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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 |
I
6901
Immersion
Aventura,
Florida
| $179M | +$34M | +24% | 36.3% | – | 10 | 40% | 3.9 |
|
| 6902 |
DWM
6902
DecisionMap Wealth Management
Great Falls,
Virginia
| $179M | +$24.1M | +16% | 13% | – | 150 | 17.33% | 4.5 |
|
| 6903 |
KSCM
6903
Kamunting Street Capital Management
Miami Beach,
Florida
| $179M | -$4.41M | -2% | 5.4% | 7.47% | 32 | 34.38% | 4.8 |
|
| 6904 |
PWP
6904
Pursue Wealth Partners
Clayton,
California
| $179M | +$11.2M | +7% | 22.8% | 108% | 114 | 31.58% | 9.8 |
|
| 6905 |
RWM
6905
Rolek Wealth Management
Berwyn,
Pennsylvania
| $179M | +$39.2M | +28% | 20.6% | – | 23 | 4.35% | 4.1 |
|
| 6906 |
RFA
6906
Reyes Financial Architecture
San Diego,
California
| $179M | +$56.2M | +46% | 11.8% | – | 380 | 25% | 3.8 |
|
| 6907 |
SWM
6907
Salvus Wealth Management
Red Bank,
New Jersey
| $178M | +$6.52M | +4% | 20.1% | 104% | 134 | 12.69% | 12.8 |
|
| 6908 |
CIG
6908
Cascade Investment Group
Colorado Springs,
Colorado
| $178M | +$26.4M | +17% | 17.6% | 93.2% | 164 | 15.24% | 9.1 |
|
| 6909 |
GCM
6909
Gallacher Capital Management
Lone Tree,
Colorado
| $178M | -$82.5M | -32% | 15.4% | 70.7% | 364 | 46.15% | 7.1 |
|
| 6910 |
B
6910
Bullish
George Town,
| $178M | -$33.3M | -16% | 14.1% | – | 4 | 25% | 2 |
|
| 6911 |
RCWM
6911
Royal Capital Wealth Management
Carmel,
Indiana
| $178M | +$17.5M | +11% | 11.9% | 83.8% | 107 | 15.89% | 12.2 |
|
| 6912 |
NCG
6912
Newport Capital Group
Red Bank,
New Jersey
| $178M | +$14.1M | +9% | 8.44% | – | 75 | 25.33% | 9.1 |
|
| 6913 |
SCS
6913
Southern Capital Services
Daphne,
Alabama
| $178M | +$22.5M | +14% | 16.6% | – | 30 | 6.67% | 1.9 |
|
| 6914 |
FC
6914
FACT Capital
New York
| $178M | +$27.6M | +18% | 37.8% | 227% | 21 | 38.1% | 5 |
|
| 6915 |
SCM
6915
Sarissa Capital Management
Greenwich,
Connecticut
| $178M | +$20.2M | +13% | 19.8% | 80% | 10 | 10% | 14.6 |
|
| 6916 |
RP
6916
RIHO Partners
Tucson,
Arizona
| $178M | +$18.8M | +12% | 15.4% | – | 16 | 25% | 1.6 |
|
| 6917 |
BC
6917
Bulwark Capital
Fernandina Beach,
Florida
| $178M | +$15.5M | +10% | 7.41% | – | 108 | 10.19% | 3.5 |
|
| 6918 |
MG
6918
Montaka Global
Sydney,
| $178M | +$10.3M | +6% | 9.32% | – | 21 | 4.76% | 1.9 |
|
| 6919 |
CSI
6919
Cross Staff Investments
Pittsford,
New York
| $178M | -$19.8M | -10% | 12.5% | 81.2% | 136 | 8.09% | 13.8 |
|
| 6920 |
RE
6920
Rydar Equities
Weatherford,
Texas
| $178M | +$48.4M | +38% | 15.9% | – | 112 | 22.32% | 3.1 |
|
| 6921 |
OS
6921
Objectivity Squared
Charleston,
South Carolina
| $178M | +$18.9M | +12% | 16.4% | – | 59 | 11.86% | 7.1 |
|
| 6922 |
JESC
6922
J.E. Simmons & Co
Dallas,
Texas
| $177M | +$28M | +19% | 23% | – | 74 | 13.51% | 1.7 |
|
| 6923 |
CMP
6923
Christine Messmer PC
Collegeville,
Pennsylvania
| $177M | +$21.1M | +13% | 8.29% | – | 87 | 9.2% | 1.8 |
|
| 6924 |
MVM
6924
Medicxi Ventures Management
St. Helier,
Jersey
| $177M | -$804M | -82% | 2.15% | 505% | 4 | 25% | 19.3 |
|
| 6925 |
BFAG
6925
Blackston Financial Advisory Group
The Villages,
Florida
| $177M | +$17.9M | +11% | 14.2% | 69.1% | 121 | 24.79% | 7.4 |
|