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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6226 |
SCM
6226
Saber Capital Management
Fuquay Varina,
North Carolina
| $109M | -$17.8M | -14% | 18.1% | – | 16 | 31.25% | 0.2 |
|
| 6227 |
UAML
6227
US Asset Management LLC
Pittsburgh,
Pennsylvania
| $109M | +$4.12M | +4% | 2.69% | – | 250 | 48.8% | 0.3 |
|
| 6228 |
RWIA
6228
Roger Wittlin Investment Advisory
San Francisco,
California
| $109M | -$18.7M | -15% | 5.94% | 54.1% | 30 | 33.33% | 0.2 |
|
| 6229 |
CWM
6229
ClientFirst Wealth Management
Little Rock,
Arkansas
| $109M | -$2.81M | -3% | 4.57% | – | 30 | 0% | 0.3 |
|
| 6230 |
SC
6230
Shearwater Capital
Denver,
Colorado
| $109M | -$7.55M | -7% | 6.59% | 74.4% | 38 | 2.63% | 0.2 |
|
| 6231 |
LG
6231
Lane Generational
Dover,
Massachusetts
| $109M | -$7.67M | -7% | 9.85% | 148% | 38 | 18.42% | 0.2 |
|
| 6232 |
BW
6232
Basepoint Wealth
Cedar Rapids,
Iowa
| $108M | +$6.4M | +6% | 9.23% | 113% | 87 | 19.54% | 0.2 |
|
| 6233 |
ETM
6233
Euclidean Technologies Management
Seattle,
Washington
| $108M | -$11.3M | -9% | 6.9% | 124% | 102 | 30.39% | 1.1 |
|
| 6234 |
DC
6234
Darrow Company
Needham,
Massachusetts
| $108M | -$5.15M | -5% | 4.58% | 41.1% | 26 | 7.69% | 0.3 |
|
| 6235 |
AWM
6235
Avaii Wealth Management
Appleton,
Wisconsin
| $108M | +$8.42M | +8% | 2.73% | 100% | 142 | 52.11% | 0.2 |
|
| 6236 |
TA
6236
TCM Advisors
Martinsburg,
West Virginia
| $108M | -$5.12M | -5% | 3.15% | 56.1% | 57 | 98.25% | 0 |
|
| 6237 |
CSI
6237
Cross Staff Investments
Pittsford,
New York
| $108M | -$3.82M | -3% | 1.63% | 81.2% | 128 | 7.81% | 0.2 |
|
| 6238 |
CCI
6238
Credit Capital Investments
Livingston,
New Jersey
| $108M | +$4.95M | +5% | 2.04% | 481% | 78 | 64.1% | 0.7 |
|
| 6239 |
MWM
6239
MY Wealth Management
Germantown,
Maryland
| $108M | -$5.81M | -5% | 6.38% | 36.1% | 30 | 23.33% | 0.2 |
|
| 6240 |
RFN
6240
Redwood Financial Network
Solon,
Ohio
| $108M | – | – | 4.62% | 74.1% | 153 | – | 0 |
|
| 6241 |
HI
6241
Harper Investing
Santa Clara,
California
| $108M | – | – | 5.25% | 53.4% | 50 | – | 0 |
|
| 6242 |
PCMU
6242
Paragon Capital Management (Utah)
Provo,
Utah
| $108M | -$9.23M | -8% | 4.87% | 72.3% | 82 | 35.37% | 0.2 |
|
| 6243 |
JCG
6243
John C. Goff
| $108M | +$22.1M | +26% | 29.4% | – | 25 | 44% | 0.2 |
|
| 6244 |
VCIM
6244
Velan Capital Investment Management
Alpharetta,
Georgia
| $108M | -$21.1M | -16% | 9.6% | 2,395% | 31 | 38.71% | 0.2 |
|
| 6245 |
LCM
6245
Lynx1 Capital Management
San Juan,
Puerto Rico
| $108M | -$6.91M | -6% | 24.4% | 883% | 14 | 28.57% | 0.2 |
|
| 6246 |
CG
6246
Corundum Group
Colorado Springs,
Colorado
| $108M | -$46M | -30% | 4.38% | 80.5% | 114 | 21.93% | 2.9 |
|
| 6247 |
TNAM
6247
Terra Nova Asset Management
New York
| $108M | -$25.9M | -19% | 5.69% | 172% | 99 | 24.24% | 2.2 |
|
| 6248 |
PIC
6248
Platt Investment Counsel
Lake Mary,
Florida
| $108M | -$9.69M | -8% | 6.77% | 62.9% | 15 | 6.67% | 1.1 |
|
| 6249 |
ICVCFVA
6249
IDG China Venture Capital Fund V Associates
Hong Kong
| $108M | -$127M | -54% | 54.1% | 7.34% | 1 | 0% | 0.3 |
|
| 6250 |
PWA
6250
Primoris Wealth Advisors
North Palm Beach,
Florida
| $107M | -$16.8M | -14% | 0.89% | 182% | 94 | 26.6% | 0.2 |
|