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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6826 |
6826
Vienna Asset Management
Saratoga,
California
| $110M | -$338K | -0.3% | 9.03% | – | 56 | 53.57% | 0.8 |
|
| 6827 |
6827
OxenFree Capital
Satellite Beach,
Florida
| $109M | +$12.2M | +13% | 6.72% | 56.4% | 41 | 7.32% | 0.2 |
|
| 6828 |
DW
6828
Durante & Waters
Brewster,
New York
| $109M | +$5.7M | +5% | 6.99% | 59.1% | 32 | 6.25% | 0.2 |
|
| 6829 |
RCM
6829
RMR Capital Management
Tustin,
California
| $109M | +$21.5M | +24% | 9.64% | 57% | 69 | 13.04% | 0.2 |
|
| 6830 |
6830
EMFO LLC
Weston,
Florida
| $109M | +$786K | +0.7% | 8.05% | 25.8% | 298 | 8.72% | 2.2 |
|
| 6831 |
6831
OmniStar Financial Group
Wilmington,
North Carolina
| $109M | +$29.5M | +37% | 8.81% | 75.6% | 154 | 68.83% | 0.7 |
|
| 6832 |
PCC
6832
Park Circle Company
Baltimore,
Maryland
| $109M | -$2.19M | -2% | 8.54% | 70.5% | 121 | 19.01% | 3.4 |
|
| 6833 |
6833
LifePlan Financial
Mankato,
Minnesota
| $109M | +$9.29M | +9% | 6.75% | 69.9% | 95 | 7.37% | 0.2 |
|
| 6834 |
FWM
6834
FMFE Wealth Management
Syracuse,
New York
| $109M | +$7.48M | +7% | 7.6% | – | 25 | 16% | 0.2 |
|
| 6835 |
6835
DB Fitzpatrick & Co
Boise,
Idaho
| $109M | +$4.7M | +5% | 4.77% | 42.7% | 93 | 23.66% | 1.6 |
|
| 6836 |
6836
TrueMark Investments
Chicago,
Illinois
| $109M | +$8.4M | +8% | 10.6% | 87.7% | 115 | 35.65% | 0.2 |
|
| 6837 |
6837
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| $109M | +$6.66M | +7% | 8.11% | 52.2% | 64 | 6.25% | 5.4 |
|
| 6838 |
6838
Corecam Pte Ltd
Singapore,
| $109M | +$15.9M | +17% | 5.24% | 93.6% | 30 | 26.67% | 0.2 |
|
| 6839 |
NBT
6839
Northwest Bank & Trust
Davenport,
Iowa
| $109M | -$2.09M | -2% | 11% | – | 201 | 6.47% | 0.7 |
|
| 6840 |
IA
6840
Incentive AS
Oslo,
Norway
| $109M | +$740K | +0.7% | 0.69% | – | 1 | 0% | 0.3 |
|
| 6841 |
6841
Gordian Advisors
Tucson,
Arizona
| $109M | +$7.2M | +7% | 5.75% | 55.4% | 31 | 29.03% | 0.2 |
|
| 6842 |
6842
Breed's Hill Capital
Charlestown,
Massachusetts
| $109M | +$5.39M | +5% | 9.11% | – | 97 | 12.37% | 0.2 |
|
| 6843 |
6843
Constant Guidance Financial
Attleboro Falls,
Massachusetts
| $109M | +$10.4M | +11% | 12.9% | 79.6% | 48 | 47.92% | 0.2 |
|
| 6844 |
6844
AWH Capital
Dallas,
Texas
| $109M | +$8.99M | +9% | 14% | 183% | 27 | 7.41% | 2.5 |
|
| 6845 |
6845
Marest Capital
Tarzana,
California
| $109M | +$10.9M | +11% | 10.2% | 84.5% | 26 | 38.46% | 0.2 |
|
| 6846 |
6846
Seeds Investor
New York
| $109M | +$20.1M | +23% | 11.4% | – | 203 | 43.84% | 0.2 |
|
| 6847 |
CTA
6847
Camelot Technology Advisors
San Francisco,
California
| $108M | +$10.4M | +11% | 7.74% | 71% | 64 | 10.94% | 0.2 |
|
| 6848 |
6848
Crestview Partners IV
New York
| $108M | +$38M | +54% | 53.4% | 106% | 2 | 0% | 1.6 |
|
| 6849 |
6849
Guerra Pan Advisors
Montclair,
New Jersey
| $108M | +$3.34M | +3% | 14.4% | 149% | 110 | 15.45% | 1.8 |
|
| 6850 |
6850
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
| $108M | +$10M | +10% | 9.74% | 74.3% | 44 | 52.27% | 0.5 |
|