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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
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 6026 |
AOG
6026
Alpha Omega Group
Reston,
Virginia
| $85.1M | -$14.4M | -14% | 13.6% | 16.1% | 34 | 23.53% |
|
| 6027 |
DAM
6027
Draper Asset Management
Smithtown,
New York
| $85.1M | -$35.9M | -30% | 26.2% | 173% | 59 | 40.68% |
|
| 6028 |
SM
6028
Selkirk Management
Chatham,
New Jersey
| $85.1M | -$73.3M | -46% | 24.8% | 268% | 13 | 0% |
|
| 6029 |
AA
6029
Alta Advisers
London,
United Kingdom
| $84.9M | -$34.8M | -29% | 7.5% | 78.9% | 6 | 0% |
|
| 6030 |
FCT
6030
First Community Trust
Dubuque,
Iowa
| $84.7M | -$20.4M | -19% | 15% | 111% | 389 | 9% |
|
| 6031 |
SWG
6031
Summit Wealth Group
White River Junction,
Vermont
| $84.6M | -$10.8M | -11% | 10.8% | 38.4% | 29 | 24.14% |
|
| 6032 |
KWM
6032
Kolinsky Wealth Management
Ramsey,
New Jersey
| $84.6M | -$17.3M | -17% | 15.1% | 44.6% | 151 | 22.52% |
|
| 6033 |
DG
6033
DMC Group
Birmingham,
Alabama
| $84.5M | -$4.91M | -5% | 12.3% | 67% | 110 | 10.91% |
|
| 6034 |
TI
6034
Telemetry Investments
New York
| $84.4M | +$21.1M | +33% | 8.96% | 77.4% | 205 | 33.17% |
|
| 6035 |
AWM
6035
Ameliora Wealth Management
Zurich,
Switzerland
| $84.4M | -$67.6M | -44% | 10.4% | 70.1% | 41 | 19.51% |
|
| 6036 |
TC
6036
Tsai Capital
New York
| $84.3M | -$46.1M | -35% | 30.9% | 43.2% | 19 | 21.05% |
|
| 6037 |
LJCM
6037
Lee Johnson Capital Management
Fort Worth,
Texas
| $84M | -$28.1M | -25% | 13% | 71.1% | 55 | 32.73% |
|
| 6038 |
TI
6038
TTP Investments
San Jose,
California
| $84M | -$15.7M | -16% | 11.1% | 197% | 39 | 28.21% |
|
| 6039 |
SF
6039
Safeguard Financial
Minocqua,
Wisconsin
| $83.8M | +$16.9M | +25% | 15.4% | 21.9% | 56 | 37.5% |
|
| 6040 |
EC
6040
Enhancing Capital
Harrisburg,
Pennsylvania
| $83.8M | -$9.81M | -10% | 8.79% | – | 78 | 3.85% |
|
| 6041 |
HAS
6041
Holland Advisory Services
Ormond Beach,
Florida
| $83.6M | -$2.47M | -3% | 14.1% | 57.1% | 35 | 14.29% |
|
| 6042 |
LAS
6042
LWM Advisory Services
Plantation,
Florida
| $83.4M | +$2.94M | +4% | 13.6% | 58.8% | 128 | 31.25% |
|
| 6043 |
JCG
6043
John C. Goff
| $83.3M | -$24.4M | -23% | 22.6% | – | 26 | 26.92% |
|
| 6044 |
RCP
6044
Reverence Capital Partners
New York
| $83.3M | -$37.9M | -31% | 31.3% | 2.37% | 1 | 0% |
|
| 6045 |
MCM
6045
Masterton Capital Management
New York
| $83.3M | -$22.9M | -22% | 18.7% | 3.52% | 23 | 52.17% |
|
| 6046 |
EWM
6046
Endowment Wealth Management
Appleton,
Wisconsin
| $83M | -$12.1M | -13% | 15.1% | 57.4% | 129 | 17.05% |
|
| 6047 |
YEPI
6047
Yorktown Energy Partners IX
New York
| $83M | -$68M | -45% | 16.4% | 96.4% | 2 | 0% |
|
| 6048 |
CWMGP
6048
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| $82.9M | -$17.2M | -17% | 13.9% | 52.8% | 67 | 8.96% |
|
| 6049 |
CHM
6049
Collaborative Holdings Management
New York
| $82.6M | +$18.9M | +30% | 1.78% | 591% | 22 | 77.27% |
|
| 6050 |
BC
6050
Belmont Capital
Los Angeles,
California
| $82.6M | -$17.6M | -18% | 22.3% | 182% | 76 | 10.53% |
|