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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $160M | -$1.03M | -0.6% | 0.7% | 61.1% | 117 | 2.56% | 4.9 |
|
| 5052 |
5052
Colony Family Offices
Charlotte,
North Carolina
| $160M | -$3.57M | -2% | 0.88% | 53.9% | 24 | 16.67% | 0.7 |
|
| 5053 |
LI
5053
Latash Investments
Anchorage,
Alaska
| $160M | +$2.37M | +2% | 0.63% | 110% | 22 | 13.64% | 1.4 |
|
| 5054 |
5054
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| $160M | +$812K | +0.5% | 0.02% | 63.8% | 100 | 3% | 1.5 |
|
| 5055 |
5055
Ranch Capital Advisors
Sarasota,
Florida
| $160M | -$6.12M | -4% | 0.34% | 92.6% | 836 | 41.63% | 1.2 |
|
| 5056 |
5056
Millrace Asset Group
Berwyn,
Pennsylvania
| $160M | -$31.6M | -16% | 3.63% | 113% | 90 | 26.67% | 1.1 |
|
| 5057 |
5057
Newbridge Financial Services Group
Boca Raton,
Florida
| $160M | -$3.22M | -2% | 1.5% | 189% | 1,688 | 30.04% | 0.7 |
|
| 5058 |
5058
Newman & Schimel
Deerfield,
Illinois
| $160M | +$857K | +0.5% | 1.29% | – | 48 | 6.25% | 0.7 |
|
| 5059 |
5059
Blue Square Asset Management
New York
| $160M | -$2.88M | -2% | 1.01% | 104% | 85 | 9.41% | 1.3 |
|
| 5060 |
5060
Mendel Money Management
Northbrook,
Illinois
| $160M | +$761K | +0.5% | 1.33% | 75.4% | 72 | 6.94% | 3.5 |
|
| 5061 |
5061
Woodward Diversified Capital
Bakersfield,
California
| $159M | -$15.8M | -9% | 1.68% | 118% | 233 | 27.9% | 0.6 |
|
| 5062 |
5062
AH Equity Partners IV (Parallel)
Menlo Park,
California
| $159M | -$112M | -41% | 22.4% | – | 2 | 50% | 1 |
|
| 5063 |
5063
Armor Investment Advisors
Raleigh,
North Carolina
| $159M | -$6.17M | -4% | 1.53% | 62% | 169 | 8.88% | 3.4 |
|
| 5064 |
AA
5064
AF Advisors
Sacramento,
California
| $159M | -$40.9M | -20% | 19.6% | 76.5% | 25 | 12% | 0.8 |
|
| 5065 |
5065
Brown Miller Wealth Management
Mclean,
Virginia
| $159M | +$2.78M | +2% | 0.24% | 102% | 128 | 12.5% | 0.6 |
|
| 5066 |
5066
Muzinich & Co
New York
| $159M | -$26.9M | -14% | 0.33% | 13.5% | 52 | 28.85% | 4.5 |
|
| 5067 |
5067
Masterton Capital Management
New York
| $159M | +$4.39M | +3% | 5.13% | 1.94% | 26 | 57.69% | 0.3 |
|
| 5068 |
5068
Concentrum Wealth Management
San Jose,
California
| $159M | +$3.43M | +2% | 0.74% | 174% | 61 | 13.11% | 1.4 |
|
| 5069 |
5069
Lebenthal Global Advisors
Hauppauge,
New York
| $159M | -$27M | -15% | 1.86% | 57.2% | 174 | 36.78% | 0.5 |
|
| 5070 |
5070
Resource Planning Group
Atlanta,
Georgia
| $159M | -$13.6M | -8% | 1.11% | 1.9% | 88 | 6.82% | 1.7 |
|
| 5071 |
FIM
5071
FWL Investment Management
Dallas,
Texas
| $159M | -$5.72M | -3% | 1.29% | 165% | 55 | 25.45% | 0.6 |
|
| 5072 |
5072
Waycross Partners
Louisville,
Kentucky
| $159M | -$29.2M | -16% | 0.36% | 87.7% | 102 | 35.29% | 0.5 |
|
| 5073 |
5073
Tandem Capital Management
Woodcliff Lake,
New Jersey
| $159M | +$38K | +0% | 0.18% | 128% | 91 | 8.79% | 1.4 |
|
| 5074 |
FRM
5074
Fox Run Management
Greenwich,
Connecticut
| $159M | +$48.9M | +44% | 4.12% | 64% | 673 | 84.55% | 0.1 |
|
| 5075 |
5075
Catawba River Capital
Lake Wylie,
South Carolina
| $159M | -$211K | -0.1% | 0.04% | 89.5% | 29 | 13.79% | 1 |
|