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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
Zullo Investment Group
Scranton,
Pennsylvania
| $241M | +$13.1M | +6% | 6.34% | 143% | 155 | 5.81% | 2.4 |
|
| 4952 |
4952
Selective Wealth Management
Forest,
Virginia
| $241M | +$13.7M | +6% | 6.89% | 74.4% | 107 | 5.61% | 2.9 |
|
| 4953 |
LAM
4953
Lountzis Asset Management
Wyomissing,
Pennsylvania
| $241M | +$26.6M | +12% | 9.97% | 124% | 49 | 6.12% | 2.8 |
|
| 4954 |
4954
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $241M | +$8.76M | +4% | 6.53% | 83% | 121 | 6.61% | 6.1 |
|
| 4955 |
4955
GPM Growth Investors
Bloomfield Hills,
Michigan
| $240M | +$5.13M | +2% | 5.11% | – | 46 | 8.7% | 2.8 |
|
| 4956 |
4956
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| $240M | +$21.4M | +10% | 6.93% | 69.5% | 133 | 6.77% | 0.7 |
|
| 4957 |
4957
ICW Investment Advisors
Scottsdale,
Arizona
| $240M | +$20M | +9% | 9.02% | 58.6% | 140 | 2.86% | 4 |
|
| 4958 |
IP
4958
Investment Partners
New Philadelphia,
Ohio
| $240M | +$17.5M | +8% | 6.96% | 83.2% | 149 | 6.04% | 5.5 |
|
| 4959 |
4959
Shaker Investments
Cleveland,
Ohio
| $240M | +$10.1M | +4% | 7.26% | 205% | 109 | 36.7% | 2.5 |
|
| 4960 |
4960
Voisard Asset Management Group
Grand Rapids,
Michigan
| $240M | +$35.5M | +17% | 5.23% | 50.5% | 771 | 54.73% | 0.3 |
|
| 4961 |
4961
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $240M | +$13.1M | +6% | 5.44% | 103% | 39 | 0% | 4.9 |
|
| 4962 |
4962
Gitterman Wealth Management
Edison,
New Jersey
| $240M | -$19.6M | -8% | 5.46% | 33% | 150 | 42.67% | 1.1 |
|
| 4963 |
4963
Ameliora Wealth Management
Zurich,
Switzerland
| $240M | +$19.5M | +9% | 5.39% | 73.9% | 192 | 20.31% | 1.6 |
|
| 4964 |
4964
Lokken Investment Group
Lewes,
Delaware
| $240M | +$27.1M | +13% | 6.86% | 65.3% | 162 | 9.88% | 2.1 |
|
| 4965 |
4965
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $240M | +$25.2M | +12% | 8.98% | 86.2% | 90 | 12.22% | 3.6 |
|
| 4966 |
4966
Juniper Investment Company
New York
| $240M | +$31M | +15% | 37.5% | 358% | 12 | 0% | 3.1 |
|
| 4967 |
4967
Breakwater Investment Management
Seattle,
Washington
| $240M | +$16M | +7% | 5.43% | – | 325 | 7.08% | 0.5 |
|
| 4968 |
SC
4968
Schulhoff & Co
Cincinnati,
Ohio
| $240M | +$17.9M | +8% | 8.26% | 51.8% | 131 | 6.11% | 7.5 |
|
| 4969 |
4969
Kensington Investment Counsel
Long Beach,
California
| $239M | +$13.3M | +6% | 7.45% | 81.9% | 117 | 11.97% | 2.4 |
|
| 4970 |
4970
First Dallas Securities
Dallas,
Texas
| $239M | +$11.4M | +5% | 7.86% | 163% | 129 | 17.05% | 2.5 |
|
| 4971 |
4971
Creative Capital Management Investments
San Diego,
California
| $239M | +$33.4M | +16% | 6.65% | 53.6% | 258 | 11.24% | 1.3 |
|
| 4972 |
4972
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $239M | +$2.21M | +0.9% | 12.3% | 39.8% | 5 | 0% | 7.1 |
|
| 4973 |
4973
Algebris (UK)
London,
United Kingdom
| $239M | -$71.5M | -23% | 3.33% | 24.5% | 53 | 69.81% | 0.7 |
|
| 4974 |
4974
Accretive Wealth Partners
Parsippany,
New Jersey
| $239M | +$138K | +0.1% | 7.91% | 57.3% | 137 | 6.57% | 2.7 |
|
| 4975 |
4975
Conrad N. Hilton Foundation
Agoura Hills,
California
| $239M | +$199M | +491% | 7.16% | – | 5 | 80% | 0.1 |
|