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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
2376
Hengehold Capital Management
Cincinnati,
Ohio
| $356M | -$5.56M | -2% | 2.42% | 54.5% | 115 | 13.04% | 1.9 |
|
| 2377 |
SC
2377
Serenity Capital
Palo Alto,
California
| $355M | +$88.3M | +33% | 7.43% | – | 6 | 16.67% | 0.2 |
|
| 2378 |
2378
Weatherly Asset Management
Del Mar,
California
| $355M | +$16.7M | +5% | 2.56% | 116% | 186 | 9.68% | 2.7 |
|
| 2379 |
2379
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $355M | +$17.1M | +5% | 1.88% | 59.5% | 90 | 6.67% | 2.3 |
|
| 2380 |
2380
Berkshire Money Management
Dalton,
Massachusetts
| $355M | +$21.8M | +7% | 2.65% | 61.8% | 21 | 4.76% | 2 |
|
| 2381 |
2381
Martin Investment Management
Palm Beach Gardens,
Florida
| $354M | +$581K | +0.2% | 4.25% | 44% | 36 | 13.89% | 2.9 |
|
| 2382 |
2382
Woodmont Investment Counsel
Nashville,
Tennessee
| $354M | +$10.4M | +3% | 1.8% | 66.8% | 192 | 10.94% | 2.9 |
|
| 2383 |
SC
2383
Selz Capital
New York
| $354M | -$30.1M | -8% | 4.55% | 10.2% | 59 | 25.42% | 1.7 |
|
| 2384 |
LA
2384
Leonetti & Associates
Buffalo Grove,
Illinois
| $354M | +$9.45M | +3% | 4% | 49.5% | 45 | 20% | 2 |
|
| 2385 |
ECM
2385
Endurant Capital Management
San Mateo,
California
| $354M | +$42.6M | +14% | 7.15% | 18.4% | 110 | 36.36% | 0.9 |
|
| 2386 |
2386
Ropes Wealth Advisors
Boston,
Massachusetts
| $353M | +$7.3M | +2% | 2.6% | 71% | 620 | 25.97% | 1.5 |
|
| 2387 |
2387
Brandywine Managers
Hockessin,
Delaware
| $353M | -$16.6M | -4% | 2.87% | 96.3% | 23 | 8.7% | 0.7 |
|
| 2388 |
2388
Hutchinson Capital Management
San Rafael,
California
| $353M | -$9.03M | -2% | 0.1% | 52.6% | 48 | 6.25% | 3.1 |
|
| 2389 |
2389
Caledonia Investments plc (UK)
London England,
United Kingdom
| $353M | -$2.22M | -0.6% | 1.4% | 61.9% | 14 | 0% | 2.7 |
|
| 2390 |
2390
Bremer Trust National Association
St. Cloud,
Minnesota
| $352M | -$16.9M | -5% | 3.43% | 31.2% | 266 | 10.15% | 2.6 |
|
| 2391 |
2391
Sowell Financial Services
North Little Rock,
Arkansas
| $352M | +$13.6M | +4% | 1.99% | 94.8% | 287 | 23.69% | 0.4 |
|
| 2392 |
2392
Claar Advisors
New York
| $352M | +$65.6M | +23% | 1.54% | 65.5% | 44 | 40.91% | 0.6 |
|
| 2393 |
2393
BerganKDV Wealth Management
Bloomington,
Minnesota
| $352M | +$15.5M | +5% | 1.97% | 27.9% | 182 | 13.19% | 1 |
|
| 2394 |
2394
Cannell Capital
Alta,
Wyoming
| $350M | +$34.9M | +11% | 11.1% | 127% | 84 | 29.76% | 1.2 |
|
| 2395 |
2395
First Wilshire Securities Management
Pasadena,
California
| $350M | +$4.01M | +1% | 4.9% | 135% | 132 | 10.61% | 2.7 |
|
| 2396 |
2396
Lathrop Investment Management
Little Rock,
Arkansas
| $350M | +$6.7M | +2% | 3.71% | 72.2% | 65 | 7.69% | 3 |
|
| 2397 |
PCM
2397
Piermont Capital Management
St. Louis,
Missouri
| $350M | -$69.9M | -17% | 0.96% | 33.2% | 280 | 26.07% | 0.9 |
|
| 2398 |
2398
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| $350M | +$12.9M | +4% | 3.11% | 83.8% | 191 | 21.47% | 2.4 |
|
| 2399 |
2399
Soma Equity Partners
San Francisco,
California
| $349M | +$62.5M | +22% | 6.4% | 151% | 15 | 6.67% | 0.4 |
|
| 2400 |
2400
Oak Hill Capital Management
New York
| $349M | -$48M | -12% | 12% | 1.19% | 3 | 0% | 1.1 |
|