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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%
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50
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250
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 6201 |
AFA
6201
Atlas Financial Advisors
Oroville,
California
| $87.6M | -$11.9M | -12% | 13.3% | 5.34% | 25 | 20% |
|
| 6202 |
MIM
6202
Meixler Investment Management
Show Low,
Arizona
| $87.3M | -$15M | -15% | 9.21% | 66.2% | 85 | 11.76% |
|
| 6203 |
CAP
6203
Columbia Advisory Partners
Spokane,
Washington
| $87.3M | -$12.3M | -12% | 13.8% | 63.7% | 57 | 28.07% |
|
| 6204 |
AGDR
6204
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| $87.3M | -$339M | -80% | 24.7% | 10.7% | 14 | 64.29% |
|
| 6205 |
F4L
6205
Fortune 45 LLC
Gonzales,
Louisiana
| $87.1M | -$19M | -18% | 13.6% | 78.9% | 57 | 24.56% |
|
| 6206 |
SLWA
6206
San Luis Wealth Advisors
San Luis Obispo,
California
| $87.1M | -$117M | -57% | 11.8% | 58.8% | 465 | 87.53% |
|
| 6207 |
BC
6207
Breakline Capital
New York
| $87M | +$21.9M | +34% | 16.9% | – | 32 | 65.63% |
|
| 6208 |
ALS
6208
Andrew L. Share
| $87M | -$11M | -11% | 3.9% | 14.8% | 5 | 0% |
|
| 6209 |
JC
6209
JCSD Capital
Walnut Creek,
California
| $87M | -$16.2M | -16% | 11.1% | – | 87 | 13.79% |
|
| 6210 |
FC
6210
Foundation Capital
Palo Alto,
California
| $87M | -$69M | -44% | 41.5% | – | 5 | 20% |
|
| 6211 |
BG
6211
BRX Global
New York
| $86.9M | -$18.9M | -18% | 22.5% | 65.8% | 9 | 44.44% |
|
| 6212 |
CI
6212
Centerstone Investors
New York
| $86.8M | -$9.58M | -10% | 7.2% | 73.7% | 22 | 13.64% |
|
| 6213 |
WWM
6213
Westwood Wealth Management
Los Angeles,
California
| $86.7M | -$171M | -66% | 25.9% | 425% | 55 | 34.55% |
|
| 6214 |
HM
6214
Harvest Management
New York
| $86.7M | -$27.6M | -24% | 3.32% | 610% | 83 | 68.67% |
|
| 6215 |
LWM
6215
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $86.5M | +$121K | +0.1% | 6.01% | 66% | 56 | 37.5% |
|
| 6216 |
PCM
6216
Potomac Capital Management
New York
| $86.5M | -$29.5M | -25% | 19.8% | – | 85 | 28.24% |
|
| 6217 |
ULWM
6217
Upper Left Wealth Management
Tampa,
Florida
| $86.4M | -$10.1M | -11% | 10.8% | 43.1% | 57 | 21.05% |
|
| 6218 |
MCM
6218
Moon Capital Management
New York
| $86.3M | -$13.3M | -13% | 9.72% | 76.3% | 17 | 35.29% |
|
| 6219 |
KIA
6219
Kraematon Investment Advisors
Braintree,
Massachusetts
| $86.2M | -$18.9M | -18% | 14.5% | 80.5% | 95 | 12.63% |
|
| 6220 |
AWM
6220
Avondale Wealth Management
West Lake Hills,
Texas
| $86.2M | +$1.07M | +1% | 15.5% | 78.6% | 134 | 28.36% |
|
| 6221 |
HFW
6221
Horizon Family Wealth
Chicago,
Illinois
| $86.1M | -$14.8M | -15% | 15.9% | 68.6% | 62 | 16.13% |
|
| 6222 |
SSIM
6222
Sheets Smith Investment Management
Houston,
Texas
| $86M | +$4.71M | +6% | 4.57% | – | 52 | 73.08% |
|
| 6223 |
MAM
6223
Maytree Asset Management
Hong Kong
| $85.8M | -$4.72M | -5% | 9.94% | 402% | 23 | 69.57% |
|
| 6224 |
SWM
6224
SFG Wealth Management
Towson,
Maryland
| $85.8M | -$20.8M | -20% | 12.4% | 82.1% | 103 | 36.89% |
|
| 6225 |
APC
6225
Alpine Peaks Capital
New York
| $85.7M | -$11.5M | -12% | 12.5% | 24.3% | 25 | 4% |
|