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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
6101
Beacon Financial Strategies
Raleigh,
North Carolina
| $116M | -$1.1M | -0.9% | 4.58% | 54.2% | 34 | 5.88% | 0.7 |
|
| 6102 |
6102
Bradley & Co Private Wealth Management
Miami,
Florida
| $116M | -$8.4M | -7% | 5.33% | – | 170 | 11.76% | 0.9 |
|
| 6103 |
6103
VeriStar Capital Management
New York
| $116M | -$8.34M | -7% | 3.27% | 41% | 11 | 18.18% | 0.2 |
|
| 6104 |
6104
Seven Grand Managers
Bronxville,
New York
| $116M | +$10.7M | +10% | 1.05% | 281% | 92 | 63.04% | 0.1 |
|
| 6105 |
6105
GoalFusion Wealth Management
Austin,
Texas
| $116M | +$14.3M | +14% | 2.58% | 47.6% | 22 | 45.45% | 0.1 |
|
| 6106 |
6106
Touchstone Capital
Pittsburgh,
Pennsylvania
| $116M | -$8.83M | -7% | 7.61% | – | 21 | 19.05% | 0.9 |
|
| 6107 |
PCM
6107
Potomac Capital Management
New York
| $116M | +$2.18M | +2% | 0.81% | – | 90 | 31.11% | 1 |
|
| 6108 |
6108
Oppenheimer & Close
New York
| $116M | +$9.6M | +9% | 13.3% | 149% | 64 | 12.5% | 3.8 |
|
| 6109 |
6109
Zeno Research
New York
| $116M | +$12.7M | +12% | 0.36% | 25.2% | 37 | 67.57% | 0.3 |
|
| 6110 |
6110
Fort Henry Capital
Wheeling,
West Virginia
| $116M | -$4.07M | -3% | 5.21% | 39.3% | 15 | 13.33% | 0.9 |
|
| 6111 |
6111
Valley Brook Capital Group
Venetia,
Pennsylvania
| $116M | -$68K | -0.1% | 2.28% | 122% | 124 | 10.48% | 1.1 |
|
| 6112 |
CMS
6112
Capital Market Strategies
Palm Beach Gardens,
Florida
| $116M | -$5.72M | -5% | 3.14% | 120% | 168 | 20.24% | 0.2 |
|
| 6113 |
6113
PFS Partners
Mine Hill,
New Jersey
| $116M | -$19.2M | -14% | 4.49% | 65.2% | 370 | 10.54% | 0.2 |
|
| 6114 |
6114
Ardian France
Paris,
France
| $116M | -$21.7M | -16% | 14.5% | – | 1 | 0% | 0.3 |
|
| 6115 |
6115
Coury Firm Asset Management
Pittsburgh,
Pennsylvania
| $115M | -$16.2M | -12% | 4.81% | – | 70 | 20% | 0.2 |
|
| 6116 |
6116
Brooklyn FI
New York
| $115M | +$8.91M | +8% | 5.46% | 54.7% | 46 | 19.57% | 0.2 |
|
| 6117 |
6117
Presidio Capital Management
San Diego,
California
| $115M | -$1.12M | -1% | 1.18% | 56.1% | 47 | 44.68% | 0.2 |
|
| 6118 |
6118
Shore Point Advisors
Brielle,
New Jersey
| $115M | -$5.01M | -4% | 4.59% | 54.6% | 215 | 82.79% | 0.2 |
|
| 6119 |
6119
McDonough Capital Management
Orlando,
Florida
| $115M | -$7.78M | -6% | 3.41% | 98.1% | 42 | 4.76% | 0.2 |
|
| 6120 |
6120
Madryn Asset Management
New York
| $115M | -$35M | -23% | 17.2% | – | 4 | 0% | 0.3 |
|
| 6121 |
6121
Azarias Capital Management
Berwyn,
Pennsylvania
| $115M | +$3.59M | +3% | 8.25% | 58.2% | 21 | 9.52% | 0.3 |
|
| 6122 |
6122
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
| $115M | -$88.6M | -44% | 1.65% | – | 200 | 39% | 0.4 |
|
| 6123 |
6123
Dean Capital Management
Overland Park,
Kansas
| $115M | -$1.26M | -1% | 1.35% | 89.7% | 77 | 9.09% | 1.3 |
|
| 6124 |
6124
Opal Wealth Advisors
Jericho,
New York
| $115M | -$43.2M | -27% | 7.49% | 62.3% | 134 | 27.61% | 0.8 |
|
| 6125 |
6125
Capital CS Group
Irvine,
California
| $115M | -$12.5M | -10% | 0.64% | 22.5% | 87 | 59.77% | 0.5 |
|