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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
IVC Wealth Advisors
Silverdale,
Pennsylvania
| $152M | -$2.99M | -2% | 3.37% | 81.9% | 158 | 22.15% | 1 |
|
| 5502 |
BCFD
5502
Boit C.F. David
| $152M | -$5.39M | -3% | 0.01% | 75.4% | 119 | 10.08% | 0.7 |
|
| 5503 |
5503
AAF Wealth Management
Westborough,
Massachusetts
| $152M | +$13.9M | +10% | 4.18% | 65.8% | 33 | 27.27% | 0.8 |
|
| 5504 |
5504
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $152M | -$14.2M | -9% | 3.62% | 72.7% | 93 | 13.98% | 4.8 |
|
| 5505 |
5505
Ameliora Wealth Management
Zurich,
Switzerland
| $152M | +$42.8M | +39% | 3.12% | 73.9% | 40 | 35% | 0.2 |
|
| 5506 |
HGCK
5506
HPC Germany & Co KG
Potsdam,
Germany
| $152M | – | – | 11.1% | 233% | 12 | – | 0 |
|
| 5507 |
5507
Cherry Creek Investment Advisors
Englewood,
Colorado
| $152M | -$9.24M | -6% | 4.58% | 151% | 117 | 20.51% | 0.7 |
|
| 5508 |
MI
5508
Moneywise Inc
Forest,
Virginia
| $152M | -$3.82M | -2% | 5.64% | 58% | 54 | 7.41% | 3.1 |
|
| 5509 |
5509
Loudon Investment Management
West Lebanon,
New Hampshire
| $152M | -$4.85M | -3% | 1.17% | 61.6% | 90 | 3.33% | 4.5 |
|
| 5510 |
5510
Solstein Capital
Menlo Park,
California
| $152M | -$14.1M | -9% | 2% | 91.4% | 441 | 19.95% | 0.9 |
|
| 5511 |
GBI
5511
GP Brinson Investments
Chicago,
Illinois
| $152M | +$10.8M | +8% | 3.65% | 51.2% | 16 | 0% | 1 |
|
| 5512 |
5512
Lifeworks Advisors
Grand Rapids,
Michigan
| $151M | +$25.9M | +21% | 4.65% | 80.4% | 136 | 25% | 0.2 |
|
| 5513 |
5513
Ranch Capital Advisors
Sarasota,
Florida
| $151M | -$2.43M | -2% | 2.81% | 92.6% | 174 | 18.39% | 1.7 |
|
| 5514 |
5514
Maltin Wealth Management
Ridgewood,
New Jersey
| $151M | -$15.1M | -9% | 2.24% | 58.2% | 126 | 20.63% | 1.5 |
|
| 5515 |
5515
Alhambra Investment Management
Palmetto Bay,
Florida
| $151M | +$8.1M | +6% | 3.42% | 67.7% | 165 | 16.36% | 1.6 |
|
| 5516 |
5516
Kensington Investment Counsel
Long Beach,
California
| $151M | -$20.4M | -12% | 6.84% | 81.9% | 91 | 7.69% | 1.2 |
|
| 5517 |
GCM
5517
Garland Capital Management
Bellevue,
Washington
| $151M | +$6.07M | +4% | 3.23% | 55.7% | 33 | 3.03% | 5.4 |
|
| 5518 |
5518
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $151M | -$8.91M | -6% | 0.63% | 83.3% | 98 | 16.33% | 3.9 |
|
| 5519 |
5519
Catawba River Capital
Lake Wylie,
South Carolina
| $151M | -$13.6M | -8% | 6.32% | 89.5% | 30 | 30% | 1.3 |
|
| 5520 |
5520
Visa Inc
San Francisco,
California
| $151M | -$84.4M | -36% | 35.2% | – | 4 | 0% | 0.3 |
|
| 5521 |
5521
Yorktown Energy Partners IX
New York
| $151M | -$29.7M | -16% | 23.9% | 67.3% | 2 | 0% | 2.8 |
|
| 5522 |
5522
Theory Financial
Fort Collins,
Colorado
| $151M | -$2.3M | -1% | 2.98% | 54.5% | 65 | 35.38% | 0.2 |
|
| 5523 |
SV
5523
Stilwell Value
New York
| $151M | -$4.39M | -3% | 0.52% | 87.9% | 42 | 14.29% | 3.1 |
|
| 5524 |
5524
One Plus One Wealth Management
Jupiter,
Florida
| $151M | +$6.1M | +4% | 1.91% | 71.9% | 102 | 17.65% | 0.8 |
|
| 5525 |
5525
Rainwater Charitable Foundation
Fort Worth,
Texas
| $151M | -$5.75M | -4% | 6.03% | 44% | 4 | 50% | 1.1 |
|