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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6476 |
SM
6476
STF Management
Frisco,
Texas
| $92.9M | -$55.5M | -37% | 17.4% | 208% | 102 | 16.67% | 1.9 |
|
| 6477 |
BCP
6477
Bluegrass Capital Partners
Palm Beach,
Florida
| $92.7M | +$2.59M | +3% | 10.5% | 60.1% | 13 | 15.38% | 7.3 |
|
| 6478 |
EWM
6478
Echo Wealth Management
Plymouth,
Minnesota
| $92.5M | +$1.99M | +2% | 5.45% | 41% | 41 | 4.88% | 6.5 |
|
| 6479 |
CIM
6479
Courant Investment Management
Franklin,
Tennessee
| $92.5M | +$2.08M | +2% | 9.89% | 33.5% | 9 | 11.11% | 19.9 |
|
| 6480 |
GG
6480
Golden Green
Seneca,
South Carolina
| $92.5M | +$7.28M | +9% | 9.38% | 92.4% | 82 | 30.49% | 3 |
|
| 6481 |
OC
6481
One01 Capital
Burlingame,
California
| $92.5M | +$8.36M | +10% | 18.4% | 123% | 27 | 59.26% | 1.1 |
|
| 6482 |
SPWM
6482
Schrum Private Wealth Management
St. Augustine,
Florida
| $92.5M | +$5.86M | +7% | 6.38% | 60.9% | 111 | 6.31% | 5.5 |
|
| 6483 |
WCM
6483
Wavelength Capital Management
Westport,
Connecticut
| $92.4M | +$2.59M | +3% | 0.44% | – | 13 | 0% | 5.4 |
|
| 6484 |
1IA
6484
1620 Investment Advisors
Plymouth,
Massachusetts
| $92.2M | +$9.29M | +11% | 3.97% | 68.9% | 154 | 25.97% | 4.1 |
|
| 6485 |
RH
6485
RenaissanceRe Holdings
Pembroke,
Bermuda
| $92.2M | -$293M | -76% | 9.72% | 40.8% | 7 | 57.14% | 14 |
|
| 6486 |
SAM
6486
Sequent Asset Management
Houston,
Texas
| $92.2M | +$3.93M | +4% | 7.11% | 51.3% | 62 | 19.35% | 12.5 |
|
| 6487 |
FC
6487
Farley Capital
New York
| $92.1M | +$5.3M | +6% | 11% | 105% | 12 | 8.33% | 23.2 |
|
| 6488 |
HPM
6488
Hudson Portfolio Management
Garrison,
New York
| $92M | +$2.7M | +3% | 5.56% | – | 105 | 4.76% | 7.3 |
|
| 6489 |
MCM
6489
Masterton Capital Management
New York
| $91.9M | -$12.8M | -12% | 2.09% | 1.94% | 20 | 45% | 3.6 |
|
| 6490 |
IAP
6490
Indie Asset Partners
Carmel,
Indiana
| $91.9M | +$6.32M | +7% | 13.8% | 119% | 91 | 16.48% | 9.2 |
|
| 6491 |
TM
6491
Titan Managers
Scottsdale,
Arizona
| $91.9M | -$1.35M | -1% | 0.5% | 2.57% | 9 | 22.22% | 5.3 |
|
| 6492 |
LHWM
6492
Lake Hills Wealth Management
Austin,
Texas
| $91.8M | -$4.06M | -4% | 0.11% | 83.7% | 48 | 54.17% | 1 |
|
| 6493 |
OIM
6493
Orca Investment Management
Roseburg,
Oregon
| $91.8M | +$10.1M | +12% | 8.73% | 122% | 59 | 6.78% | 23.4 |
|
| 6494 |
SIM
6494
Strategic Investment Management
Arlington,
Virginia
| $91.5M | +$4.07M | +5% | 1.69% | 53.3% | 11 | 9.09% | 21.1 |
|
| 6495 |
PCM
6495
Price Capital Management
Lafayette,
Louisiana
| $91.3M | +$80M | +707% | 0.68% | 124% | 6 | 83.33% | 0.5 |
|
| 6496 |
OIM
6496
Oder Investment Management
Woodland Hills,
California
| $91.3M | +$5.82M | +7% | 7.06% | 97.5% | 87 | 8.05% | 7 |
|
| 6497 |
PWA
6497
Primoris Wealth Advisors
North Palm Beach,
Florida
| $91.2M | +$9.98M | +12% | 3.38% | 182% | 77 | 22.08% | 4.3 |
|
| 6498 |
KIA
6498
Kraematon Investment Advisors
Braintree,
Massachusetts
| $91M | +$4.44M | +5% | 4.91% | 80.5% | 86 | 5.81% | 4.8 |
|
| 6499 |
BCM
6499
Barden Capital Management
Austin,
Texas
| $90.9M | -$13.7M | -13% | 8.08% | 80.1% | 73 | 12.33% | 4.9 |
|
| 6500 |
CIA
6500
Capital Impact Advisors
Boston,
Massachusetts
| $90.9M | +$9.39M | +12% | 11.8% | – | 179 | 3.91% | 6 |
|