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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Empire Financial Management Company
New York
| $460M | +$23.5M | +5% | 7.03% | 78.3% | 223 | 13.45% | 2 |
|
| 3827 |
3827
NVWM LLC
Yardley,
Pennsylvania
| $460M | +$14.9M | +3% | 2.7% | 119% | 767 | 14.47% | 2.9 |
|
| 3828 |
3828
Liquid Strategies
Atlanta,
Georgia
| $459M | -$26.2M | -5% | 1.73% | 52.4% | 8 | 12.5% | 4.3 |
|
| 3829 |
3829
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $459M | +$1.45M | +0.3% | 2.27% | 75.1% | 60 | 11.67% | 5.4 |
|
| 3830 |
3830
one8zero8 LLC
Greensboro,
North Carolina
| $459M | -$4.24M | -0.9% | 1.74% | – | 280 | 17.14% | 0.8 |
|
| 3831 |
3831
111 Capital
Paris,
France
| $458M | -$69.2M | -13% | 3.32% | – | 568 | 66.2% | 0.3 |
|
| 3832 |
3832
Cypress Point Wealth Management
Dallas,
Texas
| $458M | -$36M | -7% | 0.61% | 255% | 95 | 18.95% | 1.9 |
|
| 3833 |
3833
Miramar Capital
Northbrook,
Illinois
| $458M | +$6.82M | +2% | 1.22% | 47.3% | 60 | 10% | 4 |
|
| 3834 |
CWAG
3834
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $458M | +$25.5M | +6% | 3.22% | 76.1% | 85 | 2.35% | 4.6 |
|
| 3835 |
FNBOMD
3835
First National Bank of Mount Dora
Mount Dora,
Florida
| $458M | +$5.53M | +1% | 2.07% | 96.2% | 129 | 4.65% | 6.3 |
|
| 3836 |
3836
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $457M | +$10M | +2% | 3.04% | 84.7% | 192 | 3.65% | 6.6 |
|
| 3837 |
3837
Boxer Capital Management
San Diego,
California
| $457M | +$143M | +46% | 76.9% | – | 49 | 38.78% | 0.4 |
|
| 3838 |
DI
3838
DDFG Inc
Thousand Oaks,
California
| $457M | +$23.8M | +6% | 2.13% | 56.3% | 89 | 6.74% | 2.3 |
|
| 3839 |
AA
3839
Ashford Advisors
Pittsford,
New York
| $457M | +$4.65M | +1% | 2.41% | 75.4% | 20 | 0% | 3.5 |
|
| 3840 |
H2CM
3840
H/2 Credit Manager
Stamford,
Connecticut
| $457M | +$53.1M | +13% | 0.71% | 97.4% | 19 | 10.53% | 2.7 |
|
| 3841 |
3841
Centurion Wealth Management
Mclean,
Virginia
| $457M | +$17.4M | +4% | 2.23% | – | 335 | 14.03% | 1.6 |
|
| 3842 |
3842
New York Life Insurance Company
New York
| $456M | +$50.1M | +12% | 0.39% | 71% | 6 | 16.67% | 3.3 |
|
| 3843 |
3843
Decker Wealth Management LLC
Nashville,
Tennessee
| $456M | – | – | 3.86% | – | 105 | – | 0 |
|
| 3844 |
3844
Alliance Wealth Management Group
Flemington,
New Jersey
| $456M | +$6.06M | +1% | 1.26% | 43.4% | 98 | 7.14% | 5.4 |
|
| 3845 |
3845
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $456M | +$575K | +0.1% | 1.46% | 149% | 144 | 10.42% | 5.5 |
|
| 3846 |
WCM
3846
Westerly Capital Management
San Francisco,
California
| $455M | +$136M | +43% | 1.95% | 116% | 50 | 32% | 1.6 |
|
| 3847 |
3847
Crusonia Wealth Advisors
Denver,
Colorado
| $455M | – | – | 2.19% | – | 178 | – | 0 |
|
| 3848 |
SA
3848
SoftVest Advisors
Abilene,
Texas
| $455M | -$36.7M | -7% | 7.53% | 178% | 3 | 0% | 4.3 |
|
| 3849 |
3849
Eagle Health Investments
Greenwich,
Connecticut
| $455M | +$74.1M | +19% | 41.7% | 241% | 34 | 44.12% | 1.1 |
|
| 3850 |
3850
Halter Ferguson Financial
Carmel,
Indiana
| $455M | +$17.6M | +4% | 7.8% | 131% | 37 | 10.81% | 1.4 |
|