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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6626 |
TMC
6626
Trellus Management Company
Delray Beach,
Florida
| $72.8M | -$8.24M | -10% | 11.6% | 268% | 78 | 56.41% | 1.5 |
|
| 6627 |
SPWG
6627
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $72.6M | -$785K | -1% | 2.54% | 67.4% | 52 | 13.46% | 2 |
|
| 6628 |
EFMFI
6628
EnCap Flatrock Midstream Fund III
San Antonio,
Texas
| $72.5M | -$173M | -70% | 10.5% | – | 1 | 0% | 0.3 |
|
| 6629 |
AM
6629
Account Management
Boxford,
Massachusetts
| $72.3M | -$2.32M | -3% | 0.35% | 87.4% | 24 | 12.5% | 4.3 |
|
| 6630 |
SWAG
6630
Spectrum Wealth Advisory Group
Granite Bay,
California
| $72.3M | -$3.18M | -4% | 3.72% | 67.9% | 32 | 9.38% | 2.9 |
|
| 6631 |
MIG
6631
MGG Investment Group
New York
| $72.3M | -$825K | -1% | 1.03% | 44.1% | 2 | 0% | 1.8 |
|
| 6632 |
BS
6632
Bessemer Securities
New York
| $72.2M | -$78.3M | -52% | 3.23% | 45% | 136 | 10.29% | 2.8 |
|
| 6633 |
VCM
6633
Vetamer Capital Management
Menlo Park,
California
| $72M | -$3.55M | -5% | 2.75% | – | 109 | 58.72% | 0.4 |
|
| 6634 |
G
6634
Gainplan
Bloomfield Hills,
Michigan
| $71.9M | -$112M | -61% | 2.84% | 103% | 52 | 32.69% | 1.5 |
|
| 6635 |
SFG
6635
Synergy Financial Group
San Ramon,
California
| $71.6M | -$2.48M | -3% | 2.7% | 133% | 85 | 14.12% | 1.4 |
|
| 6636 |
ST
6636
SAL Trading
Bala Cynwyd,
Pennsylvania
| $71.3M | -$18.1M | -20% | 5.95% | 18.9% | 44 | 65.91% | 0.6 |
|
| 6637 |
FWM
6637
Forefront Wealth Management
Malvern,
Pennsylvania
| $71.3M | -$4.37M | -6% | 2.17% | – | 45 | 24.44% | 1.2 |
|
| 6638 |
RQS
6638
Ramsey Quantitative Systems
Louisville,
Kentucky
| $70.9M | +$14.1M | +25% | 4.76% | 42% | 2 | 50% | 1.9 |
|
| 6639 |
JAMONY
6639
Jacob Asset Management of New York
Hermosa Beach,
California
| $70.9M | -$17.8M | -20% | 13.7% | 22.7% | 68 | 5.88% | 2.3 |
|
| 6640 |
SCP
6640
Sender Company & Partners
New York
| $70.8M | -$6.13M | -8% | 4.75% | 69.8% | 45 | 84.44% | 0.1 |
|
| 6641 |
JCG
6641
John C. Goff
| $70.7M | +$9.87M | +16% | 17.4% | – | 7 | 0% | 1.3 |
|
| 6642 |
CCA
6642
Covey Capital Advisors
Atlanta,
Georgia
| $70.5M | +$1.54M | +2% | 2.26% | 118% | 35 | 5.71% | 3.7 |
|
| 6643 |
TPM
6643
Totem Point Management
New York
| $70.5M | -$39M | -36% | 3.79% | 577% | 21 | 42.86% | 1 |
|
| 6644 |
KL
6644
KCK Ltd
Hamilton,
Bermuda
| $70.4M | +$6.6M | +10% | 77.5% | – | 3 | 0% | 1.8 |
|
| 6645 |
WCG
6645
Wall Capital Group
Phoenix,
Arizona
| $70.4M | -$22.7M | -24% | 3.14% | – | 25 | 12% | 1.3 |
|
| 6646 |
ASM
6646
ATW SPAC Management
New York
| $70.2M | -$70.5M | -50% | 2.86% | 68.7% | 221 | 23.53% | 0.9 |
|
| 6647 |
MA
6647
MAS Advisors
Miami,
Florida
| $70M | -$1.64M | -2% | 4.96% | 47.9% | 59 | 10.17% | 1.5 |
|
| 6648 |
BCG
6648
Barington Capital Group
New York
| $69.7M | +$9.72M | +16% | 6.03% | 71.1% | 16 | 50% | 1.5 |
|
| 6649 |
KAM
6649
Karani Asset Management
New York
| $69.4M | -$29.7M | -30% | 0.11% | – | 39 | 28.21% | 1.9 |
|
| 6650 |
FCM
6650
Firsthand Capital Management
San Jose,
California
| $69.3M | -$13.9M | -17% | 8.85% | 265% | 58 | 24.14% | 3.7 |
|