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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
4976
Robertson Opportunity Capital
Dallas,
Texas
| $222M | -$5.95M | -3% | 13.1% | 93.4% | 24 | 0% | 7 |
|
| 4977 |
4977
Tealwood Asset Management
Minneapolis,
Minnesota
| $222M | +$12.7M | +6% | 9.64% | 128% | 134 | 8.96% | 3.6 |
|
| 4978 |
4978
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| $222M | -$22.5M | -9% | 9.48% | 22.2% | 6 | 33.33% | 1.2 |
|
| 4979 |
4979
SMART Wealth
Omaha,
Nebraska
| $222M | +$38.9M | +21% | 6.05% | 83.6% | 133 | 49.62% | 0.5 |
|
| 4980 |
4980
Bridger Management
New York
| $222M | -$39M | -15% | 13.9% | 103% | 38 | 39.47% | 1.2 |
|
| 4981 |
LWMM
4981
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| $222M | +$14.4M | +7% | 9.47% | 105% | 74 | 9.46% | 3.3 |
|
| 4982 |
WCM
4982
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $222M | -$659K | -0.3% | 8.68% | 33.6% | 107 | 7.48% | 4.4 |
|
| 4983 |
4983
Ategra Capital Management
Vienna,
Virginia
| $222M | -$6.02M | -3% | 1.51% | 114% | 98 | 14.29% | 2.9 |
|
| 4984 |
4984
Revisor Wealth Management
Akron,
Ohio
| $221M | +$134M | +155% | 6.45% | 72% | 205 | 44.88% | 0.6 |
|
| 4985 |
4985
Stonehearth Capital Management
Danvers,
Massachusetts
| $221M | +$17.4M | +9% | 8.6% | 87.5% | 83 | 16.87% | 2.7 |
|
| 4986 |
PWMG
4986
Private Wealth Management Group
Princeton,
New Jersey
| $221M | +$17.2M | +8% | 4.67% | 63.2% | 1,613 | 12.9% | 0.2 |
|
| 4987 |
4987
Ameliora Wealth Management
Zurich,
Switzerland
| $221M | +$19.2M | +10% | 6.99% | 73.9% | 207 | 16.91% | 1.2 |
|
| 4988 |
IP
4988
Investment Partners
New Philadelphia,
Ohio
| $221M | +$17.4M | +9% | 8.29% | 83.2% | 145 | 10.34% | 5.2 |
|
| 4989 |
4989
Texas Capital Bancshares
Dallas,
Texas
| $221M | +$32.8M | +17% | 22.8% | 175% | 84 | 9.52% | 3.4 |
|
| 4990 |
4990
Level Financial Advisors
East Amherst,
New York
| $220M | +$18.2M | +9% | 4.85% | 44% | 274 | 73.36% | 1.9 |
|
| 4991 |
4991
Grandview Asset Management
Harrisburg,
Pennsylvania
| $220M | +$29.8M | +16% | 21.4% | 200% | 113 | 7.08% | 1.7 |
|
| 4992 |
4992
Velan Capital Investment Management
Alpharetta,
Georgia
| $220M | +$48.9M | +29% | 104% | 2,395% | 27 | 48.15% | 0.8 |
|
| 4993 |
4993
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| $220M | +$80.1M | +57% | 1.26% | 63.5% | 36 | 16.67% | 0.9 |
|
| 4994 |
4994
Clayton Financial Group
St. Louis,
Missouri
| $220M | +$59.1M | +37% | 7.37% | 69.8% | 106 | 66.04% | 0.1 |
|
| 4995 |
SWMG
4995
Signature Wealth Management Group
Atlanta,
Georgia
| $220M | +$3.48M | +2% | 4.93% | – | 105 | 9.52% | 3 |
|
| 4996 |
4996
Luminus Management
Houston,
Texas
| $220M | -$142M | -39% | 4.08% | 8.7% | 35 | 65.71% | 1.3 |
|
| 4997 |
4997
Sonata Capital Group
Seattle,
Washington
| $220M | +$18.8M | +9% | 7.56% | 66.5% | 114 | 7.02% | 5.8 |
|
| 4998 |
DI
4998
DAGCO Inc
Westlake,
Ohio
| $220M | +$111M | +102% | 8.22% | 75% | 396 | 82.83% | 0.8 |
|
| 4999 |
4999
Davis Rea
Toronto,
Ontario, Canada
| $220M | +$24.2M | +12% | 9.51% | 66.9% | 39 | 17.95% | 6.1 |
|
| 5000 |
5000
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $220M | +$13.3M | +6% | 6.91% | 66.8% | 101 | 10.89% | 6.4 |
|