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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
Thomas H. Lee (THL) Partners
Boston,
Massachusetts
| $209M | -$1.01B | -83% | 7.77% | 37.2% | 2 | 50% | 3.8 |
|
| 5177 |
5177
Juniper Investment Company
New York
| $209M | +$7.61M | +4% | 6.04% | 358% | 12 | 16.67% | 2.8 |
|
| 5178 |
5178
Hillman Company
Pittsburgh,
Pennsylvania
| $209M | -$5.75M | -3% | 3.42% | 134% | 13 | 15.38% | 2 |
|
| 5179 |
NERM
5179
New England Research & Management
Chicago,
Illinois
| $208M | +$4.43M | +2% | 0.26% | 65% | 182 | 23.08% | 3.5 |
|
| 5180 |
5180
Altus Wealth Management
Ft Mitchell,
Kentucky
| $208M | +$18M | +9% | 3.29% | 73% | 42 | 2.38% | 2.7 |
|
| 5181 |
5181
Foresight Global Investors
Purchase,
New York
| $208M | +$4.9M | +2% | 1.73% | 69.9% | 46 | 26.09% | 0.8 |
|
| 5182 |
5182
BKM Wealth Management
Brookfield,
Wisconsin
| $208M | -$24.6M | -11% | 0.08% | 69.6% | 201 | 33.33% | 0.5 |
|
| 5183 |
AA
5183
Alta Advisers
London,
United Kingdom
| $208M | +$6.21M | +3% | 4.04% | 114% | 402 | 3.23% | 1.7 |
|
| 5184 |
5184
CNB Bank
Clearfield,
Pennsylvania
| $208M | +$2.81M | +1% | 4.62% | 91.6% | 530 | 10.38% | 3.7 |
|
| 5185 |
5185
Alpha Financial Advisors
Charlotte,
North Carolina
| $208M | -$4.29M | -2% | 1.1% | 41.6% | 45 | 8.89% | 1.2 |
|
| 5186 |
5186
Crestmont Private Wealth
Houston,
Texas
| $208M | +$6M | +3% | 1.88% | 54.8% | 89 | 39.33% | 0.9 |
|
| 5187 |
5187
Pettee Investors
Rowayton,
Connecticut
| $207M | -$28.9M | -12% | 0.59% | 96.1% | 119 | 4.2% | 6.6 |
|
| 5188 |
5188
Findell Capital Management
New York
| $207M | +$16.6M | +9% | 8.73% | – | 23 | 39.13% | 0.3 |
|
| 5189 |
5189
One Degree Advisors
San Diego,
California
| $207M | +$6.48M | +3% | 0.78% | – | 55 | 10.91% | 0.5 |
|
| 5190 |
5190
Bull Street Advisors
Savannah,
Georgia
| $207M | -$1.64M | -0.8% | 0.9% | 48.5% | 94 | 5.32% | 4.4 |
|
| 5191 |
5191
Gainplan
Bloomfield Hills,
Michigan
| $207M | +$277K | +0.1% | 3.29% | 103% | 82 | 40.24% | 1.4 |
|
| 5192 |
5192
Eads & Heald Wealth Management
Atlanta,
Georgia
| $207M | -$7.46M | -3% | 0.92% | 84.4% | 147 | 4.08% | 7.3 |
|
| 5193 |
5193
Gen-Wealth Partners
Zeeland,
Michigan
| $207M | +$5.27M | +3% | 0.69% | – | 690 | 14.93% | 0.2 |
|
| 5194 |
5194
Planned Solutions
Folsom,
California
| $207M | +$2.76M | +1% | 0.75% | 68.3% | 112 | 16.96% | 2.2 |
|
| 5195 |
SC
5195
Slotnik Capital
Dallas,
Texas
| $206M | +$43.7M | +27% | 11.7% | – | 29 | 75.86% | 0.1 |
|
| 5196 |
5196
Summa Corp
Tomball,
Texas
| $206M | +$23.2M | +13% | 18.1% | – | 62 | 8.06% | 0.5 |
|
| 5197 |
5197
Decatur Capital Management
Decatur,
Georgia
| $206M | +$22.3M | +12% | 11.5% | 135% | 51 | 11.76% | 3.9 |
|
| 5198 |
5198
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $206M | +$17.4M | +9% | 6.97% | 98.6% | 146 | 15.07% | 4.5 |
|
| 5199 |
5199
Anfield Capital Management
Irvine,
California
| $206M | -$1.54M | -0.7% | 3.45% | 65.3% | 546 | 62.82% | 0.3 |
|
| 5200 |
5200
American Trust Investment Advisors
Lebanon,
New Hampshire
| $206M | -$4M | -2% | 1.19% | 91% | 89 | 8.99% | 3.8 |
|