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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
5201
Van Leeuwen & Company
Princeton,
New Jersey
| $161M | +$1.19M | +0.7% | 0.69% | 75.4% | 88 | 22.73% | 2 |
|
| 5202 |
5202
Parus Finance (UK)
London,
United Kingdom
| $160M | -$81.1M | -34% | 0.06% | 199% | 28 | 10.71% | 3.8 |
|
| 5203 |
5203
Union Savings Bank
Litchfield,
Connecticut
| $160M | -$7.08M | -4% | 2.85% | – | 302 | 5.96% | 0.2 |
|
| 5204 |
5204
Brookmont Capital Management
Dallas,
Texas
| $160M | -$5.51M | -3% | 2.46% | 32.2% | 51 | 7.84% | 6.6 |
|
| 5205 |
5205
BCK Partners
Corning,
New York
| $160M | +$452K | +0.3% | 3.38% | 46% | 28 | 10.71% | 2.1 |
|
| 5206 |
5206
Wealth Management Partners
Tucson,
Arizona
| $160M | +$1.25M | +0.8% | 3.02% | 194% | 122 | 12.3% | 1.9 |
|
| 5207 |
WA1
5207
Wimmer Associates 1
Pasadena,
California
| $160M | -$5.99M | -4% | 2.12% | 78.9% | 106 | 0.94% | 6 |
|
| 5208 |
5208
Altman Advisors
Chicago,
Illinois
| $160M | – | – | 1.61% | 127% | 91 | – | 2.1 |
|
| 5209 |
5209
Gallacher Capital Management
Lone Tree,
Colorado
| $160M | -$13M | -8% | 3.56% | 70.7% | 285 | 34.39% | 0.5 |
|
| 5210 |
5210
King Street Capital Management
New York
| $160M | -$30.9M | -16% | 0.12% | 140% | 14 | 42.86% | 0.6 |
|
| 5211 |
5211
Sitrin Capital Management
Century City,
California
| $160M | -$17.9M | -10% | 0.04% | 139% | 39 | 5.13% | 3.5 |
|
| 5212 |
5212
Independent Family Office
Albany,
New York
| $160M | -$4.99M | -3% | 3.69% | 68.4% | 73 | 15.07% | 2.5 |
|
| 5213 |
5213
Baugh & Associates
Atlanta,
Georgia
| $160M | -$6.2M | -4% | 4.4% | 98.8% | 43 | 11.63% | 4.4 |
|
| 5214 |
5214
Roth Financial Partners
Kingwood,
Texas
| $160M | +$372K | +0.2% | 4.03% | 61% | 27 | 11.11% | 2.1 |
|
| 5215 |
5215
Kinloch Capital
Glen Allen,
Virginia
| $160M | -$8.14M | -5% | 4.61% | 63.4% | 72 | 15.28% | 2 |
|
| 5216 |
5216
Invus Financial Advisors
New York
| $160M | -$27.4M | -15% | 3.38% | 29.5% | 8 | 0% | 2.4 |
|
| 5217 |
MI
5217
Moneywise Inc
Forest,
Virginia
| $159M | -$1.83M | -1% | 2.95% | 58% | 51 | 5.88% | 3.6 |
|
| 5218 |
5218
Greenfield Savings Bank
Greenfield,
Massachusetts
| $159M | +$11.7M | +8% | 2.6% | 108% | 149 | 14.09% | 1 |
|
| 5219 |
5219
First City Capital Management
Savannah,
Georgia
| $159M | -$10.1M | -6% | 2.63% | 86.4% | 172 | 7.56% | 5.8 |
|
| 5220 |
5220
Sterling Financial Group
Pasadena,
California
| $159M | +$8.43M | +6% | 3.24% | 49.6% | 65 | 13.85% | 0.5 |
|
| 5221 |
5221
MVM Partners
Boston,
Massachusetts
| $159M | -$57.7M | -27% | 25.6% | 77.3% | 3 | 0% | 0.8 |
|
| 5222 |
5222
Miller Value Partners
Sarasota,
Florida
| $159M | +$7.08M | +5% | 5.6% | 133% | 50 | 16% | 1.7 |
|
| 5223 |
5223
Trellis Wealth Advisors
San Luis Obispo,
California
| $159M | +$8.51M | +6% | 3.02% | 62.2% | 36 | 16.67% | 0.6 |
|
| 5224 |
5224
E Fund Management (HK)
Central,
Hong Kong
| $159M | +$24.6M | +18% | 15.2% | 163% | 52 | 40.38% | 1.2 |
|
| 5225 |
5225
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| $159M | +$19.4M | +14% | 3.7% | 34.5% | 30 | 20% | 2.3 |
|