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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
OM
2401
Opaleye Management
Boston,
Massachusetts
| $1.1B | +$345M | +45% | 50.8% | 748% | 67 | 32.84% | 6.4 |
|
| 2402 |
PFM
2402
Premier Fund Managers
Guildford,
United Kingdom
| $1.1B | -$309M | -22% | 10.6% | 56.6% | 201 | 30.85% | 8.8 |
|
| 2403 |
HBCM
2403
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $1.1B | +$18.8M | +2% | 14.4% | 58.9% | 109 | 39.45% | 8 |
|
| 2404 |
TPA
2404
Trivium Point Advisory
Westport,
Connecticut
| $1.1B | +$549M | +99% | 17.3% | 106% | 363 | 28.1% | 10.2 |
|
| 2405 |
ZDA
2405
Zweig-DiMenna Associates
New York
| $1.1B | +$380M | +53% | 78.8% | 561% | 82 | 40.24% | 6.7 |
|
| 2406 |
NW
2406
Naviter Wealth
Little Rock,
Arkansas
| $1.1B | +$302M | +38% | 17.8% | 87.1% | 315 | 16.83% | 9.2 |
|
| 2407 |
TFA
2407
Teamwork Financial Advisors
San Antonio,
Texas
| $1.1B | +$156M | +16% | 21.7% | 126% | 243 | 22.63% | 9 |
|
| 2408 |
RA
2408
Rodgers & Associates
Lancaster,
Pennsylvania
| $1.1B | +$120M | +12% | 13.4% | 53.7% | 110 | 10% | 15.4 |
|
| 2409 |
SPC
2409
Silver Point Capital
Greenwich,
Connecticut
| $1.1B | -$200M | -15% | 5.92% | 108% | 18 | 38.89% | 6.9 |
|
| 2410 |
DI
2410
DUMAC Inc
Durham,
North Carolina
| $1.1B | +$280M | +34% | 13.9% | – | 17 | 47.06% | 3.5 |
|
| 2411 |
UWPG
2411
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $1.1B | +$137M | +14% | 13.3% | 62.2% | 178 | 14.61% | 14.4 |
|
| 2412 |
BFG
2412
Beacon Financial Group
Dallas,
Texas
| $1.1B | +$97.8M | +10% | 12.2% | 60.3% | 389 | 13.62% | 17.7 |
|
| 2413 |
AVM
2413
Arch Venture Management
Chicago,
Illinois
| $1.1B | +$423M | +62% | 14.3% | 228% | 13 | 30.77% | 5.1 |
|
| 2414 |
BI
2414
BBFIT Investments
Singapore,
| $1.1B | +$257M | +31% | 54.2% | – | 7 | 0% | 2 |
|
| 2415 |
TAMH
2415
Taikang Asset Management (HK)
Hong Kong
| $1.1B | +$94.2M | +9% | 30.3% | 172% | 87 | 25.29% | 7.9 |
|
| 2416 |
TSW
2416
Three Seasons Wealth
Salt Lake City,
Utah
| $1.1B | +$837M | +319% | 19.3% | 156% | 229 | 39.74% | 4.3 |
|
| 2417 |
SR
2417
Swiss Re
Zurich,
Switzerland
| $1.1B | +$1.08B | +6,613% | 16.5% | – | 286 | 33.57% | 1.6 |
|
| 2418 |
GSWM
2418
Golden State Wealth Management
Santa Ana,
California
| $1.1B | +$182M | +20% | 17.8% | – | 1,720 | 12.27% | 7.7 |
|
| 2419 |
RDWM
2419
Red Door Wealth Management
Memphis,
Tennessee
| $1.1B | +$134M | +14% | 19.1% | 100% | 341 | 16.13% | 11.1 |
|
| 2420 |
WAM
2420
Wellesley Asset Management
Portsmouth,
New Hampshire
| $1.1B | +$143M | +15% | 0% | 0% | 64 | 0% | 3.5 |
|
| 2421 |
JVBC
2421
J.V. Bruni & Co
Colorado Springs,
Colorado
| $1.1B | +$138M | +14% | 24.4% | 97.9% | 33 | 6.06% | 23.3 |
|
| 2422 |
VC
2422
Vivo Capital
Palo Alto,
California
| $1.1B | -$108M | -9% | 17.5% | 7,491% | 53 | 24.53% | 6.2 |
|
| 2423 |
MIM
2423
Miller Investment Management
West Conshohocken,
Pennsylvania
| $1.09B | +$87.7M | +9% | 11.6% | 60.2% | 89 | 10.11% | 29.2 |
|
| 2424 |
GA
2424
Goldstein Advisors
Madison,
Wisconsin
| $1.09B | +$194M | +22% | 14.6% | 55.1% | 275 | 22.55% | 7.6 |
|
| 2425 |
BMM
2425
Berkshire Money Management
Dalton,
Massachusetts
| $1.09B | +$118M | +12% | 14.2% | 56.5% | 59 | 16.95% | 14.5 |
|