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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
WD Rutherford
Portland,
Oregon
| $142M | +$14.5M | +11% | 16.7% | 189% | 130 | 41.54% | 2 |
|
| 5452 |
5452
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $142M | +$18.1M | +15% | 5.52% | 56.5% | 155 | 9.68% | 0.9 |
|
| 5453 |
5453
JCP Investment Management
Houston,
Texas
| $142M | +$23.4M | +20% | 12.2% | 94.7% | 20 | 45% | 0.7 |
|
| 5454 |
5454
NorthLanding Financial Partners
Rochester,
New York
| $142M | +$2.72M | +2% | 5.38% | 54.7% | 68 | 11.76% | 0.4 |
|
| 5455 |
5455
Mad River Investors
Boston,
Massachusetts
| $142M | -$30.5M | -18% | 11% | 169% | 27 | 18.52% | 4.5 |
|
| 5456 |
5456
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $142M | +$4.56M | +3% | 3.62% | 61.1% | 119 | 5.88% | 5.8 |
|
| 5457 |
5457
New England Capital Financial Advisors
Meriden,
Connecticut
| $142M | +$531K | +0.4% | 6.07% | 58.3% | 452 | 5.75% | 0.2 |
|
| 5458 |
5458
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| $142M | – | – | 4.62% | 144% | 16 | – | 0 |
|
| 5459 |
5459
Herbst Group
Westport,
Connecticut
| $142M | +$17.9M | +14% | 8.91% | 142% | 73 | 6.85% | 1.1 |
|
| 5460 |
5460
Mezzasalma Advisors
Tinton Falls,
New Jersey
| $141M | +$26.8M | +23% | 24.6% | 203% | 90 | 11.11% | 1.9 |
|
| 5461 |
5461
PCA Investment Advisory Services
Cincinnati,
Ohio
| $141M | – | – | 5.95% | 71.4% | 114 | – | 0 |
|
| 5462 |
EWG
5462
Executive Wealth Group
Kirkland,
Washington
| $141M | +$10.3M | +8% | 7.16% | 14.9% | 45 | 4.44% | 4.3 |
|
| 5463 |
5463
Baron Wealth Management
Troy,
Michigan
| $141M | +$10.8M | +8% | 6.46% | 88.6% | 149 | 18.79% | 0.2 |
|
| 5464 |
5464
Segra Capital Management
Palm Beach,
Florida
| $141M | +$4.9M | +4% | 5.52% | 19% | 8 | 25% | 0.7 |
|
| 5465 |
5465
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| $141M | +$9.7M | +7% | 23.6% | 114% | 12 | 16.67% | 1.8 |
|
| 5466 |
5466
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $141M | -$3.43M | -2% | 13.5% | 75.2% | 18 | 22.22% | 1.5 |
|
| 5467 |
5467
IVC Wealth Advisors
Silverdale,
Pennsylvania
| $141M | +$5.4M | +4% | 6.96% | 81.9% | 159 | 12.58% | 1.8 |
|
| 5468 |
5468
One Plus One Wealth Management
Jupiter,
Florida
| $141M | -$1.81M | -1% | 4.18% | 71.9% | 99 | 22.22% | 1.3 |
|
| 5469 |
5469
Summit Place Financial Advisors
Summit,
New Jersey
| $141M | +$19.5M | +16% | 9.78% | 111% | 99 | 24.24% | 1.9 |
|
| 5470 |
5470
Financial Connections Group
Corte Madera,
California
| $141M | +$14M | +11% | 5.91% | 44.4% | 292 | 23.63% | 1 |
|
| 5471 |
5471
Genesee Capital Advisors
Auburn,
New York
| $141M | +$6.56M | +5% | 5.07% | 107% | 96 | 28.13% | 1.1 |
|
| 5472 |
5472
H&F Corporate Investors IX
San Francisco,
California
| $141M | +$52M | +59% | 58.6% | 62.7% | 1 | 0% | 0.3 |
|
| 5473 |
RWG
5473
Regal Wealth Group
Seal Beach,
California
| $141M | +$4.56M | +3% | 5.96% | 17% | 51 | 19.61% | 5.3 |
|
| 5474 |
5474
Lagoda Investment Management
New York
| $141M | -$7.44M | -5% | 1.24% | 250% | 43 | 6.98% | 4.5 |
|
| 5475 |
5475
Brandywine Managers
Hockessin,
Delaware
| $141M | +$112M | +392% | 7.5% | 96.3% | 49 | 26.53% | 2.5 |
|