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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
River Wealth Advisors
Camp Hill,
Pennsylvania
| $464M | -$78.7M | -15% | 4.41% | 80.3% | 214 | 8.88% | 4.9 |
|
| 2627 |
GWI
2627
Grace & White Inc
Ny,
New York
| $464M | -$15.9M | -3% | 1.8% | 59.6% | 136 | 7.35% | 6.2 |
|
| 2628 |
2628
Teamwork Financial Advisors
San Antonio,
Texas
| $464M | +$5.87M | +1% | 1.31% | 134% | 238 | 30.67% | 1.2 |
|
| 2629 |
RIA
2629
RPG Investment Advisory
Pleasanton,
California
| $464M | -$29.7M | -6% | 3.72% | 186% | 91 | 15.38% | 3.6 |
|
| 2630 |
2630
MBL Wealth
Charlotte,
North Carolina
| $464M | +$62.5M | +16% | 4.31% | 52.7% | 177 | 27.68% | 0.8 |
|
| 2631 |
2631
Shay Capital
New York
| $463M | -$34.6M | -7% | 2.13% | 166% | 586 | 68.77% | 0.4 |
|
| 2632 |
2632
Stansberry Asset Management
Westlake,
Texas
| $463M | -$6.97M | -1% | 3.1% | 79.6% | 118 | 22.88% | 1.3 |
|
| 2633 |
2633
Slow Capital
Greenbrae,
California
| $463M | +$50.9M | +12% | 0.7% | 156% | 143 | 9.79% | 3.5 |
|
| 2634 |
2634
Proffitt & Goodson
Knoxville,
Tennessee
| $463M | -$26.5M | -5% | 5.63% | 48.5% | 269 | 8.55% | 3.4 |
|
| 2635 |
2635
Cowen Investment Management
New York
| $463M | -$7.59M | -2% | 0.06% | 1.87% | 272 | 15.81% | 0.8 |
|
| 2636 |
IMOV
2636
Investment Management of Virginia
Richmond,
Virginia
| $462M | -$23.5M | -5% | 4.73% | 93.4% | 176 | 3.98% | 5.1 |
|
| 2637 |
2637
Academy Capital Management
Waco,
Texas
| $462M | -$64.6M | -12% | 7.16% | 71.2% | 37 | 2.7% | 2.6 |
|
| 2638 |
2638
Beck Bode LLC
Dedham,
Massachusetts
| $462M | -$8.43M | -2% | 2.16% | 155% | 266 | 29.7% | 0.5 |
|
| 2639 |
2639
Opus Capital Group
Cincinnati,
Ohio
| $462M | -$31.3M | -6% | 6.76% | 49.7% | 117 | 10.26% | 4.6 |
|
| 2640 |
2640
Consolidated Investment Group
Englewood,
Colorado
| $461M | -$63.4M | -12% | 4.68% | 140% | 83 | 15.66% | 4.1 |
|
| 2641 |
2641
Means Investment Company
Bangor,
Maine
| $461M | -$10.8M | -2% | 4.44% | 87.9% | 195 | 5.13% | 2.7 |
|
| 2642 |
2642
Silicon Valley Capital Partners
San Jose,
California
| $461M | -$20.5M | -4% | 5.27% | 103% | 68 | 16.18% | 2.6 |
|
| 2643 |
2643
Spectrum Management Group
Indianapolis,
Indiana
| $460M | +$35.6M | +8% | 4.22% | 44% | 260 | 12.69% | 2.8 |
|
| 2644 |
2644
Geller Advisors
New York
| $460M | -$19.2M | -4% | 5.23% | 20.4% | 149 | 22.15% | 2.1 |
|
| 2645 |
2645
EAM Investors
Solana Beach,
California
| $460M | +$50.4M | +12% | 39.4% | 6,012% | 385 | 72.47% | 0.2 |
|
| 2646 |
2646
Disciplina Capital Management
Nashville,
Tennessee
| $460M | -$2.78M | -0.6% | 5.97% | 30% | 54 | 12.96% | 1.9 |
|
| 2647 |
2647
D.L. Carlson Investment Group
Concord,
New Hampshire
| $460M | -$14.2M | -3% | 3.21% | 113% | 149 | 24.83% | 3.9 |
|
| 2648 |
2648
Zweig-DiMenna Associates
New York
| $459M | -$67.1M | -13% | 1.45% | 561% | 108 | 37.04% | 1.2 |
|
| 2649 |
2649
Sharkey, Howes & Javer
Denver,
Colorado
| $459M | +$45.9M | +11% | 6.04% | 60.2% | 112 | 27.68% | 2.4 |
|
| 2650 |
2650
Baker Ellis Asset Management
Vancouver,
Washington
| $459M | -$22.3M | -5% | 5.58% | 91.9% | 206 | 9.71% | 5.2 |
|