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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| $426M | -$28M | -6% | 7.86% | 10.7% | 20 | 30% | 0.5 |
|
| 3202 |
3202
Matthew Goff Investment Advisor
Houston,
Texas
| $426M | -$10.4M | -2% | 1.15% | 89.6% | 88 | 12.5% | 3 |
|
| 3203 |
3203
Emerald Advisors
Bellevue,
Washington
| $426M | +$11.1M | +3% | 0.29% | 71.8% | 98 | 9.18% | 1.3 |
|
| 3204 |
SF
3204
Symphony Financial
Houston,
Texas
| $426M | +$65.2M | +18% | 3.78% | 95.7% | 219 | 32.42% | 1.1 |
|
| 3205 |
3205
Macellum Advisors
New York
| $425M | +$57M | +15% | 22.6% | – | 6 | 0% | 0.3 |
|
| 3206 |
TF
3206
TimeScale Financial
Danvers,
Massachusetts
| $425M | -$22M | -5% | 5.03% | 31.3% | 579 | 7.6% | 2.1 |
|
| 3207 |
3207
HUB Investment Partners
Austin,
Texas
| $425M | -$5.45M | -1% | 3.54% | 95.7% | 227 | 30.4% | 1 |
|
| 3208 |
3208
Independent Solutions Wealth Management
Williamsville,
New York
| $425M | +$757K | +0.2% | 4.59% | 125% | 233 | 11.59% | 1.6 |
|
| 3209 |
3209
JMAC Enterprises
Newtown,
Pennsylvania
| $425M | +$229K | +0.1% | 3.82% | 68.5% | 180 | 7.78% | 0.2 |
|
| 3210 |
3210
Ackerman Capital Advisors
Dallas,
Texas
| $425M | -$11M | -3% | 4.35% | 46.4% | 133 | 24.81% | 1.5 |
|
| 3211 |
3211
Ellis Investment Partners
Berwyn,
Pennsylvania
| $424M | -$11.5M | -3% | 2.33% | 70.8% | 868 | 11.41% | 2.1 |
|
| 3212 |
3212
Hudson Way Capital Management
Dallas,
Texas
| $424M | -$15.8M | -4% | 10.2% | 51.3% | 19 | 26.32% | 1.9 |
|
| 3213 |
3213
Bright Rock Capital Management
Hanover,
Massachusetts
| $424M | -$17M | -4% | 2.47% | 53.1% | 80 | 10% | 4.3 |
|
| 3214 |
3214
SkyView Investment Advisors
Shrewsbury,
New Jersey
| $423M | -$21.4M | -5% | 1.75% | 70.3% | 689 | 32.66% | 0.6 |
|
| 3215 |
3215
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| $423M | +$120M | +39% | 5.87% | 2,136% | 23 | 17.39% | 1.3 |
|
| 3216 |
3216
NFP Retirement Inc
Aliso Viejo,
California
| $422M | +$143M | +51% | 4.08% | 46.7% | 229 | 37.99% | 1 |
|
| 3217 |
3217
Sugarloaf Wealth Management
Duluth,
Georgia
| $422M | +$423K | +0.1% | 3.75% | 10.2% | 791 | 8.6% | 1.9 |
|
| 3218 |
3218
Prentice Capital Management
Greenwich,
Connecticut
| $422M | -$39.7M | -9% | 10.8% | 128% | 32 | 59.38% | 0.6 |
|
| 3219 |
3219
Model Capital Management
Wellesley,
Massachusetts
| $422M | $0 | 0% | 2.17% | – | 2 | 0% | 0.8 |
|
| 3220 |
3220
Astor Investment Management
Chicago,
Illinois
| $422M | -$38.5M | -8% | 1.95% | 23.3% | 67 | 46.27% | 1.1 |
|
| 3221 |
3221
HNP Capital
Rochester,
New York
| $422M | -$20.4M | -5% | 1.56% | 52.4% | 171 | 12.87% | 1.9 |
|
| 3222 |
3222
OLP Capital Management
Causeway Bay,
Hong Kong
| $421M | +$207M | +97% | 40.9% | 146% | 6 | 33.33% | 0.8 |
|
| 3223 |
3223
NBW Capital
Boston,
Massachusetts
| $421M | -$28.1M | -6% | 1.28% | 86% | 97 | 21.65% | 3.6 |
|
| 3224 |
3224
Berkshire Bank
Pittsfield,
Massachusetts
| $421M | -$30.2M | -7% | 4.49% | 76.2% | 146 | 15.75% | 1.2 |
|
| 3225 |
MAA
3225
Mraz Amerine & Associates
Modesto,
California
| $421M | +$31.2M | +8% | 13.9% | 63.2% | 180 | 7.78% | 4.5 |
|