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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Harvey Capital Management
Palm Beach,
Florida
| $303M | +$27.4M | +10% | 11.1% | 147% | 87 | 21.84% | 2.8 |
|
| 3777 |
3777
Jacob Asset Management of New York
Hermosa Beach,
California
| $303M | +$44.8M | +17% | 5.03% | 22.7% | 84 | 9.52% | 1.1 |
|
| 3778 |
3778
Wellington Shields & Co
New York
| $303M | +$23.9M | +9% | 8.37% | 109% | 221 | 12.22% | 1.8 |
|
| 3779 |
3779
Holderness Investments Company
Greensboro,
North Carolina
| $303M | +$24.3M | +9% | 6.71% | 144% | 217 | 4.61% | 3.5 |
|
| 3780 |
3780
Windsor Capital Management
Phoenix,
Arizona
| $303M | +$13.9M | +5% | 4.22% | 49.1% | 120 | 4.17% | 4.9 |
|
| 3781 |
3781
Cedar Mountain Advisors
Lake Oswego,
Oregon
| $303M | +$6.83M | +2% | 7.15% | 57.7% | 305 | 12.46% | 1.2 |
|
| 3782 |
3782
Fernwood Investment Management
Quincy,
Massachusetts
| $302M | +$30.4M | +11% | 7.81% | 83.4% | 204 | 9.31% | 3.1 |
|
| 3783 |
3783
O'Brien Wealth Partners
Waltham,
Massachusetts
| $302M | +$489K | +0.2% | 6.87% | 56.7% | 47 | 17.02% | 2.1 |
|
| 3784 |
DCM
3784
Divisar Capital Management
San Francisco,
California
| $302M | +$6.25M | +2% | 8.26% | 194% | 29 | 20.69% | 2.1 |
|
| 3785 |
3785
Versant Venture Management
San Francisco,
California
| $302M | -$211M | -41% | 2.06% | 409% | 11 | 0% | 2.2 |
|
| 3786 |
3786
WESPAC Advisors SoCal
Pasadena,
California
| $302M | +$46.5M | +18% | 9.48% | 135% | 88 | 26.14% | 2.3 |
|
| 3787 |
3787
Doliver Advisors
Houston,
Texas
| $301M | +$32.4M | +12% | 10.5% | 92.3% | 155 | 21.29% | 1.6 |
|
| 3788 |
3788
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $301M | +$36.3M | +14% | 6.87% | 95.4% | 37 | 21.62% | 4 |
|
| 3789 |
3789
Alliance Wealth Management Group
Flemington,
New Jersey
| $301M | +$35.9M | +14% | 4.13% | – | 72 | 12.5% | 2.9 |
|
| 3790 |
3790
Defender Capital
Charlotte,
North Carolina
| $301M | +$20.6M | +7% | 13.2% | 101% | 43 | 18.6% | 1.2 |
|
| 3791 |
3791
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $301M | +$140M | +87% | 12.8% | 261% | 71 | 33.8% | 0.9 |
|
| 3792 |
3792
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $301M | +$23.3M | +8% | 5.99% | 67.5% | 512 | 16.99% | 1.8 |
|
| 3793 |
3793
Ayalon Insurance Company
Ramat Gan,
Israel
| $300M | +$44.6M | +17% | 8.37% | 99.6% | 165 | 9.09% | 2 |
|
| 3794 |
3794
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| $300M | +$131M | +78% | 2.62% | 62.1% | 183 | 88.52% | 0 |
|
| 3795 |
3795
Fort Sheridan Advisors
Highland Park,
Illinois
| $300M | +$47.9M | +19% | 8.02% | 109% | 192 | 17.19% | 1.3 |
|
| 3796 |
TVMC
3796
T Ventures Management Company
Sydney,
Australia
| $300M | +$5.66M | +2% | 14.1% | – | 1 | 0% | 0.5 |
|
| 3797 |
3797
Bay Colony Advisors
Concord,
Massachusetts
| $300M | +$38.3M | +15% | 7.44% | 91.8% | 369 | 18.7% | 1.3 |
|
| 3798 |
3798
FormulaFolio Investments
Grand Rapids,
Michigan
| $299M | -$8.17M | -3% | 4.35% | 41.4% | 541 | 19.96% | 1.3 |
|
| 3799 |
PWM
3799
Praetorian Wealth Management
Carmel,
California
| $299M | +$15.7M | +6% | 5.74% | 60.4% | 66 | 18.18% | 0.8 |
|
| 3800 |
3800
CMH Wealth Management
Portsmouth,
New Hampshire
| $299M | +$33.8M | +13% | 8.37% | 88% | 46 | 6.52% | 2.8 |
|