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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6176 |
6176
CVS Health
Woonsocket,
Rhode Island
| $225M | +$12.9M | +6% | 0.58% | 48.7% | 37 | 54.05% | 0.5 |
|
| 6177 |
6177
Brucke Financial
Indianapolis,
Indiana
| $225M | +$27.9M | +14% | 13.7% | – | 188 | 18.62% | 1 |
|
| 6178 |
PS
6178
Pennant Select
Summit,
New Jersey
| $225M | +$26.2M | +13% | 18.6% | – | 16 | 12.5% | 1.5 |
|
| 6179 |
6179
Wealth Science Advisors
Alpharetta,
Georgia
| $225M | +$47.2M | +27% | 19.2% | – | 215 | 60.47% | 0.4 |
|
| 6180 |
6180
Colter Lewis Investment Partners
Greenwich,
Connecticut
| $225M | +$119M | +112% | 14.6% | – | 146 | 45.89% | 0.3 |
|
| 6181 |
6181
Ciovacco Capital Management
Atlanta,
Georgia
| $225M | +$53.2M | +31% | 21.5% | 88.5% | 36 | 25% | 1.6 |
|
| 6182 |
CCM
6182
Conway Capital Management
Burbank,
California
| $225M | +$10.9M | +5% | 12.2% | 139% | 50 | 32% | 3.6 |
|
| 6183 |
RS
6183
Retirement Solution
Redmond,
Washington
| $224M | -$198M | -47% | 17.8% | 77.3% | 62 | 16.13% | 2 |
|
| 6184 |
6184
LuminArx Capital Management
New York
| $224M | +$88.2M | +65% | 19.2% | – | 134 | 73.13% | 0.1 |
|
| 6185 |
LI
6185
Latigo Investments
Fort Lauderdale,
Florida
| $224M | +$23.7M | +12% | 12.2% | 62.6% | 14 | 0% | 4.1 |
|
| 6186 |
6186
Moerus Capital Management
New York
| $224M | -$46.4M | -17% | 2.08% | 220% | 16 | 18.75% | 4.2 |
|
| 6187 |
6187
Wynn Capital
Augusta,
Georgia
| $224M | +$29.3M | +15% | 18.4% | 115% | 118 | 11.02% | 2.1 |
|
| 6188 |
6188
Spice Expeditions
Westport,
Connecticut
| $224M | – | – | 17% | – | 1 | – | 0 |
|
| 6189 |
6189
Granville Capital
Greensboro,
North Carolina
| $224M | +$32.5M | +17% | 15.8% | – | 91 | 10.99% | 0.5 |
|
| 6190 |
6190
Finer Wealth Management
Salem,
Massachusetts
| $224M | +$24.4M | +12% | 25.9% | 175% | 92 | 9.78% | 3 |
|
| 6191 |
CCM
6191
Capstone Capital Management
Hong Kong,
| $224M | +$124M | +125% | 59% | – | 187 | 87.17% | 0.1 |
|
| 6192 |
6192
Oxford Wealth Group
Orlando,
Florida
| $224M | +$40.5M | +22% | 19.3% | – | 94 | 11.7% | 1.2 |
|
| 6193 |
6193
Goanna Capital Management
West Palm Beach,
Florida
| $224M | +$217M | +3,222% | 6.76% | – | 4 | 75% | 0.3 |
|
| 6194 |
6194
Catawba River Capital
Lake Wylie,
South Carolina
| $223M | +$15.5M | +7% | 13% | 89.5% | 26 | 15.38% | 2.4 |
|
| 6195 |
6195
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $223M | +$21.6M | +11% | 8.73% | 62.6% | 159 | 5.03% | 5.8 |
|
| 6196 |
SPAS
6196
Spectrum Planning & Advisory Services
San Diego,
California
| $223M | +$21.4M | +11% | 9.83% | – | 132 | 22.73% | 1.7 |
|
| 6197 |
6197
Twin Securities
New York
| $223M | +$17.3M | +8% | 10.8% | 506% | 25 | 80% | 0.3 |
|
| 6198 |
NWMP
6198
Noble Wealth Management PBC
Greenwood Village,
Colorado
| $223M | +$24.6M | +12% | 10.5% | – | 802 | 29.8% | 0.8 |
|
| 6199 |
6199
State of New Jersey Common Pension Fund A
Trenton,
New Jersey
| $223M | -$2.49M | -1% | 1.01% | – | 3 | 0% | 1.3 |
|
| 6200 |
6200
Pureheart Capital
Singapore,
| $223M | -$236M | -51% | 10.4% | – | 5 | 100% | 0 |
|