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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 |
KTC
6076
Kentucky Trust Company
Danville,
Kentucky
| $168M | -$1.82M | -1% | 1.74% | – | 305 | 2.62% | 0.2 |
|
| 6077 |
6077
Kaleidoscope Capital
Boston,
Massachusetts
| $168M | +$66.3M | +65% | 9.32% | – | 9 | 0% | 2.6 |
|
| 6078 |
6078
Apricus Wealth
Beaufort,
South Carolina
| $168M | +$14.1M | +9% | 5.81% | 80.6% | 121 | 19.83% | 1.9 |
|
| 6079 |
6079
Sovereign's Capital Management
Atlanta,
Georgia
| $168M | +$11.3M | +7% | 2.73% | – | 84 | 5.95% | 0.2 |
|
| 6080 |
6080
Alamar Capital Management
Santa Barbara,
California
| $168M | -$14.8M | -8% | 1.61% | – | 84 | 20.24% | 2.4 |
|
| 6081 |
6081
PACK Private Wealth
Wayzata,
Minnesota
| $168M | -$2.21M | -1% | 0.03% | 52.8% | 43 | 11.63% | 2.6 |
|
| 6082 |
6082
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $168M | -$29.6M | -15% | 10.8% | 152% | 96 | 11.46% | 4.4 |
|
| 6083 |
6083
Hippocratic Financial Advisors
Westlake Village,
California
| $168M | +$24.1M | +17% | 1.08% | – | 22 | 13.64% | 0.2 |
|
| 6084 |
FC
6084
Franchise Capital
Grand Cayman,
Cayman Islands
| $168M | -$47.8M | -22% | 0.01% | 537% | 29 | 75.86% | 0.5 |
|
| 6085 |
6085
Pettee Investors
Rowayton,
Connecticut
| $168M | -$29.1M | -15% | 0.33% | 96.1% | 118 | 9.32% | 7 |
|
| 6086 |
6086
Centerline Wealth Advisors
Louisville,
Kentucky
| $168M | -$2.88M | -2% | 2.18% | – | 38 | 13.16% | 0.2 |
|
| 6087 |
6087
Starwood Capital Group Management
Miami Beach,
Florida
| $168M | +$4.05M | +2% | 3.07% | 16.2% | 7 | 0% | 1 |
|
| 6088 |
6088
Evergreen Wealth Management
Williamston,
Michigan
| $167M | -$1.78M | -1% | 0.72% | 68.8% | 57 | 14.04% | 1.9 |
|
| 6089 |
6089
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| $167M | -$50.8M | -23% | 0.81% | 65.3% | 154 | 63.64% | 0.7 |
|
| 6090 |
6090
Friedenthal Financial
Marlton,
New Jersey
| $167M | -$3.69M | -2% | 0.36% | 105% | 313 | 49.84% | 1.7 |
|
| 6091 |
6091
Regency Capital Management
Honolulu,
Hawaii
| $167M | -$17.4M | -9% | 2.58% | 92.1% | 54 | 29.63% | 1.8 |
|
| 6092 |
6092
Ranmore Fund Management
Cobham,
United Kingdom
| $167M | +$59.4M | +55% | 1.27% | – | 19 | 47.37% | 0.2 |
|
| 6093 |
6093
Capital Wealth Alliance
Scottsdale,
Arizona
| $167M | -$9.18M | -5% | 8.17% | 124% | 85 | 20% | 2.6 |
|
| 6094 |
6094
Copperleaf Capital
Raleigh,
North Carolina
| $167M | +$9.43M | +6% | 3.15% | 102% | 112 | 23.21% | 1.9 |
|
| 6095 |
6095
Matrix Private Capital Group
New York
| $167M | -$8.3M | -5% | 0.85% | 62.5% | 151 | 9.27% | 4 |
|
| 6096 |
CWM
6096
CCG Wealth Management
San Diego,
California
| $167M | -$12.4M | -7% | 5.2% | 82.6% | 77 | 11.69% | 3.1 |
|
| 6097 |
SC
6097
Serenity Capital
Palo Alto,
California
| $167M | – | – | 5.18% | – | 7 | – | 0.6 |
|
| 6098 |
SCMS
6098
Serenity Capital Management (Singapore)
Singapore
| $167M | +$18.1M | +12% | 5.18% | 21% | 7 | 28.57% | 1 |
|
| 6099 |
6099
Friday Financial
Dubuque,
Iowa
| $167M | +$22M | +15% | 2.32% | – | 72 | 11.11% | 0.2 |
|
| 6100 |
6100
Kathryn A. Hall
| $167M | -$11M | -6% | 4.57% | 95.2% | 20 | 10% | 4 |
|