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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 |
JCG
6251
John C. Goff
| $83.3M | -$24.4M | -23% | 22.6% | – | 26 | 26.92% | 0.4 |
|
| 6252 |
6252
Reverence Capital Partners
New York
| $83.3M | -$37.9M | -31% | 31.3% | 5.38% | 1 | 0% | 0.5 |
|
| 6253 |
6253
Masterton Capital Management
New York
| $83.3M | -$22.9M | -22% | 18.7% | 1.94% | 23 | 52.17% | 0.5 |
|
| 6254 |
6254
Yorktown Energy Partners IX
New York
| $83M | -$68M | -45% | 16.4% | 67.3% | 2 | 0% | 3 |
|
| 6255 |
6255
Endowment Wealth Management
Appleton,
Wisconsin
| $83M | -$12.1M | -13% | 15.1% | 66.3% | 129 | 17.05% | 0.5 |
|
| 6256 |
CWMGP
6256
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| $82.9M | -$17.2M | -17% | 13.9% | 75.9% | 67 | 8.96% | 0.5 |
|
| 6257 |
6257
Collaborative Holdings Management
New York
| $82.6M | +$18.8M | +30% | 1.78% | 591% | 22 | 77.27% | 0.2 |
|
| 6258 |
BC
6258
Belmont Capital
Los Angeles,
California
| $82.6M | -$17.6M | -18% | 22.3% | 182% | 76 | 10.53% | 1.6 |
|
| 6259 |
6259
Redmont Wealth Advisors
Chicago,
Illinois
| $82.6M | -$11.4M | -12% | 10.8% | 46.1% | 130 | 30% | 0.4 |
|
| 6260 |
6260
Caerus Investment Advisors
West Lake Hills,
Texas
| $82.5M | -$55K | -0.1% | 18.4% | 85% | 63 | 22.22% | 0.4 |
|
| 6261 |
6261
IDG Technology Venture Investment IV
Hong Kong
| $82.4M | -$245M | -75% | 73.6% | 420% | 4 | 25% | 0.5 |
|
| 6262 |
6262
Community Capital Management
Plantation,
Florida
| $82.3M | -$1.95M | -2% | 13% | 55.6% | 79 | 77.22% | 0.3 |
|
| 6263 |
6263
Leo H. Evart Inc
Redwood City,
California
| $82.3M | -$14.5M | -15% | 11.6% | – | 43 | 16.28% | 0.5 |
|
| 6264 |
BSWA
6264
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
| $82.2M | -$13M | -14% | 17% | – | 119 | 32.77% | 0.3 |
|
| 6265 |
TMC
6265
Trellus Management Company
Delray Beach,
Florida
| $82.2M | -$89.6M | -52% | 15.4% | 268% | 68 | 39.71% | 1.5 |
|
| 6266 |
6266
Coastwise Capital Group
La Jolla,
California
| $82.1M | +$1.63M | +2% | 15.6% | 88.8% | 111 | 17.12% | 0.2 |
|
| 6267 |
AM
6267
Account Management
Boxford,
Massachusetts
| $82.1M | -$20.1M | -20% | 20.2% | 87.4% | 25 | 4% | 4.2 |
|
| 6268 |
6268
Mount Vernon Associates
Baltimore,
Maryland
| $82M | -$21.1M | -20% | 19.1% | 119% | 53 | 1.89% | 6.2 |
|
| 6269 |
6269
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
| $82M | -$50.3M | -38% | 14.6% | – | 7 | 42.86% | 0.4 |
|
| 6270 |
6270
Banta Asset Management
Newport Beach,
California
| $82M | -$42M | -34% | 26.5% | – | 21 | 33.33% | 2.2 |
|
| 6271 |
SC
6271
Samjo Capital
New York
| $82M | -$35M | -30% | 24.8% | 89.1% | 21 | 28.57% | 1 |
|
| 6272 |
6272
Samson Rock Capital
London,
United Kingdom
| $81.8M | -$25.1M | -23% | 13% | 166% | 41 | 92.68% | 0.1 |
|
| 6273 |
6273
Pin Oak Investment Advisors
Houston,
Texas
| $81.8M | -$11.8M | -13% | 9.6% | 62.7% | 444 | 11.94% | 2.8 |
|
| 6274 |
6274
Sterling Manor Financial
Saratoga Springs,
New York
| $81.7M | -$43.4M | -35% | 9.52% | – | 88 | 46.59% | 0.8 |
|
| 6275 |
6275
Sanctuary Wealth Management
Pocatello,
Idaho
| $81.6M | -$9.24M | -10% | 8.58% | – | 40 | 35% | 2.3 |
|