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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 |
BCPWM
6101
Bradley & Co Private Wealth Management
Miami,
Florida
| $116M | -$8.4M | -7% | 5.33% | – | 170 | 11.76% | 0.9 |
|
| 6102 |
VCM
6102
VeriStar Capital Management
New York
| $116M | -$8.34M | -7% | 3.27% | 41% | 11 | 18.18% | 0.2 |
|
| 6103 |
6103
Seven Grand Managers
Bronxville,
New York
| $116M | +$10.7M | +10% | 1.05% | 281% | 92 | 63.04% | 0.1 |
|
| 6104 |
GWM
6104
GoalFusion Wealth Management
Austin,
Texas
| $116M | +$14.3M | +14% | 2.58% | 47.6% | 22 | 45.45% | 0.1 |
|
| 6105 |
TC
6105
Touchstone Capital
Pittsburgh,
Pennsylvania
| $116M | -$8.83M | -7% | 7.61% | – | 21 | 19.05% | 0.9 |
|
| 6106 |
PCM
6106
Potomac Capital Management
New York
| $116M | +$2.17M | +2% | 0.81% | – | 90 | 31.11% | 1 |
|
| 6107 |
OC
6107
Oppenheimer & Close
New York
| $116M | +$9.59M | +9% | 13.3% | 149% | 64 | 12.5% | 3.8 |
|
| 6108 |
ZR
6108
Zeno Research
New York
| $116M | +$12.7M | +12% | 0.36% | 25.2% | 37 | 67.57% | 0.3 |
|
| 6109 |
FHC
6109
Fort Henry Capital
Wheeling,
West Virginia
| $116M | -$4.07M | -3% | 5.21% | 37% | 15 | 13.33% | 0.9 |
|
| 6110 |
VBCG
6110
Valley Brook Capital Group
Venetia,
Pennsylvania
| $116M | -$68K | -0.1% | 2.28% | 106% | 124 | 10.48% | 1.1 |
|
| 6111 |
CMS
6111
Capital Market Strategies
Palm Beach Gardens,
Florida
| $116M | -$5.72M | -5% | 3.14% | 120% | 168 | 20.24% | 0.2 |
|
| 6112 |
PP
6112
PFS Partners
Mine Hill,
New Jersey
| $116M | -$19.2M | -14% | 4.49% | 63.2% | 370 | 10.54% | 0.2 |
|
| 6113 |
AF
6113
Ardian France
Paris,
France
| $116M | -$21.7M | -16% | 14.5% | – | 1 | 0% | 0.3 |
|
| 6114 |
CFAM
6114
Coury Firm Asset Management
Pittsburgh,
Pennsylvania
| $115M | -$16.2M | -12% | 4.81% | – | 70 | 20% | 0.2 |
|
| 6115 |
BF
6115
Brooklyn FI
New York
| $115M | +$8.91M | +8% | 5.46% | 54.7% | 46 | 19.57% | 0.2 |
|
| 6116 |
PCM
6116
Presidio Capital Management
San Diego,
California
| $115M | -$1.12M | -1% | 1.18% | 56.1% | 47 | 44.68% | 0.2 |
|
| 6117 |
SPA
6117
Shore Point Advisors
Brielle,
New Jersey
| $115M | -$5.01M | -4% | 4.59% | 54.6% | 215 | 82.79% | 0.2 |
|
| 6118 |
MCM
6118
McDonough Capital Management
Orlando,
Florida
| $115M | -$7.78M | -6% | 3.41% | 98.1% | 42 | 4.76% | 0.2 |
|
| 6119 |
MAM
6119
Madryn Asset Management
New York
| $115M | -$35M | -23% | 17.2% | – | 4 | 0% | 0.3 |
|
| 6120 |
ACM
6120
Azarias Capital Management
Berwyn,
Pennsylvania
| $115M | +$3.59M | +3% | 8.25% | 58.2% | 21 | 9.52% | 0.3 |
|
| 6121 |
MUMSS
6121
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
| $115M | -$88.6M | -44% | 1.65% | – | 200 | 39% | 0.4 |
|
| 6122 |
DCM
6122
Dean Capital Management
Overland Park,
Kansas
| $115M | -$1.26M | -1% | 1.35% | 89.7% | 77 | 9.09% | 1.3 |
|
| 6123 |
OWA
6123
Opal Wealth Advisors
Jericho,
New York
| $115M | -$43.2M | -27% | 7.49% | 62.3% | 134 | 27.61% | 0.8 |
|
| 6124 |
CCG
6124
Capital CS Group
Irvine,
California
| $115M | -$12.5M | -10% | 0.64% | 22.5% | 87 | 59.77% | 0.5 |
|
| 6125 |
PFP
6125
Paragon Financial Partners
Woodland Hills,
California
| $115M | -$7.05M | -6% | 3.37% | 90.6% | 88 | 6.82% | 0.2 |
|