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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
100
250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4476 |
WFA
4476
Websterrogers Financial Advisors
Florence,
South Carolina
| $286M | +$5.02M | +2% | 5.11% | 42.9% | 71 | 8.45% |
|
| 4477 |
AZ
4477
Aquamarine Zurich
Zurich,
Switzerland
| $286M | +$23M | +9% | 10.3% | 74.8% | 14 | 0% |
|
| 4478 |
MC
4478
Mount Capital
London,
United Kingdom
| $286M | +$36M | +14% | 9.42% | 34.4% | 18 | 0% |
|
| 4479 |
WPW
4479
Warther Private Wealth
Akron,
Ohio
| $285M | +$30M | +12% | 4.57% | 94.1% | 93 | 16.13% |
|
| 4480 |
WE
4480
Wealth Effects
Boston,
Massachusetts
| $285M | +$9.57M | +3% | 4.53% | 202% | 227 | 12.33% |
|
| 4481 |
SPG
4481
Snow Phipps Group
New York
| $285M | +$25.1M | +10% | 9.65% | 89.2% | 2 | 0% |
|
| 4482 |
WHGC
4482
Wealth High Governance Capital
Sao Paulo,
Brazil
| $285M | -$118M | -29% | 0.54% | 622% | 64 | 71.88% |
|
| 4483 |
NFSG
4483
Newbridge Financial Services Group
Boca Raton,
Florida
| $285M | +$16.4M | +6% | 3.68% | 164% | 1,148 | 48.17% |
|
| 4484 |
DAM
4484
Deepwater Asset Management
Minneapolis,
Minnesota
| $285M | +$9.47M | +3% | 4.66% | 142% | 24 | 8.33% |
|
| 4485 |
BWCS
4485
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $285M | +$36.8M | +15% | 6.18% | 75.4% | 105 | 7.62% |
|
| 4486 |
SA
4486
Sicart Associates
New York
| $285M | +$24.2M | +9% | 5.82% | 99.1% | 79 | 16.46% |
|
| 4487 |
GMA
4487
Glassy Mountain Advisors
Bethesda,
Maryland
| $285M | +$15M | +6% | 6.24% | 91.5% | 62 | 14.52% |
|
| 4488 |
NC
4488
Nixon Capital
Austin,
Texas
| $285M | +$65.6M | +30% | 15.3% | 118% | 34 | 20.59% |
|
| 4489 |
DMKJ
4489
David M. Knott Jr
| $285M | +$33.9M | +14% | 8.8% | 169% | 105 | 18.1% |
|
| 4490 |
OWSCM
4490
One William Street Capital Management
New York
| $284M | +$139M | +95% | 58.6% | 44% | 5 | 80% |
|
| 4491 |
ICP
4491
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| $284M | +$10.2M | +4% | 6.62% | 79.6% | 315 | 20% |
|
| 4492 |
MCM
4492
Maytus Capital Management
New York
| $284M | +$4.57M | +2% | 6.82% | 442% | 72 | 65.28% |
|
| 4493 |
CIM
4493
Chiron Investment Management
New York
| $284M | +$29.5M | +12% | 11.3% | 104% | 113 | 56.64% |
|
| 4494 |
4WM
4494
44 Wealth Management
Eugene,
Oregon
| $284M | – | – | 9.49% | – | 199 | – |
|
| 4495 |
WWM
4495
WJ Wealth Management
Glendale,
Arizona
| $284M | +$9.08M | +3% | 3.38% | 90.6% | 86 | 24.42% |
|
| 4496 |
SFS
4496
Stiles Financial Services
Edina,
Minnesota
| $284M | +$24M | +9% | 5.92% | 133% | 196 | 10.71% |
|
| 4497 |
BF
4497
Brooklyn FI
New York
| $284M | +$28M | +11% | 6.6% | 54.7% | 62 | 8.06% |
|
| 4498 |
MC
4498
Mathes Company
New York
| $283M | +$8M | +3% | 6.64% | 121% | 131 | 5.34% |
|
| 4499 |
RH
4499
RFG Holdings
Argyle,
Texas
| $283M | +$20.6M | +8% | 4.16% | 72.3% | 53 | 11.32% |
|
| 4500 |
SC
4500
Sykon Capital
Harrison,
New York
| $283M | +$18.3M | +7% | 6.23% | 63.7% | 114 | 39.47% |
|