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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6026 |
6026
Wealth Quarterback
Toms River,
New Jersey
| $116M | -$28.8M | -20% | 3.62% | 109% | 132 | 23.48% | 2.6 |
|
| 6027 |
6027
Merrion Investment Management
Cranford,
New Jersey
| $116M | -$2.36M | -2% | 3.84% | 161% | 106 | 19.81% | 1.9 |
|
| 6028 |
6028
Pillar Wealth Advisors
West Chester,
Pennsylvania
| $116M | -$4.18M | -3% | 2.56% | 21.9% | 70 | 5.71% | 1.4 |
|
| 6029 |
6029
Systrade
Vaduz,
Liechtenstein
| $116M | +$33M | +40% | 33.7% | 152% | 8 | 25% | 0.8 |
|
| 6030 |
YAVAPFMC
6030
Yahav Achim Ve Achayot - Provident Funds Management Company
Tel-Aviv,
Israel
| $115M | -$14.8M | -11% | 3.45% | 201% | 51 | 9.8% | 1.5 |
|
| 6031 |
6031
New Vernon Capital Holdings II
Morristown,
New Jersey
| $115M | -$34.6M | -23% | 2.09% | 114% | 80 | 30% | 1.2 |
|
| 6032 |
6032
Banco de Sabadell
Miami,
Florida
| $115M | -$8.85M | -7% | 2.58% | 75.1% | 84 | 4.76% | 4.1 |
|
| 6033 |
AA
6033
AlphaQ Advisors
Winter Park,
Florida
| $115M | -$20.5M | -15% | 1.1% | – | 194 | 20.1% | 0.6 |
|
| 6034 |
6034
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $115M | -$11.3M | -9% | 3.9% | 38.5% | 55 | 10.91% | 2.4 |
|
| 6035 |
6035
Slocum, Gordon & Co
Newport,
Rhode Island
| $115M | -$23M | -17% | 3.75% | 65.3% | 148 | 17.57% | 0.5 |
|
| 6036 |
6036
Empirical Asset Management
Wellesley,
Massachusetts
| $115M | +$1.74M | +2% | 1.19% | 94.5% | 193 | 33.16% | 0.9 |
|
| 6037 |
6037
McClarren Financial Advisors
State College,
Pennsylvania
| $115M | -$6.17M | -5% | 4.06% | 63% | 419 | 12.17% | 1 |
|
| 6038 |
6038
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| $115M | -$7.41M | -6% | 2.76% | 96.8% | 357 | 3.64% | 2.2 |
|
| 6039 |
6039
First Bancorp
Damariscotta,
Maine
| $115M | -$6.49M | -5% | 3.79% | 80.3% | 113 | 4.42% | 2.1 |
|
| 6040 |
HAM
6040
Hedges Asset Management
Reno,
Nevada
| $114M | -$3.56M | -3% | 2.82% | – | 111 | 8.11% | 1.5 |
|
| 6041 |
6041
Impala Asset Management
Palm Beach,
Florida
| $114M | +$3.44M | +3% | 0.15% | 62.6% | 23 | 56.52% | 1.3 |
|
| 6042 |
6042
Apricus Wealth
Beaufort,
South Carolina
| $114M | +$686K | +0.6% | 1.81% | 80.6% | 84 | 10.71% | 1.4 |
|
| 6043 |
6043
Jones Road Capital Management
New York
| $114M | -$28.8M | -20% | 7.49% | 88.5% | 42 | 28.57% | 1.1 |
|
| 6044 |
6044
Clio Asset Management
Charlottesville,
Virginia
| $114M | +$6.39M | +6% | 0.67% | 60.6% | 14 | 35.71% | 0.2 |
|
| 6045 |
6045
Long Corridor Asset Management
Hong Kong
| $114M | +$21M | +23% | 0.36% | 73.6% | 18 | 16.67% | 1 |
|
| 6046 |
6046
Cladis Investment Advisory
Billings,
Montana
| $114M | -$918K | -0.8% | 2.97% | 131% | 144 | 12.5% | 1.4 |
|
| 6047 |
6047
Unconventional Investor
Portsmouth,
New Hampshire
| $114M | +$4.01M | +4% | 3.11% | 62.7% | 34 | 8.82% | 1.5 |
|
| 6048 |
6048
Carson Advisory
Athens,
Georgia
| $114M | -$4.28M | -4% | 2.66% | 68.6% | 161 | 9.94% | 1.3 |
|
| 6049 |
6049
Darrow Company
Needham,
Massachusetts
| $114M | -$5.85M | -5% | 3.02% | 44.5% | 29 | 0% | 1.5 |
|
| 6050 |
6050
Canaan Partners XI
Menlo Park,
California
| $114M | -$27.2M | -19% | 15.6% | 798% | 5 | 0% | 1.5 |
|