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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Mark Asset Management
New York
| $414M | -$267M | -39% | 26.6% | 325% | 58 | 39.66% | 2.1 |
|
| 2927 |
LWANC
2927
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $414M | -$62.2M | -13% | 11.5% | 63.3% | 723 | 15.77% | 2.5 |
|
| 2928 |
2928
Marietta Wealth Management
Marietta,
Georgia
| $414M | -$64.6M | -14% | 14.4% | 93% | 119 | 15.97% | 3.2 |
|
| 2929 |
2929
Sapphire Ventures
Austin,
Texas
| $413M | -$121M | -23% | 24.9% | 27.9% | 12 | 16.67% | 1 |
|
| 2930 |
2930
Sharkey, Howes & Javer
Denver,
Colorado
| $413M | -$24M | -5% | 12.7% | 60.2% | 92 | 18.48% | 2.7 |
|
| 2931 |
2931
Wellington Shields & Co
New York
| $413M | +$109M | +36% | 7.2% | 109% | 298 | 29.53% | 1.9 |
|
| 2932 |
2932
Silvant Capital Management
Atlanta,
Georgia
| $413M | -$112M | -21% | 17.8% | 168% | 342 | 7.31% | 3.4 |
|
| 2933 |
HSC
2933
Harbor Spring Capital
New York
| $412M | -$211M | -34% | 17.9% | – | 25 | 32% | 1.5 |
|
| 2934 |
MWM
2934
Madison Wealth Management
Cincinnati,
Ohio
| $412M | -$63.7M | -13% | 16.3% | 35.1% | 165 | 13.33% | 1.9 |
|
| 2935 |
2935
Financial Management Professionals
Austin,
Texas
| $412M | -$49.1M | -11% | 12.7% | 67.3% | 1,195 | 23.35% | 2.1 |
|
| 2936 |
2936
Gryphon Financial Partners
Columbus,
Ohio
| $412M | -$79.1M | -16% | 15.9% | 93.7% | 257 | 31.52% | 2 |
|
| 2937 |
HA
2937
Harbor Advisors
West Palm Beach,
Florida
| $412M | -$75.8M | -16% | 14.6% | 125% | 183 | 4.37% | 3.5 |
|
| 2938 |
2938
Slow Capital
Greenbrae,
California
| $412M | -$124M | -23% | 18.6% | 156% | 146 | 12.33% | 3.5 |
|
| 2939 |
2939
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $411M | -$52.8M | -11% | 10.4% | 80.6% | 131 | 28.24% | 1.5 |
|
| 2940 |
KAS
2940
Kemnay Advisory Services
New York
| $411M | -$150M | -27% | 24.5% | 167% | 37 | 13.51% | 2.9 |
|
| 2941 |
2941
Titleist Capital
San Antonio,
Texas
| $411M | -$92.8M | -18% | 21.3% | – | 290 | 28.62% | 0.4 |
|
| 2942 |
2942
Titan Global Capital Management USA
New York
| $411M | -$65.5M | -14% | 14.4% | 191% | 51 | 21.57% | 0.8 |
|
| 2943 |
2943
MA Private Wealth
San Carlos,
California
| $411M | -$138M | -25% | 12.4% | 57.5% | 90 | 33.33% | 2.2 |
|
| 2944 |
EFL
2944
ERn Financial LLC
Middleton,
Wisconsin
| $410M | -$41.7M | -9% | 13.6% | 55.9% | 196 | 28.57% | 1.5 |
|
| 2945 |
2945
Financial Planning & Information Services
De Pere,
Wisconsin
| $410M | -$37.7M | -8% | 12.3% | 13% | 83 | 12.05% | 4.6 |
|
| 2946 |
2946
Globeflex Capital
San Diego,
California
| $410M | -$83.3M | -17% | 14% | 186% | 531 | 21.47% | 1.9 |
|
| 2947 |
2947
Johnson Bixby & Associates
Vancouver,
Washington
| $410M | +$21.9M | +6% | 10% | 48.7% | 103 | 16.5% | 1.1 |
|
| 2948 |
2948
Trustees of the Smith College
Northampton,
Massachusetts
| $410M | +$138M | +51% | 10.8% | – | 8 | 0% | 0.3 |
|
| 2949 |
2949
EAM Investors
Solana Beach,
California
| $410M | -$127M | -24% | 8.22% | 6,012% | 394 | 69.29% | 0.2 |
|
| 2950 |
2950
Hanson & Doremus Investment Management
Burlington,
Vermont
| $409M | -$55.4M | -12% | 12.2% | 86.3% | 552 | 12.32% | 4.6 |
|