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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| $311M | +$4.23M | +1% | 6.17% | 65.7% | 116 | 12.07% | 1.6 |
|
| 3702 |
3702
Vesa Equity Investment
Luxembourg
| $311M | -$144M | -32% | 31.7% | 2.97% | 1 | 0% | 2.5 |
|
| 3703 |
3703
Trifecta Capital Advisors
Northbrook,
Illinois
| $311M | +$27M | +10% | 12.3% | 149% | 430 | 5.35% | 0.5 |
|
| 3704 |
3704
Knightsbridge Asset Management
Newport Beach,
California
| $311M | -$274M | -47% | 12% | 150% | 140 | 34.29% | 2.2 |
|
| 3705 |
HI
3705
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
| $311M | -$8.49M | -3% | 2.66% | 74.8% | 1 | 0% | 1.5 |
|
| 3706 |
3706
Cypress Asset Management
Houston,
Texas
| $311M | +$21.4M | +7% | 9.29% | 141% | 123 | 4.88% | 6.1 |
|
| 3707 |
3707
Main Management Fund Advisors
San Francisco,
California
| $310M | +$81M | +35% | 8.92% | 80% | 8 | 0% | 1 |
|
| 3708 |
3708
Shikiar Asset Management
New York
| $310M | +$28.7M | +10% | 8.32% | 117% | 86 | 15.12% | 3.7 |
|
| 3709 |
3709
Mission Creek Capital Partners
San Francisco,
California
| $310M | +$16.1M | +5% | 6.68% | 138% | 240 | 12.5% | 2.7 |
|
| 3710 |
RS
3710
Retirement Solution
Redmond,
Washington
| $310M | +$25.7M | +9% | 6.99% | 77.3% | 45 | 11.11% | 1.3 |
|
| 3711 |
3711
Cloverfields Capital Group
Minneapolis,
Minnesota
| $310M | -$25M | -7% | 6.45% | 101% | 84 | 14.29% | 1.3 |
|
| 3712 |
FVCM
3712
F&V Capital Management
Boca Raton,
Florida
| $310M | +$8.32M | +3% | 2.05% | 123% | 54 | 7.41% | 4.8 |
|
| 3713 |
3713
Vector Capital Management
San Francisco,
California
| $310M | -$27.4M | -8% | 0.53% | 42.7% | 7 | 28.57% | 1.9 |
|
| 3714 |
3714
Blankinship & Foster
Solana Beach,
California
| $309M | +$79.8M | +35% | 5.44% | 67.1% | 56 | 7.14% | 4.2 |
|
| 3715 |
3715
Aspen Grove Capital
Avon,
Colorado
| $309M | +$80.5M | +35% | 7.04% | 90% | 199 | 25.13% | 0.4 |
|
| 3716 |
SPC
3716
Stony Point Capital
New York
| $308M | +$27.5M | +10% | 16.2% | 208% | 33 | 27.27% | 1 |
|
| 3717 |
PA
3717
Paragon Advisors
College Station,
Texas
| $308M | +$11M | +4% | 11.6% | 109% | 119 | 36.13% | 1 |
|
| 3718 |
3718
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $308M | +$30.5M | +11% | 6.25% | 72.9% | 181 | 13.81% | 4.5 |
|
| 3719 |
3719
Redmond Asset Management
Henrico,
Virginia
| $308M | +$18.8M | +6% | 9.28% | 68.2% | 165 | 6.06% | 4.5 |
|
| 3720 |
3720
Alliance Wealth Management Group
Flemington,
New Jersey
| $308M | +$13.5M | +5% | 3.41% | – | 77 | 3.9% | 4.2 |
|
| 3721 |
3721
Seaview Investment Managers
Miami,
Florida
| $308M | +$16.5M | +6% | 9.16% | 148% | 125 | 36.8% | 1.1 |
|
| 3722 |
3722
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $308M | +$12.6M | +4% | 5.8% | 78.3% | 200 | 7% | 6.2 |
|
| 3723 |
3723
NVWM LLC
Yardley,
Pennsylvania
| $308M | +$9.17M | +3% | 7.8% | 119% | 498 | 17.07% | 2.6 |
|
| 3724 |
3724
Chemistry Wealth Management
New York
| $308M | +$20.1M | +7% | 6.93% | 77.1% | 146 | 4.79% | 1.1 |
|
| 3725 |
NTCM
3725
Nut Tree Capital Management
New York
| $308M | -$16.8M | -5% | 18.9% | 101% | 9 | 11.11% | 2 |
|