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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
4301
Defender Capital
Charlotte,
North Carolina
| $125M | +$20.1M | +19% | 16.6% | 101% | 16 | 6.25% | 0.2 |
|
| 4302 |
GAMC
4302
Garner Asset Management Corp
Plano,
Texas
| $125M | +$12.8M | +11% | 12.7% | 95.3% | 150 | 14.67% | 1.5 |
|
| 4303 |
4303
Point72 Europe
London,
United Kingdom
| $125M | +$31.2M | +33% | 9.75% | 95.4% | 24 | 70.83% | 0.6 |
|
| 4304 |
4304
Pin Oak Investment Advisors
Houston,
Texas
| $125M | +$12M | +11% | 14% | 62.7% | 445 | 9.21% | 1 |
|
| 4305 |
4305
Reston Wealth Management
Reston,
Virginia
| $125M | +$19.9M | +19% | 10.3% | 60.7% | 54 | 22.22% | 0.2 |
|
| 4306 |
4306
Baugh & Associates
Atlanta,
Georgia
| $125M | +$8.72M | +8% | 11.2% | 98.8% | 41 | 2.44% | 1.2 |
|
| 4307 |
4307
Index Venture Growth Associates I
St Helier, Channel Islands,
Jersey
| $125M | -$51.2M | -29% | 5.42% | 30.9% | 2 | 0% | 0.3 |
|
| 4308 |
CWM
4308
CCG Wealth Management
San Diego,
California
| $125M | +$21.8M | +21% | 12.1% | 82.6% | 66 | 19.7% | 0.2 |
|
| 4309 |
4309
Gables Capital Management
Miami,
Florida
| $124M | +$9.5M | +8% | 17% | 151% | 393 | 12.98% | 0.8 |
|
| 4310 |
4310
Bain Capital Public Equity Management II
Boston,
Massachusetts
| $124M | +$31.7M | +34% | 12% | 201% | 14 | 71.43% | 0.1 |
|
| 4311 |
RMSCM
4311
R.M. Sincerbeaux Capital Management
New York
| $124M | +$16M | +15% | 15.4% | 76.4% | 53 | 3.77% | 4 |
|
| 4312 |
4312
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $124M | +$35.4M | +40% | 7.86% | 72.3% | 71 | 11.27% | 0.2 |
|
| 4313 |
4313
Financial Gravity Asset Management
Lakeway,
Texas
| $124M | – | – | 9.46% | – | 1,668 | – | 0.8 |
|
| 4314 |
4314
Kopp Investment Advisors
Bloomington,
Minnesota
| $124M | +$21.1M | +21% | 25% | 109% | 67 | 20.9% | 2.9 |
|
| 4315 |
4315
MONECO Advisors
Fairfield,
Connecticut
| $124M | +$37.6M | +44% | 13% | 70.5% | 138 | 30.43% | 0.2 |
|
| 4316 |
4316
venBio Partners
San Francisco,
California
| $123M | +$85.4M | +224% | 20.3% | 564% | 4 | 25% | 0.6 |
|
| 4317 |
4317
LDR Capital Management
New York
| $123M | +$34.6M | +39% | 12.1% | 28.4% | 28 | 46.43% | 0.5 |
|
| 4318 |
HWC
4318
Hill Winds Capital
High Falls,
New York
| $123M | +$20.4M | +20% | 16.2% | 8.52% | 28 | 50% | 0.1 |
|
| 4319 |
4319
Sequoia Wealth Management
Hoffman Estates,
Illinois
| $123M | +$22.4M | +22% | 13.3% | – | 76 | 26.32% | 0.8 |
|
| 4320 |
4320
Family Legacy Inc
Greenville,
South Carolina
| $123M | +$11.4M | +10% | 11.6% | 89% | 178 | 42.13% | 1.5 |
|
| 4321 |
4321
GoodHaven Capital Management
Millburn,
New Jersey
| $123M | -$3.8M | -3% | 8% | 80.7% | 25 | 4% | 3.3 |
|
| 4322 |
4322
Ironwood Investment Management
Boston,
Massachusetts
| $123M | +$15.1M | +14% | 17.9% | 164% | 161 | 12.42% | 4 |
|
| 4323 |
4323
Beacon Wealthcare Inc
Raleigh,
North Carolina
| $123M | -$28.4M | -19% | 8.35% | 31.6% | 11 | 18.18% | 1.1 |
|
| 4324 |
LBS
4324
Lawrence B. Seidman
| $123M | -$4.51M | -4% | 2.13% | 12.3% | 31 | 25.81% | 2.2 |
|
| 4325 |
4325
Puissance Capital Management
New York
| $123M | +$35.3M | +40% | 58.9% | 116% | 7 | 14.29% | 1 |
|