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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
ERM
4501
Elm Ridge Management
Briarcliff Manor,
New York
| $107M | -$17M | -14% | 8.45% | 93.6% | 30 | 13.33% | 10.7 |
|
| 4502 |
LCH
4502
Lee Capital Holdings
New York
| $107M | +$13.5M | +14% | 1.14% | 34.4% | 54 | 14.81% | 3.4 |
|
| 4503 |
NGA
4503
New Generation Advisors
Manchester,
Massachusetts
| $107M | -$20M | -16% | 6.58% | 45.1% | 35 | 28.57% | 6.6 |
|
| 4504 |
BCP
4504
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $107M | +$2.21M | +2% | 1.46% | 87.2% | 103 | 23.3% | 2.8 |
|
| 4505 |
FWM
4505
Fairhaven Wealth Management
Oak Brook,
Illinois
| $107M | -$715K | -0.7% | 0.56% | – | 82 | 12.2% | 2.6 |
|
| 4506 |
UMA
4506
USA Mutuals Advisors
Dallas,
Texas
| $107M | -$3.7M | -3% | 0.66% | 14.1% | 27 | 37.04% | 17.1 |
|
| 4507 |
WGA
4507
Weather Gauge Advisory
Williamsburg,
Virginia
| $107M | +$2.62M | +3% | 2.99% | 39.9% | 88 | 3.41% | 2.9 |
|
| 4508 |
TWM
4508
TLW Wealth Management
Indian Rocks Beach,
Florida
| $107M | +$4.01M | +4% | 4.14% | 82.9% | 30 | 16.67% | 1.6 |
|
| 4509 |
ETM
4509
Euclidean Technologies Management
Seattle,
Washington
| $107M | +$250K | +0.2% | 0.05% | 124% | 73 | 17.81% | 6.7 |
|
| 4510 |
SCI
4510
Stableford Capital II
Scottsdale,
Arizona
| $107M | +$3.82M | +4% | 1.95% | 66.9% | 98 | 16.33% | 6.7 |
|
| 4511 |
BCM
4511
Brightline Capital Management
Miami,
Florida
| $106M | +$11.5M | +12% | 0.63% | 810% | 14 | 28.57% | 1.2 |
|
| 4512 |
SP
4512
Successful Portfolios
Clearwater,
Florida
| $106M | +$13.2M | +14% | 2.05% | 110% | 158 | 15.19% | 5.5 |
|
| 4513 |
VLC
4513
Van Leeuwen & Company
Princeton,
New Jersey
| $106M | -$5.41M | -5% | 3.21% | 75.4% | 83 | 22.89% | 3 |
|
| 4514 |
PSF
4514
Pacific Sun Financial
Los Angeles,
California
| $106M | +$1.35M | +1% | 0.07% | 70.3% | 138 | 6.52% | 5.1 |
|
| 4515 |
TC
4515
Trust Company
Manhattan,
Kansas
| $106M | -$2.72M | -3% | 1.6% | 40.6% | 342 | 18.42% | 11.2 |
|
| 4516 |
SHA
4516
Seneca House Advisors
Richmond,
Virginia
| $106M | -$3.35M | -3% | 1.23% | 58.2% | 91 | 8.79% | 6.1 |
|
| 4517 |
LWM
4517
Liberty Wealth Management
Oakland,
California
| $106M | -$8.34M | -7% | 1.83% | 64.2% | 1,040 | 25% | 2.4 |
|
| 4518 |
SWM
4518
Strategic Wealth Management
Kirkland,
Washington
| $106M | -$23.4M | -18% | 0.35% | 52.8% | 25 | 28% | 6.7 |
|
| 4519 |
BCM
4519
Banyan Capital Management
Atlanta,
Georgia
| $105M | -$1.07M | -1% | 4.35% | 42.5% | 20 | 5% | 2.9 |
|
| 4520 |
CFGF
4520
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $105M | +$820K | +0.8% | 0.35% | 44.1% | 20 | 0% | 8.5 |
|
| 4521 |
CMI
4521
Clare Market Investments
Dallas,
Texas
| $105M | -$20.8M | -17% | 0.89% | – | 104 | 29.81% | 2.6 |
|
| 4522 |
GB
4522
Gunma Bank
Gunma,
Japan
| $105M | +$3.99M | +4% | 4.08% | 24.5% | 9 | 0% | 14.2 |
|
| 4523 |
MSDF
4523
Michael & Susan Dell Foundation
New York
| $105M | -$7.67M | -7% | 0.01% | 238% | 37 | 32.43% | 2.3 |
|
| 4524 |
RA
4524
Raffles Associates
New York
| $105M | +$7.52M | +8% | 3.64% | 50% | 60 | 25% | 8.5 |
|
| 4525 |
OMIC
4525
Old Mission Investment Co
Traverse City,
Michigan
| $105M | – | – | 0.73% | 70.7% | 65 | – | 0 |
|