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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
Resonate Capital
San Francisco,
California
| $67M | -$23.3M | -26% | 5.56% | – | 20 | 0% | 0.7 |
|
| 6352 |
6352
Oslo Asset Management AS
Oslo,
Norway
| $66.9M | -$25.2M | -27% | 4.17% | 82.7% | 16 | 25% | 3.3 |
|
| 6353 |
6353
AtlasMark Financial
Austin,
Texas
| $66.8M | -$2.25M | -3% | 6.27% | – | 40 | 5% | 2.7 |
|
| 6354 |
6354
Dean Capital Management
Overland Park,
Kansas
| $66.8M | -$47.2M | -41% | 4.54% | 89.7% | 79 | 17.72% | 1.6 |
|
| 6355 |
HA
6355
Havens Advisors
New York
| $66.8M | +$3.5M | +6% | 25.6% | 460% | 62 | 62.9% | 0.4 |
|
| 6356 |
6356
James Reed Financial Services
Cleveland,
Ohio
| $66.8M | -$5.35M | -7% | 6.35% | – | 12 | 0% | 0.7 |
|
| 6357 |
6357
P.A.W. Capital
Greenwich,
Connecticut
| $66.7M | -$2.13M | -3% | 1.58% | 54.6% | 58 | 8.62% | 4.1 |
|
| 6358 |
6358
Synergy Financial Group
San Ramon,
California
| $66.7M | +$2.94M | +5% | 2.7% | 133% | 91 | 12.09% | 0.7 |
|
| 6359 |
6359
Capitol Family Office
Beaverton,
Oregon
| $66.7M | -$30.4M | -31% | 5.82% | 72% | 19 | 21.05% | 0.7 |
|
| 6360 |
6360
Stegent Equity Advisors
Houston,
Texas
| $66.6M | -$10.4M | -14% | 2.15% | 96.4% | 75 | 29.33% | 0.6 |
|
| 6361 |
6361
Marks Wealth
Annapolis,
Maryland
| $66.6M | -$18.5M | -22% | 1.2% | 169% | 17 | 58.82% | 1.3 |
|
| 6362 |
6362
Sound Financial Strategies Group
Madison,
Mississippi
| $66.6M | -$61M | -48% | 0.64% | 26.4% | 50 | 56% | 1.2 |
|
| 6363 |
6363
Apis Capital Advisors
New York
| $66.6M | -$22.2M | -25% | 0.76% | 1,532% | 32 | 31.25% | 1.2 |
|
| 6364 |
6364
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| $66.4M | -$619K | -0.9% | 6.81% | 64.9% | 57 | 17.54% | 1.4 |
|
| 6365 |
DGM
6365
Darwin Global Management
St. Helier,
Jersey
| $66.4M | -$122M | -65% | 157% | 2,582% | 3 | 100% | 0 |
|
| 6366 |
6366
AMH Equity
Great Neck,
New York
| $66.2M | +$8.29M | +14% | 2.7% | 267% | 29 | 48.28% | 0.4 |
|
| 6367 |
6367
Coury Firm Asset Management
Pittsburgh,
Pennsylvania
| $66.2M | -$9.2M | -12% | 5.72% | – | 48 | 4.17% | 0.7 |
|
| 6368 |
KCS
6368
Koonce Calvin Scott
| $66M | -$4.06M | -6% | 5.8% | 67.9% | 1 | 0% | 7.8 |
|
| 6369 |
SPI
6369
Sutton Place Investors
Katonah,
New York
| $66M | -$2.76M | -4% | 5.1% | 84% | 74 | 31.08% | 0.6 |
|
| 6370 |
ACK
6370
Andrew C. Karlinski
| $66M | -$2.14M | -3% | 4.63% | – | 390 | 35.38% | 0.6 |
|
| 6371 |
6371
CNO Financial Group
Carmel,
Indiana
| $65.9M | -$375K | -0.6% | 0.68% | – | 6 | 0% | 1.5 |
|
| 6372 |
6372
My Personal CFO LLC
Vancouver,
Washington
| $65.8M | -$12.1M | -16% | 0.96% | 83.4% | 64 | 20.31% | 0.6 |
|
| 6373 |
6373
Leo H. Evart Inc
Redwood City,
California
| $65.6M | -$16.6M | -20% | 4.81% | – | 38 | 13.16% | 0.8 |
|
| 6374 |
6374
Kemper
Chicago,
Illinois
| $65.6M | -$5.08M | -7% | 7.17% | 28.6% | 3 | 0% | 2.1 |
|
| 6375 |
6375
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
| $65.6M | -$7.11M | -10% | 1.85% | – | 96 | 22.92% | 0.5 |
|