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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
5126
Northeast Financial Group
Tannersville,
Pennsylvania
| $155M | +$2.01M | +1% | 0.21% | 31.6% | 53 | 22.64% | 0.7 |
|
| 5127 |
5127
Harbor Group
Bedford,
New Hampshire
| $155M | +$3.22M | +2% | 0.98% | 43% | 51 | 13.73% | 0.6 |
|
| 5128 |
5128
AJU IB Investment Company
Seoul,
South Korea
| $155M | -$18.5M | -11% | 23.6% | – | 11 | 0% | 0.8 |
|
| 5129 |
RP
5129
RBS Partners
Bay Harbor Islands,
Florida
| $155M | -$28.6M | -16% | 6.6% | 210% | 3 | 33.33% | 7.8 |
|
| 5130 |
5130
Lederer & Associates Investment Counsel
Long Beach,
California
| $155M | +$4.7M | +3% | 0.44% | 92.7% | 90 | 10% | 3.8 |
|
| 5131 |
5131
ICW Investment Advisors
Scottsdale,
Arizona
| $155M | +$1.72M | +1% | 0.34% | 58.6% | 133 | 7.52% | 1.6 |
|
| 5132 |
5132
Sittner & Nelson
Eugene,
Oregon
| $155M | +$13M | +9% | 0.33% | 88.1% | 426 | 8.92% | 0.7 |
|
| 5133 |
5133
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $155M | -$805K | -0.5% | 0.63% | 67.8% | 152 | 4.61% | 5.5 |
|
| 5134 |
5134
Accel Wealth Management
Waverly,
Iowa
| $155M | +$3.91M | +3% | 0.91% | 82.4% | 913 | 12.6% | 0.7 |
|
| 5135 |
5135
Hill Investment Group Partners
St. Louis,
Missouri
| $155M | +$33.8M | +28% | 1.29% | 50.6% | 29 | 10.34% | 0.2 |
|
| 5136 |
5136
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $155M | -$3.91M | -2% | 0.65% | 72.7% | 91 | 5.49% | 4.7 |
|
| 5137 |
5137
Safeguard Investment Advisory Group
Corona,
California
| $155M | +$14.2M | +10% | 1.3% | 84.3% | 89 | 5.62% | 0.6 |
|
| 5138 |
5138
Must Asset Management
Seoul,
South Korea
| $155M | +$12.8M | +9% | 16.6% | 65.2% | 45 | 40% | 0.4 |
|
| 5139 |
5139
Accel XI Associates
Palo Alto,
California
| $154M | -$170M | -52% | 19.5% | – | 3 | 33.33% | 0.5 |
|
| 5140 |
5140
Verity Asset Management
Durham,
North Carolina
| $154M | -$28.1M | -15% | 1.36% | 79.7% | 247 | 32.39% | 1.7 |
|
| 5141 |
SMP
5141
Santa Monica Partners
Palm Beach Gardens,
Florida
| $154M | -$5.88M | -4% | 0.25% | 102% | 27 | 18.52% | 2.7 |
|
| 5142 |
5142
Your Advocates Ltd
Houston,
Texas
| $154M | +$421K | +0.3% | 1.11% | 50% | 214 | 36.45% | 0.8 |
|
| 5143 |
5143
Values First Advisors
Gray,
Tennessee
| $154M | +$6.94M | +5% | 1.18% | 87.6% | 160 | 15.63% | 1.3 |
|
| 5144 |
5144
Connacht Asset Management
New York
| $154M | -$77.9M | -34% | 5.47% | 63.8% | 145 | 54.48% | 0.3 |
|
| 5145 |
5145
Weitzel Financial Services
Dubuque,
Iowa
| $154M | +$2.74M | +2% | 1.16% | 46.3% | 30 | 10% | 0.7 |
|
| 5146 |
5146
Sowa Financial Group
Lincoln,
Rhode Island
| $154M | +$19.2M | +14% | 0.62% | 100% | 71 | 5.63% | 1.6 |
|
| 5147 |
5147
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $154M | -$4.19M | -3% | 1.91% | 83.3% | 98 | 10.2% | 3.7 |
|
| 5148 |
5148
Consolidated Planning Corp
Atlanta,
Georgia
| $154M | +$18.8M | +14% | 0.34% | 84.6% | 506 | 88.34% | 0.2 |
|
| 5149 |
5149
GoodHaven Capital Management
Millburn,
New Jersey
| $154M | +$3.42M | +2% | 1.7% | 80.7% | 29 | 13.79% | 3.3 |
|
| 5150 |
5150
Samalin Investment Counsel
Chappaqua,
New York
| $154M | -$522K | -0.3% | 1.68% | 68.3% | 254 | 14.17% | 1.2 |
|