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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Empire Financial Management Company
New York
| $325M | +$22.7M | +8% | 7.91% | 78.3% | 214 | 12.15% | 1.2 |
|
| 4152 |
4152
Searchlight Capital Partners
New York
| $325M | +$19.8M | +6% | 9.68% | 38.5% | 4 | 0% | 5.8 |
|
| 4153 |
4153
Tradewinds LLC
Raleigh,
North Carolina
| $325M | -$447K | -0.1% | 4.98% | – | 216 | 28.7% | 0.5 |
|
| 4154 |
4154
Riverview Capital Advisers
Boston,
Massachusetts
| $325M | +$27.9M | +9% | 9.73% | 84.8% | 86 | 6.98% | 1.9 |
|
| 4155 |
4155
Steadview Capital Management
London,
United Kingdom
| $325M | +$26.7M | +9% | 29.4% | 839% | 7 | 14.29% | 2.9 |
|
| 4156 |
4156
Buckley Wealth Management
Las Vegas,
Nevada
| $325M | +$9.11M | +3% | 5.58% | 88% | 104 | 9.62% | 4.7 |
|
| 4157 |
MI
4157
M3F Inc
Salt Lake City,
Utah
| $325M | +$54.4M | +20% | 41% | 139% | 35 | 20% | 4 |
|
| 4158 |
4158
VELA Investment Management
New Albany,
Ohio
| $324M | +$2.39M | +0.7% | 6.11% | 56.8% | 184 | 24.46% | 1.5 |
|
| 4159 |
4159
Alpha Wave Global
New York
| $324M | +$18.7M | +6% | 18.3% | 226% | 26 | 23.08% | 2 |
|
| 4160 |
4160
Kendall Capital Management
Rockville,
Maryland
| $324M | +$24M | +8% | 7.52% | 130% | 217 | 6.91% | 3.3 |
|
| 4161 |
4161
Activest Wealth Management
Aventure,
Florida
| $324M | +$19.8M | +7% | 5.02% | 117% | 620 | 21.29% | 0.8 |
|
| 4162 |
4162
ABLE Financial Group
Scottsdale,
Arizona
| $324M | +$46.9M | +17% | 5.78% | 64.2% | 196 | 16.84% | 1 |
|
| 4163 |
4163
Ballast Advisors
Woodbury,
Minnesota
| $324M | +$8.44M | +3% | 5.8% | 66.7% | 167 | 4.79% | 3.8 |
|
| 4164 |
4164
TSP Capital Management Group
Summit,
New Jersey
| $323M | +$4.36M | +1% | 7.62% | 186% | 48 | 2.08% | 4.7 |
|
| 4165 |
4165
Singapore Technologies Telemedia
Singapore
| $323M | +$176M | +120% | 120% | 173% | 1 | 0% | 7.5 |
|
| 4166 |
4166
Bayview Asset Management
Coral Gables,
Florida
| $323M | +$36.4M | +13% | 16.1% | 55.4% | 60 | 55% | 0.4 |
|
| 4167 |
TM
4167
Tikvah Management
Charlotte,
North Carolina
| $323M | +$15.9M | +5% | 31% | 169% | 25 | 4% | 4.2 |
|
| 4168 |
4168
NovaPoint Capital
Atlanta,
Georgia
| $322M | +$27.8M | +9% | 8.79% | 94% | 139 | 12.23% | 3 |
|
| 4169 |
4169
RDA Financial Network
Akron,
Iowa
| $322M | +$17.2M | +6% | 5.53% | 93.4% | 243 | 11.93% | 3.4 |
|
| 4170 |
4170
Colony Family Offices
Charlotte,
North Carolina
| $322M | +$10.8M | +3% | 6.13% | 53.9% | 70 | 22.86% | 1.9 |
|
| 4171 |
CWM
4171
Cedar Wealth Management
Walnut Creek,
California
| $322M | +$14.2M | +5% | 6.78% | 68.1% | 308 | 16.23% | 3.5 |
|
| 4172 |
4172
Aristides Capital
Louisville,
Kentucky
| $322M | -$32M | -9% | 9.88% | 126% | 323 | 44.89% | 1.3 |
|
| 4173 |
SSI
4173
Scott & Selber Inc
Houston,
Texas
| $322M | +$8.56M | +3% | 4.79% | 202% | 92 | 9.78% | 4.8 |
|
| 4174 |
4174
Freedom Day Solutions
Houston,
Texas
| $322M | +$26.1M | +9% | 7.62% | 86.6% | 104 | 15.38% | 3.1 |
|
| 4175 |
4175
Physicians Financial Services
Raleigh,
North Carolina
| $322M | +$14.1M | +5% | 7.57% | 100% | 113 | 9.73% | 6.3 |
|