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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6476 |
PCM
6476
Potomac Capital Management
New York
| $85.8M | -$1.57M | -2% | 13.9% | – | 80 | 36.25% | 1.6 |
|
| 6477 |
KC
6477
Kellner Capital
New York
| $85.7M | -$90.9M | -51% | 22.8% | 390% | 58 | 72.41% | 0.2 |
|
| 6478 |
SWM
6478
Sanctuary Wealth Management
Pocatello,
Idaho
| $85.7M | +$8.61M | +11% | 4.51% | – | 272 | 89.34% | 0.3 |
|
| 6479 |
RVM
6479
RiverVest Venture Management
St. Louis,
Missouri
| $85.7M | -$403K | -0.5% | 13.4% | 16.5% | 6 | 0% | 1.8 |
|
| 6480 |
G1
6480
Greylock 15
Menlo Park,
California
| $85.7M | -$39M | -31% | 29.6% | 17.8% | 4 | 0% | 1.3 |
|
| 6481 |
FCM
6481
Firsthand Capital Management
San Jose,
California
| $85.7M | -$24.1M | -22% | 9.13% | 265% | 46 | 13.04% | 3.6 |
|
| 6482 |
TC
6482
Touchstone Capital
Pittsburgh,
Pennsylvania
| $85.6M | -$40K | -0% | 7.72% | – | 19 | 10.53% | 1.5 |
|
| 6483 |
PBT
6483
Pictet Bank & Trust
Nassau,
Bahamas
| $85.5M | +$7.52M | +10% | 5.77% | 66.3% | 47 | 6.38% | 4.6 |
|
| 6484 |
RA
6484
Raffles Associates
New York
| $85.4M | -$8.32M | -9% | 0.04% | 50% | 63 | 46.03% | 2.1 |
|
| 6485 |
RWA
6485
Redmont Wealth Advisors
Chicago,
Illinois
| $85.3M | +$8.4M | +11% | 8.36% | 46.1% | 112 | 16.96% | 0.8 |
|
| 6486 |
HA
6486
HFG Advisors
Cincinatti,
Ohio
| $85.1M | +$13.1M | +18% | 9.03% | 69.7% | 98 | 22.45% | 0.7 |
|
| 6487 |
LFA
6487
LGT Financial Advisors
Dallas,
Texas
| $85M | – | – | 9.71% | 63.3% | 181 | – | 0 |
|
| 6488 |
RM
6488
RP Management
New York
| $84.9M | -$132M | -61% | 55.5% | 208% | 4 | 50% | 1.7 |
|
| 6489 |
FCP
6489
Fidelis Capital Partners
Tampa,
Florida
| $84.8M | – | – | 7.4% | 115% | 113 | – | 0 |
|
| 6490 |
ULWM
6490
Upper Left Wealth Management
Tampa,
Florida
| $84.6M | +$7.65M | +10% | 7.49% | 52.7% | 57 | 21.05% | 0.8 |
|
| 6491 |
TOTUOP
6491
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
| $84.4M | +$8.82M | +12% | 16.2% | – | 5 | 0% | 0.9 |
|
| 6492 |
SPWM
6492
Schrum Private Wealth Management
St. Augustine,
Florida
| $84.4M | +$5.15M | +6% | 11% | 60.9% | 112 | 8.93% | 0.9 |
|
| 6493 |
PML
6493
Prime Movers Lab
Jackson,
Wyoming
| $84.4M | -$54.5M | -39% | 0% | – | 10 | 100% | 0 |
|
| 6494 |
WCM
6494
Wavelength Capital Management
Westport,
Connecticut
| $84.4M | -$5.82M | -6% | 1.97% | – | 13 | 7.69% | 0.9 |
|
| 6495 |
SPWG
6495
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $84.3M | +$8.56M | +11% | 6.74% | 67.4% | 194 | 78.35% | 1.7 |
|
| 6496 |
CCG
6496
Coastwise Capital Group
La Jolla,
California
| $84.3M | +$20.9M | +33% | 8.06% | 88.8% | 109 | 21.1% | 0.6 |
|
| 6497 |
HAS
6497
Holland Advisory Services
Ormond Beach,
Florida
| $83.9M | +$3.1M | +4% | 9.01% | 57.1% | 31 | 9.68% | 0.9 |
|
| 6498 |
GIM
6498
Growth Interface Management
Orlando,
Florida
| $83.8M | -$51.9M | -38% | 5.3% | 12% | 11 | 45.45% | 1.1 |
|
| 6499 |
PGWM
6499
Pitti Group Wealth Management
Victor,
New York
| $83.8M | +$11.3M | +16% | 8.06% | 65.3% | 72 | 23.61% | 0.8 |
|
| 6500 |
CM
6500
CM Management
Gulf Breeze,
Florida
| $83.7M | -$5.84M | -7% | 3.11% | 110% | 80 | 21.25% | 1.4 |
|