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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
ACME LLC
San Francisco,
California
| $108M | +$9.8M | +10% | 16.2% | 199% | 9 | 11.11% | 1.5 |
|
| 6152 |
6152
Plotkin Financial Advisors
Chevy Chase,
Maryland
| $107M | +$9.03M | +9% | 10% | 95.3% | 75 | 12% | 2.1 |
|
| 6153 |
6153
Darrow Company
Needham,
Massachusetts
| $107M | +$5.76M | +6% | 5.66% | 44.5% | 33 | 15.15% | 1 |
|
| 6154 |
BCM
6154
BlueMar Capital Management
Miami,
Florida
| $107M | -$10.4M | -9% | 3.44% | 27.4% | 28 | 53.57% | 1.5 |
|
| 6155 |
6155
Cravens & Co Advisors
Cookeville,
Tennessee
| $107M | -$1M | -0.9% | 3.88% | 70.4% | 82 | 14.63% | 0.2 |
|
| 6156 |
6156
Defined Wealth Management
Beaverton,
Oregon
| $107M | +$657K | +0.6% | 5.81% | 78.1% | 113 | 21.24% | 1.7 |
|
| 6157 |
6157
Cape Ann Asset Management
London,
United Kingdom
| $107M | +$16.5M | +18% | 17.2% | 199% | 6 | 0% | 2.2 |
|
| 6158 |
6158
Arbiter Partners Capital Management
New York
| $107M | -$8.79M | -8% | 3.99% | 378% | 53 | 30.19% | 2.7 |
|
| 6159 |
6159
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| $107M | -$6.45M | -6% | 1.4% | 52.2% | 63 | 3.17% | 4.8 |
|
| 6160 |
6160
Scion Asset Management
Saratoga,
California
| $107M | +$60.4M | +130% | 7.26% | 1.91% | 26 | 84.62% | 0.1 |
|
| 6161 |
6161
Trevian Wealth Management
Weston,
Massachusetts
| $107M | +$15.5M | +17% | 7.06% | 94.1% | 37 | 18.92% | 1 |
|
| 6162 |
6162
Old North State Wealth Management
Wilmington,
North Carolina
| $107M | +$7.35M | +7% | 4.38% | 91.5% | 70 | 15.71% | 1 |
|
| 6163 |
6163
Black Maple Capital Management
Milwaukee,
Wisconsin
| $107M | +$38.8M | +57% | 15.6% | 35.7% | 110 | 70.91% | 0.3 |
|
| 6164 |
6164
Dopkins Wealth Management
Williamsville,
New York
| $107M | -$6.81M | -6% | 4.48% | 64.4% | 46 | 23.91% | 0.9 |
|
| 6165 |
6165
Beacon Financial Planning
Hyannis,
Massachusetts
| $107M | +$10.3M | +11% | 8.93% | 74.3% | 25 | 12% | 0.2 |
|
| 6166 |
6166
Dean Jacobson Financial Services
Fort Worth,
Texas
| $107M | +$105M | +6,424% | 4.56% | 59.6% | 10 | 50% | 0.5 |
|
| 6167 |
6167
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
| $107M | +$5.71M | +6% | 3.44% | 175% | 28 | 3.57% | 1.2 |
|
| 6168 |
6168
Catalyst Wealth Management
Atlanta,
Georgia
| $107M | +$756K | +0.7% | 3.85% | – | 133 | 15.04% | 0.2 |
|
| 6169 |
ABP
6169
Arthur B. Page
| $107M | +$4.86M | +5% | 6.86% | 40.4% | 49 | 2.04% | 6.6 |
|
| 6170 |
6170
Pinion Investment Advisors
Wichita,
Kansas
| $107M | +$611K | +0.6% | 4.38% | 81.7% | 135 | 17.78% | 2.9 |
|
| 6171 |
6171
Unionview LLC
Seattle,
Washington
| $107M | +$6.58M | +7% | 6.09% | 21.2% | 82 | 7.32% | 1 |
|
| 6172 |
6172
Fulcrum Equity Management
Plano,
Texas
| $107M | -$15.5M | -13% | 3.57% | 116% | 107 | 50.47% | 0.9 |
|
| 6173 |
6173
Clarus Group
Houston,
Texas
| $107M | -$7.4M | -6% | 6.24% | 67.5% | 103 | 18.45% | 1.7 |
|
| 6174 |
MCM
6174
Magnolia Capital Management
Cold Spring,
New York
| $106M | +$3.87M | +4% | 6.53% | 85.9% | 145 | 6.9% | 1.6 |
|
| 6175 |
6175
TI-Trust
Quincy,
Illinois
| $106M | +$1.36M | +1% | 1.99% | 88.8% | 113 | 4.42% | 2.6 |
|