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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
MM
4426
MWG Management
Road Town, Tortola,
British Virgin Islands
| $236M | -$107M | -31% | 31% | 59.2% | 2 | 0% | 1 |
|
| 4427 |
4427
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| $236M | -$14.3M | -6% | 4.48% | 71.1% | 170 | 12.35% | 0.9 |
|
| 4428 |
BCM
4428
BlueMar Capital Management
Miami,
Florida
| $236M | -$124M | -34% | 5.53% | 27.4% | 58 | 48.28% | 1.3 |
|
| 4429 |
4429
Gradient Capital Advisors
San Diego,
California
| $236M | -$4.17M | -2% | 3.81% | 78.5% | 131 | 10.69% | 2.8 |
|
| 4430 |
4430
Stolper & Co
Tulsa,
Oklahoma
| $236M | +$11.7M | +5% | 3.19% | 77.1% | 90 | 8.89% | 1.7 |
|
| 4431 |
4431
Tealwood Asset Management
Minneapolis,
Minnesota
| $236M | -$13.4M | -5% | 3.51% | 128% | 137 | 8.76% | 2.3 |
|
| 4432 |
4432
Neumann Capital Management
Foster City,
California
| $235M | -$10.1M | -4% | 3.99% | 89.9% | 92 | 6.52% | 5.5 |
|
| 4433 |
4433
Renaissance Capital
Stamford,
Connecticut
| $235M | -$154M | -40% | 19.6% | 392% | 110 | 11.82% | 0.7 |
|
| 4434 |
4434
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $235M | -$3.88M | -2% | 4.69% | 81.6% | 85 | 18.82% | 1.7 |
|
| 4435 |
4435
CHI Advisors
New York
| $235M | -$66.1M | -22% | 26.9% | 88.2% | 22 | 9.09% | 1.4 |
|
| 4436 |
4436
Mass General Brigham
Somerville,
Massachusetts
| $235M | -$46.9M | -17% | 7.38% | – | 8 | 50% | 1 |
|
| 4437 |
4437
Gramercy Funds Management
Greenwich,
Connecticut
| $235M | -$51.5M | -18% | 41.3% | 87.6% | 4 | 75% | 0.3 |
|
| 4438 |
4438
JSF Financial
Los Angeles,
California
| $235M | +$29.5M | +14% | 4.08% | 91% | 143 | 41.96% | 1.5 |
|
| 4439 |
PCM
4439
Prime Capital Management
Hong Kong
| $235M | -$48.3M | -17% | 23.2% | 579% | 10 | 20% | 1.2 |
|
| 4440 |
4440
Auxano Advisors
Bellevue,
Washington
| $235M | +$11.3M | +5% | 2.59% | 85.4% | 87 | 19.54% | 1.2 |
|
| 4441 |
4441
SCF Partners
Houston,
Texas
| $235M | +$52.1M | +29% | 58.2% | 2.1% | 4 | 0% | 5.2 |
|
| 4442 |
LWA
4442
LWS Wealth Advisors
Basking Ridge,
New Jersey
| $235M | -$9.8M | -4% | 4.74% | 8.87% | 61 | 9.84% | 1.9 |
|
| 4443 |
4443
Lebenthal Global Advisors
Hauppauge,
New York
| $235M | -$12.6M | -5% | 4.37% | 57.2% | 177 | 23.73% | 0.7 |
|
| 4444 |
4444
Legacy Financial Strategies
Overland Park,
Kansas
| $235M | +$3.23M | +1% | 4.92% | 76.7% | 68 | 10.29% | 2.7 |
|
| 4445 |
4445
S.E.E.D. Planning Group
Binghamton,
New York
| $235M | +$4.07M | +2% | 3.48% | 57.3% | 102 | 17.65% | 1.4 |
|
| 4446 |
4446
Qualcomm Inc
San Diego,
California
| $234M | -$293M | -56% | 32.4% | – | 13 | 7.69% | 0.9 |
|
| 4447 |
4447
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $234M | -$18.6M | -7% | 2.83% | 117% | 361 | 26.87% | 2.3 |
|
| 4448 |
4448
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| $234M | -$57.9M | -20% | 4.76% | 70.6% | 114 | 30.7% | 1.2 |
|
| 4449 |
4449
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $234M | -$11.3M | -5% | 4.78% | 59.6% | 149 | 28.86% | 1.3 |
|
| 4450 |
4450
Axar Capital Management
New York
| $234M | +$29.7M | +14% | 14.5% | 680% | 3 | 0% | 2.6 |
|