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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
PCG
5551
PFC Capital Group
Los Angeles,
California
| $216M | +$17.7M | +9% | 12.1% | – | 88 | 9.09% | 1.2 |
|
| 5552 |
5552
Bond Capital Management
San Francisco,
California
| $216M | +$30.2M | +16% | 16.6% | 47.5% | 5 | 0% | 3.3 |
|
| 5553 |
5553
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| $216M | +$15.2M | +8% | 6.6% | 44.9% | 45 | 24.44% | 2.1 |
|
| 5554 |
5554
Bernard Wealth Management
Royal Oak,
Michigan
| $216M | +$11M | +5% | 14.7% | – | 408 | 27.21% | 0.5 |
|
| 5555 |
DA
5555
DCF Advisers
Greenwich,
Connecticut
| $216M | +$6.9M | +3% | 14% | 372% | 92 | 16.3% | 2.1 |
|
| 5556 |
5556
Tejara Capital
London,
United Kingdom
| $216M | -$43.5M | -17% | 2.24% | 17.3% | 88 | 35.23% | 0.9 |
|
| 5557 |
5557
Independent Family Office
Albany,
New York
| $216M | +$25.6M | +13% | 9.07% | 68.4% | 77 | 9.09% | 3.3 |
|
| 5558 |
5558
Physician Wealth Solutions
North Las Vegas,
Nevada
| $216M | +$16.6M | +8% | 6.4% | 43.6% | 45 | 8.89% | 1.3 |
|
| 5559 |
5559
Merck & Co
Rahway,
New Jersey
| $216M | +$51.3M | +31% | 45.2% | – | 13 | 7.69% | 0.5 |
|
| 5560 |
5560
Strategic Financial Partners
Bend,
Oregon
| $215M | +$25.5M | +13% | 8.31% | 54.8% | 80 | 16.25% | 3.6 |
|
| 5561 |
5561
Financial Avengers
Oakland,
California
| $215M | +$18M | +9% | 12.9% | 108% | 150 | 7.33% | 3.6 |
|
| 5562 |
5562
ECP ControlCo
Summit,
New Jersey
| $215M | -$27.5M | -11% | 11.3% | 42.5% | 4 | 0% | 2.6 |
|
| 5563 |
5563
Tumwater Wealth Management
Boise,
Idaho
| $215M | +$23.5M | +12% | 8.19% | – | 38 | 18.42% | 0.4 |
|
| 5564 |
5564
Nova R Wealth
Overland Park,
Kansas
| $215M | +$13.2M | +7% | 6.91% | 60.7% | 85 | 12.94% | 2.4 |
|
| 5565 |
5565
Anchor Capital Management Group
Aliso Viejo,
California
| $215M | -$2.18M | -1% | 13.3% | – | 19 | 5.26% | 0.5 |
|
| 5566 |
5566
Pelham Capital
London,
United Kingdom
| $215M | +$24.6M | +13% | 20.9% | 135% | 16 | 12.5% | 1 |
|
| 5567 |
5567
Spectrum Wealth Advisory Group
Granite Bay,
California
| $215M | +$6.56M | +3% | 9.24% | 67.9% | 63 | 11.11% | 2.4 |
|
| 5568 |
5568
Robbins Farley
Bedford,
New Hampshire
| $215M | +$26.4M | +14% | 15.5% | 106% | 174 | 12.07% | 2.4 |
|
| 5569 |
5569
Kinloch Capital
Glen Allen,
Virginia
| $215M | +$5.78M | +3% | 3.22% | 63.4% | 81 | 11.11% | 3.2 |
|
| 5570 |
5570
Monarch Alternative Capital
New York
| $215M | -$1.09B | -83% | 21.6% | 497% | 7 | 57.14% | 0.8 |
|
| 5571 |
5571
Porter White Investment Advisors
Birmingham,
Alabama
| $215M | +$12.6M | +6% | 6.6% | 58% | 37 | 8.11% | 1.9 |
|
| 5572 |
5572
Mirabaud Asset Management
London,
United Kingdom
| $215M | +$23.5M | +12% | 16.2% | – | 45 | 15.56% | 1.3 |
|
| 5573 |
5573
Mainsail Financial Group
Bellevue,
Washington
| $215M | +$38.2M | +22% | 7.69% | 61.9% | 60 | 20% | 1.8 |
|
| 5574 |
CC
5574
Checkpoint Capital
San Francisco,
California
| $215M | +$32.3M | +18% | 3.78% | – | 14 | 42.86% | 0.7 |
|
| 5575 |
5575
Master's Wealth Management
Lancaster,
Pennsylvania
| $214M | +$23.8M | +12% | 6.72% | – | 51 | 33.33% | 0.4 |
|