4579
EPIQ Capital Group
San Francisco,
California
| $199M | +$15.3M | +8% | 8.19% | 6.25% | 55 | 14.55% | 2.1 |
|
| 4580 |
DVF
4580
Discovery Value Fund
Singapore
| $199M | -$147M | -42% | 39.9% | 210% | 7 | 42.86% | 2.3 |
|
| 4581 |
4581
Beech Hill Advisors
New York
| $199M | +$18.6M | +10% | 11.2% | 117% | 88 | 6.82% | 4.2 |
|
| 4582 |
4582
Marvin & Palmer Associates
Wilmington,
Delaware
| $199M | +$8.46M | +4% | 8.9% | 392% | 36 | 55.56% | 0.8 |
|
| 4583 |
4583
Norway Savings Bank
Portland,
Maine
| $198M | +$1.99M | +1% | 6.01% | 117% | 289 | 52.6% | 5.3 |
|
| 4584 |
4584
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| $198M | +$3.14M | +2% | 8.3% | 167% | 166 | 9.04% | 0.2 |
|
| 4585 |
4585
Madison Wealth Partners
Madison,
Wisconsin
| $198M | +$27M | +16% | 7.08% | 66.9% | 88 | 14.77% | 1.5 |
|
| 4586 |
4586
BCGM Wealth Management
Lafayette,
Indiana
| $198M | -$7.36M | -4% | 3.82% | 54.9% | 117 | 25.64% | 1.7 |
|
| 4587 |
4587
Intrepid Financial Planning Group
Carmel,
Indiana
| $198M | +$14.2M | +8% | 5.3% | 92.5% | 124 | 10.48% | 0.6 |
|
| 4588 |
ACM
4588
Aljian Capital Management
Carson City,
Nevada
| $198M | +$24.8M | +14% | 18.9% | 162% | 52 | 13.46% | 3.3 |
|
| 4589 |
4589
Kelly Financial Services
Braintree,
Massachusetts
| $198M | +$8.14M | +4% | 6.96% | 64.3% | 738 | 11.65% | 2.8 |
|
| 4590 |
4590
Brand Asset Management Group
Chesterfield,
Missouri
| $198M | +$350K | +0.2% | 5.8% | 70.2% | 75 | 2.67% | 4.2 |
|
| 4591 |
4591
Legacy CG
Plano,
Texas
| $198M | +$27.3M | +16% | 3.58% | 62.6% | 45 | 13.33% | 0.7 |
|
| 4592 |
KAS
4592
Kemnay Advisory Services
New York
| $198M | -$973K | -0.5% | 23.5% | 167% | 29 | 41.38% | 2.9 |
|
| 4593 |
DLG
4593
Daniel L. Goodwin
| $198M | +$379K | +0.2% | 3.24% | 72.6% | 97 | 15.46% | 4.1 |
|
| 4594 |
AFS
4594
Aft Forsyth & Sober
Valrico,
Florida
| $198M | -$24.4M | -11% | 4.73% | 94.6% | 83 | 4.82% | 2.5 |
|
| 4595 |
DL
4595
DOHJ LLC
Seattle,
Washington
| $198M | +$19.8M | +11% | 8.28% | 51.5% | 94 | 13.83% | 2.2 |
|
| 4596 |
4596
Centurion Wealth Management
Mclean,
Virginia
| $198M | +$20.3M | +11% | 7.47% | – | 168 | 17.26% | 0.2 |
|
| 4597 |
MHP
4597
Manatuck Hill Partners
Westport,
Connecticut
| $198M | -$13.7M | -7% | 5.41% | 556% | 127 | 55.91% | 1 |
|
| 4598 |
4598
Northern Right Capital Management
Darien,
Connecticut
| $197M | +$18.9M | +11% | 16.5% | 187% | 24 | 29.17% | 1.9 |
|
| 4599 |
4599
Richmond Hill Investments
New York
| $197M | +$22.1M | +13% | 13.3% | 55.2% | 5 | 0% | 4.7 |
|
| 4600 |
4600
Adirondack Trust Company
Saratoga Springs,
New York
| $197M | +$4.12M | +2% | 7.1% | 96.7% | 496 | 5.85% | 5 |
|