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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
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4676 |
SI
4676
Saxon Interests
Houston,
Texas
| $164M | -$1.02M | -0.6% | 4.19% | 73% | 162 | 17.9% |
|
| 4677 |
PCM
4677
Pinnbrook Capital Management
New York
| $164M | -$34.9M | -18% | 3.42% | 913% | 77 | 77.92% |
|
| 4678 |
SCM
4678
Solas Capital Management
Darien,
Connecticut
| $164M | -$3.6M | -2% | 1.21% | 62.5% | 25 | 28% |
|
| 4679 |
WI
4679
Wahed Invest
New York
| $164M | +$1.96M | +1% | 3.77% | 140% | 259 | 11.97% |
|
| 4680 |
BDCM
4680
Black Diamond Capital Management
Stamford,
Connecticut
| $164M | -$20.4M | -11% | 13% | 28.3% | 12 | 8.33% |
|
| 4681 |
GB
4681
Gunma Bank
Gunma,
Japan
| $164M | -$72.3M | -31% | 9.28% | 24.5% | 53 | 26.42% |
|
| 4682 |
CWM
4682
CCG Wealth Management
San Diego,
California
| $164M | -$13.7M | -8% | 5.5% | 82.6% | 117 | 24.79% |
|
| 4683 |
SM
4683
Salzhauer Michael
| $164M | -$3.1M | -2% | 0.93% | 107% | 127 | 13.39% |
|
| 4684 |
WE
4684
Wealth Effects
Boston,
Massachusetts
| $164M | -$2.64M | -2% | 4.72% | 202% | 201 | 14.93% |
|
| 4685 |
CP
4685
CPV Partners
Stamford,
Connecticut
| $164M | -$60.1M | -27% | 20.4% | 105% | 6 | 0% |
|
| 4686 |
DJC
4686
Daily Journal Corp
Los Angeles,
California
| $163M | -$11.4M | -7% | 5.04% | 108% | 5 | 0% |
|
| 4687 |
TC
4687
Taika Capital
Sunny Isles Beach,
Florida
| $163M | +$2.59M | +2% | 7.08% | 68.3% | 67 | 59.7% |
|
| 4688 |
SCM
4688
Stonehearth Capital Management
Danvers,
Massachusetts
| $163M | -$12.2M | -7% | 5.33% | 80.7% | 77 | 24.68% |
|
| 4689 |
LWM
4689
Ledge Wealth Management
Sartell,
Minnesota
| $163M | +$651K | +0.4% | 3.94% | – | 72 | 13.89% |
|
| 4690 |
WVP
4690
Worth Venture Partners
Fort Lee,
New Jersey
| $163M | -$6.83M | -4% | 1.67% | 105% | 192 | 33.33% |
|
| 4691 |
MFG
4691
Monte Financial Group
Guilford,
Connecticut
| $163M | -$8.08M | -5% | 7.69% | 57.9% | 78 | 6.41% |
|
| 4692 |
DRS
4692
Deane Retirement Strategies
New Orleans,
Louisiana
| $163M | +$2.05M | +1% | 2.63% | 64.7% | 65 | 24.62% |
|
| 4693 |
MPA
4693
Marvin & Palmer Associates
Wilmington,
Delaware
| $163M | -$31.4M | -16% | 1.46% | 392% | 39 | 66.67% |
|
| 4694 |
CC
4694
Coann Capital
Westport,
Connecticut
| $163M | +$16.4M | +11% | 6.4% | – | 28 | 82.14% |
|
| 4695 |
WC
4695
Weil Company
San Diego,
California
| $163M | -$14.9M | -8% | 4.56% | 60.7% | 134 | 16.42% |
|
| 4696 |
TFA
4696
TPG Financial Advisors
Portland,
Oregon
| $163M | +$13.6M | +9% | 4.9% | – | 47 | 23.4% |
|
| 4697 |
EECFV
4697
EnCap Energy Capital Fund VIII
Houston,
Texas
| $163M | +$1M | +0.6% | 2.26% | 6.16% | 3 | 0% |
|
| 4698 |
SSW
4698
Stone Summit Wealth
Miami,
Florida
| $163M | -$4.85M | -3% | 5.25% | 59.6% | 129 | 4.65% |
|
| 4699 |
ROC
4699
Robertson Opportunity Capital
Dallas,
Texas
| $162M | -$2.3M | -1% | 0.1% | 93.4% | 26 | 0% |
|
| 4700 |
HIG
4700
Heritage Investment Group
Pompano Beach,
Florida
| $162M | -$11.1M | -6% | 4.52% | 51.2% | 82 | 13.41% |
|