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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
VHMC
2876
Value Holdings Management Company
Hampton Bays,
New York
| $402M | -$18.7M | -4% | 2.55% | 125% | 50 | 12% | 4.7 |
|
| 2877 |
2877
Styrax Capital
New York
| $402M | +$51.3M | +15% | 3.48% | 310% | 15 | 60% | 0.2 |
|
| 2878 |
2878
Affinity Wealth Management
Wilmington,
Delaware
| $402M | -$31.9M | -7% | 3.13% | 116% | 106 | 18.87% | 2 |
|
| 2879 |
2879
RP Investment Advisors
Toronto,
Ontario, Canada
| $402M | -$309M | -43% | 0.56% | 17.4% | 147 | 12.24% | 0.9 |
|
| 2880 |
LWANC
2880
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $401M | -$12.2M | -3% | 4.79% | 63.3% | 643 | 19.44% | 3 |
|
| 2881 |
WWM
2881
Windsor Wealth Management
Indianapolis,
Indiana
| $401M | +$10M | +3% | 3.5% | 37.3% | 156 | 5.77% | 3.3 |
|
| 2882 |
2882
Chemung Canal Trust
Elmira,
New York
| $401M | -$36.6M | -8% | 5.79% | 80.9% | 121 | 4.13% | 6.1 |
|
| 2883 |
2883
Marietta Wealth Management
Marietta,
Georgia
| $401M | -$12.9M | -3% | 3.52% | 93% | 112 | 9.82% | 3.6 |
|
| 2884 |
2884
North Reef Capital Management
Laguna Beach,
California
| $401M | +$44.8M | +13% | 0.67% | 81.9% | 45 | 42.22% | 0.4 |
|
| 2885 |
2885
North Growth Management
Vancouver,
British Columbia, Canada
| $401M | -$30.7M | -7% | 4.64% | 243% | 50 | 14% | 2.4 |
|
| 2886 |
2886
OLP Capital Management
Causeway Bay,
Hong Kong
| $400M | -$185M | -32% | 15.8% | 146% | 3 | 0% | 1.2 |
|
| 2887 |
AMG
2887
Asset Management Group
Stamford,
Connecticut
| $400M | -$16.4M | -4% | 5.05% | 57% | 120 | 1.67% | 6.7 |
|
| 2888 |
2888
TFO Wealth Partners
Maumee,
Ohio
| $400M | -$43.9M | -10% | 7.52% | 63.6% | 525 | 78.1% | 1.1 |
|
| 2889 |
2889
Darwin Wealth Management
Tampa,
Florida
| $400M | -$94.6M | -19% | 4.39% | 56.8% | 163 | 9.2% | 3 |
|
| 2890 |
2890
Farmers Trust Company
Youngstown,
Ohio
| $400M | -$19.2M | -5% | 6.14% | 73.5% | 157 | 10.83% | 5.9 |
|
| 2891 |
2891
Meridian Wealth Partners
Exton,
Pennsylvania
| $400M | -$21.6M | -5% | 5.17% | 54.2% | 87 | 10.34% | 2 |
|
| 2892 |
2892
Mainstay Capital Management
Grand Blanc,
Michigan
| $399M | -$34.5M | -8% | 4.24% | 131% | 111 | 18.02% | 2.3 |
|
| 2893 |
2893
EQT Fund Management
Luxembourg
| $399M | -$376M | -49% | 38.1% | – | 2 | 0% | 0.3 |
|
| 2894 |
2894
CGN Advisors
Manhattan,
Kansas
| $399M | +$43.9M | +12% | 5.67% | 48.9% | 234 | 16.24% | 1.2 |
|
| 2895 |
2895
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $399M | -$43.5M | -10% | 6.18% | 48.1% | 66 | 4.55% | 4 |
|
| 2896 |
DVF
2896
Discovery Value Fund
Singapore
| $399M | -$79.3M | -17% | 9.3% | 210% | 8 | 12.5% | 1.6 |
|
| 2897 |
2897
Johnson Bixby & Associates
Vancouver,
Washington
| $398M | -$11.5M | -3% | 5.27% | 48.7% | 101 | 8.91% | 1.3 |
|
| 2898 |
2898
Personal CFO Solutions
Chester,
New Jersey
| $398M | -$28.2M | -7% | 4.13% | 91.4% | 474 | 21.94% | 1.6 |
|
| 2899 |
2899
Gryphon Financial Partners
Columbus,
Ohio
| $397M | -$15.1M | -4% | 5.1% | 93.7% | 249 | 27.71% | 2.7 |
|
| 2900 |
GWSG
2900
GPS Wealth Strategies Group
Centennial,
Colorado
| $396M | +$6.56M | +2% | 5.03% | 118% | 1,204 | 5.56% | 1.2 |
|