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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
Seaview Investment Managers
Miami,
Florida
| $312M | +$12.8M | +4% | 11.1% | 148% | 113 | 26.55% | 1.3 |
|
| 3927 |
3927
Formula Growth
Montreal,
Quebec, Canada
| $312M | +$19M | +6% | 15.7% | 118% | 164 | 39.02% | 3 |
|
| 3928 |
3928
Paulson Wealth Management
Wheaton,
Illinois
| $312M | +$26.1M | +9% | 9.7% | 62.6% | 141 | 13.48% | 2.4 |
|
| 3929 |
3929
Winmill & Co
Walpole,
New Hampshire
| $312M | +$39M | +14% | 15.1% | 146% | 72 | 9.72% | 2.6 |
|
| 3930 |
3930
Farmers National Bank
Danville,
Kentucky
| $312M | +$23.9M | +8% | 10.1% | – | 151 | 6.62% | 6 |
|
| 3931 |
3931
Zega Financial
Palm Beach Gardens,
Florida
| $312M | – | – | 7.47% | – | 108 | – | 0 |
|
| 3932 |
FVCM
3932
F&V Capital Management
Boca Raton,
Florida
| $312M | +$19.8M | +7% | 7.27% | 123% | 56 | 10.71% | 4.8 |
|
| 3933 |
3933
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| $311M | +$44.5M | +17% | 11.3% | 71.1% | 215 | 13.49% | 1.7 |
|
| 3934 |
3934
Corsair Capital Management
New York
| $311M | +$19.9M | +7% | 17.8% | 435% | 111 | 39.64% | 2.3 |
|
| 3935 |
3935
PhiloSmith Capital
Stamford,
Connecticut
| $311M | +$19.6M | +7% | 6.93% | 47% | 24 | 0% | 5.7 |
|
| 3936 |
3936
Jackson Square Capital
San Francisco,
California
| $311M | +$61.8M | +25% | 15.7% | 423% | 132 | 31.06% | 2.1 |
|
| 3937 |
3937
Monument Capital Management
Alexandria,
Virginia
| $311M | +$12.8M | +4% | 12.3% | 170% | 196 | 26.02% | 1.8 |
|
| 3938 |
3938
Hourglass Capital
Houston,
Texas
| $310M | +$27.2M | +10% | 7.39% | 94.4% | 102 | 6.86% | 5.3 |
|
| 3939 |
3939
Prism Advisors
Studio City,
California
| $310M | +$24.9M | +9% | 9.41% | 54.6% | 67 | 17.91% | 2.7 |
|
| 3940 |
CIM
3940
CIM Investment Management
Pittsburgh,
Pennsylvania
| $310M | +$37.2M | +14% | 13.3% | 123% | 291 | 5.84% | 3.2 |
|
| 3941 |
3941
WESCAP Management Group
Glendale,
California
| $310M | +$29.5M | +11% | 7.32% | 45.7% | 92 | 5.43% | 4.5 |
|
| 3942 |
3942
Archer Investment Corporation
Carmel,
Indiana
| $310M | +$25.9M | +9% | 9.65% | 68.2% | 1,115 | 8.97% | 2.3 |
|
| 3943 |
SWK
3943
Stephen W. Kidder
| $310M | +$22M | +8% | 10.5% | 94.7% | 77 | 7.79% | 6.3 |
|
| 3944 |
3944
Redmond Asset Management
Henrico,
Virginia
| $310M | +$29.6M | +11% | 13.9% | 68.2% | 162 | 3.7% | 4.9 |
|
| 3945 |
3945
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $310M | +$32.8M | +12% | 10.1% | 63.5% | 191 | 23.04% | 1.8 |
|
| 3946 |
3946
Drive Wealth Management
Lehi,
Utah
| $310M | +$36.1M | +13% | 9.38% | 94.4% | 329 | 22.49% | 1 |
|
| 3947 |
3947
White Pine Investment Company
Livonia,
Michigan
| $310M | +$25.4M | +9% | 8.61% | 73.3% | 62 | 8.06% | 5 |
|
| 3948 |
3948
Sage Capital Advisors
Sioux Falls,
South Dakota
| $309M | +$37M | +14% | 10.2% | 105% | 135 | 14.07% | 3.2 |
|
| 3949 |
3949
First Wilshire Securities Management
Pasadena,
California
| $309M | +$17.1M | +6% | 10.6% | 135% | 86 | 3.49% | 4.5 |
|
| 3950 |
3950
Inclusive Capital Partners
San Francisco,
California
| $309M | -$703M | -69% | 12.9% | 14.3% | 9 | 55.56% | 3 |
|