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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
VM
3951
Venator Management
Pittsburgh,
Pennsylvania
| $242M | -$72.2M | -23% | 23.2% | 101% | 34 | 38.24% | 0.9 |
|
| 3952 |
3952
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $241M | -$25.4M | -10% | 12% | 17.7% | 346 | 12.72% | 2.5 |
|
| 3953 |
3953
Horizon Wealth Management
La Grange,
Illinois
| $241M | -$80.4M | -25% | 17.5% | 97.2% | 124 | 24.19% | 0.4 |
|
| 3954 |
RG
3954
Retirement Group
San Diego,
California
| $241M | -$17.6M | -7% | 14.2% | 33.7% | 847 | 6.02% | 1.6 |
|
| 3955 |
3955
Forest Hill Capital
Little Rock,
Arkansas
| $241M | -$137M | -36% | 14.7% | 112% | 52 | 21.15% | 4 |
|
| 3956 |
3956
Diversified
Wilmington,
Delaware
| $241M | -$4.57M | -2% | 14.5% | 34.4% | 117 | 15.38% | 1.3 |
|
| 3957 |
3957
High Net Worth Advisory Group
Naples,
Florida
| $241M | -$34.1M | -12% | 11.6% | 75.7% | 743 | 15.48% | 0.4 |
|
| 3958 |
3958
SimplyRich
Carlsbad,
California
| $241M | -$45M | -16% | 12.1% | 98.3% | 171 | 7.6% | 2.6 |
|
| 3959 |
CIM
3959
CIM Investment Management
Pittsburgh,
Pennsylvania
| $241M | -$55.3M | -19% | 17.4% | 123% | 264 | 17.8% | 2.8 |
|
| 3960 |
3960
Medicxi Ventures Management
St. Helier,
Jersey
| $241M | -$128M | -35% | 31.9% | 505% | 7 | 14.29% | 1.8 |
|
| 3961 |
3961
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $241M | -$33.1M | -12% | 12.6% | 73.9% | 660 | 12.73% | 1.2 |
|
| 3962 |
3962
Element Pointe Advisors
Miami,
Florida
| $241M | -$56M | -19% | 15% | 75.1% | 92 | 32.61% | 1.9 |
|
| 3963 |
CA
3963
Crumly & Associates
Springfield,
Illinois
| $241M | -$26.1M | -10% | 13.3% | 58.1% | 122 | 24.59% | 1.3 |
|
| 3964 |
3964
D. Scott Neal
Lexington,
Kentucky
| $240M | -$11.3M | -4% | 1.79% | 105% | 70 | 21.43% | 2.3 |
|
| 3965 |
3965
Pathway Financial Advisors
South Burlington,
Vermont
| $240M | -$26.9M | -10% | 13% | 52.7% | 149 | 18.12% | 2.9 |
|
| 3966 |
NME
3966
Notis-McConarty Edward
| $240M | -$40.2M | -14% | 12.2% | 91.2% | 104 | 4.81% | 6.2 |
|
| 3967 |
3967
Asset Allocation & Management Company
Chicago,
Illinois
| $240M | -$38.9M | -14% | 9.73% | 58.5% | 121 | 4.13% | 1 |
|
| 3968 |
3968
Holderness Investments Company
Greensboro,
North Carolina
| $240M | -$60.4M | -20% | 13.5% | 144% | 217 | 11.98% | 4.6 |
|
| 3969 |
ETI
3969
Enterprise Trust & Investment
Los Gatos,
California
| $240M | -$40M | -14% | 16.2% | 58.6% | 372 | 51.34% | 1.2 |
|
| 3970 |
3970
HGI Capital Management
New York
| $239M | -$84.7M | -26% | 17.4% | 47% | 80 | 76.25% | 0.6 |
|
| 3971 |
3971
Carderock Capital Management
Chevy Chase,
Maryland
| $239M | -$70.2M | -23% | 14.7% | 97.6% | 72 | 6.94% | 5.4 |
|
| 3972 |
3972
O'Brien Wealth Partners
Waltham,
Massachusetts
| $239M | -$12.6M | -5% | 14.7% | 56.7% | 67 | 23.88% | 1.9 |
|
| 3973 |
3973
Broadleaf Partners
Hudson,
Ohio
| $239M | -$60.9M | -20% | 17.5% | 180% | 71 | 12.68% | 3 |
|
| 3974 |
3974
Rothschild Capital Partners
New York
| $239M | -$46.2M | -16% | 12% | 90.8% | 31 | 3.23% | 4.5 |
|
| 3975 |
3975
Mill Road Capital Management
Greenwich,
Connecticut
| $239M | -$29.9M | -11% | 15.7% | 85.1% | 29 | 13.79% | 1.9 |
|