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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6351 |
6351
Carson Advisory
Athens,
Georgia
| $101M | +$1.83M | +2% | 0.08% | 68.6% | 146 | 16.44% | 0.2 |
|
| 6352 |
6352
DB Fitzpatrick & Co
Boise,
Idaho
| $100M | -$6.6M | -6% | 6.49% | 42.7% | 76 | 9.21% | 0.2 |
|
| 6353 |
6353
KLK Capital Management
Los Angeles,
California
| $100M | -$4.63M | -4% | 1.96% | – | 57 | 28.07% | 0.5 |
|
| 6354 |
6354
SBK Financial
Richmond,
Virginia
| $100M | -$25M | -20% | 5.38% | – | 133 | 47.37% | 0.2 |
|
| 6355 |
6355
Versant Venture Management
San Francisco,
California
| $100M | -$86.8M | -46% | 35% | 409% | 10 | 0% | 3 |
|
| 6356 |
BC
6356
Belmont Capital
Los Angeles,
California
| $100M | -$27.4M | -21% | 14.3% | 182% | 82 | 21.95% | 1.4 |
|
| 6357 |
6357
Old North State Wealth Management
Wilmington,
North Carolina
| $100M | +$852K | +0.9% | 0.18% | 91.5% | 63 | 15.87% | 0.2 |
|
| 6358 |
CWMGP
6358
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| $100M | -$23M | -19% | 1.68% | 75.9% | 82 | 20.73% | 0.2 |
|
| 6359 |
6359
Bertram Growth Capital III
Foster City,
California
| $100M | -$83.2M | -45% | 45.4% | – | 1 | 0% | 0.3 |
|
| 6360 |
6360
Sinecera Capital
Austin,
Texas
| $100M | -$3.21M | -3% | 2.08% | 13.7% | 27 | 3.7% | 0.2 |
|
| 6361 |
6361
United Community Bank
Greenville,
South Carolina
| $100M | -$131K | -0.1% | 0.56% | 66.2% | 256 | 10.55% | 0.2 |
|
| 6362 |
6362
Disciplined Equity Management
Neptune Beach,
Florida
| $100M | -$3.8M | -4% | 1.75% | 72.3% | 45 | 17.78% | 0.2 |
|
| 6363 |
GECH
6363
Garnet Equity Capital Holdings
New York
| $100M | -$52M | -34% | 11.1% | 302% | 56 | 58.93% | 0.6 |
|
| 6364 |
6364
Columbia Advisory Partners
Spokane,
Washington
| $100M | -$617K | -0.6% | 4.12% | 69.7% | 70 | 48.57% | 0.2 |
|
| 6365 |
6365
TTP Investments
San Jose,
California
| $100M | -$45.6M | -31% | 3.49% | 197% | 50 | 46% | 0.8 |
|
| 6366 |
6366
Watershed Asset Management
San Francisco,
California
| $100M | -$11.4M | -10% | 5.06% | – | 148 | 33.78% | 0.2 |
|
| 6367 |
6367
Schrum Private Wealth Management
St. Augustine,
Florida
| $100M | -$10.2M | -9% | 3.42% | 60.9% | 134 | 14.93% | 0.2 |
|
| 6368 |
6368
Lesa Sroufe & Co
Seattle,
Washington
| $100M | -$40K | -0% | 9.61% | – | 74 | 4.05% | 3.8 |
|
| 6369 |
6369
Moon Capital Management
New York
| $100M | -$262M | -72% | 1.82% | 76.3% | 28 | 64.29% | 2.1 |
|
| 6370 |
OCM
6370
Ogborne Capital Management
San Francisco,
California
| $100M | -$323M | -76% | 0.59% | 251% | 14 | 92.86% | 0.6 |
|
| 6371 |
AOG
6371
Alpha Omega Group
Reston,
Virginia
| $100M | -$486K | -0.5% | 4.92% | 16.1% | 34 | 29.41% | 0.9 |
|
| 6372 |
TM
6372
Titan Managers
Scottsdale,
Arizona
| $99.5M | -$12.3M | -11% | 1.47% | 2.57% | 28 | 75% | 0.9 |
|
| 6373 |
AFA
6373
Atlas Financial Advisors
Oroville,
California
| $99.4M | -$7.62M | -7% | 9.25% | 5.34% | 25 | 44% | 0.1 |
|
| 6374 |
6374
Financial Connections Group
Corte Madera,
California
| $99.4M | -$2.18M | -2% | 5.8% | 44.4% | 325 | 13.54% | 0.2 |
|
| 6375 |
PCMN
6375
Paradigm Capital Management (Nevada)
Reno,
Nevada
| $99.2M | -$1.4M | -1% | 0.56% | – | 53 | 13.21% | 0.2 |
|