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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
Empower Annuity Insurance Company
Hartford,
Connecticut
| $272M | +$21.2M | +8% | 8.47% | 0.86% | 1 | 0% | 1 |
|
| 4227 |
4227
3Chopt Investment Partners
Richmond,
Virginia
| $272M | +$102M | +60% | 10.6% | 128% | 167 | 67.07% | 0.3 |
|
| 4228 |
4228
Cavalier Investments
Alpharetta,
Georgia
| $272M | +$16.1M | +6% | 14.6% | 171% | 97 | 11.34% | 1.1 |
|
| 4229 |
4229
Windham Capital Management
Boston,
Massachusetts
| $272M | +$23M | +9% | 8.63% | 8.3% | 88 | 6.82% | 3.9 |
|
| 4230 |
4230
BCS Wealth Management
Johnson City,
Tennessee
| $272M | +$31.3M | +13% | 8.15% | 51% | 226 | 15.04% | 1 |
|
| 4231 |
4231
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $271M | +$22.8M | +9% | 10.7% | 84.3% | 193 | 22.8% | 2.2 |
|
| 4232 |
4232
SailingStone Capital Partners
Houston,
Texas
| $271M | -$68.9M | -20% | 4.28% | 152% | 12 | 0% | 3.1 |
|
| 4233 |
4233
KEB Asset Management
Springfield,
Illinois
| $271M | +$28.9M | +12% | 10.8% | 68.9% | 69 | 14.49% | 1.3 |
|
| 4234 |
4234
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $271M | +$27.7M | +11% | 9.22% | 117% | 119 | 21.01% | 2.2 |
|
| 4235 |
4235
Wellington Shields & Co
New York
| $271M | -$129M | -32% | 11.6% | 127% | 310 | 12.26% | 3 |
|
| 4236 |
4236
VisionPoint Advisory Group
Dallas,
Texas
| $271M | +$37.8M | +16% | 8.93% | 79.3% | 909 | 40.81% | 0.6 |
|
| 4237 |
4237
Redwood Grove Capital
Palo Alto,
California
| $271M | +$21.4M | +9% | 13.3% | 79.8% | 27 | 7.41% | 2.2 |
|
| 4238 |
4238
Prevatt Capital
Nassau,
Bahamas
| $271M | – | – | 12.2% | – | 15 | – | 0 |
|
| 4239 |
4239
Guidance Point Advisors
Wellesley,
Massachusetts
| $270M | +$24.7M | +10% | 11.8% | 71.8% | 74 | 9.46% | 3.6 |
|
| 4240 |
4240
Packer & Co
Cottesloe,
Australia
| $270M | +$11.4M | +4% | 5.12% | – | 3 | 0% | 4.1 |
|
| 4241 |
4241
Carr Financial Group
Worcester,
Massachusetts
| $270M | +$17.5M | +7% | 9.05% | 66.1% | 175 | 11.43% | 0.9 |
|
| 4242 |
4242
TCP Asset Management
Columbus,
Ohio
| $270M | +$36.5M | +16% | 10.4% | 65% | 73 | 19.18% | 0.7 |
|
| 4243 |
WMC
4243
Westwood Management Corporation
Chicago,
Illinois
| $270M | -$426M | -61% | 12.2% | 44.3% | 54 | 48.15% | 5.8 |
|
| 4244 |
WA
4244
WP Advisors
San Francisco,
California
| $270M | +$28.3M | +12% | 12.1% | 113% | 109 | 12.84% | 3.6 |
|
| 4245 |
4245
Buckhead Capital Management
Atlanta,
Georgia
| $270M | +$29.6M | +12% | 9.85% | 76.1% | 120 | 10% | 4.7 |
|
| 4246 |
4246
Buck Wealth Strategies
Denver,
Colorado
| $270M | +$21.2M | +9% | 8.34% | 48.4% | 368 | 83.15% | 0.9 |
|
| 4247 |
4247
Bank of Korea
Seoul,
South Korea
| $270M | -$183M | -40% | 5.2% | – | 3 | 0% | 1 |
|
| 4248 |
4248
Wakefield Asset Management
Englewood,
Colorado
| $270M | +$48.5M | +22% | 13.1% | 147% | 192 | 48.44% | 1.1 |
|
| 4249 |
4249
Roanoke Asset Management
Jersey City,
New Jersey
| $270M | +$26M | +11% | 14.6% | 50.3% | 106 | 6.6% | 6.6 |
|
| 4250 |
4250
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $270M | +$32.8M | +14% | 10.3% | 56.7% | 381 | 16.01% | 1.8 |
|