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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 |
3951
Clare Market Investments
Dallas,
Texas
| $232M | +$1.72M | +0.7% | 1.21% | – | 142 | 26.06% | 1.9 |
|
| 3952 |
3952
Red Wave Investments
Dillsburg,
Pennsylvania
| $231M | -$12M | -5% | 5.63% | 58% | 95 | 7.37% | 1.6 |
|
| 3953 |
3953
Delta Investment Management
San Francisco,
California
| $231M | +$12M | +5% | 5.04% | 65.8% | 179 | 29.05% | 1.6 |
|
| 3954 |
3954
Berkeley Capital Partners
Milton,
Georgia
| $231M | -$11.3M | -5% | 6.08% | 62.8% | 142 | 11.97% | 3.4 |
|
| 3955 |
3955
Colony Family Offices
Charlotte,
North Carolina
| $231M | +$10.3M | +5% | 5.51% | 53.9% | 81 | 14.81% | 0.6 |
|
| 3956 |
3956
Stewardship Advisors
Mount Joy,
Pennsylvania
| $231M | -$7.08M | -3% | 5.82% | 46.1% | 49 | 20.41% | 1.8 |
|
| 3957 |
3957
Blue Owl Capital Holdings
New York
| $231M | +$27.3M | +13% | 11% | 145% | 39 | 5.13% | 0.6 |
|
| 3958 |
3958
Harvey Capital Management
Palm Beach,
Florida
| $231M | -$25.5M | -10% | 1.96% | 147% | 77 | 2.6% | 3.3 |
|
| 3959 |
3959
Alpha Paradigm Partners
Chicago,
Illinois
| $230M | -$11.7M | -5% | 2.33% | – | 675 | 60.44% | 0.5 |
|
| 3960 |
AFA
3960
Alta Fundamental Advisers
New York
| $230M | -$40.4M | -15% | 2.84% | 340% | 24 | 8.33% | 1.6 |
|
| 3961 |
3961
Bourne Lent Asset Management
Pawling,
New York
| $230M | -$22M | -9% | 6.94% | 76.1% | 61 | 4.92% | 5.5 |
|
| 3962 |
FC
3962
Franchise Capital
Grand Cayman,
Cayman Islands
| $230M | -$68.9M | -23% | 3.38% | 537% | 28 | 67.86% | 0.3 |
|
| 3963 |
FAP
3963
Financial Advisory Partners
Winter Park,
Florida
| $230M | -$12.5M | -5% | 5.43% | 52.9% | 68 | 5.88% | 0.7 |
|
| 3964 |
3964
MilWealth Group
Milwaukee,
Wisconsin
| $230M | -$2.97M | -1% | 5.45% | 36.8% | 72 | 16.67% | 2.8 |
|
| 3965 |
3965
Waypoint Capital Advisors
Minneapolis,
Minnesota
| $229M | +$9.15M | +4% | 0.53% | 50.3% | 119 | 13.45% | 0.6 |
|
| 3966 |
3966
PBMares Wealth Management
Williamsburg,
Virginia
| $229M | -$3.9M | -2% | 3.74% | 67.7% | 162 | 11.11% | 1.9 |
|
| 3967 |
TM
3967
Tiger Management
New York
| $229M | +$2.4M | +1% | 3.55% | – | 23 | 47.83% | 1 |
|
| 3968 |
3968
Wellington Shields & Co
New York
| $229M | -$183M | -44% | 5.49% | 109% | 297 | 10.44% | 2.1 |
|
| 3969 |
3969
Hemington Wealth Management
Falls Church,
Virginia
| $229M | -$23M | -9% | 5.4% | 76.1% | 102 | 8.82% | 1.4 |
|
| 3970 |
3970
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $229M | -$21.1M | -8% | 4.47% | 147% | 219 | 2.28% | 5.1 |
|
| 3971 |
3971
TRV GP III
Boston,
Massachusetts
| $229M | -$15.5M | -6% | 64.7% | 170% | 7 | 14.29% | 3.1 |
|
| 3972 |
3972
Legacy Wealth Asset Management
Woodbury,
Minnesota
| $229M | -$17.8M | -7% | 6.68% | 116% | 382 | 32.98% | 1.3 |
|
| 3973 |
3973
Cornell Pochily Investment Advisors
Ithaca,
New York
| $229M | +$4.38M | +2% | 5.47% | 97% | 168 | 4.76% | 3.4 |
|
| 3974 |
3974
Princeton Capital Management
Red Bank,
New Jersey
| $228M | -$29.5M | -11% | 6.43% | 206% | 100 | 14% | 4.6 |
|
| 3975 |
AWAM
3975
Appian Way Asset Management
New York
| $228M | -$16.8M | -7% | 5.41% | 49.4% | 40 | 62.5% | 0.5 |
|