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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Towneley Capital Management
Laguna Hills,
California
| $474M | +$13.9M | +3% | 2.8% | 50.2% | 43 | 18.6% | 1.6 |
|
| 3752 |
3752
TFG Asset Management
Grand Cayman,
Cayman Islands
| $474M | -$273M | -37% | 24.9% | 72.1% | 46 | 58.7% | 1.2 |
|
| 3753 |
3753
Broadleaf Partners
Hudson,
Ohio
| $474M | -$5.48M | -1% | 1.22% | 180% | 84 | 7.14% | 4.2 |
|
| 3754 |
UAM
3754
UAS Asset Management
New York
| $474M | +$1.6M | +0.3% | 3.66% | 98% | 18 | 33.33% | 3.7 |
|
| 3755 |
3755
Tradewinds Capital Management
Bellingham,
Washington
| $474M | +$29M | +7% | 9.17% | 96.9% | 744 | 16.4% | 4.3 |
|
| 3756 |
3756
Lantz Financial
Naperville,
Illinois
| $474M | +$22M | +5% | 1.58% | 74.3% | 258 | 10.85% | 3.4 |
|
| 3757 |
3757
Weaver Capital Management
Suwanee,
Georgia
| $474M | +$11.6M | +3% | 2.64% | 79.4% | 209 | 18.66% | 1.5 |
|
| 3758 |
3758
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| $474M | +$18.1M | +4% | 1.48% | 38.9% | 636 | 15.09% | 2.1 |
|
| 3759 |
3759
TT International Asset Management
London,
United Kingdom
| $474M | -$42.9M | -8% | 28.5% | 331% | 54 | 55.56% | 0.6 |
|
| 3760 |
3760
Centric Wealth Management
Chicago,
Illinois
| $473M | +$23.9M | +5% | 3.51% | 44.4% | 208 | 15.38% | 2.6 |
|
| 3761 |
3761
Peavine Capital
Reno,
Nevada
| $473M | -$11M | -2% | 1% | 30.8% | 9 | 0% | 5.9 |
|
| 3762 |
3762
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $473M | +$15.3M | +3% | 2.9% | 68.6% | 92 | 10.87% | 2.6 |
|
| 3763 |
3763
Capital Insight Partners
Scottsdale,
Arizona
| $473M | -$131M | -22% | 0.96% | 51.7% | 170 | 25.29% | 4.1 |
|
| 3764 |
3764
Altrius Capital Management
New Bern,
North Carolina
| $472M | +$33.4M | +8% | 3.1% | 43.1% | 88 | 5.68% | 2.6 |
|
| 3765 |
3765
HGC Investment Management
Toronto,
Ontario, Canada
| $472M | +$61.2M | +15% | 2.83% | 33.2% | 185 | 45.41% | 0.4 |
|
| 3766 |
3766
Spirit of America Management Corp
Syosset,
New York
| $472M | -$27M | -5% | 0.22% | 113% | 314 | 3.82% | 5.8 |
|
| 3767 |
3767
Firestone Capital Management
Coral Gables,
Florida
| $471M | +$8.65M | +2% | 1.45% | 56.9% | 174 | 8.62% | 3.6 |
|
| 3768 |
NAMP
3768
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $471M | +$5.22M | +1% | 2.46% | 90.2% | 145 | 6.9% | 7.5 |
|
| 3769 |
3769
Thomist Capital Management
Houston,
Texas
| $471M | -$35.3M | -7% | 4.73% | 71.2% | 108 | 69.44% | 0.3 |
|
| 3770 |
3770
Bulltick Wealth Management
Miami,
Florida
| $471M | +$47.7M | +11% | 1.17% | 58.2% | 146 | 34.25% | 1.5 |
|
| 3771 |
WWMSC
3771
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $471M | +$39.6M | +9% | 0.62% | 36.4% | 277 | 14.08% | 3.1 |
|
| 3772 |
FVCM
3772
F&V Capital Management
Boca Raton,
Florida
| $470M | +$25M | +6% | 4.19% | 123% | 60 | 10% | 5.1 |
|
| 3773 |
3773
PCM Encore
Aspen,
Colorado
| $470M | – | – | 4.31% | – | 428 | – | 0 |
|
| 3774 |
3774
Continental General Insurance Company
Austin,
Texas
| $470M | -$45.8M | -9% | 1.14% | 188% | 11 | 45.45% | 1.1 |
|
| 3775 |
3775
Wendel SE
Paris,
| $470M | +$40.3M | +9% | 9.38% | – | 1 | 0% | 0.8 |
|