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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
Valicenti Advisory Services
Elmira,
New York
| $209M | +$9.07M | +5% | 14.1% | 134% | 68 | 13.24% | 3.3 |
|
| 3402 |
AC
3402
AMS Capital
Sao Paulo,
Brazil
| $209M | +$99.3M | +90% | 13% | 63.1% | 23 | 39.13% | 0.4 |
|
| 3403 |
3403
Beck Capital Management
Austin,
Texas
| $209M | +$92.5M | +79% | 18% | 291% | 109 | 50.46% | 1.1 |
|
| 3404 |
3404
Timpani Capital Management
Milwaukee,
Wisconsin
| $209M | +$30.9M | +17% | 31.4% | 383% | 119 | 51.26% | 0.8 |
|
| 3405 |
3405
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $209M | +$32.1M | +18% | 11.9% | 80.3% | 76 | 11.84% | 1.1 |
|
| 3406 |
3406
Argus Investors Counsel
New York
| $209M | +$17.5M | +9% | 12.8% | 132% | 74 | 13.51% | 3.9 |
|
| 3407 |
SNN
3407
Shen Neil Nanpeng
| $209M | +$27.5M | +15% | 15.4% | 50.3% | 6 | 50% | 0.4 |
|
| 3408 |
3408
Holderness Investments Company
Greensboro,
North Carolina
| $209M | +$26M | +14% | 13% | 144% | 184 | 7.07% | 2.8 |
|
| 3409 |
3409
U.S. Global Investors (USGI)
San Antonio,
Texas
| $209M | +$35.8M | +21% | 10.8% | 151% | 205 | 53.66% | 0.8 |
|
| 3410 |
3410
Hi-Line Capital Management
Watertown,
South Dakota
| $209M | +$24.3M | +13% | 9.45% | 57.5% | 31 | 6.45% | 0.3 |
|
| 3411 |
3411
Pacifica Capital Investments
Leander,
Texas
| $209M | +$14.2M | +7% | 11.8% | 70.4% | 23 | 8.7% | 3.9 |
|
| 3412 |
3412
StepStone Group
La Jolla,
California
| $209M | +$136M | +186% | 40.3% | 107% | 9 | 44.44% | 1.4 |
|
| 3413 |
SM
3413
Sabby Management
Miami Beach,
Florida
| $208M | -$246M | -54% | 34.6% | 95.5% | 151 | 62.25% | 0.6 |
|
| 3414 |
3414
Harvey Capital Management
Palm Beach,
Florida
| $208M | +$20.1M | +11% | 17.1% | 147% | 83 | 16.87% | 3.1 |
|
| 3415 |
3415
Occidental Asset Management
Burlingame,
California
| $208M | +$31.1M | +18% | 10.5% | 82.5% | 155 | 18.71% | 2.4 |
|
| 3416 |
3416
ADW Capital Management
Miami Beach,
Florida
| $208M | -$7.36M | -3% | 28.7% | 78.2% | 6 | 50% | 0.2 |
|
| 3417 |
3417
Claar Advisors
New York
| $208M | +$33.9M | +19% | 18.1% | 65.5% | 35 | 34.29% | 1.1 |
|
| 3418 |
3418
Aubrey Capital Management
Edinburgh,
United Kingdom
| $208M | +$64.2M | +45% | 29.3% | 319% | 34 | 17.65% | 0.7 |
|
| 3419 |
3419
Intrepid Capital Management
Jacksonville Beach,
Florida
| $208M | +$26.3M | +15% | 10.2% | 70.2% | 58 | 27.59% | 2 |
|
| 3420 |
3420
Stelac Advisory Services
New York
| $208M | +$2.67M | +1% | 11.2% | 84.9% | 116 | 6.9% | 1.8 |
|
| 3421 |
3421
Sargent Investment Group
Bethesda,
Maryland
| $208M | +$44.9M | +28% | 16.9% | 113% | 137 | 11.68% | 0.2 |
|
| 3422 |
3422
Jupiter Wealth Management
Glendale,
Colorado
| $208M | – | – | 14% | 99.2% | 77 | – | 0 |
|
| 3423 |
3423
Interactive Financial Advisors
New Lenox,
Illinois
| $208M | +$14.6M | +8% | 9.12% | 47.6% | 131 | 32.06% | 3.3 |
|
| 3424 |
3424
Bogart Wealth LLC
Mclean,
Virginia
| $207M | +$6.94M | +3% | 11.4% | 60.5% | 388 | 14.18% | 1.3 |
|
| 3425 |
3425
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $207M | +$27.1M | +15% | 12.8% | 53.6% | 68 | 11.76% | 1.6 |
|