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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7326 |
7326
Lepercq De Neuflize Asset Management
New York
| $158M | +$19.6M | +14% | 14.5% | – | 37 | 29.73% | 0.4 |
|
| 7327 |
7327
Blue Capital Inc
Omaha,
Nebraska
| $158M | +$4.41M | +3% | 14.4% | – | 153 | 50.33% | 0.5 |
|
| 7328 |
7328
ADG Wealth Management Group
Metairie,
Louisiana
| $158M | +$12.8M | +9% | 10.6% | – | 54 | 31.48% | 1 |
|
| 7329 |
7329
Sound Financial Strategies Group
Madison,
Mississippi
| $157M | +$11M | +7% | 9.56% | 27.1% | 127 | 17.32% | 1.5 |
|
| 7330 |
CM
7330
CM Management
Gulf Breeze,
Florida
| $157M | +$37.8M | +32% | 22.9% | 110% | 84 | 30.95% | 1.9 |
|
| 7331 |
7331
Pekao Towarzystwo Funduszy Inwestycyjnych SA
Warsaw,
| $157M | +$23.1M | +17% | 20.2% | – | 93 | 22.58% | 0.4 |
|
| 7332 |
7332
Demming Financial Services
Aurora,
Ohio
| $157M | +$19.6M | +14% | 12.2% | – | 42 | 14.29% | 0.4 |
|
| 7333 |
GA
7333
Gagnon Advisors
New York
| $157M | +$21.3M | +16% | 31.5% | 129% | 26 | 26.92% | 4.8 |
|
| 7334 |
7334
Abbington Investment Group
Westport,
Connecticut
| $157M | -$14.8M | -9% | 8.02% | – | 55 | 12.73% | 0.6 |
|
| 7335 |
7335
Bruce G. Allen Investments
Denver,
Colorado
| $157M | +$4.07M | +3% | 9.28% | – | 1,124 | 11.3% | 2.1 |
|
| 7336 |
QGA
7336
Q Global Advisors
Fort Worth,
Texas
| $157M | +$43.5M | +38% | 17.8% | 79% | 52 | 13.46% | 1.9 |
|
| 7337 |
7337
Penbrook Management
New York
| $157M | +$24.7M | +19% | 24.8% | 107% | 104 | 13.46% | 5.6 |
|
| 7338 |
7338
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
| $157M | +$22.4M | +17% | 20.9% | – | 190 | 30% | 0.9 |
|
| 7339 |
7339
Authentikos Wealth Advisory
Morgan Hill,
California
| $157M | +$8.55M | +6% | 16% | 43.5% | 79 | 20.25% | 1.1 |
|
| 7340 |
7340
Mosaic Financial Group
Chicago,
Illinois
| $156M | +$15.5M | +11% | 13.1% | – | 140 | 14.29% | 1.7 |
|
| 7341 |
BCM
7341
Bayesian Capital Management
Brooklyn,
New York
| $156M | +$74.4M | +91% | 7.46% | 107% | 328 | 90.24% | 0 |
|
| 7342 |
7342
Mork Capital Management
Healdsburg,
California
| $156M | +$15.5M | +11% | 17.7% | 61.9% | 106 | 4.72% | 3.5 |
|
| 7343 |
7343
Atlantic Family Wealth
Coral Gables,
Florida
| $156M | +$17.9M | +13% | 11% | – | 67 | 16.42% | 1 |
|
| 7344 |
7344
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $156M | -$378K | -0.2% | 3.15% | 83.3% | 106 | 7.55% | 4.8 |
|
| 7345 |
HSM
7345
H Squared Management
New York
| $156M | +$47.7M | +44% | 25.1% | – | 18 | 38.89% | 0.3 |
|
| 7346 |
FWM
7346
FMA Wealth Management
Duxbury,
Massachusetts
| $156M | +$5.83M | +4% | 8.04% | 40.8% | 43 | 13.95% | 1.9 |
|
| 7347 |
7347
Polaris Investment Advisors
Framingham,
Massachusetts
| $156M | +$19M | +14% | 15.9% | – | 79 | 12.66% | 0.4 |
|
| 7348 |
7348
Cyrus Capital Partners
New York
| $156M | -$40.1M | -20% | 4.91% | 163% | 7 | 57.14% | 0.9 |
|
| 7349 |
7349
WLTH Capital Management
Chandler,
Arizona
| $156M | +$28.4M | +22% | 7.01% | – | 30 | 16.67% | 0.4 |
|
| 7350 |
APW
7350
Allied Private Wealth
Boca Raton,
Florida
| $156M | – | – | 12.9% | – | 906 | – | 0 |
|