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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
5451
Alhambra Investment Management
Palmetto Bay,
Florida
| $137M | +$5.71M | +4% | 6.54% | 67.7% | 152 | 15.79% | 2.1 |
|
| 5452 |
5452
Delta Capital Management
Red Bank,
New Jersey
| $137M | +$14.6M | +12% | 13% | 129% | 85 | 10.59% | 5.5 |
|
| 5453 |
5453
Family Investment Center
Saint Joseph,
Missouri
| $137M | – | – | 8.87% | 53.1% | 48 | – | 0 |
|
| 5454 |
5454
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $137M | +$1.65M | +1% | 9.6% | 61.1% | 122 | 11.48% | 5.8 |
|
| 5455 |
5455
Brooks Moore & Associates
Chattanooga,
Tennessee
| $137M | +$13.3M | +11% | 14.2% | 63.7% | 89 | 8.99% | 3.1 |
|
| 5456 |
IGYL
5456
I.G.Y. Ltd
London,
United Kingdom
| $137M | -$11.1M | -8% | 4.65% | 80.5% | 3 | 0% | 2.8 |
|
| 5457 |
LAM
5457
LifePro Asset Management
San Diego,
California
| $137M | -$37.2M | -21% | 14.6% | 49% | 121 | 50.41% | 0.7 |
|
| 5458 |
5458
Sherbrooke Park Advisers
White Plains,
New York
| $137M | – | – | 5.22% | 9.59% | 253 | – | 0 |
|
| 5459 |
5459
Benedetti & Gucer
Atlanta,
Georgia
| $137M | +$9.5M | +7% | 6.42% | 42.7% | 104 | 27.88% | 1.1 |
|
| 5460 |
5460
TCG Capital Management
Playa Vista,
California
| $137M | – | – | 46% | 45.7% | 1 | – | 0 |
|
| 5461 |
5461
Beaumont Asset Management
Beaumont,
Texas
| $137M | +$10.5M | +8% | 8.4% | 73.1% | 78 | 16.67% | 1.7 |
|
| 5462 |
5462
Nova R Wealth
Overland Park,
Kansas
| $137M | +$13.8M | +11% | 10% | 60.7% | 77 | 15.58% | 0.8 |
|
| 5463 |
5463
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $137M | +$11.7M | +9% | 9.38% | 72.7% | 82 | 4.88% | 5.4 |
|
| 5464 |
5464
Planned Solutions
Folsom,
California
| $137M | +$16.8M | +14% | 8.48% | 68.3% | 76 | 17.11% | 1.6 |
|
| 5465 |
5465
Petiole USA
New York
| $136M | +$2.1M | +2% | 3.31% | 105% | 44 | 22.73% | 0.8 |
|
| 5466 |
5466
Orion Capital Management
Coronado,
California
| $136M | +$12.1M | +10% | 8.15% | 75.3% | 422 | 11.61% | 1.5 |
|
| 5467 |
5467
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| $136M | +$13.9M | +11% | 8.93% | 83% | 117 | 29.06% | 0.7 |
|
| 5468 |
5468
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $136M | -$23.8M | -15% | 9.06% | 103% | 38 | 10.53% | 4.7 |
|
| 5469 |
AIM
5469
Athena Investment Management
Orinda,
California
| $136M | +$17.2M | +14% | 11.4% | 80.6% | 138 | 8.7% | 0.7 |
|
| 5470 |
5470
Segra Capital Management
Palm Beach,
Florida
| $136M | +$16.6M | +14% | 4.46% | 19% | 6 | 16.67% | 0.7 |
|
| 5471 |
5471
Juniper Investment Company
New York
| $136M | +$17.8M | +15% | 0.37% | 358% | 9 | 0% | 2.7 |
|
| 5472 |
5472
Prairiewood Capital
Fargo,
North Dakota
| $136M | +$14.9M | +12% | 9.3% | 42.6% | 81 | 17.28% | 1.3 |
|
| 5473 |
5473
Boyd Wealth Management
Sacramento,
California
| $136M | +$11.2M | +9% | 6.06% | 56.8% | 45 | 11.11% | 0.8 |
|
| 5474 |
TAAM
5474
Top Ace Asset Management
Hong Kong
| $136M | – | – | 13.2% | – | 40 | – | 0.4 |
|
| 5475 |
RWG
5475
Regal Wealth Group
Seal Beach,
California
| $136M | +$6.63M | +5% | 8.36% | 17% | 46 | 6.52% | 5.5 |
|