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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
CWM
4351
CCG Wealth Management
San Diego,
California
| $369M | +$136M | +58% | 2.87% | 82.6% | 139 | 30.94% | 2.3 |
|
| 4352 |
4352
AYAL Capital Advisors
Toronto,
Ontario, Canada
| $369M | +$81.9M | +29% | 6.62% | – | 69 | 57.97% | 0.4 |
|
| 4353 |
4353
EPG Wealth Management
Atlanta,
Georgia
| $369M | -$2.81M | -0.8% | 0.62% | 108% | 334 | 8.68% | 1.3 |
|
| 4354 |
4354
Newton One Investments
Newark,
Delaware
| $368M | +$29.5M | +9% | 1.29% | 42% | 121 | 0.83% | 2.5 |
|
| 4355 |
4355
Merk Investments
Menlo Park,
California
| $368M | +$7.19M | +2% | 5.68% | 303% | 11 | 9.09% | 3.6 |
|
| 4356 |
WCM
4356
Westerly Capital Management
San Francisco,
California
| $368M | -$87.5M | -19% | 0.78% | 116% | 45 | 26.67% | 1.9 |
|
| 4357 |
4357
White Pine Capital
Bloomington,
Minnesota
| $368M | +$4.3M | +1% | 5.72% | 143% | 231 | 5.63% | 6.6 |
|
| 4358 |
4358
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $367M | +$10.2M | +3% | 0.9% | 65.5% | 346 | 6.94% | 5.8 |
|
| 4359 |
4359
Prasad Wealth Partners
Independence,
Ohio
| $367M | -$7.43M | -2% | 2.45% | – | 158 | 15.82% | 0.9 |
|
| 4360 |
4360
Birinyi Associates
Westport,
Connecticut
| $367M | -$32.7M | -8% | 6.89% | 133% | 63 | 12.7% | 6.8 |
|
| 4361 |
4361
ValueWorks
New York
| $367M | -$13M | -3% | 12.6% | 190% | 37 | 10.81% | 5.2 |
|
| 4362 |
4362
Northcape Wealth Management
Williamsville,
New York
| $367M | +$12.4M | +3% | 3.68% | 74% | 149 | 12.75% | 2.9 |
|
| 4363 |
4363
Capco Asset Management
Tampa,
Florida
| $367M | -$42.2M | -10% | 10.6% | 46.1% | 31 | 22.58% | 4.7 |
|
| 4364 |
4364
Princeton Capital Management
Red Bank,
New Jersey
| $367M | -$21M | -5% | 3.15% | 206% | 150 | 13.33% | 4.1 |
|
| 4365 |
CVA
4365
Central Valley Advisors
Sacramento,
California
| $366M | +$31.8M | +9% | 0.6% | 77.8% | 190 | 22.63% | 1.2 |
|
| 4366 |
4366
CV Advisors
Aventura,
Florida
| $366M | -$25.6M | -7% | 5.92% | 112% | 54 | 25.93% | 1.4 |
|
| 4367 |
4367
Lexington Partners
New York
| $366M | +$26.9M | +8% | 8.6% | 24.5% | 5 | 40% | 1.8 |
|
| 4368 |
4368
Redmond Asset Management
Henrico,
Virginia
| $366M | -$25.9M | -7% | 1.29% | 68.2% | 205 | 7.8% | 4.6 |
|
| 4369 |
4369
Argent Advisors
Monroe,
Louisiana
| $366M | +$8.03M | +2% | 2.91% | 63.1% | 181 | 10.5% | 3.6 |
|
| 4370 |
4370
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $366M | -$11.9M | -3% | 1.19% | 84.3% | 786 | 14.63% | 1.2 |
|
| 4371 |
4371
TriaGen Wealth Management
Calabasas,
California
| $366M | -$20.5M | -5% | 4.46% | 132% | 200 | 26.5% | 2.6 |
|
| 4372 |
4372
Terril Brothers
St. Louis,
Missouri
| $366M | -$15.6M | -4% | 1.53% | 112% | 80 | 15% | 3.4 |
|
| 4373 |
4373
Continental Grain Company
New York
| $366M | +$30M | +9% | 1.67% | 5.73% | 4 | 0% | 2.9 |
|
| 4374 |
4374
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $366M | +$31.5M | +9% | 0.62% | 70.3% | 151 | 10.6% | 4.8 |
|
| 4375 |
4375
New England Capital Financial Advisors
Meriden,
Connecticut
| $365M | +$109M | +43% | 0.26% | 58.3% | 446 | 9.87% | 2.5 |
|