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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 |
MCM
6176
M28 Capital Management
Stamford,
Connecticut
| $89.2M | -$19.6M | -18% | 0.96% | 200% | 13 | 0% | 0.5 |
|
| 6177 |
PWS
6177
Paragon Wealth Strategies
Jacksonville,
Florida
| $89.1M | -$293M | -77% | 7.49% | 59.8% | 57 | 68.42% | 1.5 |
|
| 6178 |
LC
6178
LTG Capital
Newton,
Massachusetts
| $89.1M | -$20.8M | -19% | 19.1% | 56% | 26 | 0% | 0.5 |
|
| 6179 |
KL
6179
KilterHowling LLC
Boulder,
Colorado
| $89.1M | -$9.07M | -9% | 11.3% | 51.3% | 54 | 9.26% | 0.5 |
|
| 6180 |
HC
6180
Hoese & Co
Glencoe,
Minnesota
| $89.1M | -$7.81M | -8% | 12.5% | 46.3% | 209 | 5.74% | 1 |
|
| 6181 |
MA
6181
Momentum Advisors
New York
| $89M | – | – | 16.2% | – | 62 | – | 0 |
|
| 6182 |
LPP
6182
Life Planning Partners
Jacksonville,
Florida
| $88.9M | -$9.3M | -9% | 11.7% | – | 198 | 12.63% | 0.5 |
|
| 6183 |
ICP
6183
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| $88.9M | -$8.42M | -9% | 15% | 79.6% | 176 | 25% | 0.6 |
|
| 6184 |
MF
6184
Meridian Financial
Holliston,
Massachusetts
| $88.9M | -$7.54M | -8% | 12.6% | 58.5% | 100 | 22% | 0.4 |
|
| 6185 |
ACA
6185
Apis Capital Advisors
New York
| $88.7M | +$6.12M | +7% | 6.91% | 1,532% | 33 | 21.21% | 1.2 |
|
| 6186 |
ACM
6186
Alamar Capital Management
Santa Barbara,
California
| $88.6M | -$30.6M | -26% | 18.5% | – | 64 | 6.25% | 1.2 |
|
| 6187 |
SPWM
6187
Schrum Private Wealth Management
St. Augustine,
Florida
| $88.5M | -$11.1M | -11% | 12.3% | 60.9% | 123 | 10.57% | 0.5 |
|
| 6188 |
6188
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $88.5M | -$51.4M | -37% | 16.5% | 225% | 159 | 27.04% | 2.3 |
|
| 6189 |
NCA
6189
New Century Advisors
Chevy Chase,
Maryland
| $88.3M | -$30.1M | -25% | 11.2% | – | 117 | 33.33% | 0.9 |
|
| 6190 |
HFAS
6190
Hummer Financial Advisory Services
Chicago,
Illinois
| $88.3M | -$22.5M | -20% | 12.7% | 71.8% | 103 | 9.71% | 2.2 |
|
| 6191 |
PFMU
6191
Privium Fund Management (UK)
London,
United Kingdom
| $88.3M | -$89.9M | -50% | 0.55% | 37.1% | 127 | 48.03% | 0.3 |
|
| 6192 |
WHC
6192
Wulff, Hansen & Co
San Rafael,
California
| $88.3M | -$16.8M | -16% | 12.1% | 85.8% | 93 | 9.68% | 0.5 |
|
| 6193 |
MWM
6193
Magnolia Wealth Management
Dothan,
Alabama
| $88.2M | -$6.85M | -7% | 9.69% | 45.4% | 11 | 18.18% | 0.4 |
|
| 6194 |
ARMT
6194
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $88.2M | -$18.7M | -17% | 15.2% | – | 109 | 6.42% | 4.2 |
|
| 6195 |
RG
6195
Richelieu Gestion
Paris,
France
| $88.2M | -$37.7M | -30% | 20.6% | – | 83 | 21.69% | 0.2 |
|
| 6196 |
CCI
6196
Credit Capital Investments
Livingston,
New Jersey
| $88.1M | -$19.9M | -18% | 19.7% | 481% | 82 | 59.76% | 0.9 |
|
| 6197 |
FAFN
6197
First Affirmative Financial Network
Colorado Springs,
Colorado
| $88M | -$16.3M | -16% | 9.1% | – | 160 | 16.25% | 0.7 |
|
| 6198 |
DSCM
6198
Del-Sette Capital Management
Schenectady,
New York
| $88M | -$15.4M | -15% | 13.7% | 108% | 29 | 37.93% | 0.4 |
|
| 6199 |
GBA
6199
Garrison Bradford & Associates
New York
| $87.9M | -$15M | -15% | 10.6% | 63.5% | 58 | 25.86% | 5 |
|
| 6200 |
VIP
6200
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $87.9M | -$38.1M | -30% | 11.7% | 31.9% | 10 | 10% | 2.1 |
|