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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
5376
Guinness Atkinson Asset Management
Pasadena,
California
| $206M | +$1.32M | +0.6% | 4.39% | 132% | 101 | 1.98% | 5.9 |
|
| 5377 |
5377
5th Street Advisors
Southport,
Connecticut
| $205M | +$13.2M | +7% | 5.73% | 47.5% | 47 | 38.3% | 1 |
|
| 5378 |
5378
Pettee Investors
Rowayton,
Connecticut
| $205M | -$1.98M | -1% | 8.63% | 96.1% | 121 | 6.61% | 6.5 |
|
| 5379 |
5379
McNaughton Wealth Management
San Diego,
California
| $205M | +$16.8M | +9% | 6.54% | 55.6% | 56 | 5.36% | 3.6 |
|
| 5380 |
5380
Maltin Wealth Management
Ridgewood,
New Jersey
| $205M | +$19.2M | +10% | 5.56% | 58.2% | 129 | 10.85% | 2.6 |
|
| 5381 |
5381
Ironwood Investment Management
Boston,
Massachusetts
| $205M | +$18.3M | +10% | 8.75% | 164% | 179 | 8.38% | 6.2 |
|
| 5382 |
5382
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| $205M | +$23.2M | +13% | 6.24% | 72.1% | 74 | 17.57% | 1.7 |
|
| 5383 |
HI
5383
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
| $205M | -$14.5M | -7% | 6.61% | 74.8% | 1 | 0% | 2.8 |
|
| 5384 |
5384
Deane Retirement Strategies
New Orleans,
Louisiana
| $205M | +$10.3M | +5% | 5.21% | 73.4% | 91 | 35.16% | 2.7 |
|
| 5385 |
5385
Raelipskie Partnership
Waterloo,
Ontario, Canada
| $205M | +$17.7M | +9% | 5.1% | – | 125 | 20% | 0.6 |
|
| 5386 |
5386
Spider Management Company
Richmond,
Virginia
| $205M | -$22.5M | -10% | 5.02% | – | 5 | 20% | 0.6 |
|
| 5387 |
5387
Atlantic Investment Management
New York
| $205M | -$17.1M | -8% | 7.91% | 28.8% | 12 | 41.67% | 1.3 |
|
| 5388 |
LI
5388
Latigo Investments
Fort Lauderdale,
Florida
| $205M | +$9.41M | +5% | 6.86% | 62.6% | 20 | 5% | 2.3 |
|
| 5389 |
5389
WD Rutherford
Portland,
Oregon
| $205M | +$5.55M | +3% | 4.15% | 189% | 99 | 23.23% | 2.7 |
|
| 5390 |
5390
May Barnhard Investments
Bethesda,
Maryland
| $205M | +$11M | +6% | 7.31% | 65.4% | 87 | 11.49% | 0.7 |
|
| 5391 |
5391
Birch Capital Management
Dallas,
Texas
| $205M | +$12.3M | +6% | 6.05% | 62% | 88 | 5.68% | 3.8 |
|
| 5392 |
5392
Wildcat Capital Management
New York
| $205M | -$204M | -50% | 5.15% | 77.7% | 17 | 64.71% | 3.4 |
|
| 5393 |
5393
Freemont Management
Vaud,
Switzerland
| $204M | -$7.6M | -4% | 8.31% | 113% | 94 | 31.91% | 1.7 |
|
| 5394 |
SL
5394
SIB LLC
New York,
New York
| $204M | +$16.7M | +9% | 10.2% | 29.2% | 19 | 0% | 8.6 |
|
| 5395 |
WA1
5395
Wimmer Associates 1
Pasadena,
California
| $204M | +$9.19M | +5% | 5.82% | 78.9% | 114 | 7.89% | 6.4 |
|
| 5396 |
5396
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| $204M | +$6.49M | +3% | 5.25% | 38.1% | 23 | 8.7% | 3 |
|
| 5397 |
5397
Union Savings Bank
Litchfield,
Connecticut
| $204M | +$13.6M | +7% | 7.72% | – | 306 | 5.88% | 1.2 |
|
| 5398 |
5398
HMS Capital Management
Nashville,
Tennessee
| $204M | +$12.1M | +6% | 6.14% | 140% | 113 | 8.85% | 2.7 |
|
| 5399 |
5399
Catalyst Private Wealth
San Mateo,
California
| $204M | +$14.9M | +8% | 6.73% | 120% | 83 | 4.82% | 2.6 |
|
| 5400 |
5400
Iams Wealth Management
Omaha,
Nebraska
| $204M | +$21.1M | +12% | 4.57% | 57.7% | 160 | 22.5% | 0.6 |
|