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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
SOL Capital Management
Rockville,
Maryland
| $370M | +$19.7M | +6% | 5.07% | 56.6% | 248 | 4.44% | 3.7 |
|
| 2527 |
2527
NTV Asset Management
Charleston,
West Virginia
| $370M | +$15.1M | +4% | 5.25% | 110% | 186 | 4.84% | 3.8 |
|
| 2528 |
2528
FRG Family Wealth Advisors
Bellevue,
Washington
| $370M | +$31.4M | +9% | 8.95% | 76.4% | 151 | 5.96% | 2.3 |
|
| 2529 |
2529
Vision Capital Management
Portland,
Oregon
| $370M | +$26.4M | +8% | 7.42% | 78.4% | 82 | 4.88% | 2.6 |
|
| 2530 |
2530
Nadler Financial Group
Deerfield,
Illinois
| $370M | +$16.4M | +5% | 6.77% | 81.8% | 89 | 10.11% | 3.6 |
|
| 2531 |
GC
2531
Gobi Capital
San Francisco,
California
| $369M | +$121M | +49% | 5.25% | 93.7% | 9 | 11.11% | 1.1 |
|
| 2532 |
2532
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $368M | +$34.2M | +10% | 5.87% | 91.5% | 128 | 23.44% | 1.4 |
|
| 2533 |
2533
ArchPoint Investors
Coral Gables,
Florida
| $368M | +$20.7M | +6% | 5.64% | 111% | 147 | 14.97% | 2.3 |
|
| 2534 |
2534
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $367M | -$73M | -17% | 6.67% | 95.1% | 123 | 39.84% | 1.2 |
|
| 2535 |
2535
Pensionfund Sabic
Sittard,
Netherlands
| $367M | +$11.2M | +3% | 6.63% | 63.6% | 236 | 21.19% | 1.7 |
|
| 2536 |
CANC
2536
Culbertson A N & Co
Charlottesville,
Virginia
| $367M | +$30.8M | +9% | 7.6% | 87.5% | 112 | 5.36% | 3.8 |
|
| 2537 |
2537
Nine Masts Capital
Central,
Hong Kong
| $367M | -$149M | -29% | 6.39% | 88.1% | 415 | 61.2% | 0.2 |
|
| 2538 |
2538
Willingdon Wealth Management
Huntersville,
North Carolina
| $366M | +$39.5M | +12% | 5.68% | 15.3% | 430 | 25.81% | 1.1 |
|
| 2539 |
2539
Woodmont Investment Counsel
Nashville,
Tennessee
| $366M | +$3.47M | +1% | 5.74% | 66.8% | 175 | 15.43% | 3.9 |
|
| 2540 |
2540
Simcoe Capital Management
New York
| $366M | +$69.2M | +23% | 1.11% | 48.7% | 14 | 21.43% | 1.2 |
|
| 2541 |
2541
HighPoint Advisor Group
Downers Grove,
Illinois
| $365M | -$5.27M | -1% | 9.07% | – | 378 | 19.84% | 1.7 |
|
| 2542 |
2542
Cubic Asset Management
Boston,
Massachusetts
| $365M | +$19M | +5% | 5.95% | 40.5% | 171 | 4.68% | 3.5 |
|
| 2543 |
GCM
2543
Gabalex Capital Management
New York
| $365M | +$24.9M | +7% | 6.58% | 24.9% | 24 | 20.83% | 2.3 |
|
| 2544 |
2544
Tandem Investment Advisors
Charleston,
South Carolina
| $365M | +$37.7M | +12% | 8.67% | 10.4% | 59 | 5.08% | 1.5 |
|
| 2545 |
2545
IQ EQ Fund Management
Dublin 2,
Ireland
| $364M | -$8.88M | -2% | 8.2% | 109% | 107 | 8.41% | 2.4 |
|
| 2546 |
2546
Charles-Lim Capital
Central,
Hong Kong
| $364M | -$76M | -17% | 9.4% | 4.44% | 5 | 40% | 1.8 |
|
| 2547 |
2547
Northeast Financial Consultants
Westport,
Connecticut
| $364M | +$39.6M | +12% | 6.77% | 63.8% | 187 | 42.78% | 2.2 |
|
| 2548 |
2548
ACK Asset Management
Greenwich,
Connecticut
| $364M | -$10.6M | -3% | 6.9% | 132% | 36 | 38.89% | 1.1 |
|
| 2549 |
2549
Veritas Investment Management (UK)
London,
United Kingdom
| $363M | +$55.1M | +18% | 8.15% | 151% | 37 | 10.81% | 2.8 |
|
| 2550 |
2550
13D Management
New York
| $363M | -$29.2M | -7% | 1.17% | 157% | 39 | 30.77% | 1.8 |
|