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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
WMA
4726
Wealth Management Associates
Cherry Hill,
New Jersey
| $91.8M | +$17.5M | +24% | 12% | 111% | 97 | 15.46% | 0.2 |
|
| 4727 |
4727
River Oaks Capital
Wayzata,
Minnesota
| $91.8M | +$8.15M | +10% | 10.7% | – | 54 | 9.26% | 1.8 |
|
| 4728 |
4728
Lansing Management
New York
| $91.6M | +$14.5M | +19% | 22.8% | 76.9% | 10 | 20% | 0.2 |
|
| 4729 |
4729
Rizvi Traverse Management
West Palm Beach,
Florida
| $91.6M | +$45.8M | +100% | 100% | – | 1 | 0% | 1.3 |
|
| 4730 |
4730
Successful Portfolios
Clearwater,
Florida
| $91.5M | +$13.2M | +17% | 11.1% | 110% | 141 | 12.06% | 1.1 |
|
| 4731 |
4731
Raffles Associates
New York
| $91.4M | +$3.85M | +4% | 7.86% | 50% | 51 | 13.73% | 2 |
|
| 4732 |
4732
National Investment Services
Milwaukee,
Wisconsin
| $91.3M | +$5.1M | +6% | 13.7% | 47.2% | 85 | 23.53% | 1.8 |
|
| 4733 |
4733
Madrona Financial Services
Everett,
Washington
| $91.3M | -$22M | -19% | 11.8% | 85.1% | 49 | 26.53% | 2.3 |
|
| 4734 |
4734
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $91M | +$22.8M | +34% | 15.6% | 117% | 37 | 35.14% | 0.2 |
|
| 4735 |
4735
Orser Capital Management
Southlake,
Texas
| $90.9M | +$4.12M | +5% | 16.5% | 128% | 79 | 25.32% | 1 |
|
| 4736 |
PCM
4736
Proxima Capital Management
New York
| $90.8M | -$14.8M | -14% | 15.3% | 20.7% | 38 | 15.79% | 1.6 |
|
| 4737 |
4737
Solas Capital Management
Darien,
Connecticut
| $90.6M | -$4.4M | -5% | 10.8% | 62.5% | 30 | 30% | 0.2 |
|
| 4738 |
4738
JSF Financial
Los Angeles,
California
| $90.5M | -$7.13M | -7% | 12.4% | 91% | 64 | 18.75% | 0.2 |
|
| 4739 |
4739
Charter Research & Investment Group
Southport,
Connecticut
| $90.4M | +$11.2M | +14% | 13.1% | 82.3% | 83 | 9.64% | 3.1 |
|
| 4740 |
4740
Tower House Partners
London,
United Kingdom
| $90.1M | +$37.8M | +72% | 30.6% | 21.4% | 2 | 50% | 0.1 |
|
| 4741 |
LCH
4741
Lee Capital Holdings
New York
| $90M | +$23.1M | +35% | 17.2% | 34.4% | 55 | 36.36% | 0.5 |
|
| 4742 |
4742
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $89.9M | -$85.1M | -49% | 5.69% | 0.74% | 6 | 33.33% | 4.6 |
|
| 4743 |
4743
Kelly Financial Services
Braintree,
Massachusetts
| $89.9M | – | – | 12.7% | 64.3% | 497 | – | 0 |
|
| 4744 |
4744
MSD Capital
New York
| $89.4M | +$32.8M | +58% | 29.6% | 11.5% | 3 | 33.33% | 3.4 |
|
| 4745 |
4745
Trustco Bank (New York)
Albany,
New York
| $88.9M | +$34.9M | +65% | 12.9% | 131% | 69 | 42.03% | 3 |
|
| 4746 |
4746
Empirical Capital Management
Hendersonville,
Tennessee
| $88.8M | +$14.7M | +20% | 27.1% | – | 25 | 40% | 1.9 |
|
| 4747 |
4747
WealthOne
Albany,
New York
| $88.5M | -$25.7M | -22% | 10.9% | 23.4% | 617 | 89.14% | 0.2 |
|
| 4748 |
4748
Fifth Third Securities
Cincinnati,
Ohio
| $88.3M | +$17.4M | +24% | 10.3% | 62.7% | 59 | 20.34% | 1.4 |
|
| 4749 |
4749
Meridian Financial Partners
Warrenton,
Virginia
| $88.3M | +$14M | +19% | 10.1% | 80.8% | 57 | 22.81% | 0.2 |
|
| 4750 |
4750
Washington Capital Management
Seattle,
Washington
| $88.3M | +$2.06M | +2% | 14.4% | 81.8% | 108 | 20.37% | 2.4 |
|