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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
TCG Crossover Management
Palo Alto,
California
| $235M | -$13.7M | -5% | 8.23% | 3,013% | 22 | 9.09% | 0.4 |
|
| 4002 |
4002
Packer & Co
Cottesloe,
Australia
| $235M | -$23.3M | -9% | 5% | – | 2 | 0% | 4 |
|
| 4003 |
BDWCC
4003
B&D White Capital Company
Lakeway,
Texas
| $235M | -$78.9M | -25% | 15.1% | 38.1% | 73 | 49.32% | 0.7 |
|
| 4004 |
4004
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $235M | -$12.8M | -5% | 12.2% | 71.1% | 99 | 13.13% | 2.7 |
|
| 4005 |
4005
Gateway Advisory
Westfield,
New Jersey
| $235M | -$133M | -36% | 3.44% | 26% | 99 | 37.37% | 2.6 |
|
| 4006 |
GAMC
4006
Garner Asset Management Corp
Plano,
Texas
| $235M | -$20.3M | -8% | 14.3% | 95.3% | 183 | 6.01% | 3.6 |
|
| 4007 |
VST
4007
Van Strum & Towne
San Francisco,
California
| $235M | -$32.5M | -12% | 10.1% | 62.2% | 103 | 10.68% | 4.6 |
|
| 4008 |
4008
Boyd Watterson Asset Management
Cleveland,
Ohio
| $235M | -$39.5M | -14% | 11.9% | 101% | 155 | 16.13% | 4.8 |
|
| 4009 |
4009
WealthBridge Capital Management
Westerville,
Ohio
| $234M | -$33M | -12% | 14.3% | 89.4% | 214 | 21.03% | 2 |
|
| 4010 |
4010
EPG Wealth Management
Atlanta,
Georgia
| $234M | -$54.8M | -19% | 13.1% | 96% | 407 | 49.63% | 1.6 |
|
| 4011 |
4011
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $234M | -$20.7M | -8% | 10.9% | 39.8% | 5 | 0% | 4.8 |
|
| 4012 |
4012
Chesapeake Wealth Management
Williamsburg,
Virginia
| $234M | -$41.5M | -15% | 11.9% | 65.9% | 190 | 15.26% | 3.3 |
|
| 4013 |
4013
Bard Associates
Chicago,
Illinois
| $234M | -$49.9M | -18% | 15.3% | 241% | 192 | 8.33% | 4.4 |
|
| 4014 |
4014
Wakefield Asset Management
Englewood,
Colorado
| $233M | -$45.2M | -16% | 12.1% | 139% | 216 | 44.44% | 1 |
|
| 4015 |
QCI
4015
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $233M | -$28.7M | -11% | 20% | 107% | 22 | 27.27% | 3.2 |
|
| 4016 |
4016
Hendley & Co
Zanesville,
Ohio
| $233M | -$60.6M | -21% | 11% | 54.8% | 69 | 17.39% | 4.7 |
|
| 4017 |
4017
PBMares Wealth Management
Williamsburg,
Virginia
| $233M | +$70.9M | +44% | 11.7% | 67.7% | 169 | 21.3% | 1.7 |
|
| 4018 |
4018
Proquility Private Wealth Partners
Las Vegas,
Nevada
| $233M | -$6.3M | -3% | 12.6% | 19.4% | 89 | 5.62% | 1.3 |
|
| 4019 |
4019
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $233M | -$35.4M | -13% | 11.9% | 57.3% | 188 | 15.43% | 3.1 |
|
| 4020 |
4020
Income Research & Management
Boston,
Massachusetts
| $233M | -$19.6M | -8% | 0.12% | 1.19% | 25 | 16% | 1.2 |
|
| 4021 |
4021
Western Asset Management Company
Pasadena,
California
| $233M | -$106M | -31% | 5.17% | 2.29% | 26 | 7.69% | 1.7 |
|
| 4022 |
4022
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $233M | -$43.4M | -16% | 15.8% | 81% | 1,097 | 15.04% | 2.1 |
|
| 4023 |
4023
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $233M | -$42.4M | -15% | 11.2% | 119% | 61 | 22.95% | 1.4 |
|
| 4024 |
4024
MilWealth Group
Milwaukee,
Wisconsin
| $233M | -$28.8M | -11% | 11.4% | 36.8% | 79 | 10.13% | 2.4 |
|
| 4025 |
4025
Investment Management Associates
Greenwood Village,
Colorado
| $233M | +$7.65M | +3% | 7.86% | 51.6% | 48 | 20.83% | 1.3 |
|