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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
5751
Lansing Management
New York
| $137M | -$28.5M | -17% | 17.7% | 76.9% | 8 | 0% | 2.6 |
|
| 5752 |
5752
Bank of Marin
Novato,
California
| $137M | -$12.9M | -9% | 5.86% | 80.3% | 131 | 8.4% | 1.8 |
|
| 5753 |
5753
Newton One Investments
Newark,
Delaware
| $137M | -$4.36M | -3% | 5.13% | 42% | 132 | 7.58% | 1 |
|
| 5754 |
5754
HoldCo Asset Management
Fort Lauderdale,
Florida
| $137M | -$488M | -78% | 1.82% | – | 24 | 4.17% | 1.1 |
|
| 5755 |
5755
Western Pacific Wealth Management
Lake Forest,
Illinois
| $137M | -$18.3M | -12% | 12.8% | 91.4% | 245 | 14.29% | 0.2 |
|
| 5756 |
5756
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| $137M | +$1.18M | +0.9% | 0.82% | 66% | 160 | 13.13% | 0.2 |
|
| 5757 |
5757
Doheny Asset Management
Los Angeles,
California
| $137M | -$5.59M | -4% | 5.01% | 135% | 93 | 11.83% | 5.1 |
|
| 5758 |
5758
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $137M | -$8.75M | -6% | 5.81% | – | 68 | 8.82% | 3.6 |
|
| 5759 |
NED
5759
Nancy E. Dempze
| $137M | -$11.3M | -8% | 5.06% | 83.1% | 82 | 8.54% | 3.9 |
|
| 5760 |
5760
Merrion Investment Management
Cranford,
New Jersey
| $137M | +$511K | +0.4% | 0.7% | 161% | 103 | 9.71% | 1 |
|
| 5761 |
5761
Gator Capital Management
Tampa,
Florida
| $137M | -$1.36M | -1% | 5.84% | 245% | 81 | 19.75% | 1.4 |
|
| 5762 |
5762
Bayshore Asset Management
Coral Gables,
Florida
| $136M | -$1.21M | -0.9% | 3.05% | 62.3% | 25 | 16% | 0.2 |
|
| 5763 |
5763
Clark Financial Services Group
Chesterfield,
Missouri
| $136M | -$12.3M | -8% | 3.6% | 116% | 73 | 21.92% | 1.3 |
|
| 5764 |
5764
Cherrydale Wealth Management
Hoboken,
New Jersey
| $136M | +$2.91M | +2% | 6.59% | 80.8% | 44 | 18.18% | 0.2 |
|
| 5765 |
WFA
5765
WMG Financial Advisors
Knoxville,
Tennessee
| $136M | +$7.74M | +6% | 5.57% | 68% | 194 | 21.13% | 0.2 |
|
| 5766 |
SC
5766
Schiavi & Co
Wilmington,
Delaware
| $136M | +$2.92M | +2% | 2.53% | 41.4% | 17 | 23.53% | 0.8 |
|
| 5767 |
5767
High Pines Wealth Management
Duxbury,
Massachusetts
| $136M | -$7.52M | -5% | 5.79% | 28.3% | 37 | 2.7% | 1.1 |
|
| 5768 |
5768
Van Leeuwen & Company
Princeton,
New Jersey
| $136M | -$42.4M | -24% | 3.09% | 75.4% | 80 | 42.5% | 1.6 |
|
| 5769 |
5769
Private Wealth Group
Tampa,
Florida
| $136M | -$11.7M | -8% | 1.49% | 52.9% | 46 | 10.87% | 1.8 |
|
| 5770 |
5770
Technology Crossover Management VII
Menlo Park,
California
| $136M | -$82.6M | -38% | 37.8% | 35.2% | 1 | 0% | 7.5 |
|
| 5771 |
5771
RHS Financial
San Francisco,
California
| $136M | -$8.28M | -6% | 4.22% | 65.6% | 91 | 21.98% | 2.1 |
|
| 5772 |
WCM
5772
Westerly Capital Management
San Francisco,
California
| $135M | -$16.8M | -11% | 9.47% | 116% | 57 | 47.37% | 0.5 |
|
| 5773 |
5773
LifeSteps Financial
Claremont,
California
| $135M | -$6.06M | -4% | 4.6% | 98.4% | 84 | 8.33% | 1.9 |
|
| 5774 |
5774
General Industrial Partners
London,
United Kingdom
| $135M | -$71.6M | -35% | 12.8% | – | 10 | 70% | 0.7 |
|
| 5775 |
5775
Evolution Advisers
Richmond,
Virginia
| $135M | -$843K | -0.6% | 5.25% | 40.8% | 175 | 33.14% | 0.2 |
|