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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 |
BF
6826
Baring Financial
Bellingham,
Washington
| $163M | -$789K | -0.5% | 2.32% | – | 75 | 10.67% | 1.1 |
|
| 6827 |
6827
Reflection Asset Management
Isle Of Palms,
South Carolina
| $163M | +$22.8M | +16% | 3.76% | – | 504 | 75.6% | 0.2 |
|
| 6828 |
6828
International Private Wealth Advisors
San Diego,
California
| $163M | +$4.67M | +3% | 0.07% | 63.4% | 163 | 11.04% | 1.5 |
|
| 6829 |
6829
TB Capital Gestao de Recursos
Rio De Janeiro,
| $163M | -$4.28M | -3% | 14.8% | – | 17 | 11.76% | 0.6 |
|
| 6830 |
6830
Basso Capital Management
Stamford,
Connecticut
| $163M | -$4.54M | -3% | 2.09% | 89% | 145 | 26.21% | 1.3 |
|
| 6831 |
6831
Hudson Canyon Capital Management
New York
| $163M | -$7.75M | -5% | 1.6% | 182% | 56 | 16.07% | 3.3 |
|
| 6832 |
6832
Omega Fund Management
Boston,
Massachusetts
| $163M | -$123M | -43% | 17.3% | 106% | 11 | 9.09% | 3.1 |
|
| 6833 |
KCM
6833
KRS Capital Management
Bloomfield,
Michigan
| $163M | -$10.8M | -6% | 3.78% | 272% | 122 | 11.48% | 2.9 |
|
| 6834 |
6834
Peoples Bank (Ohio)
Marietta,
Ohio
| $163M | +$1.72M | +1% | 1.73% | 78.9% | 108 | 16.67% | 5.9 |
|
| 6835 |
PCR
6835
Potrero Capital Research
San Francisco,
California
| $163M | -$134M | -45% | 4.17% | 226% | 45 | 55.56% | 0.5 |
|
| 6836 |
6836
Brindle & Bay Financial Advisors
Frisco,
Texas
| $163M | +$12.7M | +8% | 1.58% | – | 73 | 15.07% | 0.2 |
|
| 6837 |
6837
Kastel Capital Advisors
Wellesley,
Massachusetts
| $163M | $0 | 0% | 0.62% | – | 55 | 0% | 0.3 |
|
| 6838 |
6838
SummerHaven Investment Management
Stamford,
Connecticut
| $163M | -$13.3M | -8% | 11.5% | 150% | 194 | 0.52% | 1.5 |
|
| 6839 |
6839
Index Venture Growth Associates IV
St. Helier,
Jersey
| $163M | -$115M | -41% | 41.4% | – | 2 | 0% | 0.9 |
|
| 6840 |
6840
Cannell Capital
Alta,
Wyoming
| $163M | -$43.4M | -21% | 2.23% | 127% | 66 | 60.61% | 1.9 |
|
| 6841 |
6841
Dean Jacobson Financial Services
Fort Worth,
Texas
| $163M | +$5.15M | +3% | 1.09% | 59.6% | 21 | 14.29% | 1.2 |
|
| 6842 |
6842
Instrumental Wealth
Tampa,
Florida
| $163M | -$4.09M | -2% | 2.05% | 38.2% | 75 | 6.67% | 1.6 |
|
| 6843 |
6843
TopTier Wealth Management
Muskego,
Wisconsin
| $163M | +$15.4M | +10% | 1.15% | – | 795 | 84.78% | 0 |
|
| 6844 |
6844
Dahring Cusmano
Novi,
Michigan
| $163M | +$18.9M | +13% | 1.78% | – | 61 | 24.59% | 0.9 |
|
| 6845 |
6845
Tru Independence Asset Management 2
Portland,
Oregon
| $163M | +$2.8M | +2% | 1.57% | – | 87 | 6.9% | 2.2 |
|
| 6846 |
6846
Buttonwood Financial Group
Kansas City,
Missouri
| $163M | -$25.6M | -14% | 1.19% | 77.9% | 37 | 29.73% | 1.9 |
|
| 6847 |
6847
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
| $163M | -$2.59M | -2% | 3.46% | – | 135 | 13.33% | 1 |
|
| 6848 |
6848
Millennium Capital Advisors
Little Rock,
Arkansas
| $162M | -$7.07M | -4% | 1.38% | 134% | 140 | 13.57% | 2.7 |
|
| 6849 |
6849
Invariant Investment Management
Camp Hill,
Pennsylvania
| $162M | +$6.2M | +4% | 1.82% | – | 75 | 12% | 0.2 |
|
| 6850 |
6850
Traction Financial Partners
Encampment,
Wyoming
| $162M | -$6.29M | -4% | 1.78% | – | 62 | 11.29% | 1.8 |
|