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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6251 |
6251
Primoris Wealth Advisors
North Palm Beach,
Florida
| $107M | -$16.8M | -14% | 0.89% | 182% | 94 | 26.6% | 0.2 |
|
| 6252 |
BRC
6252
Bell Rock Capital
Rehoboth Beach,
Delaware
| $107M | -$28.9M | -21% | 4.77% | – | 124 | 15.32% | 2.8 |
|
| 6253 |
6253
Unionview LLC
Seattle,
Washington
| $107M | +$102K | +0.1% | 4.77% | 21.2% | 99 | 14.14% | 0.2 |
|
| 6254 |
6254
Greenhouse Wealth Management
Westport,
Connecticut
| $107M | -$5.02M | -4% | 4.38% | 87.2% | 54 | 9.26% | 1.1 |
|
| 6255 |
6255
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $107M | -$10.8M | -9% | 5.55% | – | 111 | 13.51% | 4.1 |
|
| 6256 |
6256
SC Israel IV Genpar
Herzelia,
Israel
| $107M | -$10.8M | -9% | 9.17% | – | 1 | 0% | 0.3 |
|
| 6257 |
6257
Samson Rock Capital
London,
United Kingdom
| $107M | +$73.6M | +222% | 30.8% | 166% | 35 | 88.57% | 0.1 |
|
| 6258 |
6258
IFS Advisors
Overland Park,
Kansas
| $107M | -$35.5M | -25% | 3.1% | 54.2% | 143 | 11.89% | 0.4 |
|
| 6259 |
6259
Eschler Asset Management
London,
United Kingdom
| $107M | +$28.7M | +37% | 1.04% | 274% | 62 | 56.45% | 0.1 |
|
| 6260 |
6260
Better Money Decisions
Santa Fe,
New Mexico
| $107M | -$12.1M | -10% | 4.57% | 32.7% | 67 | 14.93% | 0.9 |
|
| 6261 |
6261
SFG Wealth Management
Towson,
Maryland
| $107M | -$5.8M | -5% | 0.58% | 86.3% | 103 | 22.33% | 0.2 |
|
| 6262 |
6262
New Silk Road Investment
Singapore
| $107M | -$28.1M | -21% | 25% | 21.2% | 16 | 25% | 1.2 |
|
| 6263 |
6263
EDMP Inc
Lutz,
Florida
| $106M | +$5.87M | +6% | 3.32% | 78% | 59 | 10.17% | 3.6 |
|
| 6264 |
6264
Qiming U.S. Ventures Management
Bellevue,
Washington
| $106M | -$111M | -51% | 43.4% | 1,484% | 6 | 0% | 0.3 |
|
| 6265 |
6265
Optimas Capital
Central,
Hong Kong
| $106M | +$59.6M | +127% | 1.28% | 355% | 33 | 78.79% | 0.1 |
|
| 6266 |
6266
Acuitas Investments
Seattle,
Washington
| $106M | -$129M | -55% | 12.8% | 145% | 73 | 67.12% | 0.9 |
|
| 6267 |
6267
ADE LLC
Baltimore,
Maryland
| $106M | -$11M | -9% | 4.2% | 52.2% | 83 | 13.25% | 1.2 |
|
| 6268 |
6268
Antonetti Capital Management
Naples,
Florida
| $106M | -$21.4M | -17% | 2.69% | – | 417 | 16.79% | 1.7 |
|
| 6269 |
6269
Farley Capital
New York
| $106M | -$5.53M | -5% | 5.03% | 105% | 18 | 38.89% | 4.6 |
|
| 6270 |
6270
Whitefort Capital Management
New York
| $106M | -$18.9M | -15% | 12.6% | 243% | 42 | 16.67% | 0.2 |
|
| 6271 |
6271
Masterton Capital Management
New York
| $106M | -$30.7M | -22% | 10.3% | 1.94% | 25 | 52% | 0.5 |
|
| 6272 |
6272
Fortune 45 LLC
Gonzales,
Louisiana
| $106M | -$7.65M | -7% | 4.46% | 85.2% | 62 | 22.58% | 0.2 |
|
| 6273 |
BBHBI
6273
B, B, H, & B Inc
Birmingham,
Alabama
| $106M | -$13.8M | -12% | 1.17% | – | 34 | 14.71% | 1 |
|
| 6274 |
6274
Pariax
Newport Beach,
California
| $106M | +$9K | +0% | 7.2% | – | 44 | 45.45% | 0.2 |
|
| 6275 |
6275
FNY Investment Advisers
New York
| $106M | -$80.7M | -43% | 0.12% | 386% | 1,071 | 70.21% | 0.4 |
|