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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6601 |
PI
6601
Pachira Investments
Dana Point,
California
| $130M | +$17M | +15% | 6.75% | 82.3% | 51 | 17.65% | 2.4 |
|
| 6602 |
6602
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
| $130M | -$22.1M | -15% | 5.79% | – | 13 | 15.38% | 0.5 |
|
| 6603 |
6603
White Wing Wealth Management
The Wodlands,
Texas
| $130M | +$4.83M | +4% | 5.08% | – | 29 | 3.45% | 0.7 |
|
| 6604 |
6604
Scion Asset Management
Saratoga,
California
| $130M | +$77.3M | +147% | 35.6% | 1.91% | 13 | 38.46% | 0.5 |
|
| 6605 |
CWA
6605
Clearview Wealth Advisors
Salem,
Oregon
| $130M | +$15.2M | +13% | 5.81% | 45.2% | 96 | 2.08% | 2.6 |
|
| 6606 |
6606
Washington Capital Management
Seattle,
Washington
| $130M | +$11.5M | +10% | 6.9% | 81.8% | 122 | 25.41% | 2.6 |
|
| 6607 |
6607
Refined Wealth Management
Salt Lake City,
Utah
| $130M | +$4.56K | +0% | 1.11% | 99.4% | 28 | 3.57% | 2.4 |
|
| 6608 |
6608
Sagace Wealth Management
St. Petersburg,
Florida
| $130M | +$27.4M | +27% | 6.39% | – | 63 | 25.4% | 0.2 |
|
| 6609 |
6609
Crestwood Capital Management
New York
| $130M | -$10.5M | -7% | 0.63% | 203% | 16 | 12.5% | 2.6 |
|
| 6610 |
CSI
6610
Cross Staff Investments
Pittsford,
New York
| $130M | +$9.6M | +8% | 8.73% | 80.3% | 128 | 6.25% | 2.2 |
|
| 6611 |
6611
Sharp Financial Services
Horsham,
Pennsylvania
| $130M | +$13M | +11% | 5.93% | – | 107 | 21.5% | 0.6 |
|
| 6612 |
6612
Stonekeep Investments
Sante Fe,
New Mexico
| $130M | +$6.2M | +5% | 4.15% | – | 54 | 14.81% | 0.2 |
|
| 6613 |
ICMP
6613
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| $130M | +$4.18M | +3% | 5.04% | 39.7% | 80 | 8.75% | 2.4 |
|
| 6614 |
6614
Cravens & Co Advisors
Cookeville,
Tennessee
| $129M | -$5.25M | -4% | 7.58% | 70.4% | 70 | 14.29% | 1.5 |
|
| 6615 |
6615
Lauer Wealth
Valparaiso,
Indiana
| $129M | +$2.61M | +2% | 7.2% | 89.4% | 47 | 25.53% | 1.2 |
|
| 6616 |
6616
Koa Wealth Management
Encinitas,
California
| $129M | +$11.1M | +9% | 9.9% | 74.8% | 51 | 5.88% | 0.7 |
|
| 6617 |
6617
Zeit Capital
Greenwood Village,
Colorado
| $129M | +$6.22M | +5% | 6.3% | 56.5% | 29 | 13.79% | 3.7 |
|
| 6618 |
6618
Clear Point Advisors
Melville,
New York
| $129M | +$7.59M | +6% | 5.19% | – | 583 | 4.97% | 0.7 |
|
| 6619 |
6619
Schulz Wealth
Mansfield,
Texas
| $129M | +$11.3M | +10% | 4.6% | – | 59 | 5.08% | 0.7 |
|
| 6620 |
6620
Vernal Point Advisors
San Francisco,
California
| $129M | -$11.3M | -8% | 4.5% | – | 26 | 23.08% | 0.7 |
|
| 6621 |
6621
Morgens Waterfall Vintiadis & Co
New York
| $129M | -$2.25M | -2% | 10.5% | 594% | 28 | 32.14% | 2.2 |
|
| 6622 |
6622
4J Wealth Management
Alexandria,
Virginia
| $129M | +$8.19M | +7% | 5.17% | 68.2% | 89 | 4.49% | 2.4 |
|
| 6623 |
6623
Pangea Capital Gestao de Recursos
Rio De Janeiro,
| $129M | +$12.7M | +11% | 11.2% | 54.4% | 4 | 0% | 1.4 |
|
| 6624 |
6624
Brewster Financial Planning
Brooklyn,
New York
| $129M | +$10.1M | +8% | 6.46% | 44.3% | 20 | 5% | 1.9 |
|
| 6625 |
6625
Cove Private Wealth
Oyster Bay Cove,
New York
| $129M | +$3.73M | +3% | 4.24% | – | 77 | 3.9% | 0.7 |
|