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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6926 |
6926
EMG Holdings
Old Greenwich,
Connecticut
| $136M | -$71.3M | -34% | 3.9% | 4.17% | 35 | 62.86% | 1.3 |
|
| 6927 |
6927
Tsai Capital
New York
| $136M | +$14.8M | +12% | 19.4% | 29.2% | 28 | 7.14% | 2.4 |
|
| 6928 |
TCM
6928
Tao Capital Management
San Francisco,
California
| $136M | +$20.3M | +17% | 38.3% | 314% | 9 | 0% | 4.4 |
|
| 6929 |
6929
Bradyco Inc
Cambridge,
Massachusetts
| $136M | +$4.65M | +4% | 8.7% | – | 50 | 4% | 0.5 |
|
| 6930 |
6930
Nautilus Advisors
La Jolla,
California
| $136M | +$15.3M | +13% | 11.2% | – | 169 | 11.83% | 0.4 |
|
| 6931 |
6931
Morgens Waterfall Vintiadis & Co
New York
| $136M | +$48.1M | +55% | 41.8% | 594% | 24 | 41.67% | 2 |
|
| 6932 |
6932
Safir Wealth Advisors
Greenland,
New Hampshire
| $136M | +$10.3M | +8% | 7.6% | 52.1% | 16 | 18.75% | 3.8 |
|
| 6933 |
6933
Bravias Capital Group
Iselin,
New Jersey
| $136M | +$12.9M | +10% | 9.39% | – | 105 | 24.76% | 0.4 |
|
| 6934 |
6934
Nova Wealth Management
Bonita Springs,
Florida
| $136M | +$20.3M | +18% | 12.6% | – | 805 | 39.5% | 0.3 |
|
| 6935 |
6935
Asset Value Investors
London,
United Kingdom
| $136M | -$36.1M | -21% | 8.18% | – | 4 | 25% | 0.5 |
|
| 6936 |
6936
Hein Park Capital Management
New York
| $136M | -$83M | -38% | 20.4% | 122% | 4 | 50% | 1 |
|
| 6937 |
6937
Brickwood Asset Management
London,
United Kingdom
| $136M | +$5.82M | +4% | 4.97% | – | 10 | 70% | 0.2 |
|
| 6938 |
6938
Chicago Capital Management
Chicago,
Illinois
| $136M | -$24.9M | -15% | 17.5% | 270% | 51 | 43.14% | 0.6 |
|
| 6939 |
6939
Synergy Financial Group
San Ramon,
California
| $136M | +$24.4M | +22% | 22.8% | 133% | 113 | 5.31% | 2.1 |
|
| 6940 |
6940
WFA of San Diego
San Diego,
California
| $136M | – | – | 5.53% | – | 427 | – | 2 |
|
| 6941 |
6941
Heritage Wealth Architects
Mendota Heights,
Minnesota
| $136M | +$32.9M | +32% | 7.04% | – | 55 | 47.27% | 0.1 |
|
| 6942 |
6942
S.R. Schill & Associates
Mercer Island,
Washington
| $136M | +$10.3M | +8% | 5.36% | 42.7% | 32 | 28.13% | 3.8 |
|
| 6943 |
6943
1858 Wealth Management
Akron,
Ohio
| $136M | +$17.5M | +15% | 19.2% | – | 131 | 21.37% | 1.1 |
|
| 6944 |
6944
Nabity-Jensen Investment Management
Omaha,
Nebraska
| $136M | +$9.7M | +8% | 9.83% | 85.3% | 70 | 8.57% | 1.3 |
|
| 6945 |
6945
AdviceOne Advisory Services
Glastonbury,
Connecticut
| $136M | +$13M | +11% | 10.3% | – | 35 | 17.14% | 0.4 |
|
| 6946 |
6946
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $135M | +$19.2M | +16% | 13% | 167% | 18 | 44.44% | 1.4 |
|
| 6947 |
6947
Babb Wealth Advisors
Flagstaff,
Arizona
| $135M | +$10.6M | +9% | 7.12% | – | 20 | 15% | 0.5 |
|
| 6948 |
ICM
6948
Indaba Capital Management
San Francisco,
California
| $135M | -$31.2M | -19% | 0.43% | 66.7% | 11 | 9.09% | 1 |
|
| 6949 |
FWM
6949
FMA Wealth Management
Duxbury,
Massachusetts
| $135M | +$4.96M | +4% | 5.98% | 40.8% | 46 | 23.91% | 1.2 |
|
| 6950 |
6950
Five Pine Wealth Management
Coeur D Alene,
Idaho
| $135M | +$12.3M | +10% | 7.09% | – | 41 | 9.76% | 0.5 |
|