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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4801 |
4801
Two Point Capital Management
Pittsford,
New York
| $219M | +$37.4M | +21% | 13% | – | 24 | 8.33% | 0.9 |
|
| 4802 |
4802
Mill Road Capital Management
Greenwich,
Connecticut
| $219M | +$28.9M | +15% | 18.1% | 85.1% | 27 | 18.52% | 2.8 |
|
| 4803 |
4803
MTM Investment Management
Spartanburg,
South Carolina
| $219M | +$20.8M | +11% | 10.6% | 87.7% | 266 | 8.65% | 2.4 |
|
| 4804 |
4804
Townsend Asset Management
Raleigh,
North Carolina
| $219M | +$20.4M | +10% | 12.4% | 88.5% | 205 | 14.63% | 2.9 |
|
| 4805 |
TLP
4805
Tri Locum Partners
New York
| $219M | -$94M | -30% | 14.8% | 357% | 66 | 71.21% | 0.6 |
|
| 4806 |
4806
Brand Asset Management Group
Chesterfield,
Missouri
| $219M | +$23.7M | +12% | 10.1% | 70.2% | 78 | 8.97% | 4.6 |
|
| 4807 |
4807
Seaside Wealth Management
Carlsbad,
California
| $219M | +$21.8M | +11% | 9.96% | 53.4% | 53 | 9.43% | 1.2 |
|
| 4808 |
4808
Reston Wealth Management
Reston,
Virginia
| $219M | +$20.5M | +10% | 9.9% | 66.4% | 55 | 16.36% | 3.5 |
|
| 4809 |
4809
CGC Financial Services
Lake Oswego,
Oregon
| $218M | +$75.2M | +53% | 8.22% | 46% | 385 | 15.32% | 0.4 |
|
| 4810 |
4810
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| $218M | – | – | 17.7% | – | 558 | – | 1.9 |
|
| 4811 |
4811
Front Row Advisors
Tiburon,
California
| $218M | +$661K | +0.3% | 12.7% | 142% | 929 | 48.98% | 4.6 |
|
| 4812 |
4812
Investment Advisory Group
Hanover,
Massachusetts
| $218M | +$25.2M | +13% | 9.84% | 61.6% | 155 | 12.26% | 1.6 |
|
| 4813 |
4813
Webs Creek Capital Management
Dallas,
Texas
| $217M | -$7.04M | -3% | 6.13% | 133% | 15 | 60% | 0.4 |
|
| 4814 |
4814
Newton One Investments
Newark,
Delaware
| $217M | +$49.5M | +29% | 8.36% | 42% | 126 | 11.11% | 2.5 |
|
| 4815 |
4815
Altai Capital Management
West Hollywood,
California
| $217M | +$86.4M | +66% | 50.5% | 24.9% | 7 | 28.57% | 2.2 |
|
| 4816 |
4816
Madison International Realty Holdings
New York
| $217M | -$9.22M | -4% | 6.25% | – | 3 | 33.33% | 5 |
|
| 4817 |
4817
Vienna Insurance Group
Warsaw,
Poland
| $217M | -$7.18M | -3% | 13.6% | 230% | 92 | 2.17% | 1 |
|
| 4818 |
4818
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $217M | +$61.8M | +40% | 13.8% | 282% | 206 | 46.12% | 1.3 |
|
| 4819 |
4819
Snider Financial Group
Bellevue,
Washington
| $217M | +$10.2M | +5% | 10.9% | 87% | 62 | 14.52% | 1.4 |
|
| 4820 |
4820
Summit Rock Advisors
New York
| $217M | +$14.2M | +7% | 4.67% | – | 4 | 50% | 0.3 |
|
| 4821 |
4821
Westshore Wealth
Newport Beach,
California
| $217M | +$36.7M | +20% | 9.91% | 58.8% | 103 | 18.45% | 2.1 |
|
| 4822 |
SWMG
4822
Signature Wealth Management Group
Atlanta,
Georgia
| $216M | – | – | 7.61% | – | 99 | – | 2.8 |
|
| 4823 |
4823
Weik Capital Management
Wyomissing,
Pennsylvania
| $216M | +$13M | +6% | 9.79% | 66.9% | 95 | 5.26% | 7.5 |
|
| 4824 |
4824
Seneca House Advisors
Richmond,
Virginia
| $216M | +$23.8M | +12% | 11.2% | 58.2% | 80 | 8.75% | 3.7 |
|
| 4825 |
4825
Denver PWM
Denver,
Colorado
| $216M | -$23.2M | -10% | 7.74% | 48.6% | 112 | 38.39% | 2.7 |
|