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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6651 |
6651
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| $176M | +$10.5M | +6% | 2.12% | 88.8% | 8 | 25% | 2.7 |
|
| 6652 |
6652
SummerHaven Investment Management
Stamford,
Connecticut
| $176M | +$4.52M | +3% | 8.69% | 150% | 198 | 3.03% | 1.2 |
|
| 6653 |
6653
Swisher Financial Concepts
Westerville,
Ohio
| $176M | +$9.31M | +6% | 2.67% | – | 100 | 15% | 1.2 |
|
| 6654 |
6654
EJF Capital
Arlington,
Virginia
| $176M | +$3.91M | +2% | 7.94% | 127% | 83 | 20.48% | 2.2 |
|
| 6655 |
MCS
6655
Mercuria Capital Strategies
Houston,
Texas
| $176M | +$100M | +132% | 3.26% | – | 35 | 91.43% | 0.1 |
|
| 6656 |
WFG
6656
Wormser Freres Gestion
Paris,
France
| $176M | -$3.78M | -2% | 4.12% | 67.4% | 49 | 10.2% | 1.7 |
|
| 6657 |
6657
Ausbil Investment Management
Sydney,
Australia
| $176M | -$11.6M | -6% | 2.88% | 115% | 78 | 23.08% | 1.2 |
|
| 6658 |
6658
Burrus Financial Services
Salt Lake City,
Utah
| $176M | -$42.1M | -19% | 1.1% | 31.3% | 15 | 53.33% | 1.7 |
|
| 6659 |
MG
6659
McHugh Group
Bratenahl,
Ohio
| $176M | +$8.61M | +5% | 3.45% | – | 83 | 9.64% | 0.8 |
|
| 6660 |
6660
Strategic Financial Planning
Plano,
Texas
| $176M | +$3.18M | +2% | 0.8% | 47.5% | 39 | 2.56% | 4.5 |
|
| 6661 |
6661
Archon Capital Management
Seattle,
Washington
| $176M | +$7.86M | +5% | 12.9% | 222% | 57 | 35.09% | 1.2 |
|
| 6662 |
6662
Ehrlich Financial Group
Laguna Niguel,
California
| $176M | +$7.24M | +4% | 2.18% | 56.2% | 121 | 18.18% | 1.3 |
|
| 6663 |
6663
Golden Road Advisors
Tampa,
Florida
| $176M | +$2.86M | +2% | 2.27% | – | 55 | 14.55% | 1.5 |
|
| 6664 |
6664
Gridiron Partners
Wexford,
Pennsylvania
| $176M | -$462K | -0.3% | 0.19% | 15.5% | 67 | 11.94% | 2 |
|
| 6665 |
6665
Gross & Hartman Investments
Leola,
Pennsylvania
| $175M | – | – | 1.27% | – | 71 | – | 0 |
|
| 6666 |
6666
Birch Financial Group
Keene,
New Hampshire
| $175M | +$5.59M | +3% | 2.31% | – | 147 | 19.05% | 0.7 |
|
| 6667 |
6667
Teca Partners
Austin,
Texas
| $175M | +$16.8M | +11% | 1.5% | 66% | 14 | 35.71% | 1.1 |
|
| 6668 |
TDB
6668
Thompson David Blair
| $175M | – | – | 2.19% | – | 172 | – | 0.5 |
|
| 6669 |
6669
Echo45 Advisors
Walnut Creek,
California
| $175M | +$4.65M | +3% | 1.31% | 53.6% | 76 | 26.32% | 2 |
|
| 6670 |
6670
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $175M | +$809K | +0.5% | 1.44% | 61.1% | 139 | 10.79% | 6.4 |
|
| 6671 |
6671
Kellett Wealth Advisors
Cincinnati,
Ohio
| $175M | +$9.37M | +6% | 2.21% | 76.3% | 84 | 15.48% | 2.2 |
|
| 6672 |
6672
Lepercq De Neuflize Asset Management
New York
| $175M | +$1.6M | +0.9% | 2.45% | – | 19 | 63.16% | 0.3 |
|
| 6673 |
QAM
6673
QSM Asset Management
London,
United Kingdom
| $175M | +$34.8M | +25% | 3.11% | – | 22 | 13.64% | 0.7 |
|
| 6674 |
6674
LAM Group
Lake Oswego,
Oregon
| $175M | +$13.4M | +8% | 2.76% | 61.8% | 75 | 5.33% | 2.7 |
|
| 6675 |
6675
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $175M | +$4.07M | +2% | 2.49% | 70.9% | 506 | 2.37% | 0.5 |
|