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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6176 |
GC
6176
Granville Capital
Greensboro,
North Carolina
| $224M | +$32.5M | +17% | 15.8% | – | 91 | 10.99% | 1.8 |
|
| 6177 |
FWM
6177
Finer Wealth Management
Salem,
Massachusetts
| $224M | +$24.4M | +12% | 25.9% | 149% | 92 | 9.78% | 12.2 |
|
| 6178 |
CCM
6178
Capstone Capital Management
Hong Kong,
| $224M | +$124M | +125% | 59% | – | 187 | 87.17% | 0.2 |
|
| 6179 |
OWG
6179
Oxford Wealth Group
Orlando,
Florida
| $224M | +$40.5M | +22% | 19.3% | – | 94 | 11.7% | 5 |
|
| 6180 |
GCM
6180
Goanna Capital Management
West Palm Beach,
Florida
| $224M | +$217M | +3,222% | 6.76% | – | 4 | 75% | 1 |
|
| 6181 |
CRC
6181
Catawba River Capital
Lake Wylie,
South Carolina
| $223M | +$15.5M | +7% | 13% | 89.5% | 26 | 15.38% | 9.7 |
|
| 6182 |
PCM
6182
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $223M | +$21.6M | +11% | 8.73% | 62.6% | 159 | 5.03% | 23.1 |
|
| 6183 |
SPAS
6183
Spectrum Planning & Advisory Services
San Diego,
California
| $223M | +$21.4M | +11% | 9.83% | – | 132 | 22.73% | 6.8 |
|
| 6184 |
TS
6184
Twin Securities
New York
| $223M | +$17.3M | +8% | 10.8% | 506% | 25 | 80% | 1 |
|
| 6185 |
NWMP
6185
Noble Wealth Management PBC
Greenwood Village,
Colorado
| $223M | +$24.6M | +12% | 10.5% | – | 802 | 29.8% | 3.2 |
|
| 6186 |
SONJCPFA
6186
State of New Jersey Common Pension Fund A
Trenton,
New Jersey
| $223M | -$2.49M | -1% | 1.01% | – | 3 | 0% | 5 |
|
| 6187 |
PC
6187
Pureheart Capital
Singapore,
| $223M | -$236M | -51% | 10.4% | – | 5 | 100% | 0 |
|
| 6188 |
CWM
6188
Cadence Wealth Management
Westborough,
Massachusetts
| $223M | -$16.4M | -7% | 6.5% | 56.4% | 65 | 13.85% | 10 |
|
| 6189 |
RFG
6189
RFP Financial Group
Atlanta,
Georgia
| $223M | +$39.3M | +21% | 12% | 53.2% | 76 | 34.21% | 8.8 |
|
| 6190 |
KL
6190
KilterHowling LLC
Boulder,
Colorado
| $223M | +$24.9M | +13% | 11.2% | 51.3% | 53 | 13.21% | 13 |
|
| 6191 |
JCM
6191
JS Capital Management
New York
| $223M | +$114M | +105% | 105% | 52.4% | 1 | 0% | 28 |
|
| 6192 |
CIA
6192
Cohen Investment Advisors
Bedford,
New Hampshire
| $223M | +$12.7M | +6% | 8.72% | 76.2% | 84 | 9.52% | 19 |
|
| 6193 |
VF
6193
Vestment Financial
Chanhassen,
Minnesota
| $223M | +$10.8M | +5% | 9.54% | – | 42 | 2.38% | 5.3 |
|
| 6194 |
GAAM
6194
Guinness Atkinson Asset Management
Pasadena,
California
| $223M | +$22.9M | +11% | 28.7% | 132% | 126 | 17.46% | 24.6 |
|
| 6195 |
BMA
6195
Brooks Moore & Associates
Chattanooga,
Tennessee
| $223M | +$23.5M | +12% | 7.97% | 63.7% | 120 | 13.33% | 17.7 |
|
| 6196 |
MWM
6196
MTC Wealth Management
Tampa,
Florida
| $223M | +$12.4M | +6% | 7.77% | 30.5% | 14 | 7.14% | 15.1 |
|
| 6197 |
AC
6197
Attessa Capital
Tucson,
Arizona
| $223M | +$39.1M | +21% | 12.8% | – | 53 | 37.74% | 3.3 |
|
| 6198 |
ACMH
6198
Andar Capital Management (HK)
Hong Kong
| $223M | +$106M | +91% | 128% | 983% | 20 | 70% | 1.3 |
|
| 6199 |
CH
6199
Cromwell Holdings
Jackson,
Wyoming
| $223M | +$45M | +25% | 26.1% | – | 1,120 | 8.57% | 5.7 |
|
| 6200 |
SAM
6200
Socorro Asset Management
Dallas,
Texas
| $223M | +$1.71M | +0.8% | 7.29% | 43.8% | 34 | 8.82% | 12.3 |
|