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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6651 |
AL
6651
ACAS LLC
Rancho Santa Fe,
California
| $74.3M | +$4.53M | +7% | 7.68% | – | 82 | 9.76% | 6.9 |
|
| 6652 |
SFG
6652
Synergy Financial Group
San Ramon,
California
| $74.1M | +$12.6M | +21% | 17.7% | 133% | 85 | 10.59% | 4.9 |
|
| 6653 |
CFSG
6653
Clark Financial Services Group
Chesterfield,
Missouri
| $74.1M | +$6.32M | +9% | 8.46% | 102% | 61 | 13.11% | 8 |
|
| 6654 |
SV
6654
Sturgeon Ventures
London,
United Kingdom
| $73.8M | +$8.17M | +12% | 19.8% | 85.9% | 44 | 4.55% | 2.5 |
|
| 6655 |
PML
6655
Prime Movers Lab
Jackson,
Wyoming
| $73.8M | +$12.3M | +20% | 0% | – | 5 | 0% | 2 |
|
| 6656 |
PM
6656
Precept Management
Dallas,
Texas
| $73.7M | -$8.02M | -10% | 13.2% | 110% | 39 | 64.1% | 2.9 |
|
| 6657 |
AF
6657
Aldebaran Financial
| $73.6M | -$3.9M | -5% | 8.03% | 89.7% | 73 | 13.7% | 24.3 |
|
| 6658 |
DS
6658
Dalal Street
West Lake Hills,
Texas
| $73.4M | -$47.9M | -39% | 7.43% | 92.7% | 5 | 100% | 0 |
|
| 6659 |
SPWG
6659
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $73.4M | -$13.7M | -16% | 3.13% | 67.4% | 48 | 4.17% | 7.7 |
|
| 6660 |
BP
6660
BFAM Partners
Northpoint, Hong Kong,
Hong Kong
| $73.3M | -$23.4M | -24% | 16.2% | 36.4% | 8 | 25% | 2.7 |
|
| 6661 |
MIG
6661
MGG Investment Group
New York
| $73.1M | -$13.9M | -16% | 16% | 44.1% | 2 | 0% | 6 |
|
| 6662 |
CAM
6662
Connacht Asset Management
New York
| $73.1M | -$161M | -69% | 7.05% | 63.8% | 153 | 50.33% | 3.4 |
|
| 6663 |
JWWM
6663
Johnson & White Wealth Management
York,
Pennsylvania
| $72.9M | -$39.4M | -35% | 4.33% | 76.5% | 76 | 53.95% | 1.5 |
|
| 6664 |
GIA
6664
G2VP I Associates
Portola Valley,
California
| $72.9M | +$4.13M | +6% | 6.01% | – | 1 | 0% | 6 |
|
| 6665 |
DWA
6665
Dougherty Wealth Advisers
Wayzata,
Minnesota
| $72.9M | +$6.69M | +10% | 8.06% | 67.5% | 133 | 6.77% | 15.4 |
|
| 6666 |
OFG
6666
Orcam Financial Group
Encinitas,
California
| $72.6M | +$492K | +0.7% | 1.76% | 40% | 36 | 5.56% | 4.6 |
|
| 6667 |
SPP
6667
Single Point Partners
Boston,
Massachusetts
| $72.5M | -$385M | -84% | 5.84% | 52.3% | 170 | 70% | 4.7 |
|
| 6668 |
1I
6668
1888 Investments
Denver,
Colorado
| $72.4M | -$4.93M | -6% | 4.62% | 38.6% | 6 | 33.33% | 3.5 |
|
| 6669 |
AF
6669
Ardian France
Paris,
France
| $72.4M | -$1.06M | -1% | 1.45% | – | 1 | 0% | 6 |
|
| 6670 |
RCM
6670
Ratan Capital Management
Miami Beach,
Florida
| $72.3M | +$34.7M | +92% | 27.3% | 616% | 32 | 37.5% | 7.3 |
|
| 6671 |
LHEI
6671
Leo H. Evart Inc
Redwood City,
California
| $72.1M | +$3.57M | +5% | 5.52% | – | 35 | 5.71% | 5.2 |
|
| 6672 |
CCM
6672
Community Capital Management
Plantation,
Florida
| $72M | -$4.01M | -5% | 11.4% | 55.6% | 70 | 22.86% | 4.5 |
|
| 6673 |
WC
6673
Wealthspring Capital
West Harrison,
New York
| $72M | +$10.8M | +18% | 1.31% | 24.1% | 143 | 54.55% | 2.2 |
|
| 6674 |
SPI
6674
Sutton Place Investors
Katonah,
New York
| $72M | -$1.66M | -2% | 4.86% | 74.3% | 72 | 25% | 3.8 |
|
| 6675 |
GCS
6675
Gordian Capital (Singapore)
Singapore
| $71.9M | +$12.9M | +22% | 16.9% | 321% | 129 | 12.4% | 4.5 |
|