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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6526 |
6526
Watershed Asset Management
San Francisco,
California
| $82.5M | +$3.57M | +5% | 7.16% | – | 156 | 51.28% | 0.5 |
|
| 6527 |
6527
Clifford Group
Wayland,
Massachusetts
| $82.5M | +$2.39M | +3% | 4.71% | 67.9% | 79 | 22.78% | 0.2 |
|
| 6528 |
DC
6528
Dantai Capital
Hong Kong
| $82.3M | -$33.6M | -29% | 1.75% | – | 11 | 72.73% | 0.1 |
|
| 6529 |
6529
Wall Capital Group
Phoenix,
Arizona
| $82.2M | +$9.8M | +14% | 6.74% | – | 37 | 67.57% | 1.6 |
|
| 6530 |
6530
In-Depth Partners
Miami,
Florida
| $82.2M | +$27.3M | +50% | 28.4% | 157% | 14 | 7.14% | 1.2 |
|
| 6531 |
ETIA
6531
Epic Trust Investment Advisors
Richland,
Washington
| $82M | +$15.6M | +23% | 8.06% | – | 125 | 31.2% | 0.6 |
|
| 6532 |
6532
OpenView Management
Boston,
Massachusetts
| $81.9M | -$6.83M | -8% | 7.7% | – | 2 | 0% | 1.3 |
|
| 6533 |
6533
Precept Management
Dallas,
Texas
| $81.7M | +$48.1M | +143% | 20.9% | 110% | 35 | 85.71% | 0.7 |
|
| 6534 |
6534
Threadgill Financial
Spring,
Texas
| $81.7M | -$15.7M | -16% | 1.02% | 49.3% | 48 | 45.83% | 0.8 |
|
| 6535 |
6535
Ativo Capital Management
Chicago,
Illinois
| $81.7M | +$2.28M | +3% | 7.27% | 63.2% | 64 | 31.25% | 1.9 |
|
| 6536 |
6536
Hickory Lane Capital Management
New York
| $81.7M | -$18.7M | -19% | 11% | – | 31 | 35.48% | 1.5 |
|
| 6537 |
6537
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
| $81.7M | -$92.3M | -53% | 14.7% | 40.8% | 2 | 0% | 1.3 |
|
| 6538 |
6538
Orca Investment Management
Roseburg,
Oregon
| $81.6M | +$2.77M | +4% | 6.23% | 139% | 59 | 8.47% | 5.9 |
|
| 6539 |
6539
Delphia (USA)
Toronto,
Ontario, Canada
| $81.6M | -$5.01M | -6% | 10.1% | – | 351 | 49.29% | 0.5 |
|
| 6540 |
AC
6540
AMS Capital
Sao Paulo,
Brazil
| $81.6M | -$44.7M | -35% | 4.33% | 63.1% | 16 | 43.75% | 0.7 |
|
| 6541 |
6541
Capital Impact Advisors
Boston,
Massachusetts
| $81.5M | -$20.8M | -20% | 12.8% | – | 250 | 34.8% | 1.3 |
|
| 6542 |
6542
Yarra Square Partners
New York
| $81.4M | +$17.5M | +27% | 8.95% | 55.9% | 19 | 31.58% | 1 |
|
| 6543 |
6543
Primoris Wealth Advisors
North Palm Beach,
Florida
| $81.2M | +$16.3M | +25% | 8.95% | 206% | 74 | 22.97% | 0.9 |
|
| 6544 |
6544
Navigation Wealth Management
Fort Collins,
Colorado
| $81.2M | +$80.1M | +7,500% | 6.51% | 46.5% | 4 | 75% | 0.2 |
|
| 6545 |
6545
Pin Oak Investment Advisors
Houston,
Texas
| $80.8M | -$251K | -0.3% | 2.6% | 62.7% | 456 | 10.31% | 3.2 |
|
| 6546 |
6546
Medici Capital
Newport Beach,
California
| $80.8M | +$45.9M | +132% | 3.45% | 127% | 9 | 55.56% | 0.1 |
|
| 6547 |
GBA
6547
Garrison Bradford & Associates
New York
| $80.7M | -$1.71M | -2% | 2.88% | 62.2% | 43 | 16.28% | 5.6 |
|
| 6548 |
XXIP
6548
Xiamen Xinweidachuang Investment Partnership
Xiamen,
China
| $80.6M | +$14.7M | +22% | 22.3% | 66.6% | 1 | 0% | 1.3 |
|
| 6549 |
6549
Harper Investing
Santa Clara,
California
| $80.5M | -$523K | -0.6% | 1.06% | 58.7% | 46 | 56.52% | 0.9 |
|
| 6550 |
6550
DHK Financial Advisors
Portsmouth,
New Hampshire
| $80.5M | +$8.53M | +12% | 5.32% | 46.1% | 43 | 27.91% | 0.8 |
|