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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
CP
6201
Castleview Partners
Dallas,
Texas
| $111M | -$1.84M | -2% | 5.3% | 61.3% | 746 | 18.1% | 1.5 |
|
| 6202 |
WBCM
6202
Wilson & Boucher Capital Management
Moraga,
California
| $111M | +$6.92M | +7% | 5.68% | 69.8% | 112 | 8.04% | 1.2 |
|
| 6203 |
PMAM
6203
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| $111M | +$5.52M | +5% | 1.98% | 28.7% | 77 | 33.77% | 1 |
|
| 6204 |
GA
6204
GraniteShares Advisors
New York
| $111M | -$2.32M | -2% | 8.28% | 86.2% | 125 | 20% | 0.9 |
|
| 6205 |
OWP
6205
Old Well Partners
Charlotte,
North Carolina
| $111M | -$23.3M | -17% | 0.54% | 97.8% | 36 | 19.44% | 1.6 |
|
| 6206 |
CAM
6206
Chesapeake Asset Management
New York
| $111M | +$1.51M | +1% | 10.6% | 153% | 495 | 26.26% | 0.9 |
|
| 6207 |
MF
6207
Meridian Financial
Holliston,
Massachusetts
| $111M | +$7.92M | +8% | 4.89% | 58.5% | 101 | 5.94% | 1.2 |
|
| 6208 |
QHA
6208
Quarry Hill Advisors
St Paul,
Minnesota
| $111M | +$4.48M | +4% | 3.59% | 62.5% | 40 | 7.5% | 0.5 |
|
| 6209 |
MCM
6209
Magnolia Capital Management
Cold Spring,
New York
| $111M | +$4.37M | +4% | 7.51% | 85.9% | 140 | 7.86% | 1.8 |
|
| 6210 |
UMC
6210
UNC Management Company
Chapel Hill,
North Carolina
| $111M | -$55.2M | -33% | 4.03% | 92% | 2 | 50% | 0.8 |
|
| 6211 |
TGI
6211
TRV GP IV
Boston,
Massachusetts
| $111M | -$29.2M | -21% | 19.3% | 1,102% | 3 | 0% | 2.8 |
|
| 6212 |
MFG
6212
Marmo Financial Group
Johnson City,
Tennessee
| $111M | +$5.54M | +5% | 6.71% | 47.5% | 19 | 10.53% | 0.4 |
|
| 6213 |
FA
6213
Fermata Advisors
Sonoma,
California
| $111M | -$55M | -33% | 0.99% | 58.3% | 117 | 54.7% | 1.3 |
|
| 6214 |
MAP
6214
Milestone Advisory Partners
Southern Pines,
North Carolina
| $110M | +$2.08M | +2% | 4.02% | 19.7% | 72 | 15.28% | 2.8 |
|
| 6215 |
FA
6215
Financial Alternatives
La Jolla,
California
| $110M | +$6.1M | +6% | 3.73% | 50.2% | 79 | 7.59% | 0.5 |
|
| 6216 |
DJFS
6216
Dean Jacobson Financial Services
Fort Worth,
Texas
| $110M | +$3.68M | +3% | 3.58% | 55.7% | 14 | 42.86% | 0.6 |
|
| 6217 |
LODC
6217
Lanham O'Dell & Company
Hurricane,
West Virginia
| $110M | +$19.4M | +21% | 9.61% | 81% | 20 | 25% | 1.1 |
|
| 6218 |
KA
6218
Kearns & Associates
Palos Verdes Estates,
California
| $110M | +$9.87M | +10% | 7.28% | 78.7% | 43 | 2.33% | 0.8 |
|
| 6219 |
RTC
6219
Riverview Trust Company
Vancouver,
Washington
| $110M | +$1.54M | +1% | 7.66% | 87.6% | 774 | 21.71% | 1.8 |
|
| 6220 |
WAM
6220
WealthTrust Asset Management
Destin,
Florida
| $110M | +$5.15M | +5% | 5.27% | 97.9% | 84 | 28.57% | 1.2 |
|
| 6221 |
TC
6221
Tsai Capital
New York
| $110M | +$15.2M | +16% | 16.3% | 29.2% | 25 | 16% | 1.3 |
|
| 6222 |
EL
6222
EMFO LLC
Weston,
Florida
| $110M | +$4.2M | +4% | 10.6% | 25.8% | 317 | 5.99% | 1.7 |
|
| 6223 |
EFG
6223
Erickson Financial Group
Allentown,
Pennsylvania
| $110M | +$9.4M | +9% | 7% | 63.3% | 24 | 4.17% | 1.2 |
|
| 6224 |
CZI
6224
Chan Zuckerberg Initiative
Redwood City,
California
| $110M | -$200M | -64% | 1.81% | 59% | 6 | 66.67% | 0.3 |
|
| 6225 |
6225
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $110M | +$9.81M | +10% | 11.4% | 225% | 150 | 24% | 2.4 |
|