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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
4776
Strategic Financial Partners
Bend,
Oregon
| $157M | -$14.1M | -8% | 5.39% | 54.8% | 67 | 10.45% | 2.2 |
|
| 4777 |
4777
Fullen Financial Group
Columbus,
Ohio
| $157M | +$1.84M | +1% | 5.47% | 28.4% | 59 | 6.78% | 2.1 |
|
| 4778 |
PCM
4778
Perritt Capital Management
Chicago,
Illinois
| $157M | -$7.81M | -5% | 2.8% | 80.9% | 200 | 15% | 4 |
|
| 4779 |
4779
KEB Asset Management
Springfield,
Illinois
| $157M | -$3.07M | -2% | 5.28% | 68.9% | 63 | 30.16% | 0.5 |
|
| 4780 |
4780
Arbiter Partners Capital Management
New York
| $157M | -$3.93M | -2% | 8.58% | 378% | 41 | 24.39% | 2.6 |
|
| 4781 |
4781
Bennicas & Associates
Portola Valley,
California
| $157M | -$14.5M | -8% | 7.48% | 40.3% | 102 | 4.9% | 5.9 |
|
| 4782 |
4782
Guinness Atkinson Asset Management
Pasadena,
California
| $157M | -$14.8M | -9% | 5.11% | 132% | 104 | 4.81% | 4.3 |
|
| 4783 |
4783
Nan Fung Group Holdings
Kai Tak,
Hong Kong
| $157M | +$11.1M | +8% | 27.2% | 281% | 43 | 13.95% | 0.9 |
|
| 4784 |
4784
Hixon Zuercher
Findlay,
Ohio
| $157M | +$2.24M | +1% | 3.82% | 101% | 59 | 11.86% | 2.3 |
|
| 4785 |
GWM
4785
Gray Wealth Management
Bangor,
Maine
| $157M | -$8.44M | -5% | 5.53% | 22.1% | 115 | 8.7% | 2.1 |
|
| 4786 |
4786
Peninsula Asset Management
Bradenton,
Florida
| $156M | -$7.73M | -5% | 3.14% | 44.1% | 44 | 0% | 7 |
|
| 4787 |
4787
Veery Capital
Wilmington,
Delaware
| $156M | -$6.34M | -4% | 6.31% | 63.4% | 76 | 10.53% | 1.5 |
|
| 4788 |
WCM
4788
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $156M | -$15.3M | -9% | 3.89% | 33.6% | 86 | 17.44% | 5 |
|
| 4789 |
4789
Silverleafe Capital Partners
Germantown,
Tennessee
| $156M | -$11.9M | -7% | 3.58% | 87.7% | 74 | 35.14% | 1.9 |
|
| 4790 |
4790
Richmond Hill Investments
New York
| $156M | -$49.7M | -24% | 16.1% | 55.2% | 7 | 28.57% | 4.2 |
|
| 4791 |
MAM
4791
Mystic Asset Management
Warwick,
Rhode Island
| $156M | -$7.91M | -5% | 5.81% | 114% | 153 | 8.5% | 0.7 |
|
| 4792 |
4792
Stevens Capital Management
Radnor,
Pennsylvania
| $156M | +$12.4M | +9% | 4.32% | 108% | 184 | 67.39% | 0.4 |
|
| 4793 |
4793
American Trust Investment Advisors
Lebanon,
New Hampshire
| $156M | -$3.73M | -2% | 2.52% | 91% | 79 | 6.33% | 3.4 |
|
| 4794 |
4794
Renaissance Capital
Stamford,
Connecticut
| $156M | -$32.1M | -17% | 4.64% | 392% | 87 | 22.99% | 1 |
|
| 4795 |
4795
Davis Rea
Toronto,
Ontario, Canada
| $156M | -$180M | -54% | 5.02% | 66.9% | 45 | 13.33% | 5.9 |
|
| 4796 |
4796
BFAM Partners
Northpoint, Hong Kong,
Hong Kong
| $156M | -$13M | -8% | 16.3% | 36.4% | 13 | 53.85% | 0.5 |
|
| 4797 |
4797
John W. Brooker & Co
Oakland,
California
| $156M | -$7.91M | -5% | 3.84% | 43.4% | 203 | 7.39% | 2.1 |
|
| 4798 |
4798
7G Capital Management
New York
| $156M | +$1.38M | +0.9% | 2.19% | 137% | 7 | 0% | 1.2 |
|
| 4799 |
4799
Teramo Advisors
Naples,
Florida
| $155M | +$6.5M | +4% | 9.68% | 72.1% | 33 | 45.45% | 0.4 |
|
| 4800 |
4800
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $155M | -$7.47M | -5% | 5.61% | 53.5% | 53 | 15.09% | 2.8 |
|