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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8351 |
8351
Langley Wealth Management
Corinth,
Mississippi
| $103M | – | – | 15.9% | – | 130 | – | 0 |
|
| 8352 |
AIP
8352
Alapocas Investment Partners
Beverly,
Massachusetts
| $102M | -$29.7M | -22% | 12.6% | 58.3% | 25 | 20% | 3 |
|
| 8353 |
8353
Sulzberger Capital Advisors
Miami,
Florida
| $102M | +$4.44M | +5% | 9.45% | – | 54 | 11.11% | 1.2 |
|
| 8354 |
SG
8354
Sherry Group
Mountain Home,
Arkansas
| $102M | +$10.8M | +12% | 10.7% | – | 52 | 21.15% | 0.4 |
|
| 8355 |
8355
Closed-End Fund Advisors
Richmond,
Virginia
| $102M | +$4.1M | +4% | 2.87% | – | 172 | 11.05% | 0.5 |
|
| 8356 |
HCM
8356
Helios Capital Management
Singapore
| $102M | +$7.3M | +8% | 7.63% | 124% | 28 | 32.14% | 1.9 |
|
| 8357 |
8357
Delphi Management
Brookline,
Massachusetts
| $102M | +$18.7M | +22% | 26.2% | 111% | 86 | 11.63% | 3.5 |
|
| 8358 |
8358
Good Harbor Advisors
Gloucester,
Massachusetts
| $102M | +$10.6M | +12% | 5.87% | – | 90 | 12.22% | 0.4 |
|
| 8359 |
8359
Electric Capital Partners
Palo Alto,
California
| $102M | -$15.6M | -13% | 5.88% | – | 8 | 25% | 0.4 |
|
| 8360 |
8360
Partners Wealth Management
Carmel By The Sea,
California
| $102M | +$4.97M | +5% | 12.6% | – | 116 | 12.93% | 1.3 |
|
| 8361 |
8361
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $102M | +$2.44M | +2% | 11.2% | 65.5% | 76 | 32.89% | 1.8 |
|
| 8362 |
8362
Encore Global Management
Houston,
Texas
| $102M | -$41.4M | -29% | 21.9% | – | 74 | 33.78% | 0.2 |
|
| 8363 |
8363
Pantera Capital Partners
San Francisco,
California
| $102M | -$56M | -36% | 1.54% | – | 18 | 38.89% | 0.5 |
|
| 8364 |
8364
MSD Capital
New York
| $102M | +$14.5M | +17% | 17.5% | 11.5% | 3 | 0% | 5.6 |
|
| 8365 |
8365
Englebert Financial Advisers
Allentown,
Pennsylvania
| $102M | +$13.6M | +15% | 13.4% | – | 72 | 33.33% | 0.3 |
|
| 8366 |
8366
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| $102M | -$21.1M | -17% | 9.11% | 62.7% | 103 | 17.48% | 3.1 |
|
| 8367 |
8367
Provident Living Financial Services
Lehi,
Utah
| $101M | +$10.8M | +12% | 15.3% | – | 50 | 4% | 0.5 |
|
| 8368 |
RFL
8368
RD Finance Ltd
Limassol,
Cyprus
| $101M | +$13.2M | +15% | 9.37% | – | 39 | 56.41% | 0.4 |
|
| 8369 |
MFC
8369
Miramar Fiduciary Corp
Reno,
Nevada
| $101M | -$20.8M | -17% | 6.99% | – | 5 | 0% | 4.5 |
|
| 8370 |
8370
SBI Holdings USA
Santa Clara,
California
| $101M | -$52.9M | -34% | 34.4% | – | 1 | 0% | 0.5 |
|
| 8371 |
8371
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $101M | +$10.9M | +12% | 12.4% | 60.5% | 8 | 0% | 5.7 |
|
| 8372 |
8372
Turner Financial Group
Pace,
Florida
| $101M | – | – | 31.7% | – | 112 | – | 0 |
|
| 8373 |
8373
Cederberg Capital
London,
United Kingdom
| $100M | -$86M | -46% | 75.7% | 273% | 12 | 25% | 1.8 |
|
| 8374 |
8374
Ampfield Management
New York
| $100M | +$19.4M | +24% | 17.2% | 56.9% | 5 | 0% | 2 |
|
| 8375 |
8375
Sage Investment Counsel
Franklin,
Tennessee
| $100M | +$9.7M | +11% | 10.6% | – | 137 | 15.33% | 1.2 |
|