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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 |
EBWM
6101
Eagle Bluffs Wealth Management
Columbia,
Missouri
| $92.9M | -$10.8M | -10% | 14.8% | 95.3% | 68 | 14.71% | 0.4 |
|
| 6102 |
SC
6102
Shearwater Capital
Denver,
Colorado
| $92.8M | -$15.7M | -14% | 16.7% | 74.4% | 39 | 10.26% | 0.5 |
|
| 6103 |
TBNY
6103
Trustco Bank (New York)
Albany,
New York
| $92.7M | -$8.14M | -8% | 10.2% | 131% | 70 | 7.14% | 5.6 |
|
| 6104 |
CP
6104
Clayton Partners
Berkeley,
California
| $92.7M | -$25.9M | -22% | 15.6% | 109% | 38 | 28.95% | 1 |
|
| 6105 |
AM
6105
Anqa Management
Sag Harbor,
New York
| $92.7M | +$5.01M | +6% | 10.1% | 171% | 29 | 24.14% | 0.8 |
|
| 6106 |
MWM
6106
MY Wealth Management
Germantown,
Maryland
| $92.6M | -$15.3M | -14% | 13.5% | 36.1% | 28 | 10.71% | 0.4 |
|
| 6107 |
DWM
6107
Dopkins Wealth Management
Williamsville,
New York
| $92.6M | +$481K | +0.5% | 13.5% | 64.4% | 40 | 10% | 0.5 |
|
| 6108 |
MWM
6108
Maripau Wealth Management
Fort Wayne,
Indiana
| $92.5M | -$18.2M | -16% | 12.1% | 55.6% | 94 | 30.85% | 0.4 |
|
| 6109 |
LPARFS
6109
Leverage Partners Absolute Return Fund SPC
Cayman Islands Ky1-11111,
Cayman Islands
| $92.4M | -$47.9M | -34% | 12.9% | – | 90 | 86.67% | 0.4 |
|
| 6110 |
CA
6110
Claris Advisors
St. Louis,
Missouri
| $92.4M | -$1.36M | -1% | 13.6% | 65.7% | 48 | 10.42% | 0.5 |
|
| 6111 |
BCM
6111
Barden Capital Management
Austin,
Texas
| $92.3M | -$9.76M | -10% | 14.8% | 80.1% | 65 | 10.77% | 0.5 |
|
| 6112 |
KDA
6112
KPCB DGF Associates
Menlo Park,
California
| $92.2M | -$197M | -68% | 22.6% | – | 3 | 66.67% | 0.5 |
|
| 6113 |
RCWM
6113
Royal Capital Wealth Management
Carmel,
Indiana
| $92.2M | -$10M | -10% | 12.2% | 83.8% | 103 | 11.65% | 0.5 |
|
| 6114 |
OAMA
6114
Oslo Asset Management AS
Oslo,
Norway
| $92.2M | +$16M | +21% | 8.29% | 82.7% | 16 | 25% | 2.3 |
|
| 6115 |
VWM
6115
Vigilare Wealth Management
Scottsdale,
Arizona
| $92.1M | -$29.7M | -24% | 14.7% | 56.9% | 153 | 37.91% | 1.6 |
|
| 6116 |
TWM
6116
Trevian Wealth Management
Weston,
Massachusetts
| $92.1M | -$11.2M | -11% | 16.3% | 94.1% | 42 | 23.81% | 0.5 |
|
| 6117 |
CCM
6117
CTC Capital Management
Chicago,
Illinois
| $92.1M | +$54.9M | +148% | 9.07% | – | 182 | 96.15% | 0 |
|
| 6118 |
CSIA
6118
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| $92M | -$18.2M | -17% | 15.3% | 64.9% | 64 | 64.06% | 0.4 |
|
| 6119 |
MAM
6119
Marketfield Asset Management
New York
| $92M | -$38.2M | -29% | 19.1% | 61.5% | 36 | 13.89% | 3.7 |
|
| 6120 |
MA
6120
McBroom & Associates
Las Vegas,
Nevada
| $91.9M | -$21M | -19% | 16.2% | 133% | 29 | 3.45% | 0.5 |
|
| 6121 |
ACM
6121
Azarias Capital Management
Berwyn,
Pennsylvania
| $91.9M | -$23.3M | -20% | 20% | 58.2% | 19 | 5.26% | 0.5 |
|
| 6122 |
PM
6122
Parametrica Management
Wanchai,
Hong Kong
| $91.9M | -$43.1M | -32% | 15.2% | 584% | 345 | 85.22% | 0.2 |
|
| 6123 |
PSIWM
6123
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| $91.9M | -$3.82M | -4% | 8.27% | 37.9% | 47 | 14.89% | 1.2 |
|
| 6124 |
ETCM
6124
Evolutionary Tree Capital Management
Alexandria,
Virginia
| $91.8M | -$52M | -36% | 25.4% | 139% | 46 | 41.3% | 0.9 |
|
| 6125 |
RA
6125
Raffles Associates
New York
| $91.8M | -$5.5M | -6% | 11.6% | 50% | 54 | 27.78% | 1.9 |
|