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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6151 |
6151
Axiom Advisory
San Diego,
California
| $90.2M | -$30.1M | -25% | 13.2% | 16.4% | 33 | 18.18% | 0.5 |
|
| 6152 |
PHIMC
6152
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $90.2M | -$29.4M | -25% | 8.12% | 82.6% | 59 | 18.64% | 4.9 |
|
| 6153 |
AV
6153
Arboretum Ventures
Ann Arbor,
Michigan
| $90.1M | -$33M | -27% | 5.32% | – | 3 | 0% | 0.5 |
|
| 6154 |
ACM
6154
Alight Capital Management
New York
| $90.1M | -$137M | -60% | 20.8% | 466% | 76 | 63.16% | 0.8 |
|
| 6155 |
BWA
6155
Beam Wealth Advisors
Covington,
Louisiana
| $90M | +$3M | +3% | 12.6% | 59.7% | 106 | 20.75% | 1.6 |
|
| 6156 |
BFP
6156
Brewster Financial Planning
Brooklyn,
New York
| $90M | -$14M | -13% | 12.6% | 44.3% | 13 | 7.69% | 0.5 |
|
| 6157 |
AEPBI
6157
AH Equity Partners Bio III
Menlo Park,
California
| $90M | +$10.7M | +14% | 13.6% | – | 1 | 0% | 0.5 |
|
| 6158 |
BC
6158
Bridgefront Capital
Austin,
Texas
| $89.9M | +$8.48M | +10% | 15.9% | 52.1% | 476 | 86.76% | 0.1 |
|
| 6159 |
TNAM
6159
Terra Nova Asset Management
New York
| $89.9M | -$17.7M | -16% | 14.8% | 172% | 90 | 18.89% | 2.4 |
|
| 6160 |
APS
6160
American Planning Services
Sun City Center,
Florida
| $89.9M | -$3.75M | -4% | 13.9% | 23.8% | 31 | 16.13% | 0.4 |
|
| 6161 |
SCM
6161
Segra Capital Management
Palm Beach,
Florida
| $89.8M | -$20.1M | -18% | 33.3% | 19% | 11 | 72.73% | 0.2 |
|
| 6162 |
D
6162
Dentgroup
Baton Rouge,
Louisiana
| $89.8M | -$14M | -13% | 14.3% | 53.6% | 89 | 13.48% | 0.5 |
|
| 6163 |
EC
6163
EMJ Capital
Toronto,
Ontario, Canada
| $89.8M | -$171M | -66% | 0% | – | 45 | 86.67% | 0.2 |
|
| 6164 |
GWA
6164
Gibson Wealth Advisors
Tyler,
Texas
| $89.7M | -$8.28M | -8% | 11.1% | – | 141 | 17.02% | 0.5 |
|
| 6165 |
SWAG
6165
Spectrum Wealth Advisory Group
Granite Bay,
California
| $89.7M | -$14M | -14% | 16.4% | 67.9% | 48 | 14.58% | 2.1 |
|
| 6166 |
SCS
6166
Syquant Capital SAS
Paris,
France
| $89.7M | -$105M | -54% | 2.97% | 176% | 44 | 47.73% | 0.6 |
|
| 6167 |
CF
6167
Concorde Financial
Dallas,
Texas
| $89.5M | -$73M | -45% | 8.36% | 81.3% | 68 | 57.35% | 0.4 |
|
| 6168 |
SC
6168
Sinecera Capital
Austin,
Texas
| $89.5M | -$10.4M | -10% | 9.72% | 13.7% | 29 | 10.34% | 0.5 |
|
| 6169 |
CA
6169
Carson Advisory
Athens,
Georgia
| $89.5M | -$11M | -11% | 12.8% | 68.6% | 139 | 15.11% | 0.5 |
|
| 6170 |
LCM
6170
Lynwood Capital Management
Toronto,
Ontario, Canada
| $89.5M | -$3.64M | -4% | 6.08% | – | 168 | 31.55% | 0.3 |
|
| 6171 |
UL
6171
Unionview LLC
Seattle,
Washington
| $89.5M | -$17.5M | -16% | 12.9% | 21.2% | 97 | 27.84% | 0.5 |
|
| 6172 |
EL
6172
ERN LLC
Wilmington,
Delaware
| $89.5M | – | – | 11.7% | – | 66 | – | 0 |
|
| 6173 |
DWA
6173
Delos Wealth Advisors
Dallas,
Texas
| $89.5M | -$12M | -12% | 9.88% | 58% | 277 | 10.47% | 0.8 |
|
| 6174 |
MCM
6174
Mendel Capital Management
Little Rock,
Arkansas
| $89.4M | -$16.4M | -15% | 13.4% | – | 71 | 11.27% | 0.5 |
|
| 6175 |
GFP
6175
Guardian Financial Partners
Orange,
California
| $89.3M | -$7.88M | -8% | 11.8% | 50.2% | 44 | 25% | 0.4 |
|