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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
Greenlea Lane Capital Management
Weston,
Connecticut
| $251M | +$40.4M | +19% | 25.3% | 99.7% | 13 | 23.08% | 2.1 |
|
| 4077 |
4077
Onyx Bridge Wealth Group
Tarrytown,
New York
| $251M | +$4.67M | +2% | 6.29% | 74.6% | 212 | 25% | 1.2 |
|
| 4078 |
4078
Paradigm Operations
San Francisco,
California
| $250M | +$119M | +91% | 90.9% | 230% | 1 | 0% | 1.3 |
|
| 4079 |
4079
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| $250M | +$17.4M | +7% | 6.94% | 83.4% | 71 | 9.86% | 1.6 |
|
| 4080 |
4080
Holderness Investments Company
Greensboro,
North Carolina
| $250M | +$18.2M | +8% | 9.71% | 144% | 203 | 9.85% | 5 |
|
| 4081 |
4081
Auxano Advisors
Bellevue,
Washington
| $250M | +$28.9M | +13% | 11% | 103% | 110 | 13.64% | 1.6 |
|
| 4082 |
4082
Cowen Prime Advisors
New York
| $250M | +$6.84M | +3% | 16% | 116% | 229 | 17.9% | 4.6 |
|
| 4083 |
4083
Corbyn Investment Management
Lutherville,
Maryland
| $250M | -$1.8M | -0.7% | 3.37% | 71% | 69 | 13.04% | 4 |
|
| 4084 |
NC
4084
Nokomis Capital
Dallas,
Texas
| $249M | -$4.57M | -2% | 6.14% | 145% | 62 | 30.65% | 2 |
|
| 4085 |
4085
Asset Allocation & Management Company
Chicago,
Illinois
| $249M | -$9.15M | -4% | 3.89% | 58.5% | 120 | 20.83% | 1.7 |
|
| 4086 |
4086
Townsend & Associates
Westminster,
Colorado
| $249M | +$47.1M | +23% | 2.82% | 58% | 121 | 14.05% | 1.3 |
|
| 4087 |
4087
Financial Management Network
Mission Viejo,
California
| $249M | +$24.2M | +11% | 8.12% | 62.5% | 140 | 16.43% | 1.6 |
|
| 4088 |
4088
Algebris (UK)
London,
United Kingdom
| $249M | +$31M | +14% | 12.1% | 17% | 51 | 35.29% | 0.5 |
|
| 4089 |
AC
4089
ASB Consultores
Aventura,
Florida
| $249M | +$6.84M | +3% | 3.38% | 91% | 224 | 32.14% | 0.8 |
|
| 4090 |
4090
Pathway Financial Advisers
Auburn,
Indiana
| $249M | +$2.03M | +0.8% | 1.07% | 88.2% | 571 | 14.89% | 0.2 |
|
| 4091 |
4091
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| $249M | +$25.9M | +12% | 7.7% | 70.7% | 233 | 12.45% | 0.2 |
|
| 4092 |
HSC
4092
Harbor Spring Capital
New York
| $248M | -$17.7M | -7% | 8.35% | – | 20 | 45% | 1.4 |
|
| 4093 |
4093
Biltmore Wealth Management
Tempe,
Arizona
| $248M | +$16.3M | +7% | 5.58% | 59.8% | 52 | 9.62% | 3 |
|
| 4094 |
4094
Guidance Point Advisors
Wellesley,
Massachusetts
| $248M | +$11.8M | +5% | 3.06% | 71.8% | 81 | 7.41% | 2.9 |
|
| 4095 |
4095
Strategic Financial Concepts
San Antonio,
Texas
| $248M | – | – | 7.19% | 56.8% | 241 | – | 0 |
|
| 4096 |
4096
Hemington Wealth Management
Falls Church,
Virginia
| $248M | +$14.9M | +6% | 8.37% | 76.1% | 103 | 5.83% | 1.7 |
|
| 4097 |
4097
Decheng Capital Management III (Cayman)
Grand Cayman,
Cayman Islands
| $248M | -$19.3M | -7% | 3.72% | – | 28 | 21.43% | 0.8 |
|
| 4098 |
4098
Hill Island Financial
Grand Rapids,
Michigan
| $248M | +$17.3M | +8% | 6.58% | 78.3% | 62 | 9.68% | 1 |
|
| 4099 |
4099
Standpoint Asset Management
Scottsdale,
Arizona
| $248M | +$27.7M | +13% | 7.07% | 71.9% | 8 | 0% | 0.3 |
|
| 4100 |
SIM
4100
SW Investment Management
Telluride,
Colorado
| $248M | +$36.8M | +17% | 13.8% | 143% | 12 | 33.33% | 1.2 |
|