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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
MIC
5126
Maxi Investments CY
Limassol,
Cyprus
| $187M | – | – | 14.8% | 83.2% | 53 | – | 0 |
|
| 5127 |
WA1
5127
Wimmer Associates 1
Pasadena,
California
| $187M | +$17.8M | +11% | 11.5% | 78.9% | 124 | 5.65% | 4.2 |
|
| 5128 |
5128
Avenir Management Company
New York
| $187M | – | – | 30.9% | – | 3 | – | 0 |
|
| 5129 |
5129
United Bank (Georgia)
Zebulon,
Georgia
| $186M | +$28.8M | +18% | 10.5% | 93.7% | 91 | 6.59% | 3.3 |
|
| 5130 |
5130
Cincinnati Casualty Company
Fairfield,
Ohio
| $186M | +$18M | +11% | 12.4% | 68.7% | 27 | 3.7% | 6.3 |
|
| 5131 |
5131
Twin Securities
New York
| $186M | +$18.5M | +11% | 28% | 506% | 24 | 70.83% | 0.3 |
|
| 5132 |
5132
Mezzasalma Advisors
Tinton Falls,
New Jersey
| $186M | +$8.42M | +5% | 10.3% | 203% | 103 | 10.68% | 0.9 |
|
| 5133 |
5133
Squadra Investments
Rio De Janeiro,
Brazil
| $186M | -$59.2M | -24% | 26.3% | 1.55% | 8 | 50% | 0.5 |
|
| 5134 |
5134
Sustainable Insight Capital Management
New York
| $186M | +$30.4M | +19% | 13.6% | 168% | 139 | 29.5% | 1.1 |
|
| 5135 |
5135
BCGM Wealth Management
Lafayette,
Indiana
| $186M | +$6.46M | +4% | 7.23% | 54.9% | 109 | 9.17% | 0.9 |
|
| 5136 |
5136
1776 Wealth
Atlanta,
Georgia
| $186M | +$10.5M | +6% | 7.29% | 90.4% | 128 | 11.72% | 1.6 |
|
| 5137 |
5137
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $186M | +$17.4M | +10% | 5.11% | 58.7% | 53 | 3.77% | 2.1 |
|
| 5138 |
5138
Silverlake Wealth Management
Williston,
Vermont
| $186M | – | – | 9.61% | 73.3% | 232 | – | 0 |
|
| 5139 |
5139
Harrington Investments
Napa,
California
| $186M | +$12.6M | +7% | 9.58% | 109% | 85 | 3.53% | 3.4 |
|
| 5140 |
5140
ACON Equity Management
Washington,
District of Columbia
| $186M | +$5.84M | +3% | 3.24% | 32.1% | 1 | 0% | 4 |
|
| 5141 |
5141
Shayne & Jacobs LLC
Nashville,
Tennessee
| $186M | +$12.7M | +7% | 7.55% | 79.4% | 36 | 0% | 4.8 |
|
| 5142 |
5142
Morgens Waterfall Vintiadis & Co
New York
| $186M | -$8.02M | -4% | 12.1% | 594% | 36 | 41.67% | 1.8 |
|
| 5143 |
WMA
5143
Wealth Management Associates
Cherry Hill,
New Jersey
| $186M | +$14.9M | +9% | 8.58% | 111% | 203 | 9.36% | 1.8 |
|
| 5144 |
ECM
5144
EMC Capital Management
Houston,
Texas
| $186M | +$6.63M | +4% | 6.86% | – | 133 | 18.8% | 0.7 |
|
| 5145 |
5145
Heron Financial Group
New York
| $186M | +$6.24M | +3% | 7.61% | 47.5% | 153 | 7.84% | 1.6 |
|
| 5146 |
5146
Crystal Rock Capital Management
Bannockburn,
Illinois
| $186M | -$2.38M | -1% | 2.86% | 164% | 34 | 2.94% | 3.3 |
|
| 5147 |
5147
Colonial River Investments
Midlothian,
Virginia
| $186M | +$43.8M | +31% | 9.56% | 156% | 256 | 90.23% | 0.1 |
|
| 5148 |
APSI
5148
Asset Planning Services Inc
Covington,
Louisiana
| $186M | +$16.3M | +10% | 10.4% | 138% | 41 | 4.88% | 3.2 |
|
| 5149 |
5149
Argent Advisors
Monroe,
Louisiana
| $186M | +$11M | +6% | 7.89% | 63.1% | 140 | 9.29% | 1.5 |
|
| 5150 |
5150
Simplicity Wealth
Summit,
New Jersey
| $185M | – | – | 5.59% | 82.2% | 60 | – | 0 |
|