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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7876 |
7876
Provident Company of the Employees of the Hebrew University
Jerusalem,
Israel
| $131M | +$67.4M | +106% | 48.8% | – | 41 | 51.22% | 0.9 |
|
| 7877 |
7877
Godfrey Financial Associates
Glenmont,
New York
| $131M | +$14.1M | +12% | 14.8% | – | 1,138 | 6.68% | 0.5 |
|
| 7878 |
7878
NewCorp Financial Services
Alpharetta,
Georgia
| $131M | +$15.3M | +13% | 9.84% | – | 55 | 10.91% | 0.4 |
|
| 7879 |
7879
Ativo Capital Management
Chicago,
Illinois
| $131M | +$15.6M | +14% | 6.84% | 63.2% | 60 | 15% | 2 |
|
| 7880 |
7880
P.A.W. Capital
Greenwich,
Connecticut
| $131M | +$5.56M | +4% | 46.2% | 54.6% | 72 | 20.83% | 1.4 |
|
| 7881 |
7881
Wulff, Hansen & Co
San Rafael,
California
| $130M | +$32.6M | +33% | 14.1% | 85.8% | 110 | 11.82% | 2.8 |
|
| 7882 |
7882
Haven Global Partners
Atlanta,
Georgia
| $130M | +$24.1M | +23% | 12.2% | – | 9 | 22.22% | 1.1 |
|
| 7883 |
SCC
7883
Seal Cove Capital
Palo Alto,
California
| $130M | +$16.4M | +14% | 10.5% | – | 20 | 60% | 0.4 |
|
| 7884 |
B
7884
Bayban
Bayport,
Minnesota
| $130M | +$15.3M | +13% | 19% | – | 678 | 13.27% | 0.5 |
|
| 7885 |
7885
4Wealth Advisors
Burr Ridge,
Illinois
| $130M | +$13.2M | +11% | 8.36% | – | 157 | 13.38% | 1.1 |
|
| 7886 |
7886
BankChampaign National Association
Champaign,
Illinois
| $130M | +$29.4M | +29% | 34.6% | – | 225 | 29.33% | 0.3 |
|
| 7887 |
RHDIC
7887
R.H. Dinel Investment Counsel
Los Angeles,
California
| $130M | +$6.59M | +5% | 4.52% | 55.9% | 41 | 4.88% | 10.5 |
|
| 7888 |
7888
Lynch Investment Planning
Newtown Square,
Pennsylvania
| $130M | +$18.9M | +17% | 10.8% | – | 58 | 10.34% | 0.5 |
|
| 7889 |
7889
APS Management Group
Torrance,
California
| $130M | +$13.3M | +11% | 10.3% | – | 82 | 18.29% | 0.6 |
|
| 7890 |
NCNMGF
7890
Nano-Cap New Millennium Growth Fund
Staten Island,
New York
| $130M | +$23.1M | +22% | 35.3% | – | 158 | 22.78% | 0.4 |
|
| 7891 |
7891
Troutman Wealth Management
Malvern,
Pennsylvania
| $130M | +$10.1M | +8% | 7.32% | – | 38 | 5.26% | 0.5 |
|
| 7892 |
7892
Diker Management
New York
| $130M | +$17.8M | +16% | 46.9% | 210% | 52 | 30.77% | 2.2 |
|
| 7893 |
7893
Forest Hill Capital
Little Rock,
Arkansas
| $130M | -$22.4M | -15% | 14.4% | 112% | 21 | 9.52% | 4.1 |
|
| 7894 |
7894
CPR Investments
Rochester,
Michigan
| $130M | -$20M | -13% | 19.9% | 84% | 72 | 52.78% | 0.8 |
|
| 7895 |
7895
Argus Investors Counsel
New York
| $130M | +$17.4M | +15% | 26.5% | 132% | 110 | 10.91% | 5.5 |
|
| 7896 |
7896
Avail Investment Partners
Lemont,
Pennsylvania
| $130M | +$36.2M | +39% | 18.9% | – | 210 | 40% | 0.2 |
|
| 7897 |
7897
Maimon Wealth Management
Ra'anana,
Israel
| $130M | +$15.9M | +14% | 7.58% | – | 84 | 13.1% | 0.4 |
|
| 7898 |
7898
Advocate Investing Services
Woodbine,
Maryland
| $130M | +$11.8M | +10% | 11.7% | – | 484 | 12.6% | 0.4 |
|
| 7899 |
7899
Tandem Investment Partners
Bordentown,
New Jersey
| $130M | +$11.8M | +10% | 9.87% | – | 79 | 11.39% | 1.2 |
|
| 7900 |
7900
Hudson Oak Wealth Advisory
Hoboken,
New Jersey
| $130M | +$14.6M | +13% | 19.1% | – | 54 | 7.41% | 0.5 |
|