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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 |
RCWM
6251
Royal Capital Wealth Management
Carmel,
Indiana
| $104M | -$1.81M | -2% | 1.13% | 83.8% | 104 | 19.23% | 1.5 |
|
| 6252 |
6252
Magnolia Capital Advisors
Jackson,
Mississippi
| $104M | -$95.1M | -48% | 0.16% | 78.7% | 145 | 70.34% | 1.4 |
|
| 6253 |
6253
Point Break Capital Management
Miami,
Florida
| $104M | -$193M | -65% | 6.2% | – | 11 | 54.55% | 0.9 |
|
| 6254 |
6254
Absolute Capital Management
Pittsburgh,
Pennsylvania
| $104M | -$4.27M | -4% | 3.06% | 98.2% | 94 | 34.04% | 0.7 |
|
| 6255 |
6255
UNC Management Company
Chapel Hill,
North Carolina
| $104M | -$6.73M | -6% | 3.81% | 92% | 2 | 50% | 1.8 |
|
| 6256 |
6256
Mayfair Advisory Group
Birmingham,
Alabama
| $104M | +$3.51M | +4% | 2.78% | 71.5% | 135 | 15.56% | 1.8 |
|
| 6257 |
MSK
6257
Melissa S. Kampmann
| $104M | – | – | 3.73% | 70.4% | 39 | – | 0 |
|
| 6258 |
6258
RP Management
New York
| $104M | +$6.29M | +6% | 6.59% | 208% | 3 | 0% | 2.4 |
|
| 6259 |
6259
Authentikos Wealth Advisory
Morgan Hill,
California
| $104M | -$2.45M | -2% | 3.44% | 43.5% | 654 | 89.91% | 0 |
|
| 6260 |
6260
MWA Asset Management
Lexington,
Massachusetts
| $104M | – | – | 2.48% | 174% | 109 | – | 0 |
|
| 6261 |
6261
Varenne Capital Partners
Paris,
France
| $104M | -$111M | -52% | 1.46% | 212% | 14 | 64.29% | 0.3 |
|
| 6262 |
6262
Strategic Vision Investment
Hong Kong
| $104M | -$138M | -57% | 8.05% | 95.6% | 18 | 61.11% | 0.6 |
|
| 6263 |
6263
Delap Wealth Advisory
Lake Oswego,
Oregon
| $103M | +$1.48M | +1% | 3.06% | 73% | 56 | 14.29% | 0.6 |
|
| 6264 |
6264
Calixto Global Investors
Coral Gables,
Florida
| $103M | +$17.1M | +20% | 2.02% | 180% | 9 | 22.22% | 0.9 |
|
| 6265 |
6265
Safir Wealth Advisors
Greenland,
New Hampshire
| $103M | -$4.74M | -4% | 3.28% | 52.1% | 17 | 17.65% | 2.2 |
|
| 6266 |
6266
Udine Wealth Management
Boca Raton,
Florida
| $103M | -$1.88M | -2% | 1.4% | 141% | 22 | 31.82% | 1 |
|
| 6267 |
6267
Horizon Family Wealth
Chicago,
Illinois
| $103M | -$1.27M | -1% | 3.91% | 68.6% | 68 | 13.24% | 1.2 |
|
| 6268 |
MM
6268
MWG Management
Road Town, Tortola,
British Virgin Islands
| $103M | -$62.1M | -38% | 34.7% | 59.2% | 3 | 0% | 1.9 |
|
| 6269 |
6269
Doheny Asset Management
Los Angeles,
California
| $103M | -$13.5M | -12% | 0.82% | 135% | 74 | 12.16% | 6.3 |
|
| 6270 |
6270
Chesapeake Asset Management
New York
| $103M | -$7.69M | -7% | 2.62% | 153% | 487 | 19.51% | 1.1 |
|
| 6271 |
6271
Armstrong Fleming & Moore
Washington,
District of Columbia
| $103M | -$5.56M | -5% | 4.17% | 124% | 88 | 6.82% | 0.2 |
|
| 6272 |
6272
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $103M | -$3.73M | -3% | 3.42% | 60.5% | 8 | 0% | 2.9 |
|
| 6273 |
SGL
6273
Sonic GP LLC
Honolulu,
Hawaii
| $103M | -$46.8M | -31% | 10.1% | – | 27 | 25.93% | 0.6 |
|
| 6274 |
6274
Walker Financial Services
Bowling Green,
Kentucky
| $103M | +$1.69M | +2% | 1.96% | 20.8% | 24 | 8.33% | 1.4 |
|
| 6275 |
MCM
6275
Magnolia Capital Management
Cold Spring,
New York
| $103M | -$7.9M | -7% | 3.27% | 85.9% | 133 | 8.27% | 2 |
|