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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 |
MAM
6226
Maytree Asset Management
Hong Kong
| $85.8M | -$4.72M | -5% | 9.94% | 402% | 23 | 69.57% | 0.2 |
|
| 6227 |
SWM
6227
SFG Wealth Management
Towson,
Maryland
| $85.8M | -$20.8M | -20% | 12.4% | 82.1% | 103 | 36.89% | 0.4 |
|
| 6228 |
APC
6228
Alpine Peaks Capital
New York
| $85.7M | -$11.5M | -12% | 12.5% | 24.3% | 25 | 4% | 0.5 |
|
| 6229 |
YCM
6229
Yost Capital Management
Houston,
Texas
| $85.6M | -$67.4M | -44% | 18.3% | 125% | 15 | 20% | 0.9 |
|
| 6230 |
PHIC
6230
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| $85.5M | -$16.7M | -16% | 14.1% | 72.1% | 104 | 6.73% | 0.5 |
|
| 6231 |
NSRI
6231
New Silk Road Investment
Singapore
| $85.2M | -$21.4M | -20% | 5.55% | 21.2% | 17 | 35.29% | 1.5 |
|
| 6232 |
AOG
6232
Alpha Omega Group
Reston,
Virginia
| $85.1M | -$14.4M | -14% | 13.6% | 16.1% | 34 | 23.53% | 1 |
|
| 6233 |
DAM
6233
Draper Asset Management
Smithtown,
New York
| $85.1M | -$35.9M | -30% | 26.2% | 187% | 59 | 40.68% | 0.8 |
|
| 6234 |
SM
6234
Selkirk Management
Chatham,
New Jersey
| $85.1M | -$73.3M | -46% | 24.8% | 245% | 13 | 0% | 5.9 |
|
| 6235 |
MW
6235
Marks Wealth
Annapolis,
Maryland
| $85.1M | -$243M | -74% | 2.81% | 169% | 38 | 71.05% | 0.9 |
|
| 6236 |
AA
6236
Alta Advisers
London,
United Kingdom
| $84.9M | -$34.8M | -29% | 7.5% | 114% | 6 | 0% | 3.5 |
|
| 6237 |
FCT
6237
First Community Trust
Dubuque,
Iowa
| $84.7M | -$20.4M | -19% | 15% | 128% | 389 | 9% | 0.5 |
|
| 6238 |
SWG
6238
Summit Wealth Group
White River Junction,
Vermont
| $84.6M | -$10.8M | -11% | 10.8% | 53% | 29 | 24.14% | 1.2 |
|
| 6239 |
KWM
6239
Kolinsky Wealth Management
Ramsey,
New Jersey
| $84.6M | -$17.3M | -17% | 15.1% | 44.6% | 151 | 22.52% | 0.4 |
|
| 6240 |
DG
6240
DMC Group
Birmingham,
Alabama
| $84.5M | -$4.91M | -5% | 12.3% | 99.2% | 110 | 10.91% | 0.5 |
|
| 6241 |
TI
6241
Telemetry Investments
New York
| $84.4M | +$21.1M | +33% | 8.96% | 77.4% | 205 | 33.17% | 0.8 |
|
| 6242 |
AWM
6242
Ameliora Wealth Management
Zurich,
Switzerland
| $84.4M | -$67.6M | -44% | 10.4% | 70.1% | 41 | 19.51% | 0.4 |
|
| 6243 |
TC
6243
Tsai Capital
New York
| $84.3M | -$46.1M | -35% | 30.9% | 29.2% | 19 | 21.05% | 1 |
|
| 6244 |
LJCM
6244
Lee Johnson Capital Management
Fort Worth,
Texas
| $84M | -$28.1M | -25% | 13% | 118% | 55 | 32.73% | 0.5 |
|
| 6245 |
TI
6245
TTP Investments
San Jose,
California
| $84M | -$15.7M | -16% | 11.1% | 197% | 39 | 28.21% | 0.8 |
|
| 6246 |
SF
6246
Safeguard Financial
Minocqua,
Wisconsin
| $83.8M | +$16.9M | +25% | 15.4% | 21.9% | 56 | 37.5% | 0.2 |
|
| 6247 |
EC
6247
Enhancing Capital
Harrisburg,
Pennsylvania
| $83.8M | -$9.81M | -10% | 8.79% | – | 78 | 3.85% | 0.5 |
|
| 6248 |
HAS
6248
Holland Advisory Services
Ormond Beach,
Florida
| $83.6M | -$2.47M | -3% | 14.1% | 57.1% | 35 | 14.29% | 0.5 |
|
| 6249 |
LAS
6249
LWM Advisory Services
Plantation,
Florida
| $83.4M | +$2.94M | +4% | 13.6% | 64.9% | 128 | 31.25% | 0.4 |
|
| 6250 |
JCG
6250
John C. Goff
| $83.3M | -$24.4M | -23% | 22.6% | – | 26 | 26.92% | 0.4 |
|