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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6051 |
FCC
6051
Flower City Capital
Pittsford,
New York
| $120M | +$16.6M | +16% | 4.67% | 69.5% | 55 | 52.73% | 0.2 |
|
| 6052 |
PHIMC
6052
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $120M | -$5.6M | -4% | 0.74% | 82.6% | 61 | 8.2% | 4.7 |
|
| 6053 |
ZC
6053
Zeit Capital
Greenwood Village,
Colorado
| $119M | -$5.02M | -4% | 4.19% | 51.6% | 38 | 7.89% | 1.2 |
|
| 6054 |
MIMC
6054
Matrix IX Management Company
Cambridge,
Massachusetts
| $119M | -$41.3M | -26% | 25.7% | – | 1 | 0% | 0.3 |
|
| 6055 |
6055
Two Seas Capital
Rye,
New York
| $119M | -$10.9M | -8% | 7.86% | 344% | 14 | 21.43% | 0.2 |
|
| 6056 |
PAIA
6056
Park Avenue Institutional Advisers
New York
| $119M | +$19.3M | +19% | 1.33% | – | 8 | 25% | 0.8 |
|
| 6057 |
KCG
6057
Kinsale Capital Group
Richmond,
Virginia
| $119M | -$4.1M | -3% | 3.64% | 70.9% | 2 | 0% | 0.3 |
|
| 6058 |
ACM
6058
Alamar Capital Management
Santa Barbara,
California
| $119M | -$19.9M | -14% | 1.62% | – | 70 | 18.57% | 0.9 |
|
| 6059 |
CM
6059
CM Management
Gulf Breeze,
Florida
| $119M | -$13.3M | -10% | 1.99% | 110% | 91 | 25.27% | 0.9 |
|
| 6060 |
SA
6060
Syntax Advisors
New York
| $119M | -$16.5M | -12% | 1.54% | – | 244 | 11.89% | 0.2 |
|
| 6061 |
IPCP
6061
Iron Park Capital Partners
New York
| $119M | -$5.91M | -5% | 2.41% | – | 75 | 66.67% | 0.1 |
|
| 6062 |
DSCM
6062
Divisadero Street Capital Management
Miami,
Florida
| $119M | -$948K | -0.8% | 17.2% | 718% | 68 | 69.12% | 0.1 |
|
| 6063 |
SEA
6063
Stegent Equity Advisors
Houston,
Texas
| $119M | -$4.52M | -4% | 0.6% | 96.4% | 115 | 32.17% | 0.2 |
|
| 6064 |
CP
6064
Clayton Partners
Berkeley,
California
| $119M | +$3.86M | +3% | 4.91% | 109% | 40 | 20% | 0.8 |
|
| 6065 |
DWM
6065
Drive Wealth Management
Lehi,
Utah
| $119M | +$4.87M | +4% | 0.22% | 94.4% | 198 | 38.38% | 0.2 |
|
| 6066 |
AWM
6066
Alterna Wealth Management
Houston,
Texas
| $119M | -$1.76M | -1% | 4.45% | 48% | 161 | 45.34% | 1.1 |
|
| 6067 |
TC
6067
TAGStone Capital
Charlotte,
North Carolina
| $119M | -$1.68M | -1% | 3.15% | 58.3% | 71 | 2.82% | 0.2 |
|
| 6068 |
NCA
6068
New Century Advisors
Chevy Chase,
Maryland
| $118M | +$13.1M | +12% | 5.19% | – | 126 | 34.92% | 0.9 |
|
| 6069 |
TWP
6069
Transparent Wealth Partners
Little Rock,
Arkansas
| $118M | -$14.7M | -11% | 4.5% | – | 61 | 90.16% | 0 |
|
| 6070 |
DFA
6070
DHK Financial Advisors
Portsmouth,
New Hampshire
| $118M | +$12.3M | +12% | 4.5% | 46.1% | 39 | 5.13% | 0.2 |
|
| 6071 |
RWM
6071
Refined Wealth Management
Salt Lake City,
Utah
| $118M | -$10.6M | -8% | 0.1% | 99.6% | 32 | 46.88% | 0.5 |
|
| 6072 |
BA
6072
Bluesphere Advisors
East Norriton,
Pennsylvania
| $118M | -$2.19M | -2% | 5.74% | 93.4% | 102 | 15.69% | 1 |
|
| 6073 |
CP
6073
Covalent Partners
Concord,
Massachusetts
| $118M | +$168K | +0.1% | 4.96% | 36.6% | 68 | 20.59% | 0.8 |
|
| 6074 |
SPWM
6074
Straight Path Wealth Management
Jenison,
Michigan
| $118M | +$3.32M | +3% | 1.72% | 70.6% | 83 | 24.1% | 0.2 |
|
| 6075 |
CCA
6075
Cruiser Capital Advisors
Stamford,
Connecticut
| $118M | -$24.5M | -17% | 6.66% | 192% | 86 | 22.09% | 0.9 |
|