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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
6001
Hengistbury Investment Partners
London,
United Kingdom
| $173M | +$36.3M | +26% | 1.55% | 108% | 5 | 40% | 2.9 |
|
| 6002 |
GWM
6002
Global Wealth Management
Kingston,
New Jersey
| $173M | +$16.7M | +11% | 2.02% | – | 31 | 12.9% | 0.5 |
|
| 6003 |
TFG
6003
Team Financial Group
Temecula,
California
| $173M | -$1.1M | -0.6% | 1.41% | 46% | 41 | 12.2% | 1.2 |
|
| 6004 |
6004
Accent Capital Management
Centerville,
Ohio
| $173M | -$2.46M | -1% | 6.86% | – | 340 | 49.41% | 0.5 |
|
| 6005 |
6005
Absolute Capital Management
Pittsburgh,
Pennsylvania
| $173M | -$7.82M | -4% | 1.92% | 98.2% | 131 | 17.56% | 1.3 |
|
| 6006 |
6006
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $173M | -$12.4M | -7% | 0.99% | – | 73 | 30.14% | 3.1 |
|
| 6007 |
6007
Summa Corp
Tomball,
Texas
| $173M | -$31M | -15% | 7.62% | 348% | 65 | 15.38% | 1 |
|
| 6008 |
6008
Vision One Management Partners
Miami,
Florida
| $173M | -$14M | -7% | 0.89% | – | 10 | 20% | 0.8 |
|
| 6009 |
6009
CVS Health
Woonsocket,
Rhode Island
| $173M | -$61.1M | -26% | 4.58% | 50% | 3 | 0% | 2.8 |
|
| 6010 |
HM
6010
HCEP Management
Hong Kong
| $173M | +$47.6M | +38% | 29.8% | 182% | 16 | 62.5% | 0.2 |
|
| 6011 |
6011
Heritage Wealth Management (Texas)
Houston,
Texas
| $173M | +$2.72M | +2% | 1.48% | 55.9% | 35 | 11.43% | 1.7 |
|
| 6012 |
6012
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| $173M | -$2.09M | -1% | 1.81% | 51.7% | 378 | 9.52% | 2.3 |
|
| 6013 |
6013
Lanham O'Dell & Company
Hurricane,
West Virginia
| $173M | -$10.1M | -6% | 11.7% | 81% | 33 | 24.24% | 1.5 |
|
| 6014 |
6014
School Employees Retirement Board of Ohio
Columbus,
Ohio
| $173M | -$19.9M | -10% | 9.07% | – | 5 | 40% | 0.7 |
|
| 6015 |
6015
Cohen Investment Advisors
Bedford,
New Hampshire
| $172M | +$6.49M | +4% | 0.61% | 90.6% | 79 | 3.8% | 3.9 |
|
| 6016 |
6016
Delta Capital Management
Red Bank,
New Jersey
| $172M | -$2.77M | -2% | 1.95% | 129% | 107 | 6.54% | 5.4 |
|
| 6017 |
6017
Asset Value Investors
London,
United Kingdom
| $172M | -$51M | -23% | 1.17% | – | 5 | 20% | 0.3 |
|
| 6018 |
6018
Western Financial Corp
San Diego,
California
| $172M | -$9.9M | -5% | 3.76% | 275% | 141 | 24.11% | 1.6 |
|
| 6019 |
6019
Midwest Financial Group
Overland Park,
Kansas
| $172M | -$2.03M | -1% | 2.66% | 103% | 113 | 6.19% | 1.6 |
|
| 6020 |
LA
6020
Latitude Advisors
Vero Beach,
Florida
| $172M | -$5.42M | -3% | 0.1% | 79.6% | 200 | 14.5% | 2.5 |
|
| 6021 |
6021
Parkshore Wealth Management
Granite Bay,
California
| $172M | +$5.75M | +3% | 3.04% | – | 68 | 10.29% | 0.2 |
|
| 6022 |
6022
Core Wealth Partners
Santa Rosa,
California
| $172M | -$2.51M | -1% | 1.73% | 75.7% | 181 | 16.02% | 1.5 |
|
| 6023 |
6023
Ravenstone Capital Management
Toronto,
| $172M | -$2.16M | -1% | 2.29% | 63% | 123 | 56.1% | 1.2 |
|
| 6024 |
6024
Solstein Capital
Menlo Park,
California
| $172M | -$7.08M | -4% | 0.12% | 102% | 331 | 7.25% | 3.1 |
|
| 6025 |
6025
Exane Asset Management
Paris,
France
| $172M | -$3.87M | -2% | 1.95% | 74.5% | 35 | 48.57% | 0.6 |
|