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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
Chase Investment Counsel
Charlottesville,
Virginia
| $181M | +$17.4M | +11% | 14.4% | 350% | 111 | 31.53% | 1.7 |
|
| 4827 |
4827
Transatlantique Private Wealth
New York
| $181M | +$13.7M | +8% | 7.44% | 88.6% | 211 | 18.01% | 0.6 |
|
| 4828 |
4828
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| $181M | -$7.64M | -4% | 6.89% | – | 167 | 20.96% | 1.5 |
|
| 4829 |
4829
Harbour Investment Management
Edmonds,
Washington
| $181M | +$7.15M | +4% | 5.62% | 58.8% | 73 | 4.11% | 7 |
|
| 4830 |
4830
venBio Partners
San Francisco,
California
| $180M | -$142M | -44% | 23.5% | 564% | 7 | 14.29% | 2 |
|
| 4831 |
4831
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $180M | +$6.8M | +4% | 3.23% | 44.9% | 46 | 13.04% | 1.9 |
|
| 4832 |
4832
Whelan Financial
Fresno,
California
| $180M | +$14.6M | +9% | 5.32% | 64.6% | 30 | 6.67% | 1 |
|
| 4833 |
ACM
4833
Altium Capital Management
New York
| $180M | -$16.6M | -8% | 8.33% | – | 128 | 55.47% | 0.6 |
|
| 4834 |
SLA
4834
Silver Lake Advisory
Cottonwood Heights,
Utah
| $180M | +$16.1M | +10% | 1.51% | 76.7% | 94 | 43.62% | 3.5 |
|
| 4835 |
4835
Greencape Capital
Melbourne,
Australia
| $180M | +$102M | +131% | 79.4% | 98.1% | 2 | 0% | 3.3 |
|
| 4836 |
4836
Corbin Capital Partners
New York
| $180M | -$149M | -45% | 9.2% | 87.7% | 109 | 35.78% | 1.1 |
|
| 4837 |
4837
Bill Few Associates
Pittsburgh,
Pennsylvania
| $180M | +$10.6M | +6% | 6.22% | 91.5% | 138 | 10.14% | 1 |
|
| 4838 |
4838
Axiom Financial Strategies
New Albany,
Indiana
| $180M | +$20.6M | +13% | 3.61% | 54.5% | 40 | 17.5% | 2.3 |
|
| 4839 |
4839
Landmark Wealth Management (New York)
Melville,
New York
| $180M | +$41.5M | +30% | 4.55% | 42.7% | 72 | 12.5% | 0.7 |
|
| 4840 |
4840
DGS Capital Management
Jersey City,
New Jersey
| $180M | +$26.8M | +18% | 22.7% | 177% | 235 | 12.34% | 0.9 |
|
| 4841 |
4841
FSB Premier Wealth Management
Waterloo,
Iowa
| $180M | -$2.82M | -2% | 3.47% | 53.9% | 160 | 18.13% | 1.5 |
|
| 4842 |
4842
Powell Investment Advisors
Miami,
Florida
| $180M | +$7.42M | +4% | 4.85% | 82.4% | 142 | 14.79% | 2.1 |
|
| 4843 |
4843
Lightspeed Opportunity Fund
Menlo Park,
California
| $179M | – | – | 23.1% | – | 2 | – | 0 |
|
| 4844 |
PCM
4844
Perritt Capital Management
Chicago,
Illinois
| $179M | +$4.08M | +2% | 9.68% | 80.9% | 303 | 6.6% | 2.8 |
|
| 4845 |
4845
West Branch Capital
Amherst,
Massachusetts
| $179M | +$17.6M | +11% | 14.9% | 156% | 471 | 7.01% | 2 |
|
| 4846 |
4846
SWMG LLC
Fort Worth,
Texas
| $179M | +$14M | +8% | 5.55% | 68.7% | 97 | 27.84% | 1 |
|
| 4847 |
SV
4847
Stilwell Value
New York
| $179M | +$46.2M | +35% | 3.61% | 87.9% | 46 | 23.91% | 3.6 |
|
| 4848 |
4848
E Fund Management (HK)
Central,
Hong Kong
| $179M | +$61.6M | +52% | 8.7% | 163% | 31 | 32.26% | 1.7 |
|
| 4849 |
4849
Zoom Communications
San Jose,
California
| $179M | +$39.2M | +28% | 31.9% | 10.7% | 3 | 0% | 1.1 |
|
| 4850 |
4850
BNC Wealth Management
Beaverton,
Oregon
| $179M | +$9.9M | +6% | 12.8% | 204% | 125 | 32% | 1.4 |
|