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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5951 |
5951
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| $117M | -$894K | -0.8% | 3.96% | 96.8% | 361 | 6.65% | 1.7 |
|
| 5952 |
WCM
5952
W Capital Management
New York
| $117M | +$11.8M | +11% | 12% | – | 4 | 0% | 1.1 |
|
| 5953 |
5953
Resolute Wealth Strategies
Jackson,
Mississippi
| $117M | – | – | 10.8% | 105% | 87 | – | 0 |
|
| 5954 |
5954
Cook Wealth
Raleigh,
North Carolina
| $117M | +$13.7M | +13% | 4.8% | 7.36% | 52 | 25% | 0.9 |
|
| 5955 |
5955
Velan Capital Investment Management
Alpharetta,
Georgia
| $117M | +$4.12M | +4% | 52.6% | 2,395% | 42 | 59.52% | 0.4 |
|
| 5956 |
5956
Medina Value Partners
Los Angeles,
California
| $117M | -$12.3M | -9% | 5.17% | 80% | 19 | 57.89% | 0.3 |
|
| 5957 |
DRD
5957
Dennis R. Delaney
| $117M | +$5.56M | +5% | 5.98% | 84.3% | 51 | 3.92% | 5.5 |
|
| 5958 |
5958
Consilium Wealth Advisory
Richardson,
Texas
| $117M | -$19.3K | -0% | 8.03% | 126% | 78 | 7.69% | 1.1 |
|
| 5959 |
MSCM
5959
Marlin Sams Capital Management
New York
| $117M | +$8.05M | +7% | 1.96% | 53.1% | 1 | 0% | 1 |
|
| 5960 |
5960
My Personal CFO LLC
Vancouver,
Washington
| $117M | +$8.8M | +8% | 9.89% | 83.4% | 898 | 91.87% | 0.9 |
|
| 5961 |
5961
Arrowroot Family Office
Marina Del Rey,
California
| $117M | – | – | 6.94% | – | 116 | – | 0 |
|
| 5962 |
5962
Impala Asset Management
Palm Beach,
Florida
| $117M | -$62M | -35% | 8.93% | 62.6% | 33 | 57.58% | 1.2 |
|
| 5963 |
5963
Plustick Management
Charlottesville,
Virginia
| $117M | -$10.2M | -8% | 6.56% | 1,667% | 24 | 33.33% | 0.7 |
|
| 5964 |
MAM
5964
Marketfield Asset Management
New York
| $117M | +$12.2M | +12% | 1.32% | 61.5% | 39 | 15.38% | 3.4 |
|
| 5965 |
5965
Wealthspan Partners
Davenport,
Iowa
| $117M | +$7.13M | +6% | 5.03% | 65% | 75 | 10.67% | 1.1 |
|
| 5966 |
5966
Altai Capital Management
West Hollywood,
California
| $117M | +$9.03M | +8% | 22.3% | 24.9% | 5 | 0% | 2.3 |
|
| 5967 |
5967
Autumn Glory Partners
Dallas,
Texas
| $117M | -$70.2M | -37% | 1.23% | 76% | 185 | 43.78% | 0.9 |
|
| 5968 |
5968
Geneva Partners
Lake Geneva,
Wisconsin
| $117M | +$11M | +10% | 10.8% | 417% | 69 | 34.78% | 2.1 |
|
| 5969 |
5969
FFG Retirement Advisors
Centennial,
Colorado
| $117M | +$7.15M | +7% | 4.29% | 43.4% | 42 | 26.19% | 0.2 |
|
| 5970 |
S2L
5970
Sparta 24 Ltd
Tirat Hacarmel,
Israel
| $117M | +$675K | +0.6% | 11.8% | 86% | 18 | 27.78% | 0.2 |
|
| 5971 |
5971
First Bancorp
Damariscotta,
Maine
| $117M | -$2.35M | -2% | 3.69% | 80.3% | 115 | 7.83% | 1.6 |
|
| 5972 |
5972
Horizon Financial Services
Winston Salem,
North Carolina
| $117M | +$960K | +0.8% | 4.47% | 42.6% | 52 | 1.92% | 1.7 |
|
| 5973 |
5973
Northern Capital Management (Washington)
Spokane,
Washington
| $117M | +$12.6M | +12% | 6.24% | 90.9% | 43 | 13.95% | 1.7 |
|
| 5974 |
5974
Porter White Investment Advisors
Birmingham,
Alabama
| $117M | +$3.65M | +3% | 3.24% | 58% | 21 | 4.76% | 0.2 |
|
| 5975 |
5975
Ferguson Shapiro
Decatur,
Georgia
| $117M | -$23.2M | -17% | 5.49% | 42.7% | 39 | 35.9% | 1.1 |
|