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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $280M | -$73.6M | -21% | 9.74% | 95.1% | 67 | 40.3% | 0.6 |
|
| 3927 |
3927
American National Registered Investment Advisor
Galveston,
Texas
| $279M | +$20.9M | +8% | 9.66% | 95.8% | 242 | 4.55% | 4.9 |
|
| 3928 |
3928
Affinity Asset Advisors
New York
| $279M | -$15.1M | -5% | 0.2% | 1,487% | 87 | 36.78% | 0.3 |
|
| 3929 |
3929
Financial Gravity Asset Management
Lakeway,
Texas
| $279M | – | – | 6.52% | – | 971 | – | 1.3 |
|
| 3930 |
3930
WNY Asset Management
Williamsville,
New York
| $279M | +$28.7M | +11% | 5.31% | – | 159 | 16.35% | 0.4 |
|
| 3931 |
3931
TLWM Financial
San Antonio,
Texas
| $279M | +$15.5M | +6% | 5.39% | 53.9% | 73 | 9.59% | 1.8 |
|
| 3932 |
3932
Brightlight Capital Management
Westport,
Connecticut
| $279M | +$37.4M | +15% | 5.22% | 202% | 13 | 15.38% | 1.1 |
|
| 3933 |
3933
Ratio Wealth Group
Denver,
Colorado
| $279M | +$39.3M | +16% | 4.78% | – | 51 | 9.8% | 0.4 |
|
| 3934 |
3934
Voce Capital Management
San Francisco,
California
| $279M | +$56.1M | +25% | 20.2% | 69.2% | 12 | 25% | 2.1 |
|
| 3935 |
3935
Fifth Third Securities
Cincinnati,
Ohio
| $279M | +$35.4M | +15% | 5.36% | 62.7% | 86 | 22.09% | 2.2 |
|
| 3936 |
3936
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $279M | +$27.9M | +11% | 6.8% | 143% | 83 | 39.76% | 0.8 |
|
| 3937 |
3937
IAG Wealth Partners
Waukesha,
Wisconsin
| $279M | +$16.4M | +6% | 5.98% | 47.3% | 403 | 16.87% | 1.2 |
|
| 3938 |
3938
Murchinson
Toronto,
Ontario, Canada
| $278M | – | – | 0.66% | 107% | 135 | – | 0 |
|
| 3939 |
3939
NVWM LLC
Yardley,
Pennsylvania
| $278M | +$26.5M | +11% | 11.2% | 119% | 491 | 19.96% | 1.7 |
|
| 3940 |
3940
Winch Advisory Services
Appleton,
Wisconsin
| $278M | +$28.5M | +11% | 8.25% | 80.8% | 526 | 12.36% | 2.7 |
|
| 3941 |
3941
Old Port Advisors
Portland,
Maine
| $278M | +$23.1M | +9% | 6.78% | 114% | 227 | 9.69% | 2 |
|
| 3942 |
MKC
3942
M. Kraus & Co
Shelburne,
Vermont
| $278M | +$20.1M | +8% | 4.58% | 65.9% | 76 | 7.89% | 3.7 |
|
| 3943 |
3943
Mathes Company
New York
| $278M | +$18.9M | +7% | 8.61% | 121% | 128 | 6.25% | 4.4 |
|
| 3944 |
3944
Winmill & Co
Walpole,
New Hampshire
| $278M | +$6.46M | +2% | 7.45% | 146% | 85 | 7.06% | 1.4 |
|
| 3945 |
3945
Kowal Investment Group
Brookfield,
Wisconsin
| $278M | +$30.4M | +12% | 5.15% | 21.1% | 106 | 12.26% | 0.4 |
|
| 3946 |
DS
3946
Dalal Street
West Lake Hills,
Texas
| $278M | +$15.6M | +6% | 1.65% | 92.7% | 3 | 0% | 1.3 |
|
| 3947 |
3947
Radnor Financial Advisors
Wayne,
Pennsylvania
| $278M | +$48.7M | +21% | 5.38% | 3.04% | 26 | 11.54% | 1.1 |
|
| 3948 |
3948
Financial Consulate
Hunt Valley,
Maryland
| $277M | +$30.9M | +13% | 6.87% | 61.4% | 135 | 13.33% | 2.6 |
|
| 3949 |
3949
Cavalier Investments
Alpharetta,
Georgia
| $277M | +$47.4M | +21% | 8.55% | 171% | 119 | 34.45% | 0.9 |
|
| 3950 |
3950
Mendon Capital Advisors
Key Largo,
Florida
| $277M | +$5.52M | +2% | 2.22% | – | 68 | 27.94% | 2 |
|