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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6076 |
HMP9
6076
Highland Management Partners 9
Cambridge,
Massachusetts
| $86.7M | -$58M | -40% | 39.5% | – | 5 | 80% | 0.4 |
|
| 6077 |
EBWM
6077
Eagle Bluffs Wealth Management
Columbia,
Missouri
| $86.6M | -$6.24M | -7% | 6.28% | 95.3% | 62 | 6.45% | 0.7 |
|
| 6078 |
FC
6078
Financial Council
Towson,
Maryland
| $86.6M | +$6.46M | +8% | 4.91% | 80% | 57 | 28.07% | 0.7 |
|
| 6079 |
TIM
6079
Timelo Investment Management
Aurora,
Ontario, Canada
| $86.6M | -$23.4M | -21% | 8.79% | 104% | 75 | 34.67% | 0.6 |
|
| 6080 |
ONSWM
6080
Old North State Wealth Management
Wilmington,
North Carolina
| $86.5M | -$1.27M | -1% | 5.18% | 76.7% | 61 | 13.11% | 0.6 |
|
| 6081 |
GFP
6081
Guardian Financial Partners
Orange,
California
| $86.3M | -$2.95M | -3% | 6.96% | 50.2% | 42 | 28.57% | 0.7 |
|
| 6082 |
PHIMC
6082
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $86.2M | -$3.92M | -4% | 5.34% | 82.6% | 49 | 4.08% | 5.2 |
|
| 6083 |
MAM
6083
Marketfield Asset Management
New York
| $86.2M | -$5.84M | -6% | 2.86% | 61.5% | 36 | 16.67% | 3.8 |
|
| 6084 |
F4L
6084
Fortune 45 LLC
Gonzales,
Louisiana
| $86.2M | -$928K | -1% | 4.95% | 85.2% | 60 | 61.67% | 0.5 |
|
| 6085 |
RVM
6085
RiverVest Venture Management
St. Louis,
Missouri
| $86.1M | +$18.1M | +27% | 38.4% | 16.5% | 6 | 0% | 1.5 |
|
| 6086 |
CWR
6086
Chico Wealth RIA
Chico,
California
| $86.1M | -$36.9M | -30% | 6.64% | 74.7% | 24 | 16.67% | 0.4 |
|
| 6087 |
SA
6087
SFI Advisors
Montclair,
New Jersey
| $86.1M | -$4.13M | -5% | 4.86% | 82.9% | 68 | 10.29% | 0.6 |
|
| 6088 |
MF
6088
Meridian Financial
Holliston,
Massachusetts
| $86M | -$2.82M | -3% | 4.68% | 58.5% | 90 | 8.89% | 0.7 |
|
| 6089 |
OCM
6089
Ogborne Capital Management
San Francisco,
California
| $86M | +$16.2M | +23% | 18.8% | 251% | 12 | 66.67% | 0.7 |
|
| 6090 |
BCM
6090
Barden Capital Management
Austin,
Texas
| $85.9M | -$6.37M | -7% | 5.13% | 80.1% | 67 | 16.42% | 0.7 |
|
| 6091 |
WBCM
6091
Wilson & Boucher Capital Management
Moraga,
California
| $85.9M | -$5.17M | -6% | 4.59% | 69.8% | 97 | 5.15% | 0.7 |
|
| 6092 |
SGMPI
6092
Spark Growth Management Partners II
Boston,
Massachusetts
| $85.8M | -$40.2M | -32% | 19.6% | – | 3 | 33.33% | 1.3 |
|
| 6093 |
RCWM
6093
Royal Capital Wealth Management
Carmel,
Indiana
| $85.8M | -$6.37M | -7% | 5.38% | 83.8% | 97 | 12.37% | 0.7 |
|
| 6094 |
QI
6094
Qualcomm Inc
San Diego,
California
| $85.7M | -$37.1M | -30% | 1.64% | – | 12 | 25% | 1.6 |
|
| 6095 |
3C
6095
325 Capital
New York
| $85.7M | -$22.1M | -21% | 5.8% | 226% | 11 | 36.36% | 0.6 |
|
| 6096 |
TC
6096
Touchstone Capital
Pittsburgh,
Pennsylvania
| $85.7M | -$15.6M | -15% | 4.79% | – | 21 | 14.29% | 1.4 |
|
| 6097 |
SICM
6097
Sustainable Insight Capital Management
New York
| $85.6M | -$14.9M | -15% | 1.11% | 150% | 134 | 38.81% | 1.6 |
|
| 6098 |
BFP
6098
Brewster Financial Planning
Brooklyn,
New York
| $85.6M | -$4.46M | -5% | 6.04% | 44.3% | 12 | 0% | 0.8 |
|
| 6099 |
MIM
6099
Meixler Investment Management
Show Low,
Arizona
| $85.6M | -$1.78M | -2% | 2.66% | 66.2% | 97 | 24.74% | 0.6 |
|
| 6100 |
LTL
6100
Lowery Thomas LLC
Pebble Beach,
California
| $85.5M | -$19.1M | -18% | 3.87% | 74.7% | 45 | 11.11% | 0.7 |
|