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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6901 |
AWA
6901
Authentikos Wealth Advisory
Morgan Hill,
California
| $103M | +$3.81M | +4% | 1.8% | 43.5% | 77 | 66.23% | 2.7 |
|
| 6902 |
SR
6902
Summer Road
West Palm Beach,
Florida
| $103M | -$27.4M | -21% | 24.4% | 130% | 29 | 96.55% | 0.9 |
|
| 6903 |
SBCM
6903
Silverberg Bernstein Capital Management
Armonk,
New York
| $103M | +$1.1M | +1% | 3.6% | – | 54 | 5.56% | 1.9 |
|
| 6904 |
MAG
6904
Millrace Asset Group
Berwyn,
Pennsylvania
| $103M | +$3.49M | +4% | 6.26% | 113% | 94 | 55.32% | 2.5 |
|
| 6905 |
LSC
6905
Lesa Sroufe & Co
Seattle,
Washington
| $103M | -$3.91M | -4% | 3.19% | – | 76 | 9.21% | 18.8 |
|
| 6906 |
BWLSA
6906
Blue Water Life Science Advisors
Larkspur,
California
| $103M | -$3.49M | -3% | 9.67% | 503% | 9 | 22.22% | 6.3 |
|
| 6907 |
OAM
6907
Oxford Asset Management
Oxford,
United Kingdom
| $103M | +$6.42M | +7% | 0.09% | – | 461 | 86.33% | 0.3 |
|
| 6908 |
Q
6908
QVR
San Francisco,
California
| $103M | -$485M | -83% | 4.04% | – | 36 | 97.22% | 2 |
|
| 6909 |
FIS
6909
Fischer Investment Strategies
Westlake Village,
California
| $103M | -$11.8M | -10% | 3.05% | 81% | 25 | 20% | 2.3 |
|
| 6910 |
MGM
6910
Miura Global Management
New York
| $103M | -$14.7M | -13% | 11.7% | 375% | 29 | 41.38% | 5.6 |
|
| 6911 |
CAP
6911
Columbia Advisory Partners
Spokane,
Washington
| $102M | +$3.78M | +4% | 0.01% | 63.7% | 60 | 26.67% | 5.4 |
|
| 6912 |
BCM
6912
Barrier Capital Management
San Francisco,
California
| $102M | +$1.27M | +1% | 5.9% | 216% | 16 | 37.5% | 2.5 |
|
| 6913 |
RIG
6913
Ramiah Investment Group
Brookfield,
Wisconsin
| $102M | -$3.94M | -4% | 0.86% | 55.3% | 76 | 38.16% | 7.5 |
|
| 6914 |
SWM
6914
Sagace Wealth Management
St. Petersburg,
Florida
| $102M | – | – | 0.4% | – | 49 | – | 0 |
|
| 6915 |
CWM
6915
C2C Wealth Management
Scottsdale,
Arizona
| $102M | +$1.43M | +1% | 2.79% | 63.2% | 87 | 9.2% | 9.4 |
|
| 6916 |
CIA
6916
Caerus Investment Advisors
West Lake Hills,
Texas
| $102M | -$1.46M | -1% | 4.48% | 85% | 34 | 11.76% | 6.7 |
|
| 6917 |
DWA
6917
Delta Wealth Advisors
Indianapolis,
Indiana
| $102M | +$5.24M | +5% | 1.11% | – | 51 | 19.61% | 0.9 |
|
| 6918 |
RCM
6918
Ridgepath Capital Management
Knoxville,
Tennessee
| $102M | +$13.1M | +15% | 4.24% | – | 48 | 12.5% | 1.5 |
|
| 6919 |
NC
6919
Nightview Capital
Austin,
Texas
| $102M | -$7.9M | -7% | 12% | 142% | 20 | 75% | 13.5 |
|
| 6920 |
HI
6920
Harper Investing
Santa Clara,
California
| $102M | +$16.6M | +19% | 4.8% | 53.4% | 42 | 14.29% | 3.2 |
|
| 6921 |
TC
6921
Tsai Capital
New York
| $102M | +$4.53M | +5% | 6.65% | 29.2% | 24 | 4.17% | 7.8 |
|
| 6922 |
AC
6922
Anson Capital
Tyrone,
Georgia
| $101M | +$31.9M | +46% | 0.33% | 45.8% | 70 | 15.71% | 4.9 |
|
| 6923 |
AWA
6923
Arbor Wealth Advisors
Troy,
Michigan
| $101M | -$4.58M | -4% | 1.95% | 58.7% | 47 | 6.38% | 1.9 |
|
| 6924 |
WHC
6924
Wulff, Hansen & Co
San Rafael,
California
| $101M | +$1.13M | +1% | 1.59% | 85.8% | 92 | 6.52% | 7.9 |
|
| 6925 |
LM
6925
Lasry Marc
| $101M | -$16.3M | -14% | 18.2% | 14.8% | 12 | 16.67% | 5.6 |
|