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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
5176
Marshall & Sullivan
Seattle,
Washington
| $189M | +$17.6M | +10% | 11.3% | 82% | 39 | 2.56% | 7.1 |
|
| 5177 |
5177
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| $189M | +$18.1M | +11% | 10.9% | 35.4% | 43 | 13.95% | 1.3 |
|
| 5178 |
5178
Eastover Investment Advisors
Charlotte,
North Carolina
| $189M | +$22.8M | +14% | 11.2% | 105% | 46 | 8.7% | 2.7 |
|
| 5179 |
5179
MMA Asset Management
Conshohocken,
Pennsylvania
| $189M | +$16.2M | +9% | 9.86% | 61.2% | 122 | 9.02% | 1.8 |
|
| 5180 |
5180
BHZ Capital Management
San Jose,
California
| $189M | +$68.1M | +56% | 25.4% | 3.24% | 72 | 23.61% | 3 |
|
| 5181 |
5181
Ruggaard & Associates
Hudson,
Ohio
| $189M | +$21M | +13% | 8.19% | 47.6% | 117 | 10.26% | 0.7 |
|
| 5182 |
5182
One Charles Private Wealth Services
Hingham,
Massachusetts
| $189M | +$17.9M | +10% | 7.52% | 99.7% | 142 | 13.38% | 1.8 |
|
| 5183 |
MS
5183
Madden Securities
Dallas,
Texas
| $189M | +$11.9M | +7% | 9.68% | 108% | 100 | 22% | 2.5 |
|
| 5184 |
NERM
5184
New England Research & Management
Chicago,
Illinois
| $189M | +$13.3M | +8% | 10.7% | 65% | 169 | 20.12% | 3.5 |
|
| 5185 |
PK
5185
Pflug Koory
Omaha,
Nebraska
| $189M | +$15.8M | +9% | 10.1% | – | 410 | 3.9% | 5.2 |
|
| 5186 |
5186
Commonwealth Retirement Investments
Richmond,
Virginia
| $189M | +$15.5M | +9% | 9.77% | 96.7% | 86 | 24.42% | 0.6 |
|
| 5187 |
5187
Sozo Ventures GP II
Redwood City,
California
| $189M | +$107M | +132% | 132% | 8.44% | 1 | 0% | 2 |
|
| 5188 |
5188
Hoxton Planning & Management
Shepherdstown,
West Virginia
| $189M | +$34.4M | +22% | 10.2% | 77.8% | 161 | 22.36% | 0.8 |
|
| 5189 |
PCR
5189
Potrero Capital Research
San Francisco,
California
| $189M | +$37.8M | +25% | 11.8% | 226% | 29 | 34.48% | 0.9 |
|
| 5190 |
CCC
5190
Chelsea Counsel Company
Los Angeles,
California
| $189M | -$5.86M | -3% | 8.03% | 106% | 171 | 9.36% | 3.2 |
|
| 5191 |
5191
Fonville Wealth Management
Richmond,
Virginia
| $188M | – | – | 9.23% | 53.9% | 86 | – | 0 |
|
| 5192 |
5192
California First Leasing Corp
Newport Beach,
California
| $188M | +$15.3M | +9% | 8.61% | 377% | 39 | 2.56% | 1.5 |
|
| 5193 |
5193
Blueshift Asset Management
Red Bank,
New Jersey
| $188M | +$18.8M | +11% | 18.1% | 38.8% | 396 | 69.7% | 0.3 |
|
| 5194 |
5194
Juniper Investment Company
New York
| $188M | +$30.6M | +19% | 25.3% | 358% | 11 | 18.18% | 3.3 |
|
| 5195 |
5195
Adaptive Financial Consulting
Beachwood,
Ohio
| $188M | +$11.4M | +6% | 8.33% | 33.4% | 18 | 0% | 3.5 |
|
| 5196 |
5196
Silphium Asset Management
London,
United Kingdom
| $188M | -$125M | -40% | 17.3% | 118% | 74 | 64.86% | 0.6 |
|
| 5197 |
5197
Highview Capital Management
Buffalo Grove,
Illinois
| $188M | +$12.9M | +7% | 11% | 123% | 116 | 24.14% | 1.3 |
|
| 5198 |
5198
Texas Capital Bancshares
Dallas,
Texas
| $188M | +$6.77M | +4% | 10.9% | 175% | 91 | 19.78% | 3.2 |
|
| 5199 |
5199
Matisse Capital
Portland,
Oregon
| $188M | +$46M | +32% | 9.47% | 73.3% | 220 | 34.09% | 1.1 |
|
| 5200 |
5200
Equita Financial Network
Fort Washington,
Pennsylvania
| $188M | +$25.1M | +15% | 9.46% | 50.5% | 65 | 16.92% | 0.2 |
|