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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6276 |
EWS
6276
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| $81.5M | -$21.6M | -21% | 13.4% | 70.9% | 109 | 22.94% | 0.4 |
|
| 6277 |
MAM
6277
Miria Asset Management
St. Julians,
Malta
| $81.5M | -$24.1M | -23% | 1.45% | 265% | 13 | 69.23% | 0.4 |
|
| 6278 |
OC
6278
Optimas Capital
Central,
Hong Kong
| $81.5M | -$25M | -23% | 0.36% | 355% | 39 | 84.62% | 0.1 |
|
| 6279 |
OIM
6279
Oder Investment Management
Woodland Hills,
California
| $81.3M | -$6.63M | -8% | 13.9% | 97.5% | 93 | 23.66% | 1.1 |
|
| 6280 |
MCWA
6280
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| $81.3M | -$10.8M | -12% | 8.23% | – | 104 | 8.65% | 1.6 |
|
| 6281 |
ACM
6281
Ardent Capital Management
Cincinnati,
Ohio
| $81.2M | -$68.8M | -46% | 13.6% | 77.5% | 25 | 16% | 0.5 |
|
| 6282 |
SA
6282
SRH Advisors
Salina,
Kansas
| $81.1M | -$9.04M | -10% | 13.8% | 51% | 315 | 5.08% | 5.1 |
|
| 6283 |
HLC
6283
Hunt Lane Capital
New York
| $81.1M | -$80.1M | -50% | 41.7% | 3.59% | 20 | 35% | 1.3 |
|
| 6284 |
DM
6284
Diker Management
New York
| $81M | -$43.1M | -35% | 18.3% | 210% | 33 | 27.27% | 2.3 |
|
| 6285 |
GC
6285
Gratia Capital
Los Angeles,
California
| $80.9M | -$20.1M | -20% | 23% | 42.4% | 55 | 67.27% | 0.5 |
|
| 6286 |
PWG
6286
Private Wealth Group
Tampa,
Florida
| $80.8M | -$55.1M | -41% | 11.9% | 48.2% | 48 | 16.67% | 2.2 |
|
| 6287 |
WAM
6287
Watershed Asset Management
San Francisco,
California
| $80.8M | -$18.8M | -19% | 13.7% | – | 147 | 35.37% | 0.4 |
|
| 6288 |
FFMBT
6288
First Farmers & Merchants Bank Trust
Columbia,
Tennessee
| $80.7M | -$13.2M | -14% | 8.79% | – | 99 | 10.1% | 0.5 |
|
| 6289 |
GPA
6289
Guerra Pan Advisors
Montclair,
New Jersey
| $80.7M | -$2.19M | -3% | 16.3% | 135% | 100 | 5% | 0.5 |
|
| 6290 |
KAM
6290
Kensington Asset Management
Austin,
Texas
| $80.6M | -$493M | -86% | 9.17% | 38.1% | 7 | 100% | 0 |
|
| 6291 |
GEH
6291
General Equity Holdings
Brooklyn,
New York
| $80.5M | -$54.3M | -40% | 23.5% | 775% | 14 | 28.57% | 0.8 |
|
| 6292 |
GCM
6292
GuideStone Capital Management
Dallas,
Texas
| $80.5M | -$22.3M | -22% | 21.7% | 49.2% | 1 | 0% | 2.5 |
|
| 6293 |
LCM
6293
Linker Capital Management
Prospect,
Kentucky
| $80.5M | -$20M | -20% | 11.3% | – | 40 | 10% | 0.5 |
|
| 6294 |
CP
6294
Covalent Partners
Concord,
Massachusetts
| $80.3M | -$37.9M | -32% | 7.05% | 36.6% | 64 | 31.25% | 0.9 |
|
| 6295 |
CNWM
6295
Clay Northam Wealth Management
Huntington Beach,
California
| $80.3M | -$18.5M | -19% | 17.9% | 125% | 87 | 18.39% | 0.4 |
|
| 6296 |
BWM
6296
BlackDiamond Wealth Management
New York
| $80.2M | -$3.55M | -4% | 11.1% | 70.8% | 132 | 37.88% | 0.4 |
|
| 6297 |
FC
6297
Financial Council
Towson,
Maryland
| $80.1M | -$2.44M | -3% | 15.2% | 80% | 45 | 13.33% | 0.7 |
|
| 6298 |
WCM
6298
Whitefort Capital Management
New York
| $80.1M | -$26.1M | -25% | 13.1% | 243% | 40 | 37.5% | 0.4 |
|
| 6299 |
UFF
6299
USA Financial Formulas
Ada,
Michigan
| $80M | -$13.4M | -14% | 5.23% | 98.9% | 476 | 33.61% | 1.2 |
|
| 6300 |
ACM
6300
Alethea Capital Management
Mercer Island,
Washington
| $79.9M | -$30.7M | -28% | 8.3% | 275% | 80 | 38.75% | 2.9 |
|