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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%
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50
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250
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2,500
5,000
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50
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250
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 3751 |
MAM
3751
Morse Asset Management
Darien,
Connecticut
| $275M | +$10.4M | +4% | 9.86% | 222% | 139 | 12.23% |
|
| 3752 |
OWM
3752
Opes Wealth Management
Menlo Park,
California
| $275M | +$25.2M | +10% | 8.02% | 54.1% | 108 | 18.52% |
|
| 3753 |
AC
3753
Amia Capital
London,
United Kingdom
| $275M | -$289M | -51% | 5.04% | 30.1% | 6 | 66.67% |
|
| 3754 |
AA
3754
Armor Advisors
New York
| $275M | -$382M | -58% | 17.7% | 78.5% | 14 | 50% |
|
| 3755 |
BWM
3755
Buckley Wealth Management
Las Vegas,
Nevada
| $275M | +$3.47M | +1% | 12.4% | 88% | 116 | 13.79% |
|
| 3756 |
WCM
3756
Windsor Capital Management
Phoenix,
Arizona
| $275M | +$7.18M | +3% | 7.36% | 46.1% | 117 | 14.53% |
|
| 3757 |
WC
3757
Winmill & Co
Walpole,
New Hampshire
| $275M | +$22.1M | +9% | 12.5% | 146% | 83 | 19.28% |
|
| 3758 |
VAS
3758
Valicenti Advisory Services
Elmira,
New York
| $275M | +$943K | +0.3% | 8.83% | 119% | 81 | 14.81% |
|
| 3759 |
RSS
3759
Rosenblum Silverman Sutton
San Francisco,
California
| $275M | -$2.07M | -0.7% | 8.43% | 90.1% | 75 | 17.33% |
|
| 3760 |
MAMNY
3760
Marathon Asset Management (New York)
New York
| $274M | -$873M | -76% | 2.23% | 490% | 16 | 37.5% |
|
| 3761 |
GAMA
3761
Graticule Asia Macro Advisors
New York
| $274M | -$410M | -60% | 9.82% | – | 81 | 81.48% |
|
| 3762 |
EWA
3762
Encompass Wealth Advisors
Portland,
Oregon
| $274M | +$11.3M | +4% | 5.1% | 63.2% | 280 | 16.79% |
|
| 3763 |
SOCM
3763
SR One Capital Management
Wayne,
Pennsylvania
| $274M | +$55.2M | +25% | 34.9% | 656% | 5 | 20% |
|
| 3764 |
GC
3764
GGV Capital
Menlo Park,
California
| $274M | -$40.1M | -13% | 11.4% | 49.3% | 12 | 8.33% |
|
| 3765 |
CFS
3765
Cannon Financial Strategists
Athens,
Georgia
| $274M | +$19.5M | +8% | 5.83% | 52.4% | 69 | 11.59% |
|
| 3766 |
MM
3766
Meridian Management
Little Rock,
Arkansas
| $274M | +$23.2M | +9% | 7.87% | 57.8% | 74 | 6.76% |
|
| 3767 |
GDS
3767
Gimbel Daniel Scott
| $274M | +$29.9M | +12% | 13.1% | 57.1% | 3 | 33.33% |
|
| 3768 |
AWMG
3768
Alliance Wealth Management Group
Flemington,
New Jersey
| $273M | +$16.1M | +6% | 5.83% | – | 71 | 7.04% |
|
| 3769 |
CF
3769
Corrigan Financial
Middletown,
Rhode Island
| $273M | +$9.34M | +4% | 5.84% | 9.54% | 81 | 9.88% |
|
| 3770 |
CBOR
3770
Community Bank of Raymore
Raymore,
Missouri
| $273M | -$17.6M | -6% | 13.9% | 89.6% | 79 | 10.13% |
|
| 3771 |
SWK
3771
Stephen W. Kidder
| $273M | +$27.9M | +11% | 10.6% | 94.7% | 81 | 19.75% |
|
| 3772 |
BFC
3772
Blue Fin Capital
Warren,
Rhode Island
| $273M | +$8.31M | +3% | 6.06% | 125% | 133 | 10.53% |
|
| 3773 |
PA
3773
Prism Advisors
Studio City,
California
| $273M | +$24.9M | +10% | 9.69% | 49.9% | 57 | 22.81% |
|
| 3774 |
HF
3774
Halpern Financial
Ashburn,
Virginia
| $273M | +$20.1M | +8% | 9.21% | 26.3% | 223 | 15.7% |
|
| 3775 |
TSWM
3775
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $273M | +$28M | +11% | 10.3% | 80% | 183 | 8.2% |
|