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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
SBCM
5701
Silverberg Bernstein Capital Management
Armonk,
New York
| $261M | +$79.5M | +44% | 56% | 133% | 71 | 5.63% | 2 |
|
| 5702 |
5702
Fairtree Asset Management
Bellville, Cape Town,
South Africa
| $261M | +$43.1M | +20% | 11% | – | 104 | 15.38% | 0.9 |
|
| 5703 |
5703
NYL Investors
New York
| $261M | -$3.83M | -1% | 3.95% | 12.7% | 31 | 6.45% | 5.7 |
|
| 5704 |
5704
Northbridge Financial Group
Tampa,
Florida
| $261M | +$28.4M | +12% | 18.6% | – | 188 | 12.23% | 0.4 |
|
| 5705 |
5705
Horizon Financial Services
Winston Salem,
North Carolina
| $261M | +$34.5M | +15% | 10.9% | 39.5% | 610 | 38.52% | 1 |
|
| 5706 |
5706
Bravera Wealth
Bismarck,
North Dakota
| $261M | +$38.7M | +17% | 13.5% | – | 418 | 17.7% | 0.5 |
|
| 5707 |
5707
Virtus ETF Advisers
New York
| $261M | +$45.6M | +21% | 32.1% | 177% | 585 | 28.38% | 0.8 |
|
| 5708 |
5708
Revere Asset Management
Dallas,
Texas
| $261M | +$65.4M | +33% | 50.1% | 592% | 49 | 69.39% | 0.6 |
|
| 5709 |
5709
Tealwood Asset Management
Minneapolis,
Minnesota
| $261M | +$40.7M | +19% | 32.5% | 128% | 128 | 13.28% | 3.8 |
|
| 5710 |
5710
Robbins Farley
Bedford,
New Hampshire
| $260M | +$34.5M | +15% | 17.7% | 106% | 157 | 8.92% | 3 |
|
| 5711 |
5711
Marnell Management
Farmington Hills,
Michigan
| $260M | -$27.2M | -9% | 12.4% | – | 79 | 21.52% | 0.4 |
|
| 5712 |
5712
4D Advisors
Redondo Beach,
California
| $260M | +$103M | +65% | 34.1% | – | 52 | 63.46% | 0.4 |
|
| 5713 |
5713
Weik Capital Management
Wyomissing,
Pennsylvania
| $260M | +$9.01M | +4% | 6.73% | 66.9% | 96 | 9.38% | 8.8 |
|
| 5714 |
5714
Quarry Hill Advisors
St Paul,
Minnesota
| $260M | +$17.2M | +7% | 11.2% | 62.5% | 53 | 3.77% | 2.8 |
|
| 5715 |
5715
Patron Partners
Houston,
Texas
| $260M | +$33.8M | +15% | 18% | 90.2% | 200 | 11% | 3.4 |
|
| 5716 |
PCG
5716
PFC Capital Group
Los Angeles,
California
| $260M | +$33.3M | +15% | 20.9% | – | 94 | 9.57% | 1.9 |
|
| 5717 |
5717
Family CFO
Los Altos,
California
| $260M | +$36.6M | +16% | 19.4% | 84% | 47 | 12.77% | 2.7 |
|
| 5718 |
5718
InvesTrust
Oklahoma City,
Oklahoma
| $260M | +$21.8M | +9% | 14% | – | 95 | 4.21% | 1.4 |
|
| 5719 |
5719
Altus Wealth Management
Ft Mitchell,
Kentucky
| $260M | +$34.8M | +15% | 14.6% | 73% | 28 | 7.14% | 4.6 |
|
| 5720 |
5720
Heritage Wealth Management (Texas)
Houston,
Texas
| $260M | +$25.8M | +11% | 11.9% | 52.3% | 45 | 11.11% | 2.1 |
|
| 5721 |
5721
Porter White Investment Advisors
Birmingham,
Alabama
| $260M | +$10M | +4% | 10.8% | 58% | 40 | 0% | 2.6 |
|
| 5722 |
5722
Palmer Knight Company
Jacksonville,
Florida
| $260M | +$54.8M | +27% | 23.8% | 78.9% | 37 | 16.22% | 3.4 |
|
| 5723 |
5723
MY.Alpha Management HK Advisors
Hong Kong
| $260M | +$13.8M | +6% | 37.8% | 423% | 14 | 57.14% | 1.2 |
|
| 5724 |
5724
Clarus Wealth Advisors
Peoria,
Arizona
| $260M | +$25M | +11% | 16.5% | 89.7% | 96 | 18.75% | 3 |
|
| 5725 |
5725
WJ Interests
Sugar Land,
Texas
| $259M | -$1.04M | -0.4% | 10.4% | 55.2% | 23 | 17.39% | 2.2 |
|