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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
Chatham Capital Group
Savannah,
Georgia
| $408M | -$34.2M | -8% | 4.31% | 97% | 181 | 8.29% | 4.9 |
|
| 2852 |
2852
Deltec Asset Management
New York
| $407M | -$19.3M | -5% | 1.91% | 127% | 256 | 19.14% | 2.4 |
|
| 2853 |
MWM
2853
Madison Wealth Management
Cincinnati,
Ohio
| $407M | -$4.84M | -1% | 4.6% | 35.1% | 167 | 7.19% | 2 |
|
| 2854 |
2854
BSW Wealth Partners
Boulder,
Colorado
| $407M | -$10.1M | -2% | 5.06% | 75.4% | 304 | 20.72% | 2.7 |
|
| 2855 |
FCP
2855
Fine Capital Partners
New York
| $406M | -$69.3M | -15% | 8.89% | 95.5% | 3 | 33.33% | 7.1 |
|
| 2856 |
2856
NFP Retirement Inc
Aliso Viejo,
California
| $406M | +$11.4M | +3% | 5.53% | 46.7% | 238 | 10.92% | 1.4 |
|
| 2857 |
2857
Herald Investment Management
London,
United Kingdom
| $406M | -$24.9M | -6% | 0.21% | 493% | 109 | 10.09% | 4.2 |
|
| 2858 |
2858
South Street Advisors
New York
| $406M | -$33.4M | -8% | 3.48% | 169% | 76 | 14.47% | 2.8 |
|
| 2859 |
2859
Mark Asset Management
New York
| $406M | -$8.27M | -2% | 0.42% | 325% | 54 | 29.63% | 2.4 |
|
| 2860 |
2860
FRG Family Wealth Advisors
Bellevue,
Washington
| $405M | -$27.9M | -6% | 4.86% | 76.4% | 142 | 4.93% | 4.9 |
|
| 2861 |
2861
Advocate Group
Minnetonka,
Minnesota
| $405M | -$24.9M | -6% | 6.7% | 56.3% | 114 | 4.39% | 0.2 |
|
| 2862 |
2862
Gifford Fong Associates
Lafayette,
California
| $404M | -$24.9M | -6% | 5.74% | 180% | 140 | 0.71% | 3.9 |
|
| 2863 |
2863
Mass Ave Global
New York
| $404M | +$37.6M | +10% | 2.02% | – | 48 | 58.33% | 0.3 |
|
| 2864 |
2864
XTX Topco
George Town,
Cayman Islands
| $404M | +$159M | +65% | 6.74% | 87.3% | 1,512 | 75.99% | 0.1 |
|
| 2865 |
2865
Blue Edge Capital
Richmond,
Virginia
| $404M | -$26.5M | -6% | 4.51% | 67.4% | 108 | 7.41% | 4.5 |
|
| 2866 |
2866
Grove Bank & Trust
Miami,
Florida
| $404M | -$14.1M | -3% | 5.22% | 80.5% | 214 | 6.54% | 4.5 |
|
| 2867 |
2867
Gateway Advisory
Westfield,
New Jersey
| $403M | +$168M | +72% | 1.7% | 26% | 94 | 50% | 2 |
|
| 2868 |
2868
Crestview Partners III
New York
| $403M | -$189M | -32% | 31.7% | 51.2% | 2 | 0% | 4.5 |
|
| 2869 |
2869
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $403M | -$43.3M | -10% | 4.6% | 81.8% | 90 | 13.33% | 5.3 |
|
| 2870 |
2870
Probity Advisors
Dallas,
Texas
| $403M | -$28.9M | -7% | 4.86% | 61.7% | 183 | 9.84% | 4.5 |
|
| 2871 |
2871
Aviance Capital Partners
Naples,
Florida
| $403M | -$46.3M | -10% | 5.63% | 98.2% | 281 | 15.3% | 4.3 |
|
| 2872 |
2872
Corbin Capital Partners
New York
| $403M | -$38.4M | -9% | 0.93% | 87.7% | 126 | 8.73% | 0.9 |
|
| 2873 |
2873
MA Private Wealth
San Carlos,
California
| $402M | -$8.18M | -2% | 6.01% | 57.5% | 71 | 9.86% | 2.2 |
|
| 2874 |
2874
Qtron Investments
Boston,
Massachusetts
| $402M | -$52.6M | -12% | 3.72% | 140% | 457 | 23.85% | 1.2 |
|
| 2875 |
CFMC
2875
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $402M | -$27.7M | -6% | 4.57% | 69.6% | 182 | 5.49% | 6 |
|