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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $116M | +$6.25M | +6% | 2.8% | 47.8% | 447 | 9.4% | 0.5 |
|
| 4202 |
4202
Raffles Associates
New York
| $115M | +$22M | +24% | 10.6% | 50% | 54 | 35.19% | 1.9 |
|
| 4203 |
4203
Seelaus Asset Management
Chatham,
New Jersey
| $115M | -$1.26M | -1% | 3.97% | 134% | 200 | 18.5% | 0.4 |
|
| 4204 |
4204
Sanctuary Wealth Management
Pocatello,
Idaho
| $115M | -$3.54M | -3% | 2.23% | – | 21 | 23.81% | 0.4 |
|
| 4205 |
4205
Orser Capital Management
Southlake,
Texas
| $115M | +$7.04M | +7% | 5.17% | 128% | 106 | 27.36% | 0.4 |
|
| 4206 |
4206
RiverGlades Family Offices
Naples,
Florida
| $115M | -$10.6M | -8% | 0.33% | – | 81 | 17.28% | 0.4 |
|
| 4207 |
4207
Brandywine Trust
Hockessin,
Delaware
| $115M | +$2.15M | +2% | 4.02% | 32.7% | 36 | 5.56% | 3 |
|
| 4208 |
4208
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $115M | +$323K | +0.3% | 3.09% | – | 364 | 9.07% | 2.6 |
|
| 4209 |
4209
Baugh & Associates
Atlanta,
Georgia
| $115M | -$9.44M | -8% | 2.85% | 98.8% | 42 | 4.76% | 0.5 |
|
| 4210 |
4210
AUA Capital Management
Camp Hill,
Pennsylvania
| $115M | -$3.18M | -3% | 1.37% | 70.2% | 205 | 10.24% | 1.4 |
|
| 4211 |
SRCM
4211
Swift Run Capital Management
Charlottesville,
Virginia
| $114M | -$25.2M | -18% | 1.32% | 9.9% | 51 | 29.41% | 2.7 |
|
| 4212 |
ACM
4212
Akanthos Capital Management
Woodland Hills,
California
| $114M | +$8.42M | +8% | 7.96% | 1.86% | 23 | 47.83% | 0.9 |
|
| 4213 |
4213
Poehling Capital Management
Madison,
Wisconsin
| $114M | -$9.6M | -8% | 0.87% | 83% | 344 | 21.51% | 0.4 |
|
| 4214 |
HAM
4214
Hammer Asset Management
Auburn,
California
| $114M | – | – | 3.26% | – | 41 | – | 0 |
|
| 4215 |
4215
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $114M | +$3.96M | +4% | 3.17% | 71.4% | 93 | 8.6% | 1 |
|
| 4216 |
AFC
4216
AFT Forsyth & Company
West Palm Beach,
Florida
| $114M | +$6.86M | +6% | 3.69% | 135% | 145 | 8.97% | 3.4 |
|
| 4217 |
4217
Rainwater Charitable Foundation
Fort Worth,
Texas
| $114M | -$4.26M | -4% | 2.42% | 44% | 1 | 0% | 0.5 |
|
| 4218 |
4218
Founders Capital Management (Texas)
Houston,
Texas
| $114M | -$4.83M | -4% | 4.07% | 131% | 364 | 17.31% | 1.1 |
|
| 4219 |
4219
Chandler Asset Management
San Diego,
California
| $114M | -$1.46M | -1% | 1.82% | 35.6% | 31 | 48.39% | 0.5 |
|
| 4220 |
4220
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $114M | +$4.18M | +4% | 10.2% | 88% | 55 | 18.18% | 0.5 |
|
| 4221 |
4221
Mangham Associates
Charlottesville,
Virginia
| $114M | -$311K | -0.3% | 2% | 24.4% | 6 | 33.33% | 0.5 |
|
| 4222 |
4222
Northstar Capital Management
New York
| $114M | +$5.54M | +5% | 7.42% | – | 94 | 12.77% | 0.5 |
|
| 4223 |
4223
Chessman Wealth Strategies RIA
Dallas,
Texas
| $114M | +$34.2M | +43% | 0.7% | – | 34 | 35.29% | 0.3 |
|
| 4224 |
RMSCM
4224
R.M. Sincerbeaux Capital Management
New York
| $114M | +$6.81M | +6% | 3.75% | 76.4% | 56 | 8.93% | 3.7 |
|
| 4225 |
4225
Exeter Financial
Scottsdale,
Arizona
| $113M | -$3.03M | -3% | 0.96% | 59.1% | 70 | 5.71% | 0.5 |
|