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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
Oberweis Asset Management
Lisle,
Illinois
| $548M | +$65.2M | +13% | 18.5% | 485% | 185 | 25.95% | 1.5 |
|
| 2852 |
2852
Edge Wealth Management
New York
| $547M | +$33.8M | +7% | 6.39% | 75.3% | 560 | 11.25% | 2.7 |
|
| 2853 |
2853
Towercrest Capital Management
Newtown,
Pennsylvania
| $547M | +$18.9M | +4% | 3.68% | 42.6% | 98 | 8.16% | 3.2 |
|
| 2854 |
WWM
2854
Windsor Wealth Management
Indianapolis,
Indiana
| $545M | +$67.4M | +14% | 8.57% | 37.3% | 246 | 14.23% | 2.4 |
|
| 2855 |
2855
Rush Island Management
New York
| $545M | +$38.7M | +8% | 9.2% | 15.5% | 27 | 48.15% | 0.7 |
|
| 2856 |
RI
2856
RPTC Inc
Jackson,
Wyoming
| $545M | -$4.67M | -0.8% | 9.42% | 66.4% | 6 | 16.67% | 3 |
|
| 2857 |
2857
Intelligence Driven Advisers
Carlsbad,
California
| $545M | +$99M | +22% | 4.07% | 65.6% | 100 | 37% | 1.2 |
|
| 2858 |
CPH
2858
C Partners Holding
Zurich,
Switzerland
| $545M | +$53.4M | +11% | 4.81% | 25.6% | 21 | 28.57% | 3.1 |
|
| 2859 |
2859
Teamwork Financial Advisors
San Antonio,
Texas
| $544M | +$38.4M | +8% | 9.99% | 134% | 313 | 20.13% | 1 |
|
| 2860 |
2860
Glassman Wealth Services
Vienna,
Virginia
| $544M | +$69.2M | +15% | 10.6% | 62.6% | 2,065 | 22.03% | 2.5 |
|
| 2861 |
2861
Flaharty Asset Management
Clearwater,
Florida
| $543M | +$58.8M | +12% | 4.68% | 37.8% | 150 | 20% | 1.9 |
|
| 2862 |
2862
Boundary Creek Advisors
New York
| $543M | +$332M | +158% | 4.22% | 15% | 29 | 41.38% | 0.4 |
|
| 2863 |
2863
ACME LLC
San Francisco,
California
| $542M | -$24M | -4% | 5.72% | 199% | 9 | 22.22% | 0.5 |
|
| 2864 |
CI
2864
CPMG Inc
Dallas,
Texas
| $542M | -$365M | -40% | 29.6% | 878% | 5 | 0% | 2.6 |
|
| 2865 |
2865
Front Street Capital Management
Missoula,
Montana
| $542M | +$21.9M | +4% | 10.4% | 316% | 68 | 5.88% | 3.5 |
|
| 2866 |
2866
Intersect Capital
San Ramon,
California
| $542M | -$42.4M | -7% | 10.4% | 57.2% | 469 | 22.81% | 2 |
|
| 2867 |
2867
Valley National Advisers
Bethlehem,
Pennsylvania
| $542M | -$10.7M | -2% | 6.89% | 87.2% | 999 | 9.21% | 3.6 |
|
| 2868 |
GTCM
2868
Gyon Technologies Capital Management
Denville,
New Jersey
| $542M | +$171M | +46% | 7.63% | 42.2% | 677 | 66.03% | 0.2 |
|
| 2869 |
2869
Pacific Global Investment Management
Glendale,
California
| $542M | +$46.5M | +9% | 10.4% | 48% | 227 | 7.49% | 4.7 |
|
| 2870 |
2870
Claret Asset Management
Montreal,
Quebec, Canada
| $541M | -$42.6M | -7% | 7.79% | 73.3% | 201 | 27.86% | 2.5 |
|
| 2871 |
2871
Legato Capital Management
San Francisco,
California
| $541M | +$13.2M | +2% | 3.09% | 243% | 203 | 11.33% | 1.7 |
|
| 2872 |
2872
Nelson Capital Management
Menlo Park,
California
| $541M | +$38M | +8% | 7.54% | 121% | 108 | 11.11% | 4.2 |
|
| 2873 |
GWI
2873
Grace & White Inc
Ny,
New York
| $540M | +$15.8M | +3% | 5.66% | 59.6% | 136 | 3.68% | 5.9 |
|
| 2874 |
2874
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $540M | -$164M | -23% | 9.86% | 240% | 106 | 50% | 2.3 |
|
| 2875 |
2875
Perella Weinberg Partners Capital Management
New York
| $540M | -$117M | -18% | 2.26% | 1.52% | 31 | 16.13% | 1.6 |
|