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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6976 |
6976
NorthLanding Financial Partners
Rochester,
New York
| $101M | +$6.92M | +7% | 6.51% | 54.7% | 37 | 8.11% | 1.8 |
|
| 6977 |
6977
Kennebec Savings Bank
Augusta,
Maine
| $101M | – | – | 7.45% | – | 270 | – | 0 |
|
| 6978 |
GBA
6978
Garrison Bradford & Associates
New York
| $101M | +$3.54M | +4% | 9.38% | 63.5% | 32 | 12.5% | 6.7 |
|
| 6979 |
6979
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
| $101M | -$19.2M | -16% | 6.37% | 740% | 2 | 0% | 2.8 |
|
| 6980 |
6980
Eagle Harbor Asset Management
Seattle,
Washington
| $101M | +$7.13M | +8% | 6.53% | 76.2% | 132 | 12.88% | 1.8 |
|
| 6981 |
6981
Central Asset Investments & Management Holdings
Hong Kong
| $101M | -$167M | -62% | 22.3% | 3,210% | 68 | 69.12% | 0.8 |
|
| 6982 |
6982
Invera Wealth Advisors
Bend,
Oregon
| $101M | +$3.05M | +3% | 6.5% | – | 49 | 12.24% | 0.6 |
|
| 6983 |
6983
FSA Advisors
Troy,
Michigan
| $100M | +$4.39M | +5% | 4.86% | – | 154 | 21.43% | 0.6 |
|
| 6984 |
6984
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $100M | -$16M | -14% | 6.01% | 26.9% | 13 | 0% | 3.3 |
|
| 6985 |
6985
Intrinsic Value Partners
Phoenix,
Arizona
| $100M | +$4.01M | +4% | 4.57% | 126% | 66 | 16.67% | 2 |
|
| 6986 |
6986
Evolutionary Tree Capital Management
Alexandria,
Virginia
| $100M | +$2.67M | +3% | 9.81% | 139% | 36 | 11.11% | 1.8 |
|
| 6987 |
SH
6987
Spear Holdings
Dubai,
United Arab Emirates
| $100M | -$41.9M | -30% | 18.1% | – | 6 | 83.33% | 0.3 |
|
| 6988 |
6988
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $100M | +$29.1M | +41% | 18.3% | 91.9% | 40 | 12.5% | 3.5 |
|
| 6989 |
6989
Trustco Bank (New York)
Albany,
New York
| $100M | +$5.58M | +6% | 9.19% | 131% | 69 | 1.45% | 7.3 |
|
| 6990 |
6990
Nucleo Capital
Sao Paulo, Sp,
Brazil
| $100M | -$20.4M | -17% | 8.69% | 116% | 3 | 0% | 2.4 |
|
| 6991 |
6991
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| $99M | +$7.18M | +8% | 5.65% | 58.1% | 50 | 6% | 2 |
|
| 6992 |
6992
Pictet Bank & Trust
Nassau,
Bahamas
| $98.8M | +$463K | +0.5% | 3.6% | 82.7% | 43 | 9.3% | 5.4 |
|
| 6993 |
6993
MY Wealth Management
Germantown,
Maryland
| $98.6M | +$10.8M | +12% | 5.22% | 41.2% | 27 | 14.81% | 1.7 |
|
| 6994 |
6994
OneFund LLC
Saint Petersburg,
Florida
| $98.5M | +$6.67M | +7% | 5.9% | – | 129 | 10.08% | 0.6 |
|
| 6995 |
6995
Samson Rock Capital
London,
United Kingdom
| $98.5M | -$36.3M | -27% | 6.68% | 166% | 10 | 70% | 0.1 |
|
| 6996 |
6996
Millrace Asset Group
Berwyn,
Pennsylvania
| $98.4M | -$4.56M | -4% | 16.6% | 113% | 99 | 57.58% | 0.6 |
|
| 6997 |
SF
6997
Schaeffer Financial
Rockville,
Maryland
| $98.4M | +$6.31M | +7% | 6.03% | 52.2% | 16 | 6.25% | 2.1 |
|
| 6998 |
6998
Soditic Asset Management
Tonbridge,
United Kingdom
| $98.4M | +$12M | +14% | 12% | 23.4% | 12 | 0% | 2.9 |
|
| 6999 |
6999
Aozora Bank
Tokyo,
Japan
| $98.1M | +$4.52M | +5% | 4.83% | 5.45% | 2 | 0% | 3.3 |
|
| 7000 |
7000
Smart Portfolios LLC
Seattle,
Washington
| $98.1M | -$1.16M | -1% | 6.52% | 41.3% | 103 | 5.83% | 1.3 |
|