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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 |
ACM
6226
Alamar Capital Management
Santa Barbara,
California
| $106M | -$30M | -22% | 0.75% | – | 80 | 31.25% | 1.8 |
|
| 6227 |
UL
6227
Unionview LLC
Seattle,
Washington
| $106M | -$3.67M | -3% | 4.19% | 21.2% | 84 | 4.76% | 1.4 |
|
| 6228 |
MSCM
6228
Marlin Sams Capital Management
New York
| $106M | -$9.19M | -8% | 8.97% | 53.1% | 2 | 50% | 0.8 |
|
| 6229 |
LJCM
6229
Lee Johnson Capital Management
Fort Worth,
Texas
| $106M | +$180K | +0.2% | 3.14% | 118% | 15 | 20% | 1.2 |
|
| 6230 |
DCI
6230
Data Collective IV
Palo Alto,
California
| $106M | -$29.4M | -22% | 10.7% | 317% | 6 | 16.67% | 1.6 |
|
| 6231 |
SGWM
6231
Sterling Group Wealth Management
Pasadena,
California
| $106M | -$9.8M | -8% | 3.81% | 67.7% | 52 | 5.77% | 0.7 |
|
| 6232 |
MCM
6232
McDonough Capital Management
Orlando,
Florida
| $106M | -$3.12M | -3% | 3.14% | 98.1% | 43 | 4.65% | 1.6 |
|
| 6233 |
PSC
6233
Piper Sandler & Co
Minneapolis,
Minnesota
| $106M | +$12M | +13% | 0% | 0.04% | 16 | 37.5% | 1 |
|
| 6234 |
LWM
6234
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $105M | -$6.43M | -6% | 1.11% | 66% | 47 | 8.51% | 1.5 |
|
| 6235 |
MFG
6235
Marmo Financial Group
Johnson City,
Tennessee
| $105M | -$5.24M | -5% | 3.23% | 47.5% | 19 | 15.79% | 0.6 |
|
| 6236 |
WBCM
6236
Wilson & Boucher Capital Management
Moraga,
California
| $105M | -$5.75M | -5% | 3.51% | 69.8% | 114 | 12.28% | 1.6 |
|
| 6237 |
QC
6237
Quaero Capital
Geneve,
Switzerland
| $105M | -$24.8M | -19% | 3.56% | 62.4% | 83 | 20.48% | 1.2 |
|
| 6238 |
6238
Once Capital Management
New York
| $105M | -$1.9M | -2% | 4.59% | 570% | 22 | 0% | 1.6 |
|
| 6239 |
CAAM
6239
Cape Ann Asset Management
London,
United Kingdom
| $105M | -$6.6M | -6% | 5.04% | 199% | 6 | 0% | 2.7 |
|
| 6240 |
RAM
6240
Robocap Asset Management
London,
United Kingdom
| $105M | +$2.88M | +3% | 0.67% | 259% | 27 | 7.41% | 0.5 |
|
| 6241 |
TT
6241
TI-Trust
Quincy,
Illinois
| $105M | -$3.76M | -3% | 3.61% | 85.8% | 109 | 4.59% | 3.1 |
|
| 6242 |
MSRI
6242
Michael S. Ryan Inc
Latham,
New York
| $105M | -$3.4M | -3% | 3.51% | 63.3% | 59 | 27.12% | 0.2 |
|
| 6243 |
PPL
6243
PATRIZIA Pty Ltd
Barton,
Australia
| $105M | -$17M | -14% | 12.8% | – | 16 | 6.25% | 4.6 |
|
| 6244 |
TC
6244
Tsai Capital
New York
| $105M | -$5.58M | -5% | 3.86% | 29.2% | 25 | 16% | 1.3 |
|
| 6245 |
CP
6245
Camelot Portfolios
Maumee,
Ohio
| $105M | -$54.9M | -34% | 2.51% | 41.3% | 201 | 33.83% | 3.8 |
|
| 6246 |
AGFIA
6246
Accel Growth Fund IV Associates
Palo Alto,
California
| $105M | -$19.4M | -16% | 3.26% | 61.4% | 2 | 50% | 2.3 |
|
| 6247 |
LTL
6247
Lowery Thomas LLC
Pebble Beach,
California
| $105M | +$2.88M | +3% | 3.07% | 74.7% | 48 | 4.17% | 1.2 |
|
| 6248 |
CWM
6248
Certus Wealth Management
Redwood City,
California
| $105M | +$3.93M | +4% | 4.22% | – | 64 | 21.88% | 0.2 |
|
| 6249 |
EB
6249
Exchange Bank
Santa Rosa,
California
| $104M | +$950K | +0.9% | 2.94% | 75.2% | 108 | 11.11% | 0.2 |
|
| 6250 |
RCWM
6250
Royal Capital Wealth Management
Carmel,
Indiana
| $104M | -$1.81M | -2% | 1.13% | 83.8% | 104 | 19.23% | 1.5 |
|