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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
Coastline Trust
Providence,
Rhode Island
| $827M | +$75.5M | +10% | 13.4% | 106% | 272 | 16.54% | 6.5 |
|
| 2302 |
2302
RMR Wealth Builders
Montclair,
New Jersey
| $827M | +$115M | +16% | 10.1% | 91.7% | 266 | 15.41% | 1.9 |
|
| 2303 |
2303
Troluce Capital Advisors
Dorado,
Puerto Rico
| $827M | +$461M | +126% | 11.9% | 61.1% | 99 | 80.81% | 0.1 |
|
| 2304 |
2304
Hamilton Capital Partners (Canada)
Toronto,
| $826M | +$327M | +65% | 10.7% | 143% | 165 | 36.36% | 0.5 |
|
| 2305 |
2305
Kovack Advisors
Ft. Lauderdale,
Florida
| $826M | -$16M | -2% | 12.4% | 118% | 621 | 31.88% | 3.4 |
|
| 2306 |
2306
West Coast Financial
Santa Barbara,
California
| $824M | +$62.1M | +8% | 7.37% | 22.2% | 166 | 7.23% | 4.3 |
|
| 2307 |
2307
Barton Investment Management
West Conshohocken,
Pennsylvania
| $824M | +$61.6M | +8% | 12.4% | 124% | 48 | 6.25% | 7.2 |
|
| 2308 |
2308
Tortoise Investment Management
White Plains,
New York
| $824M | +$86.7M | +12% | 4.64% | 40.2% | 894 | 14.32% | 4.5 |
|
| 2309 |
GA
2309
GuoLine Advisory
Singapore
| $820M | +$188M | +30% | 7% | 112% | 20 | 30% | 0.6 |
|
| 2310 |
2310
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| $820M | -$51.1M | -6% | 21.1% | 101% | 15 | 13.33% | 2.2 |
|
| 2311 |
EQF
2311
Evergreen Quality Fund
Grand Cayman,
Cayman Islands
| $819M | – | – | 29.2% | – | 11 | – | 0 |
|
| 2312 |
2312
DDD Partners
Bellevue,
Washington
| $818M | +$74.3M | +10% | 9.59% | 85.9% | 95 | 17.89% | 2.2 |
|
| 2313 |
2313
SeaCrest Wealth Management
Purchase,
New York
| $818M | +$8.35M | +1% | 12.7% | 153% | 666 | 16.37% | 3.7 |
|
| 2314 |
2314
Sagefield Capital
Dallas,
Texas
| $817M | +$45.2M | +6% | 13.1% | 115% | 115 | 42.61% | 0.9 |
|
| 2315 |
2315
Spectrum Wealth Counsel
Indianapolis,
Indiana
| $817M | +$95.6M | +13% | 11.2% | – | 393 | 19.08% | 0.2 |
|
| 2316 |
2316
Nottingham Advisors
Amherst,
New York
| $817M | +$100M | +14% | 5.8% | 47.6% | 141 | 9.93% | 4.6 |
|
| 2317 |
2317
2Xideas
Kusnacht,
Switzerland
| $817M | -$116M | -12% | 8.89% | 40.6% | 54 | 9.26% | 2.6 |
|
| 2318 |
AP
2318
Archon Partners
Princeton Junction,
New Jersey
| $817M | +$91.5M | +13% | 12.1% | 99.5% | 47 | 27.66% | 5.3 |
|
| 2319 |
2319
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $817M | +$159M | +24% | 8.1% | 58.9% | 482 | 14.94% | 1.5 |
|
| 2320 |
EEP
2320
Edgehill Endowment Partners
Hamden,
Connecticut
| $816M | +$144M | +21% | 4.79% | 11.6% | 6 | 0% | 3.7 |
|
| 2321 |
HPM
2321
H. Partners Management
New York
| $816M | +$95.6M | +13% | 13.7% | 13.5% | 2 | 0% | 7.3 |
|
| 2322 |
2322
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $816M | +$68.9M | +9% | 7.77% | 26.3% | 133 | 12.78% | 5.2 |
|
| 2323 |
2323
Cable Hill Partners
Portland,
Oregon
| $816M | $0 | 0% | 5.1% | 20.3% | 96 | 0% | 1.9 |
|
| 2324 |
2324
Parkman Healthcare Partners
Stamford,
Connecticut
| $815M | +$105M | +15% | 21% | 306% | 117 | 39.32% | 1.1 |
|
| 2325 |
2325
Manchester Capital Management
Manchester,
Vermont
| $815M | +$68.6M | +9% | 8.02% | 86.7% | 1,078 | 11.22% | 3.6 |
|