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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
WealthShield Partners
Cary,
North Carolina
| $217M | +$53.8M | +33% | 14.3% | 71% | 342 | 29.24% | 1.3 |
|
| 3502 |
3502
TRV GP IV
Boston,
Massachusetts
| $217M | +$108M | +98% | 41.7% | 1,102% | 4 | 25% | 0.6 |
|
| 3503 |
3503
Community Bank of Raymore
Raymore,
Missouri
| $217M | +$30.2M | +16% | 17% | 91.9% | 53 | 9.43% | 3.9 |
|
| 3504 |
3504
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $217M | +$48.6M | +29% | 36.5% | 116% | 14 | 0% | 5.8 |
|
| 3505 |
AA
3505
Antipodean Advisors
New York
| $217M | +$108M | +100% | 86.7% | 67.8% | 8 | 12.5% | 1.4 |
|
| 3506 |
PPP
3506
Private Portfolio Partners
Paramus,
New Jersey
| $217M | +$28.4M | +15% | 20.7% | 16.9% | 218 | 25.23% | 1.2 |
|
| 3507 |
MPEM
3507
Marathon Partners Equity Management
New York
| $216M | +$56.9M | +36% | 49.5% | – | 15 | 33.33% | 2.6 |
|
| 3508 |
3508
Meridian Wealth Advisors
Austin,
Texas
| $216M | +$35.5M | +20% | 18.4% | 79.9% | 171 | 21.05% | 1 |
|
| 3509 |
PFMOSF
3509
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $216M | -$174M | -45% | 49.8% | 209% | 56 | 64.29% | 0.5 |
|
| 3510 |
3510
First Wilshire Securities Management
Pasadena,
California
| $216M | +$38.3M | +22% | 30.9% | 135% | 85 | 17.65% | 3.6 |
|
| 3511 |
3511
WESPAC Advisors SoCal
Pasadena,
California
| $216M | +$35.5M | +20% | 21.4% | 135% | 89 | 22.47% | 2.4 |
|
| 3512 |
3512
McIlrath & Eck
Arlington,
Washington
| $216M | +$36.3M | +20% | 18.4% | 44% | 748 | 14.17% | 1.8 |
|
| 3513 |
3513
Kelman-Lazarov Inc
Memphis,
Tennessee
| $216M | +$29.2M | +16% | 18.2% | 46.6% | 81 | 14.81% | 3.1 |
|
| 3514 |
3514
Holloway Wealth Management
Gainesville,
Florida
| $216M | +$22M | +11% | 13.4% | 50.7% | 195 | 0% | 2 |
|
| 3515 |
3515
Crossvault Capital Management
San Antonio,
Texas
| $216M | +$37.3M | +21% | 23.7% | 56.4% | 77 | 15.58% | 3.7 |
|
| 3516 |
TLCM
3516
Tiger Legatus Capital Management
New York
| $216M | +$45.5M | +27% | 12% | 19.1% | 17 | 47.06% | 0.7 |
|
| 3517 |
3517
BIT Capital
Berlin,
Germany
| $216M | – | – | 88.2% | 1,162% | 41 | – | 0 |
|
| 3518 |
3518
Firestone Capital Management
Coral Gables,
Florida
| $216M | +$23.3M | +12% | 15% | 51.6% | 471 | 13.59% | 0.4 |
|
| 3519 |
3519
Covenant Partners
Nashville,
Tennessee
| $216M | +$28.1M | +15% | 25.7% | 70.3% | 215 | 20% | 0.9 |
|
| 3520 |
3520
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $215M | +$31.7M | +17% | 16.1% | 74% | 68 | 11.76% | 3.7 |
|
| 3521 |
3521
HBW Advisory Services
Simi Valley,
California
| $215M | +$77M | +56% | 19.9% | 68.6% | 195 | 51.79% | 0.3 |
|
| 3522 |
3522
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $215M | +$35.3M | +20% | 19.7% | 68.2% | 213 | 12.68% | 4.2 |
|
| 3523 |
3523
Aspire Private Capital
Cornelius,
North Carolina
| $215M | +$30.8M | +17% | 11.2% | 49.6% | 329 | 24.01% | 1 |
|
| 3524 |
3524
Parkside Advisors
Berkeley,
California
| $215M | +$30.8M | +17% | 13.5% | 36.7% | 63 | 12.7% | 2.7 |
|
| 3525 |
3525
Certuity
North Palm Beach,
Florida
| $215M | +$34.5M | +19% | 22.8% | 190% | 229 | 44.1% | 0.3 |
|