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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6901 |
FP
6901
Factorial Partners
Mt. Kisco,
New York
| $138M | -$24.2M | -15% | 5.89% | 88.7% | 71 | 18.31% | 3.2 |
|
| 6902 |
WAG
6902
Wallace Advisory Group
Lafayette,
California
| $138M | -$6.71M | -5% | 3.75% | 50.9% | 202 | 22.28% | 1.8 |
|
| 6903 |
AIM
6903
Archer Investment Management
Austin,
Texas
| $138M | -$6.79M | -5% | 5.99% | – | 61 | 19.67% | 0.4 |
|
| 6904 |
CTFG
6904
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| $138M | – | – | 11.9% | – | 87 | – | 2.9 |
|
| 6905 |
CC
6905
Capstone Capital
Henderson,
Nevada
| $138M | +$13.1M | +11% | 8.74% | 62.8% | 24 | 12.5% | 1.3 |
|
| 6906 |
ACL
6906
Applied Capital LLC
Hollywood,
Florida
| $138M | +$10.5M | +8% | 8.5% | 78.3% | 89 | 8.99% | 2 |
|
| 6907 |
SCA
6907
Sippican Capital Advisors
Boston,
Massachusetts
| $138M | +$5M | +4% | 5.48% | 90.1% | 114 | 6.14% | 5.7 |
|
| 6908 |
MFS
6908
Monetta Financial Services
Wheaton,
Illinois
| $138M | +$24.6M | +22% | 26.8% | 275% | 61 | 24.59% | 2.6 |
|
| 6909 |
G
6909
Greycroft
New York
| $138M | +$44.3M | +48% | 5.64% | 20% | 12 | 8.33% | 1.4 |
|
| 6910 |
MCM
6910
Monimus Capital Management
Woodbridge,
New Jersey
| $138M | +$19.8M | +17% | 16.9% | – | 65 | 43.08% | 0.3 |
|
| 6911 |
SMWM
6911
Silvia McColl Wealth Management
San Diego,
California
| $138M | +$5.7M | +4% | 7.29% | 82.7% | 117 | 7.69% | 2 |
|
| 6912 |
EP
6912
Elkhorn Partners
Omaha,
Nebraska
| $138M | -$15M | -10% | 9.39% | 32.2% | 40 | 20% | 5.9 |
|
| 6913 |
FC
6913
Fairscale Capital
Nashua,
New Hampshire
| $138M | +$26.8M | +24% | 14.7% | – | 446 | 21.97% | 0.8 |
|
| 6914 |
MCM
6914
Mainstream Capital Management
Los Angeles,
California
| $138M | +$11.3M | +9% | 10.8% | – | 87 | 4.6% | 0.7 |
|
| 6915 |
CWMGO
6915
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
| $137M | +$12.2M | +10% | 8.99% | – | 108 | 19.44% | 0.4 |
|
| 6916 |
CNBOF
6916
City National Bank of Florida
Miami,
Florida
| $137M | +$26.3M | +24% | 10.5% | – | 144 | 25.69% | 0.4 |
|
| 6917 |
NSG
6917
Nalls Sherbakoff Group
Knoxville,
Tennessee
| $137M | +$14.4M | +12% | 8.51% | – | 471 | 16.99% | 4 |
|
| 6918 |
PWM
6918
Puff Wealth Management
Haddonfield,
New Jersey
| $137M | +$30.6M | +29% | 8.81% | – | 136 | 34.56% | 0.3 |
|
| 6919 |
PCU
6919
Palliser Capital (UK)
London,
United Kingdom
| $137M | +$52.6M | +62% | 2.11% | 57% | 5 | 40% | 0.4 |
|
| 6920 |
MCM
6920
Mork Capital Management
Healdsburg,
California
| $137M | +$9.41M | +7% | 3.8% | 61.9% | 109 | 0% | 3.3 |
|
| 6921 |
RWS
6921
Retirement Wealth Solutions
Marshfield,
Wisconsin
| $137M | +$13M | +11% | 8.82% | – | 449 | 4.23% | 0.5 |
|
| 6922 |
NL
6922
NDWM LLC
La Jolla,
California
| $137M | +$34.3M | +33% | 6.79% | – | 36 | 22.22% | 1.1 |
|
| 6923 |
EH
6923
EMG Holdings
Old Greenwich,
Connecticut
| $136M | -$71.3M | -34% | 3.9% | 4.17% | 35 | 62.86% | 1.3 |
|
| 6924 |
TC
6924
Tsai Capital
New York
| $136M | +$14.8M | +12% | 19.4% | 29.2% | 28 | 7.14% | 2.4 |
|
| 6925 |
TCM
6925
Tao Capital Management
San Francisco,
California
| $136M | +$20.3M | +17% | 38.3% | 314% | 9 | 0% | 4.4 |
|