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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
CMANY
5151
Capital Management Associates (New York)
New York
| $71M | +$15.6M | +28% | 27.2% | 205% | 87 | 31.03% | 1.8 |
|
| 5152 |
5152
Spectrum Wealth Advisory Group
Granite Bay,
California
| $70.8M | +$24.6M | +53% | 19.6% | 67.9% | 37 | 37.84% | 0.7 |
|
| 5153 |
5153
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $70.5M | +$27.7M | +65% | 17.2% | 84.1% | 120 | 48.33% | 0.6 |
|
| 5154 |
5154
Guild Investment Management
Los Angeles,
California
| $70.5M | +$24.4M | +53% | 23.3% | 101% | 50 | 36% | 0.9 |
|
| 5155 |
5155
Avondale Wealth Management
West Lake Hills,
Texas
| $70.4M | +$7.06M | +11% | 21.6% | 83.8% | 101 | 10.89% | 2.1 |
|
| 5156 |
5156
National Investment Services of America
Milwaukee,
Wisconsin
| $70.2M | +$7.37M | +12% | 26.8% | – | 86 | 19.77% | 0.4 |
|
| 5157 |
5157
Empirical Capital Management
Hendersonville,
Tennessee
| $70.1M | +$7.97M | +13% | 35.5% | – | 26 | 46.15% | 1.8 |
|
| 5158 |
5158
Game Plan Financial Advisors
Westlake,
Ohio
| $69.8M | -$15.2M | -18% | 28.6% | – | 103 | 53.4% | 0.4 |
|
| 5159 |
5159
Tatro Capital
Lexington,
Kentucky
| $69.7M | +$13.8M | +25% | 18.7% | – | 79 | 54.43% | 0.3 |
|
| 5160 |
HWC
5160
Hill Winds Capital
High Falls,
New York
| $69.6M | +$56.6M | +433% | 16.5% | 8.52% | 37 | 83.78% | 0.1 |
|
| 5161 |
5161
Zebra Capital Management
Stamford,
Connecticut
| $69.3M | +$7.46M | +12% | 25.9% | 142% | 255 | 26.27% | 1.4 |
|
| 5162 |
5162
Florin Court Capital
London,
United Kingdom
| $69.3M | +$63.9M | +1,194% | 14.8% | 108% | 16 | 68.75% | 0.6 |
|
| 5163 |
JC
5163
JCSD Capital
Walnut Creek,
California
| $69.1M | -$17.5M | -20% | 6.08% | – | 41 | 21.95% | 2 |
|
| 5164 |
5164
University of Maryland Foundation
Adelphi,
Maryland
| $68.9M | -$34.3M | -33% | 15.7% | 51.2% | 8 | 50% | 0.4 |
|
| 5165 |
GBA
5165
Garrison Bradford & Associates
New York
| $68.9M | +$10.4M | +18% | 22.9% | 63.5% | 55 | 9.09% | 3.6 |
|
| 5166 |
5166
Norwest Venture Partners XI
Palo Alto,
California
| $68.6M | +$7.1M | +12% | 11.5% | – | 1 | 0% | 0.5 |
|
| 5167 |
5167
Lancaster Investment Management
London,
United Kingdom
| $68.1M | -$73.8M | -52% | 33.1% | 0.78% | 16 | 31.25% | 0.7 |
|
| 5168 |
SNN
5168
Shen Neil Nanpeng
| $68M | +$20M | +41% | 41.6% | 50.3% | 5 | 20% | 0.8 |
|
| 5169 |
5169
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| $68M | +$23.2M | +52% | 25.8% | 35.7% | 10 | 70% | 0.4 |
|
| 5170 |
5170
Texas Capital Bancshares
Dallas,
Texas
| $67.4M | +$10.6M | +19% | 22.3% | 175% | 45 | 17.78% | 2.2 |
|
| 5171 |
5171
Coe Capital Management
Highland Park,
Illinois
| $67.3M | +$7.43M | +12% | 20.8% | 84.4% | 77 | 27.27% | 3.2 |
|
| 5172 |
5172
DWM Financial Group
Palatine,
Illinois
| $67.1M | +$21.6M | +47% | 10.4% | – | 37 | 81.08% | 0.2 |
|
| 5173 |
5173
Tempus Wealth Planning
Irvine,
California
| $67M | +$6.02M | +10% | 9.31% | 95% | 72 | 20.83% | 0.4 |
|
| 5174 |
HA
5174
Havens Advisors
New York
| $67M | -$35.6M | -35% | 14% | 460% | 37 | 64.86% | 0.4 |
|
| 5175 |
BCM
5175
Bratton Capital Management
Fort Worth,
Texas
| $66.7M | +$24.9M | +59% | 108% | 152% | 2 | 0% | 1.5 |
|