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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 |
4726
Davidson Capital Management
Corpus Christi,
Texas
| $200M | +$35.8M | +22% | 7.02% | 79.4% | 85 | 4.71% | 1.9 |
|
| 4727 |
4727
Selective Wealth Management
Forest,
Virginia
| $200M | – | – | 5.08% | 74.4% | 118 | – | 2.5 |
|
| 4728 |
4728
West Branch Capital
Amherst,
Massachusetts
| $200M | +$20.9M | +12% | 13.9% | 156% | 471 | 7.64% | 2.2 |
|
| 4729 |
4729
Camarda Financial Advisors
Fleming Island,
Florida
| $200M | +$67M | +50% | 9.34% | 196% | 88 | 47.73% | 1.1 |
|
| 4730 |
4730
Congress Park Capital
Saratoga Springs,
New York
| $200M | +$7.85M | +4% | 10.3% | 99.9% | 137 | 8.03% | 2.9 |
|
| 4731 |
LFGO
4731
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| $200M | +$19.3M | +11% | 5.23% | 64.2% | 73 | 16.44% | 0.4 |
|
| 4732 |
4732
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $200M | +$17.6M | +10% | 8.7% | 47.8% | 112 | 4.46% | 3.9 |
|
| 4733 |
4733
Wynnefield Capital
New York
| $200M | +$45.6M | +30% | 39.5% | 52.1% | 20 | 10% | 3.7 |
|
| 4734 |
4734
3Chopt Investment Partners
Richmond,
Virginia
| $200M | +$12.2M | +7% | 7.75% | 116% | 147 | 12.24% | 0.5 |
|
| 4735 |
4735
Bell & Brown Wealth Advisors
Newport Beach,
California
| $200M | +$12.2M | +6% | 7.18% | 125% | 70 | 4.29% | 4.2 |
|
| 4736 |
4736
Stone House Capital Management
Bay Harbor Islands,
Florida
| $200M | +$53.1M | +36% | 31.2% | 151% | 4 | 25% | 0.8 |
|
| 4737 |
4737
Cota Capital Management
San Francisco,
California
| $199M | +$14.6M | +8% | 11.4% | 46% | 11 | 0% | 2.8 |
|
| 4738 |
4738
Magnolia Capital Advisors
Jackson,
Mississippi
| $199M | +$5.19M | +3% | 5.81% | 78.7% | 159 | 30.19% | 1.8 |
|
| 4739 |
4739
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $199M | +$13.6M | +7% | 7.35% | 103% | 56 | 14.29% | 3.1 |
|
| 4740 |
LWMM
4740
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| $199M | +$18.2M | +10% | 8.36% | 89.1% | 76 | 10.53% | 2.8 |
|
| 4741 |
4741
FSM Wealth Advisors
Cleveland,
Ohio
| $199M | +$27M | +16% | 6.42% | 62.8% | 178 | 19.66% | 0.7 |
|
| 4742 |
4742
Pharo Management
New York
| $199M | +$3.49M | +2% | 0.24% | – | 8 | 50% | 1 |
|
| 4743 |
IP
4743
Isomer Partners
New York
| $199M | -$11.2M | -5% | 12.3% | 57.2% | 21 | 47.62% | 1.1 |
|
| 4744 |
4744
Newport Capital Group
Red Bank,
New Jersey
| $199M | +$112M | +129% | 7.62% | – | 69 | 73.91% | 0.1 |
|
| 4745 |
4745
Bullseye Asset Management
Denver,
Colorado
| $199M | +$3M | +2% | 6.22% | 81% | 74 | 6.76% | 2.7 |
|
| 4746 |
4746
Golden Gate Private Equity
San Francisco,
California
| $199M | -$24.3M | -11% | 10.8% | 8.72% | 3 | 0% | 2.3 |
|
| 4747 |
GWM
4747
Gray Wealth Management
Bangor,
Maine
| $199M | +$15.6M | +9% | 5.96% | 22.1% | 134 | 9.7% | 2.2 |
|
| 4748 |
4748
Forge First Asset Management
Toronto, Ontario,
Canada
| $199M | -$22.8M | -10% | 3.29% | 112% | 53 | 54.72% | 0.3 |
|
| 4749 |
4749
Topel & Distasi Wealth Management
Berkeley,
California
| $199M | +$7.15M | +4% | 3.92% | 40% | 72 | 0% | 1.2 |
|
| 4750 |
4750
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $199M | +$10.4M | +6% | 7.57% | 80.3% | 114 | 9.65% | 2.6 |
|