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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6551 |
TWS
6551
Thomas W. Smith
| $86.5M | +$19.2M | +29% | 36.6% | – | 6 | 0% | 7.6 |
|
| 6552 |
6552
Alterna Wealth Management
Houston,
Texas
| $86.3M | +$6.53M | +8% | 4.94% | 48% | 132 | 36.36% | 1.6 |
|
| 6553 |
6553
Calixto Global Investors
Coral Gables,
Florida
| $86.3M | -$26.1M | -23% | 12.9% | 180% | 11 | 54.55% | 0.7 |
|
| 6554 |
6554
Flower City Capital
Pittsford,
New York
| $86.2M | +$5.88M | +7% | 5.83% | 69.5% | 29 | 13.79% | 1.1 |
|
| 6555 |
6555
Fulcrum Equity Management
Plano,
Texas
| $86.2M | -$20.3M | -19% | 7.09% | 116% | 120 | 54.17% | 1 |
|
| 6556 |
CBNLCF
6556
Cognios Beta Neutral Large Cap Fund
Prairie Village,
Kansas
| $86.1M | -$18.9M | -18% | 4.44% | – | 120 | 25% | 2.7 |
|
| 6557 |
6557
Connective Capital Management
Palo Alto,
California
| $85.8M | +$18.4M | +27% | 16.1% | 188% | 53 | 49.06% | 1 |
|
| 6558 |
6558
Seven Mile Advisory
Ewing,
New Jersey
| $85.8M | – | – | 11.3% | 146% | 112 | – | 0 |
|
| 6559 |
6559
Banta Asset Management
Newport Beach,
California
| $85.8M | -$334K | -0.4% | 5% | – | 16 | 6.25% | 3 |
|
| 6560 |
6560
Pavadi Capital
New York
| $85.7M | -$5.89M | -6% | 7.2% | – | 18 | 27.78% | 0.9 |
|
| 6561 |
6561
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| $85.4M | +$5.83M | +7% | 12.6% | 111% | 75 | 8% | 1.2 |
|
| 6562 |
6562
Delta Financial Group
Basking Ridge,
New Jersey
| $85.2M | -$169M | -67% | 6.56% | – | 204 | 65.2% | 0.4 |
|
| 6563 |
AC
6563
AMS Capital
Sao Paulo,
Brazil
| $85.1M | +$3.53M | +4% | 11.5% | 63.1% | 20 | 70% | 0.5 |
|
| 6564 |
6564
OmniStar Financial Group
Wilmington,
North Carolina
| $85.1M | +$6.27M | +8% | 2.44% | 67.1% | 99 | 23.23% | 1.1 |
|
| 6565 |
6565
CAZ Investments
Houston,
Texas
| $84.5M | +$35.2M | +71% | 20.5% | 263% | 48 | 16.67% | 1.7 |
|
| 6566 |
CIS
6566
Continental Investors Services
Longview,
Washington
| $84.4M | +$49.1M | +139% | 6.4% | 76.6% | 64 | 39.06% | 0.8 |
|
| 6567 |
6567
Meritech Capital Associates VI
Palo Alto,
California
| $84.4M | +$11.9M | +16% | 17.5% | – | 5 | 0% | 1.5 |
|
| 6568 |
6568
Versant Venture Management
San Francisco,
California
| $84.3M | +$36.3M | +76% | 21.8% | 409% | 8 | 12.5% | 3.4 |
|
| 6569 |
6569
J2 Capital Management
Troy,
Michigan
| $84.2M | +$19.6M | +30% | 2.86% | – | 109 | 30.28% | 0.8 |
|
| 6570 |
6570
Canaan Partners X
Menlo Park,
California
| $84.1M | +$28.1M | +50% | 52.8% | 55.4% | 3 | 33.33% | 1.8 |
|
| 6571 |
6571
ClientFirst Wealth Management
Little Rock,
Arkansas
| $84.1M | +$8.99M | +12% | 6.76% | – | 32 | 25% | 1.1 |
|
| 6572 |
6572
Chico Wealth RIA
Chico,
California
| $83.9M | +$6.17M | +8% | 4.49% | 74.7% | 24 | 8.33% | 0.9 |
|
| 6573 |
6573
Rip Road Capital Partners
Boston,
Massachusetts
| $83.7M | +$17.1M | +26% | 10.4% | 121% | 12 | 25% | 1.8 |
|
| 6574 |
6574
Firsthand Capital Management
San Jose,
California
| $83.3M | -$8.8M | -10% | 3.33% | 265% | 56 | 17.86% | 3.2 |
|
| 6575 |
6575
Instrumental Wealth
Tampa,
Florida
| $83.2M | +$7.42M | +10% | 5.07% | 38.2% | 34 | 23.53% | 0.2 |
|