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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
Wolff Financial Management
Kalamazoo,
Michigan
| $293M | +$178M | +155% | 3.75% | 56.7% | 97 | 64.95% | 1.3 |
|
| 3777 |
3777
Valicenti Advisory Services
Elmira,
New York
| $293M | -$22.5M | -7% | 4.17% | 134% | 82 | 14.63% | 5 |
|
| 3778 |
3778
Regis Management Company
Menlo Park,
California
| $293M | -$13M | -4% | 3.92% | 5.33% | 42 | 4.76% | 6.5 |
|
| 3779 |
3779
Pathway Financial Advisors
South Burlington,
Vermont
| $293M | -$14.1M | -5% | 2.97% | 52.7% | 143 | 11.19% | 3.7 |
|
| 3780 |
3780
Firestone Capital Management
Coral Gables,
Florida
| $292M | -$14.9M | -5% | 3.77% | 51.6% | 131 | 4.58% | 2.6 |
|
| 3781 |
3781
Fidelis Capital Partners
Tampa,
Florida
| $292M | +$18.3M | +7% | 2.03% | 115% | 298 | 17.45% | 0.5 |
|
| 3782 |
3782
First Wilshire Securities Management
Pasadena,
California
| $292M | +$621K | +0.2% | 7.94% | 135% | 91 | 12.09% | 4.3 |
|
| 3783 |
3783
Tradewinds Capital Management
Bellingham,
Washington
| $292M | -$29M | -9% | 3.58% | 96.9% | 531 | 13.75% | 4.4 |
|
| 3784 |
3784
Madrona Venture Group
Seattle,
Washington
| $292M | +$17.3M | +6% | 10.2% | 233% | 6 | 16.67% | 1.8 |
|
| 3785 |
FVCM
3785
F&V Capital Management
Boca Raton,
Florida
| $292M | -$17.8M | -6% | 2.85% | 123% | 51 | 0% | 5 |
|
| 3786 |
3786
PhiloSmith Capital
Stamford,
Connecticut
| $291M | +$485K | +0.2% | 3.57% | 47% | 24 | 0% | 5.5 |
|
| 3787 |
CWAG
3787
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $291M | -$8.49M | -3% | 4.17% | 76.1% | 93 | 6.45% | 3 |
|
| 3788 |
3788
Corsair Capital Management
New York
| $291M | -$2.43M | -0.8% | 1.85% | 435% | 120 | 32.5% | 1.9 |
|
| 3789 |
3789
Carrhae Capital
London,
United Kingdom
| $291M | +$64.4M | +28% | 1.79% | 182% | 21 | 61.9% | 0.9 |
|
| 3790 |
VC
3790
Vision Capital
Toronto,
Ontario, Canada
| $291M | +$30.1M | +12% | 9.18% | 19.8% | 12 | 75% | 1.1 |
|
| 3791 |
3791
FTV Management Company
San Francisco,
California
| $291M | -$80.3M | -22% | 20.1% | 15.1% | 2 | 50% | 1.8 |
|
| 3792 |
3792
American Financial Group
Cincinnati,
Ohio
| $291M | -$32.7M | -10% | 0.2% | 32.5% | 91 | 7.69% | 4.6 |
|
| 3793 |
SEP
3793
Southland Equity Partners
Wildwood,
Missouri
| $291M | -$5.51M | -2% | 2.95% | 66.1% | 192 | 9.9% | 2 |
|
| 3794 |
3794
Coppell Advisory Solutions
Coppell,
Texas
| $291M | -$63M | -18% | 4.03% | – | 1,609 | 36.23% | 0.4 |
|
| 3795 |
3795
Vertex Planning Partners
Downers Grove,
Illinois
| $291M | -$3.07M | -1% | 3.07% | 55.4% | 144 | 12.5% | 0.6 |
|
| 3796 |
3796
Bernzott Capital Advisors
Camarillo,
California
| $290M | -$173M | -37% | 3.51% | 46.2% | 55 | 25.45% | 2.9 |
|
| 3797 |
3797
Breakwater Capital Group
Paramus,
New Jersey
| $290M | +$16.6M | +6% | 3.66% | 67.4% | 229 | 18.34% | 0.6 |
|
| 3798 |
3798
G.F.W. Energy XII
Dallas,
Texas
| $290M | +$276M | +1,944% | 16.6% | 68.9% | 6 | 50% | 0.6 |
|
| 3799 |
3799
Montgomery Investment Management
Rockville,
Maryland
| $290M | -$7.47M | -3% | 0.56% | 105% | 93 | 9.68% | 6.6 |
|
| 3800 |
ALAM
3800
Asahi Life Asset Management
Tokyo,
Japan
| $290M | -$13.7M | -5% | 1.79% | 122% | 244 | 48.77% | 1.8 |
|