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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6776 |
6776
Dentgroup
Baton Rouge,
Louisiana
| $133M | +$2.54M | +2% | 1.77% | 53.6% | 84 | 5.95% | 2.3 |
|
| 6777 |
6777
Brooktree Capital Management
Gand Rapids,
Michigan
| $133M | -$1.57M | -1% | 1.16% | 82.9% | 25 | 16% | 3.7 |
|
| 6778 |
QAM
6778
QSM Asset Management
London,
United Kingdom
| $133M | +$16.8M | +14% | 8.07% | – | 19 | 15.79% | 0.2 |
|
| 6779 |
6779
Ring Mountain Capital
Tiburon,
California
| $133M | -$16.1M | -11% | 8.6% | – | 94 | 9.57% | 0.2 |
|
| 6780 |
6780
Prossimo Advisors
San Luis Obispo,
California
| $133M | -$5.16M | -4% | 0.53% | 78.4% | 138 | 5.07% | 1.2 |
|
| 6781 |
6781
Wilkins Miller Wealth Management
Mobile,
Alabama
| $133M | +$37.4M | +39% | 1.11% | – | 85 | 18.82% | 0.2 |
|
| 6782 |
BPC
6782
Bryce Point Capital
Scarsdale,
New York
| $133M | -$212M | -61% | 8.59% | – | 479 | 80.17% | 0.1 |
|
| 6783 |
HWMC
6783
Heritage Wealth Management (California)
San Diego,
California
| $133M | -$5.98M | -4% | 2.89% | 78.5% | 92 | 10.87% | 1.1 |
|
| 6784 |
6784
Piper Sandler & Co
Minneapolis,
Minnesota
| $133M | +$1.81M | +1% | 0.01% | 0.05% | 30 | 10% | 0.6 |
|
| 6785 |
6785
Visa Foundation
San Francisco,
California
| $133M | -$84.9M | -39% | 6.62% | 58.1% | 2 | 50% | 3.3 |
|
| 6786 |
6786
Absoluto Partners Gestao de Recursos
Leblon, Rio De Janeiro, Rj,
Brazil
| $133M | +$22.4M | +20% | 4.61% | 78.7% | 33 | 18.18% | 1.6 |
|
| 6787 |
6787
Bush Investment Group
Valdosta,
Georgia
| $133M | +$4.6M | +4% | 2.35% | – | 38 | 21.05% | 0.9 |
|
| 6788 |
6788
Enavate Sciences
Menlo Park,
California
| $133M | -$6.52M | -5% | 27.3% | – | 6 | 16.67% | 0.2 |
|
| 6789 |
6789
Envision Financial
Brookfield,
Wisconsin
| $133M | +$7.96M | +6% | 0.56% | – | 40 | 5% | 0.2 |
|
| 6790 |
6790
Sippican Capital Advisors
Boston,
Massachusetts
| $133M | -$4.58M | -3% | 0.97% | 81.1% | 113 | 4.42% | 5.6 |
|
| 6791 |
6791
QTR Family Wealth
Lake Mary,
Florida
| $133M | – | – | 5.94% | – | 162 | – | 0 |
|
| 6792 |
6792
Taylor & Morgan Wealth Management
Flint,
Michigan
| $133M | -$9.7M | -7% | 5.15% | 85.9% | 73 | 10.96% | 2.5 |
|
| 6793 |
6793
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $133M | -$234M | -64% | 0.91% | 80.6% | 203 | 31.53% | 1.7 |
|
| 6794 |
6794
Members Wealth
Media,
Pennsylvania
| $133M | -$1.37M | -1% | 1.74% | – | 114 | 14.04% | 0.7 |
|
| 6795 |
6795
Shorepath Capital Management
Park City,
Utah
| $133M | -$7.3M | -5% | 3.32% | – | 23 | 0% | 1.2 |
|
| 6796 |
CSI
6796
Cross Staff Investments
Pittsford,
New York
| $132M | -$11.1M | -8% | 0.15% | 80.3% | 126 | 5.56% | 2.6 |
|
| 6797 |
6797
Purkiss Capital Advisors
Ridgefield,
Connecticut
| $132M | +$16.6M | +14% | 4.73% | – | 117 | 21.37% | 0.2 |
|
| 6798 |
6798
Burk Holdings
Tulsa,
Oklahoma
| $132M | +$8.79M | +7% | 0.13% | – | 59 | 6.78% | 0.2 |
|
| 6799 |
6799
Sagace Wealth Management
St. Petersburg,
Florida
| $132M | -$1.36M | -1% | 0.37% | – | 65 | 10.77% | 0.6 |
|
| 6800 |
6800
Kure Advisory
Plymouth,
Minnesota
| $132M | – | – | 0.51% | – | 43 | – | 1.2 |
|