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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6301 |
SIM
6301
Spark Investment Management
New York
| $104M | -$35.3M | -25% | 16.8% | 459% | 30 | 13.33% | 1.2 |
|
| 6302 |
CCM
6302
Crew Capital Management
Cincinnati,
Ohio
| $104M | -$14.4M | -12% | 4.35% | 104% | 120 | 13.33% | 0.8 |
|
| 6303 |
D
6303
Dentgroup
Baton Rouge,
Louisiana
| $104M | -$2.25M | -2% | 2.82% | 53.6% | 91 | 17.58% | 0.2 |
|
| 6304 |
SWAG
6304
Spectrum Wealth Advisory Group
Granite Bay,
California
| $104M | -$8.59M | -8% | 6.12% | 67.9% | 50 | 10% | 1.9 |
|
| 6305 |
NWMG
6305
National Wealth Management Group
Cincinnati,
Ohio
| $104M | -$3.1M | -3% | 0.33% | 123% | 139 | 32.37% | 0.2 |
|
| 6306 |
EBWM
6306
Eagle Bluffs Wealth Management
Columbia,
Missouri
| $104M | +$7.87M | +8% | 8.2% | 95.3% | 69 | 18.84% | 0.2 |
|
| 6307 |
SC
6307
Settian Capital
New York
| $104M | -$12M | -10% | 0.95% | 62.5% | 40 | 42.5% | 0.2 |
|
| 6308 |
PWA
6308
Pillar Wealth Advisors
West Chester,
Pennsylvania
| $104M | -$1.51M | -1% | 4.4% | 21.9% | 58 | 5.17% | 0.3 |
|
| 6309 |
DSCM
6309
Del-Sette Capital Management
Schenectady,
New York
| $103M | -$627K | -0.6% | 1.73% | 108% | 36 | 44.44% | 0.2 |
|
| 6310 |
CGA
6310
Channing Global Advisors
Miami,
Florida
| $103M | -$2.05M | -2% | 1.91% | 131% | 43 | 11.63% | 0.2 |
|
| 6311 |
TWM
6311
Trevian Wealth Management
Weston,
Massachusetts
| $103M | -$953K | -0.9% | 6.05% | 94.1% | 45 | 20% | 0.2 |
|
| 6312 |
TMC
6312
TVL Management Corporation
Menlo Park,
California
| $103M | -$57M | -36% | 28.6% | – | 3 | 33.33% | 0.3 |
|
| 6313 |
JC
6313
JCSD Capital
Walnut Creek,
California
| $103M | -$1.6M | -2% | 3.8% | – | 79 | 17.72% | 1.3 |
|
| 6314 |
FCC
6314
Florin Court Capital
London,
United Kingdom
| $103M | -$55.8M | -35% | 2.19% | 108% | 36 | 38.89% | 0.8 |
|
| 6315 |
EWS
6315
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| $103M | -$7.17M | -6% | 4.18% | 70.9% | 99 | 10.1% | 0.2 |
|
| 6316 |
RAM
6316
RK Asset Management
Grosse Pointe Farms,
Michigan
| $103M | -$10.2M | -9% | 4.4% | 47.6% | 22 | 9.09% | 3.2 |
|
| 6317 |
MVA
6317
Mount Vernon Associates
Baltimore,
Maryland
| $103M | -$12.4M | -11% | 6.93% | 119% | 56 | 7.14% | 6.1 |
|
| 6318 |
ACM
6318
Arrow Capital Management
New York
| $103M | -$57.9M | -36% | 12.9% | – | 10 | 30% | 3.2 |
|
| 6319 |
GBA
6319
Garrison Bradford & Associates
New York
| $103M | -$8.56M | -8% | 1.85% | 63.5% | 58 | 10.34% | 4.1 |
|
| 6320 |
ROC
6320
River Oaks Capital
Wayzata,
Minnesota
| $103M | -$5.15M | -5% | 2.64% | – | 56 | 7.14% | 2.8 |
|
| 6321 |
6321
Simplicity Wealth
Summit,
New Jersey
| $103M | -$82.6M | -45% | 5.18% | 74.5% | 72 | 25% | 0.2 |
|
| 6322 |
GCM
6322
GuideStone Capital Management
Dallas,
Texas
| $103M | -$1.74M | -2% | 1.67% | 49.2% | 1 | 0% | 2.3 |
|
| 6323 |
SPWG
6323
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $103M | +$22.4M | +28% | 7.29% | 67.4% | 185 | 9.19% | 1.1 |
|
| 6324 |
IFS
6324
Intelligent Financial Strategies
Excelsior,
Minnesota
| $103M | -$8.59M | -8% | 2.8% | 60.6% | 117 | 10.26% | 0.2 |
|
| 6325 |
RK
6325
Rather & Kittrell
Knoxville,
Tennessee
| $103M | -$11.1M | -10% | 3.61% | 41.1% | 337 | 81.9% | 0.3 |
|