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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
True Vision MN
Woodbury,
Minnesota
| $167M | -$1.5M | -0.9% | 0.76% | – | 118 | 31.36% | 0.7 |
|
| 6102 |
6102
Gouws Capital LLC
Charlotte,
North Carolina
| $167M | +$21.1M | +14% | 0.11% | 114% | 53 | 24.53% | 2.4 |
|
| 6103 |
6103
Finer Wealth Management
Salem,
Massachusetts
| $167M | -$7.54M | -4% | 3.62% | 175% | 86 | 4.65% | 2.4 |
|
| 6104 |
6104
Lifeyrissjodur Verzlunarmanna
Reykjavik,
| $167M | – | – | 3.86% | – | 1 | – | 0 |
|
| 6105 |
6105
First City Capital Management
Savannah,
Georgia
| $167M | -$21.1M | -11% | 1.74% | 86.4% | 157 | 8.92% | 6.5 |
|
| 6106 |
WM
6106
Wishbone Management
Chicago,
Illinois
| $167M | -$43.8M | -21% | 11.2% | 58.7% | 5 | 40% | 1 |
|
| 6107 |
6107
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $167M | +$21.4M | +15% | 1.35% | 173% | 50 | 40% | 0.9 |
|
| 6108 |
6108
Glass Wealth Management
San Antonio,
Texas
| $167M | -$17.3M | -9% | 3.47% | – | 60 | 5% | 0.9 |
|
| 6109 |
6109
Valued Wealth Advisors
Holladay,
Utah
| $167M | +$7M | +4% | 0.48% | 62% | 681 | 10.57% | 1.1 |
|
| 6110 |
6110
TLW Wealth Management
Indian Rocks Beach,
Florida
| $167M | -$1.28M | -0.8% | 0.99% | 98.3% | 17 | 5.88% | 4.7 |
|
| 6111 |
ICM
6111
Indaba Capital Management
San Francisco,
California
| $167M | -$40.9M | -20% | 6.34% | 66.7% | 13 | 38.46% | 0.8 |
|
| 6112 |
NED
6112
Nancy E. Dempze
| $167M | -$6.61M | -4% | 0.91% | 83.1% | 100 | 12% | 3.7 |
|
| 6113 |
6113
Tudor Financial
Dayton,
Ohio
| $167M | -$4.44M | -3% | 0.09% | – | 143 | 11.89% | 0.4 |
|
| 6114 |
6114
Resurgent Financial Advisors
Atlanta,
Georgia
| $167M | -$3.42M | -2% | 0.77% | 86.4% | 194 | 14.43% | 2.2 |
|
| 6115 |
6115
Riverstone Advisors
New Braunfels,
Texas
| $166M | -$9.21M | -5% | 4.26% | 104% | 58 | 10.34% | 2.8 |
|
| 6116 |
6116
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $166M | +$1.67M | +1% | 1.11% | 70.6% | 533 | 26.64% | 3.2 |
|
| 6117 |
6117
Gray Private Wealth
Canton,
Massachusetts
| $166M | -$1.71M | -1% | 2.97% | – | 43 | 9.3% | 0.9 |
|
| 6118 |
ECM
6118
EMC Capital Management
Houston,
Texas
| $166M | -$12M | -7% | 7.63% | – | 294 | 4.76% | 2.3 |
|
| 6119 |
6119
MOKAN Wealth Management
Overland Park,
Kansas
| $166M | +$8.78M | +6% | 0.42% | – | 79 | 15.19% | 0.2 |
|
| 6120 |
6120
Sanofi
Paris,
France
| $166M | -$8.42M | -5% | 2.18% | – | 9 | 0% | 0.3 |
|
| 6121 |
6121
Ivy Lane Capital Management
Winter Park,
Florida
| $166M | -$19.3M | -10% | 8.03% | 101% | 18 | 55.56% | 1.4 |
|
| 6122 |
GPC
6122
Guardian Point Capital
Charlottesville,
Virginia
| $166M | -$25.3M | -13% | 4.57% | 142% | 11 | 45.45% | 2.3 |
|
| 6123 |
ASBI
6123
American State Bank (Iowa)
Sioux Center,
Iowa
| $166M | -$50.3K | -0% | 0.67% | 149% | 127 | 4.72% | 3.8 |
|
| 6124 |
6124
Delphi Financial Group
Wilmington,
Delaware
| $166M | -$23.2M | -12% | 0.01% | 66.3% | 26 | 23.08% | 2.3 |
|
| 6125 |
6125
Westbourne Investments
Alexandria,
Virginia
| $166M | -$3.89M | -2% | 0.35% | – | 157 | 33.76% | 0.2 |
|