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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
UIM
3576
Underhill Investment Management
Greenbrae,
California
| $189M | +$32.4M | +21% | 14.3% | 59.8% | 21 | 19.05% | 2.5 |
|
| 3577 |
CWAG
3577
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $189M | -$5.57M | -3% | 14.6% | 76.1% | 72 | 9.72% | 0.2 |
|
| 3578 |
3578
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $189M | +$74.2M | +65% | 28.8% | 167% | 68 | 54.41% | 0.6 |
|
| 3579 |
3579
Alliance Wealth Management Group
Flemington,
New Jersey
| $189M | +$21.1M | +13% | 8.09% | 43.4% | 60 | 16.67% | 1.8 |
|
| 3580 |
3580
ORIX Corporation USA
Dallas,
Texas
| $188M | +$166M | +740% | 24.6% | – | 1 | 0% | 1.3 |
|
| 3581 |
3581
Artemis Wealth Advisors
New York
| $188M | -$9.6M | -5% | 15.8% | 174% | 42 | 28.57% | 1.9 |
|
| 3582 |
3582
Twin Securities
New York
| $188M | -$8.75M | -4% | 19.7% | 506% | 23 | 78.26% | 0.2 |
|
| 3583 |
3583
Zebra Capital Management
Stamford,
Connecticut
| $188M | +$26.5M | +16% | 14.5% | 142% | 499 | 38.68% | 1.1 |
|
| 3584 |
3584
Teza Capital Management
Chicago,
Illinois
| $188M | -$75.6M | -29% | 15.5% | 133% | 479 | 76.62% | 0.2 |
|
| 3585 |
3585
Spring Creek Capital
Wichita,
Kansas
| $188M | +$43.8M | +30% | 48.3% | 312% | 39 | 94.87% | 0 |
|
| 3586 |
PWP
3586
Personal Wealth Partners
Bloomington,
Minnesota
| $188M | +$28.7M | +18% | 10.3% | 37.2% | 69 | 56.52% | 0.1 |
|
| 3587 |
3587
Stadium Capital Management
New Canaan,
Connecticut
| $188M | -$53.4M | -22% | 3.76% | 10.9% | 19 | 47.37% | 1.7 |
|
| 3588 |
3588
Financial Synergies Wealth Advisors
Houston,
Texas
| $188M | – | – | 14.5% | 79% | 28 | – | 0 |
|
| 3589 |
DC
3589
DPM Capital
Coral Gables,
Florida
| $188M | +$16.6M | +10% | 15.8% | 110% | 13 | 38.46% | 0.3 |
|
| 3590 |
NAH
3590
Neumann Advisory (HK)
Central,
Hong Kong
| $188M | +$43.9M | +30% | 28.2% | 77.3% | 12 | 8.33% | 1.2 |
|
| 3591 |
3591
Axel Capital Management
New York
| $188M | +$36.6M | +24% | 12.4% | 194% | 12 | 25% | 1.8 |
|
| 3592 |
3592
Peter Svennilson
| $188M | +$74.3M | +65% | 153% | – | 4 | 0% | 0.3 |
|
| 3593 |
3593
Verger Capital Management
Winston-Salem,
North Carolina
| $188M | +$5.05M | +3% | 9.77% | 58.3% | 13 | 0% | 2.8 |
|
| 3594 |
3594
Biltmore Wealth Management
Tempe,
Arizona
| $188M | +$97M | +107% | 9.05% | 59.8% | 72 | 79.17% | 0.9 |
|
| 3595 |
LFG
3595
LifePlan Financial Group
Dayton,
Ohio
| $188M | +$27.3M | +17% | 11.1% | 20.2% | 578 | 8.3% | 1.5 |
|
| 3596 |
3596
Investors Research Corp
Atlanta,
Georgia
| $188M | +$44.3M | +31% | 12.5% | 62.1% | 1,052 | 70.15% | 0.4 |
|
| 3597 |
3597
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $188M | +$788K | +0.4% | 13.8% | 70.2% | 179 | 26.82% | 2.5 |
|
| 3598 |
WA
3598
Winfield Associates
Cleveland,
Ohio
| $187M | +$24.1M | +15% | 13.6% | 77.8% | 130 | 13.85% | 3.6 |
|
| 3599 |
3599
Fernwood Investment Management
Quincy,
Massachusetts
| $187M | +$32.2M | +21% | 21.2% | 83.4% | 159 | 11.32% | 2.7 |
|
| 3600 |
3600
Avalon Global Asset Management
San Francisco,
California
| $187M | +$22.7M | +14% | 24.1% | 278% | 40 | 50% | 2.3 |
|