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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Raffa Wealth Management
Washington,
District of Columbia
| $269M | -$36.6M | -12% | 5.82% | 35.8% | 1,166 | 5.83% | 1.9 |
|
| 4127 |
4127
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $269M | -$8.7M | -3% | 3.46% | 57.3% | 196 | 12.24% | 2.8 |
|
| 4128 |
4128
Roanoke Asset Management
Jersey City,
New Jersey
| $269M | -$33.3M | -11% | 5.71% | 50.3% | 123 | 14.63% | 4.8 |
|
| 4129 |
4129
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $268M | -$113M | -30% | 3.09% | 103% | 49 | 14.29% | 3.5 |
|
| 4130 |
4130
Davidson Capital Management
Corpus Christi,
Texas
| $268M | +$85.6M | +47% | 2.85% | 79.4% | 102 | 30.39% | 1.3 |
|
| 4131 |
4131
Old Mission Investment Co
Traverse City,
Michigan
| $268M | -$7.23M | -3% | 3.59% | 82% | 115 | 6.96% | 1.8 |
|
| 4132 |
4132
Blue Zone Wealth Advisors
Los Angeles,
California
| $268M | -$34.4M | -11% | 6.15% | 91.1% | 113 | 23.89% | 1.3 |
|
| 4133 |
4133
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $268M | -$1.02M | -0.4% | 2.39% | 87.9% | 224 | 16.96% | 2.2 |
|
| 4134 |
4134
Corriente Advisors
Fort Worth,
Texas
| $268M | +$256M | +2,190% | 88.3% | – | 6 | 83.33% | 0.1 |
|
| 4135 |
4135
MSD Capital
New York
| $268M | -$10.1M | -4% | 11.5% | 11.5% | 5 | 20% | 3.9 |
|
| 4136 |
4136
Hillman Company
Pittsburgh,
Pennsylvania
| $268M | -$3.06M | -1% | 5.38% | 118% | 15 | 33.33% | 1.1 |
|
| 4137 |
4137
Engrave Wealth Partners
The Woodlands,
Texas
| $268M | -$78.8M | -23% | 4.21% | 39.9% | 76 | 35.53% | 1.5 |
|
| 4138 |
4138
WealthBridge Capital Management
Westerville,
Ohio
| $267M | -$472K | -0.2% | 3.85% | 89.4% | 195 | 18.97% | 1.9 |
|
| 4139 |
4139
Pathway Financial Advisors
South Burlington,
Vermont
| $267M | -$13.1M | -5% | 3.06% | 52.7% | 146 | 10.96% | 2.6 |
|
| 4140 |
VST
4140
Van Strum & Towne
San Francisco,
California
| $267M | -$8.77M | -3% | 2.69% | 62.2% | 105 | 4.76% | 4.1 |
|
| 4141 |
4141
TPB Wealth Advisors
San Antonio,
Texas
| $267M | +$62M | +30% | 4.69% | – | 52 | 23.08% | 0.9 |
|
| 4142 |
4142
Financial Sense Advisors
San Diego,
California
| $267M | -$24.1M | -8% | 3.93% | 152% | 160 | 87.5% | 0.8 |
|
| 4143 |
4143
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $267M | -$8.51M | -3% | 1.17% | 17.7% | 377 | 17.77% | 2.4 |
|
| 4144 |
CA
4144
Crumly & Associates
Springfield,
Illinois
| $267M | +$13.3M | +5% | 1.1% | 58.1% | 112 | 11.61% | 1.2 |
|
| 4145 |
4145
New Legacy Group
New York
| $267M | -$251M | -48% | 45.7% | – | 32 | 9.38% | 0.3 |
|
| 4146 |
4146
Fermata Advisors
Sonoma,
California
| $267M | -$6.46M | -2% | 4.15% | 58.3% | 203 | 18.23% | 0.7 |
|
| 4147 |
4147
Teza Capital Management
Chicago,
Illinois
| $267M | -$107M | -29% | 1.82% | 133% | 578 | 58.48% | 0.3 |
|
| 4148 |
4148
Norman Fields Gottscho Capital Management
New York
| $267M | -$3.15M | -1% | 1.53% | 96.9% | 78 | 15.38% | 4.2 |
|
| 4149 |
4149
KPCB XIV Associates
Menlo Park,
California
| $266M | +$105M | +65% | 4.89% | – | 4 | 25% | 0.7 |
|
| 4150 |
4150
Whitener Capital Management
Rocky Mount,
North Carolina
| $266M | -$13.5M | -5% | 3.71% | 113% | 150 | 6.67% | 3.1 |
|