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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%
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50
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250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 6401 |
CCA
6401
Cruiser Capital Advisors
Stamford,
Connecticut
| $97.7M | -$16.6M | -15% | 3.12% | 192% | 78 | 41.03% |
|
| 6402 |
PWSG
6402
Pacific Wealth Strategies Group
Santa Barbara,
California
| $97.7M | +$10.1M | +12% | 10.5% | 75.5% | 50 | 6% |
|
| 6403 |
MCAI
6403
Members Capital Advisors Inc
Madison,
Wisconsin
| $97.7M | -$40.7M | -29% | 0.91% | – | 72 | 5.56% |
|
| 6404 |
TM
6404
Triatomic Management
Palo Alto,
California
| $97.6M | -$51M | -34% | 12.7% | – | 77 | 61.04% |
|
| 6405 |
TP
6405
Teca Partners
Austin,
Texas
| $97.6M | +$14.5M | +17% | 8.41% | 66% | 16 | 18.75% |
|
| 6406 |
SC
6406
Saltoro Capital
Dallas,
Texas
| $97.5M | -$63.8M | -40% | 10% | 130% | 84 | 76.19% |
|
| 6407 |
UOMF
6407
University of Maryland Foundation
Adelphi,
Maryland
| $97.5M | +$5.83M | +6% | 6.44% | 51.2% | 6 | 0% |
|
| 6408 |
PCM
6408
Potomac Capital Management
New York
| $97.5M | +$2.03M | +2% | 0.33% | – | 69 | 24.64% |
|
| 6409 |
MC
6409
Mayo Clinic
Rochester,
Minnesota
| $97.4M | -$24.4M | -20% | 8.09% | – | 13 | 15.38% |
|
| 6410 |
UIA
6410
Ulland Investment Advisors
Minneapolis,
Minnesota
| $97.4M | +$12.3M | +14% | 8.95% | 154% | 228 | 10.96% |
|
| 6411 |
AC
6411
Aldebaran Capital
Carmel,
Indiana
| $97.4M | -$560K | -0.6% | 2.89% | 80.4% | 35 | 8.57% |
|
| 6412 |
RM
6412
RP Management
New York
| $97.3M | +$25.1M | +35% | 49.9% | 208% | 3 | 0% |
|
| 6413 |
P
6413
Palladiem
Bryn Mawr,
Pennsylvania
| $97.2M | +$3.41M | +4% | 2.12% | – | 62 | 14.52% |
|
| 6414 |
IIL
6414
Insight Inv LLC
El Segundo,
California
| $97.2M | +$4.45M | +5% | 5.21% | 136% | 88 | 0% |
|
| 6415 |
PWG
6415
Private Wealth Group
Tampa,
Florida
| $97.2M | +$24.5M | +34% | 3.86% | 48.2% | 52 | 3.85% |
|
| 6416 |
SFS
6416
Starfox Financial Services
The Woodlands,
Texas
| $97.1M | +$880K | +0.9% | 2.7% | – | 24 | 4.17% |
|
| 6417 |
CWMGP
6417
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| $96.9M | +$6.69M | +7% | 5.11% | 75.9% | 62 | 17.74% |
|
| 6418 |
MW
6418
Marks Wealth
Annapolis,
Maryland
| $96.8M | +$85.7M | +768% | 1.26% | 169% | 8 | 25% |
|
| 6419 |
LW
6419
Lauer Wealth
Valparaiso,
Indiana
| $96.7M | +$16.7M | +21% | 5.51% | 75.5% | 53 | 37.74% |
|
| 6420 |
YSP
6420
Yarra Square Partners
New York
| $96.7M | +$15.3M | +19% | 7.82% | 55.9% | 20 | 10% |
|
| 6421 |
BWA
6421
Blodgett Wealth Advisors
Concord,
California
| $96.6M | +$10.1M | +12% | 13.6% | 124% | 68 | 13.24% |
|
| 6422 |
MWA
6422
Motive Wealth Advisors
Birmingham,
Michigan
| $96.6M | +$5.16M | +6% | 6.2% | 66% | 56 | 10.71% |
|
| 6423 |
AEPLI
6423
AH Equity Partners LSV II
Menlo Park,
California
| $96.4M | +$3.21M | +3% | 4.03% | – | 4 | 0% |
|
| 6424 |
T
6424
Tinicum
New York
| $96.4M | +$2.75M | +3% | 2.94% | 21.1% | 1 | 0% |
|
| 6425 |
OC
6425
Oppenheimer & Close
New York
| $96.3M | -$4.75M | -5% | 3.87% | 149% | 62 | 17.74% |
|