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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
DTC
5501
Davidson Trust Company
Seattle,
Washington
| $119M | +$2.67M | +2% | 5.9% | 77% | 124 | 5.65% | 1.1 |
|
| 5502 |
PWM
5502
Purus Wealth Management
Newport Beach,
California
| $119M | +$6.81M | +6% | 1.89% | 174% | 85 | 14.12% | 0.2 |
|
| 5503 |
SCM
5503
Solas Capital Management
Darien,
Connecticut
| $119M | -$12.2M | -9% | 30.5% | 62.5% | 33 | 42.42% | 1.1 |
|
| 5504 |
FA
5504
Fermata Advisors
Sonoma,
California
| $119M | – | – | 3.38% | 58.3% | 70 | – | 0 |
|
| 5505 |
CPIM
5505
Coalescence Partners Investment Management
New York
| $119M | -$75.3M | -39% | 8.94% | – | 10 | 50% | 0.3 |
|
| 5506 |
GPC
5506
Greenstone Partners & Co
Larkspur,
California
| $119M | +$2.11M | +2% | 3.84% | 527% | 10 | 0% | 0.3 |
|
| 5507 |
PFA
5507
Peak Financial Advisors
Denver,
Colorado
| $119M | +$2.56M | +2% | 9.95% | 40.1% | 84 | 52.38% | 0.1 |
|
| 5508 |
AFR
5508
Applied Fundamental Research
Cambridge,
Massachusetts
| $119M | +$13.7M | +13% | 15.9% | 44.6% | 11 | 0% | 0.3 |
|
| 5509 |
ACM
5509
Altai Capital Management
West Hollywood,
California
| $119M | +$43.8M | +59% | 15.2% | 24.9% | 9 | 66.67% | 0.4 |
|
| 5510 |
AM
5510
Ampfield Management
New York
| $118M | – | – | 14.5% | 56.9% | 21 | – | 0 |
|
| 5511 |
CFSG
5511
Clark Financial Services Group
Chesterfield,
Missouri
| $118M | – | – | 6.1% | 102% | 61 | – | 0.5 |
|
| 5512 |
PCC
5512
Park Circle Company
Baltimore,
Maryland
| $118M | +$12.5M | +12% | 8.99% | 70.5% | 103 | 13.59% | 2.1 |
|
| 5513 |
MA
5513
Mosaic Advisors
Houston,
Texas
| $118M | +$8.78M | +8% | 3.69% | 50.9% | 40 | 37.5% | 0.2 |
|
| 5514 |
PP
5514
Patron Partners
Houston,
Texas
| $118M | +$14.5M | +14% | 4.58% | 90.2% | 170 | 20% | 0.2 |
|
| 5515 |
RWM
5515
RBA Wealth Management
Newport Beach,
California
| $118M | -$48.2M | -29% | 8.59% | 77.7% | 281 | 79.72% | 0.4 |
|
| 5516 |
CCM
5516
Chiron Capital Management
Tallahassee,
Florida
| $118M | -$3.62M | -3% | 5.62% | – | 89 | 31.46% | 0.4 |
|
| 5517 |
PWM
5517
Peterson Wealth Management
Sparks,
Nevada
| $118M | -$5.38M | -4% | 1.62% | 78% | 50 | 26% | 0.9 |
|
| 5518 |
AWM
5518
AAF Wealth Management
Westborough,
Massachusetts
| $118M | +$7.34M | +7% | 7.87% | 65.8% | 23 | 8.7% | 0.3 |
|
| 5519 |
IWP
5519
Innova Wealth Partners
Newtown,
Pennsylvania
| $118M | +$10.7M | +10% | 5.11% | 68% | 64 | 14.06% | 0.2 |
|
| 5520 |
YCM
5520
Yaupon Capital Management
New York
| $118M | -$68M | -37% | 15.9% | 122% | 83 | 71.08% | 0.3 |
|
| 5521 |
POIA
5521
Pin Oak Investment Advisors
Houston,
Texas
| $118M | -$3.89M | -3% | 11.1% | 62.7% | 441 | 12.7% | 2.2 |
|
| 5522 |
FDS
5522
First Dallas Securities
Dallas,
Texas
| $118M | +$6.82M | +6% | 15.9% | 163% | 111 | 17.12% | 2.9 |
|
| 5523 |
5523
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $118M | +$8.81M | +8% | 4.18% | 234% | 176 | 42.05% | 1.5 |
|
| 5524 |
CC
5524
Coann Capital
Westport,
Connecticut
| $117M | +$6.76M | +6% | 5.45% | – | 22 | 63.64% | 0.1 |
|
| 5525 |
BG
5525
BRX Global
New York
| $117M | +$1.84M | +2% | 2.66% | 65.8% | 9 | 0% | 0.3 |
|