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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
Berger Financial Group
Plymouth,
Minnesota
| $755M | +$200M | +36% | 8.2% | 59.9% | 265 | 25.28% | 0.7 |
|
| 2377 |
2377
Gabelli & Co Investment Advisers
Rye,
New York
| $755M | -$72.2M | -9% | 7.84% | 248% | 570 | 29.12% | 0.9 |
|
| 2378 |
2378
Cahaba Wealth Management
Atlanta,
Georgia
| $754M | +$74.4M | +11% | 6.02% | 48.7% | 149 | 14.77% | 1.8 |
|
| 2379 |
2379
Wedgewood Partners
St Louis,
Missouri
| $753M | +$44.2M | +6% | 10.9% | 78.1% | 42 | 11.9% | 3.8 |
|
| 2380 |
2380
Mayflower Financial Advisors
Boston,
Massachusetts
| $753M | +$12.1M | +2% | 6.91% | 68.7% | 369 | 12.74% | 0.8 |
|
| 2381 |
2381
LVM Capital Management
Portage,
Michigan
| $750M | +$86.7M | +13% | 13.8% | 121% | 139 | 7.91% | 4.8 |
|
| 2382 |
2382
Bloom Tree Partners
New York
| $749M | -$89.7M | -11% | 4.15% | 20.4% | 184 | 26.09% | 0.6 |
|
| 2383 |
2383
FIFTHDELTA
London,
United Kingdom
| $749M | – | – | 20.7% | 16.6% | 13 | – | 0 |
|
| 2384 |
2384
True Link Financial Advisors
San Francisco,
California
| $749M | +$20.4M | +3% | 2.16% | 27.3% | 842 | 16.03% | 0.8 |
|
| 2385 |
C
2385
Chescapmanager
Baltimore,
Maryland
| $749M | +$43.1M | +6% | 4.42% | 202% | 75 | 32% | 1.3 |
|
| 2386 |
2386
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $749M | -$215M | -22% | 3.87% | 125% | 71 | 61.97% | 1.2 |
|
| 2387 |
BCH
2387
Berkshire Capital Holdings
San Jose,
California
| $748M | +$3.56M | +0.5% | 24.1% | 2,748% | 102 | 27.45% | 1.5 |
|
| 2388 |
2388
Ausdal Financial Partners
Davenport,
Iowa
| $748M | +$75.8M | +11% | 7.03% | 63.2% | 529 | 18.71% | 2.5 |
|
| 2389 |
2389
LVZ Inc
Holland,
Michigan
| $748M | +$49.3M | +7% | 5.29% | 52.9% | 113 | 15.04% | 2.4 |
|
| 2390 |
2390
Singapore Technologies Telemedia
Singapore
| $747M | -$150M | -17% | 16.7% | 185% | 1 | 0% | 4.8 |
|
| 2391 |
2391
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| $747M | -$153M | -17% | 9.82% | 70.8% | 12 | 41.67% | 0.8 |
|
| 2392 |
2392
Azzad Asset Management
Falls Church,
Virginia
| $745M | +$68.8M | +10% | 11.5% | 118% | 342 | 9.36% | 3.2 |
|
| 2393 |
2393
Fort Point Capital Partners
San Francisco,
California
| $745M | +$78.1M | +12% | 7.81% | 62.2% | 298 | 19.8% | 1.8 |
|
| 2394 |
AH
2394
Allen Holding
New York
| $745M | +$69.2M | +10% | 6.19% | 185% | 17 | 0% | 3.6 |
|
| 2395 |
2395
CFS Investment Advisory Services
Totowa,
New Jersey
| $745M | +$14.9M | +2% | 7.29% | 59.7% | 228 | 18.86% | 0.2 |
|
| 2396 |
2396
Bouchey Financial Group
Troy,
New York
| $744M | +$24.4M | +3% | 8.43% | 66.7% | 98 | 24.49% | 3 |
|
| 2397 |
2397
Cadinha & Co
Honolulu,
Hawaii
| $743M | +$43.1M | +6% | 13.2% | 132% | 128 | 13.28% | 4.3 |
|
| 2398 |
2398
Abbrea Capital
Greenbrae,
California
| $742M | +$72.4M | +11% | 8.85% | 38% | 261 | 11.11% | 3 |
|
| 2399 |
2399
Penobscot Investment Management
Boston,
Massachusetts
| $741M | +$67.9M | +10% | 13% | 114% | 247 | 7.69% | 4.9 |
|
| 2400 |
2400
J. Safra Asset Management
New York
| $741M | +$328M | +79% | 10.8% | 93.8% | 29 | 24.14% | 1.8 |
|