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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
Baker Tilly Wealth Management
Madison,
Wisconsin
| $411M | +$5.4M | +1% | 2.08% | 96.9% | 309 | 17.48% | 3 |
|
| 4077 |
4077
Legacy Wealth Asset Management
Woodbury,
Minnesota
| $411M | +$3.92M | +1% | 1.82% | 116% | 403 | 16.63% | 3 |
|
| 4078 |
4078
TSP Capital Management Group
Summit,
New Jersey
| $410M | +$571K | +0.1% | 7.29% | 186% | 45 | 0% | 0 |
|
| 4079 |
4079
Palumbo Wealth Management
Great Neck,
New York
| $410M | +$4.51M | +1% | 1.61% | 115% | 241 | 17.84% | 1.8 |
|
| 4080 |
4080
Intesa Sanpaolo Wealth Management
Ville De Luxembourg,
| $410M | -$73.7M | -15% | 5.5% | – | 312 | 14.42% | 0.2 |
|
| 4081 |
4081
Grace & Mercy Foundation
New York
| $410M | -$32.9M | -7% | 15.3% | 67.6% | 22 | 22.73% | 2.1 |
|
| 4082 |
4082
Tiger Pacific Capital
New York
| $410M | +$35.7M | +10% | 7.36% | 84.5% | 15 | 66.67% | 2 |
|
| 4083 |
KM
4083
KP Management
Edina,
Minnesota
| $409M | +$47.5M | +13% | 12.2% | – | 94 | 37.23% | 1.1 |
|
| 4084 |
LPC
4084
Lineage Point Capital
Palm Beach,
Florida
| $409M | +$146M | +55% | 0.2% | – | 293 | 49.83% | 0.1 |
|
| 4085 |
QCI
4085
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $409M | +$21.2M | +5% | 3.86% | 107% | 24 | 20.83% | 2.7 |
|
| 4086 |
4086
Monarch Capital Management
Fort Wayne,
Indiana
| $409M | +$1.76M | +0.4% | 2.37% | 77% | 129 | 5.43% | 8.4 |
|
| 4087 |
OCP
4087
OCO Capital Partners
New York
| $408M | -$112M | -21% | 5.21% | 679% | 10 | 50% | 0.6 |
|
| 4088 |
4088
Parkwoods Wealth Partners
Syracuse,
New York
| $408M | +$68M | +20% | 1.82% | – | 117 | 12.82% | 0.8 |
|
| 4089 |
4089
Lead Edge Capital Management
New York
| $408M | +$17.9M | +5% | 28% | 20.2% | 14 | 57.14% | 1 |
|
| 4090 |
4090
DeDora Capital
Napa,
California
| $408M | -$14.6M | -3% | 3.14% | 91.2% | 125 | 9.6% | 3.6 |
|
| 4091 |
4091
Coleford Investment Management
Toronto, Ontario,
Canada
| $408M | -$3.25M | -0.8% | 4.02% | – | 26 | 23.08% | 1 |
|
| 4092 |
4092
Rothschild Capital Partners
New York
| $408M | -$17.9M | -4% | 2.08% | 90.8% | 111 | 39.64% | 2.7 |
|
| 4093 |
4093
Dodds Wealth
Greenwood Village,
Colorado
| $407M | -$418K | -0.1% | 2.17% | 35.4% | 56 | 8.93% | 2.1 |
|
| 4094 |
HWM
4094
HFR Wealth Management
Niskayuna,
New York
| $407M | -$16.3M | -4% | 1.72% | 47.5% | 51 | 5.88% | 4.1 |
|
| 4095 |
4095
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| $407M | +$4.53M | +1% | 0.69% | 84.4% | 626 | 11.18% | 1.6 |
|
| 4096 |
4096
Global Wealth Strategies & Associates
Denver,
Colorado
| $407M | +$5.89M | +1% | 1.99% | 68.7% | 614 | 21.99% | 1.6 |
|
| 4097 |
MLCM
4097
M & L Capital Management
London,
United Kingdom
| $407M | -$72.9M | -15% | 7.91% | – | 30 | 53.33% | 0.6 |
|
| 4098 |
WA
4098
WealthTrust Axiom
Wayne,
Pennsylvania
| $406M | +$17.7M | +5% | 7.45% | 125% | 296 | 10.14% | 6 |
|
| 4099 |
PCP
4099
Perbak Capital Partners
London,
United Kingdom
| $406M | +$78.6M | +24% | 0.96% | – | 397 | 70.78% | 0.3 |
|
| 4100 |
4100
Westmount Partners
Los Angeles,
California
| $406M | +$5.16M | +1% | 3.25% | 101% | 282 | 19.15% | 2.2 |
|