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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 |
PWA
6526
Primoris Wealth Advisors
North Palm Beach,
Florida
| $82.8M | -$8.45M | -9% | 4.58% | 182% | 78 | 23.08% | 1.2 |
|
| 6527 |
DWA
6527
Delos Wealth Advisors
Dallas,
Texas
| $82.6M | +$4.2M | +5% | 2.4% | 58% | 386 | 3.63% | 1.5 |
|
| 6528 |
PWM
6528
Pinnacle Wealth Management
Roseville,
California
| $82.4M | -$16.7M | -17% | 1.65% | 194% | 53 | 41.51% | 0.8 |
|
| 6529 |
BCP
6529
Bluegrass Capital Partners
Palm Beach,
Florida
| $82.4M | -$10.3M | -11% | 3.23% | 60.1% | 12 | 8.33% | 1.9 |
|
| 6530 |
6530
Michael & Susan Dell Foundation
New York
| $82.4M | -$4.64M | -5% | 5.33% | 238% | 2 | 0% | 3.1 |
|
| 6531 |
BCM
6531
Barrier Capital Management
San Francisco,
California
| $82.4M | -$13.2M | -14% | 5.09% | 216% | 19 | 42.11% | 0.5 |
|
| 6532 |
OC
6532
One01 Capital
Burlingame,
California
| $82.3M | -$10.2M | -11% | 0.62% | 123% | 25 | 52% | 0.3 |
|
| 6533 |
TA
6533
TFB Advisors
Overland Park,
Kansas
| $82.3M | -$147M | -64% | 1.45% | 80.4% | 241 | 60.58% | 0.5 |
|
| 6534 |
CWM
6534
ClientFirst Wealth Management
Little Rock,
Arkansas
| $82.3M | -$1.81M | -2% | 0.91% | – | 34 | 11.76% | 1.3 |
|
| 6535 |
TWS
6535
Thomas W. Smith
| $82M | -$4.51M | -5% | 4.21% | – | 6 | 0% | 7.8 |
|
| 6536 |
GEH
6536
General Equity Holdings
Brooklyn,
New York
| $81.9M | +$14.4M | +21% | 44.7% | 775% | 6 | 0% | 2.3 |
|
| 6537 |
FDC
6537
Flight Deck Capital
San Francisco,
California
| $81.9M | -$30.8M | -27% | 1.09% | 379% | 18 | 50% | 0.8 |
|
| 6538 |
FWM
6538
Fingerlakes Wealth Management
Ithaca,
New York
| $81.8M | -$5.52M | -6% | 4.6% | 80.2% | 86 | 5.81% | 1.6 |
|
| 6539 |
NCPI
6539
NewView Capital Partners I
Burlingame,
California
| $81.8M | -$32.1M | -28% | 25.6% | 20.8% | 3 | 0% | 1.6 |
|
| 6540 |
SIM
6540
Strategic Investment Management
Arlington,
Virginia
| $81.7M | -$9.86M | -11% | 0.27% | 53.3% | 11 | 0% | 5.5 |
|
| 6541 |
SVGI
6541
Sozo Ventures GP II
Redwood City,
California
| $81.5M | +$3.83M | +5% | 4.93% | 8.44% | 1 | 0% | 1.8 |
|
| 6542 |
BAG
6542
Bridgewealth Advisory Group
Fresno,
California
| $81.4M | +$19.9M | +32% | 1.06% | 39.1% | 68 | 22.06% | 0.6 |
|
| 6543 |
ACM
6543
Alethea Capital Management
Mercer Island,
Washington
| $81.4M | -$12.1M | -13% | 7.12% | 275% | 70 | 54.29% | 3.5 |
|
| 6544 |
JAM
6544
JLP Asset Management
New York
| $81.4M | -$9M | -10% | 7.85% | 16.1% | 22 | 9.09% | 2.3 |
|
| 6545 |
CPI
6545
Crestview Partners IV
New York
| $81.3M | +$5.68M | +8% | 7.52% | 106% | 2 | 0% | 1.1 |
|
| 6546 |
KIA
6546
Kraematon Investment Advisors
Braintree,
Massachusetts
| $81.2M | -$9.77M | -11% | 4.34% | 80.5% | 87 | 12.64% | 1.5 |
|
| 6547 |
FCG
6547
Financial Connections Group
Corte Madera,
California
| $81.1M | -$71.4M | -47% | 3.51% | 44.4% | 254 | 47.64% | 1.4 |
|
| 6548 |
LG
6548
Lane Generational
Dover,
Massachusetts
| $81M | +$11.2M | +16% | 1.79% | 148% | 35 | 14.29% | 1.3 |
|
| 6549 |
MAG
6549
Millrace Asset Group
Berwyn,
Pennsylvania
| $81M | -$14.5M | -15% | 7.43% | 113% | 78 | 60.26% | 0.9 |
|
| 6550 |
TDC
6550
Thompson Davis & Co
Richmond,
Virginia
| $80.9M | -$7.45M | -8% | 4.05% | 188% | 143 | 35.66% | 2.4 |
|