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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6926 |
6926
Bullish
George Town,
| $178M | -$33.3M | -16% | 14.1% | – | 4 | 25% | 0.5 |
|
| 6927 |
RCWM
6927
Royal Capital Wealth Management
Carmel,
Indiana
| $178M | +$17.5M | +11% | 11.9% | 83.8% | 107 | 15.89% | 3 |
|
| 6928 |
6928
Newport Capital Group
Red Bank,
New Jersey
| $178M | +$14.1M | +9% | 8.44% | – | 75 | 25.33% | 2.3 |
|
| 6929 |
6929
Southern Capital Services
Daphne,
Alabama
| $178M | +$22.5M | +14% | 16.6% | – | 30 | 6.67% | 0.5 |
|
| 6930 |
6930
FACT Capital
New York
| $178M | +$27.6M | +18% | 37.8% | 227% | 21 | 38.1% | 1.3 |
|
| 6931 |
6931
Sarissa Capital Management
Greenwich,
Connecticut
| $178M | +$20.2M | +13% | 19.8% | 80% | 10 | 10% | 3.7 |
|
| 6932 |
6932
RIHO Partners
Tucson,
Arizona
| $178M | +$18.8M | +12% | 15.4% | – | 16 | 25% | 0.4 |
|
| 6933 |
BC
6933
Bulwark Capital
Fernandina Beach,
Florida
| $178M | +$15.5M | +10% | 7.41% | – | 108 | 10.19% | 0.9 |
|
| 6934 |
6934
Montaka Global
Sydney,
| $178M | +$10.3M | +6% | 9.32% | – | 21 | 4.76% | 0.5 |
|
| 6935 |
CSI
6935
Cross Staff Investments
Pittsford,
New York
| $178M | -$19.8M | -10% | 12.5% | 80.3% | 136 | 8.09% | 3.4 |
|
| 6936 |
6936
Rydar Equities
Weatherford,
Texas
| $178M | +$48.4M | +38% | 15.9% | – | 112 | 22.32% | 0.8 |
|
| 6937 |
6937
Objectivity Squared
Charleston,
South Carolina
| $178M | +$18.9M | +12% | 16.4% | – | 59 | 11.86% | 1.8 |
|
| 6938 |
6938
J.E. Simmons & Co
Dallas,
Texas
| $177M | +$28M | +19% | 23% | – | 74 | 13.51% | 0.4 |
|
| 6939 |
CMP
6939
Christine Messmer PC
Collegeville,
Pennsylvania
| $177M | +$21.1M | +13% | 8.29% | – | 87 | 9.2% | 0.4 |
|
| 6940 |
6940
Medicxi Ventures Management
St. Helier,
Jersey
| $177M | -$804M | -82% | 2.15% | 505% | 4 | 25% | 4.8 |
|
| 6941 |
6941
Blackston Financial Advisory Group
The Villages,
Florida
| $177M | +$17.9M | +11% | 14.2% | 69.1% | 121 | 24.79% | 1.9 |
|
| 6942 |
6942
Stonepine Capital Management
Bend,
Oregon
| $177M | -$72.5M | -29% | 16.9% | 231% | 107 | 41.12% | 0.6 |
|
| 6943 |
6943
Regeneron Pharmaceuticals
Tarrytown,
New York
| $177M | +$129M | +270% | 2.77% | – | 3 | 33.33% | 1 |
|
| 6944 |
6944
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
| $177M | +$38.1M | +27% | 49% | 110% | 54 | 11.11% | 1.7 |
|
| 6945 |
6945
Holcombe Financial
Atlanta,
Georgia
| $177M | +$6.99M | +4% | 3.97% | – | 54 | 14.81% | 1.1 |
|
| 6946 |
6946
Clark Wealth Partners
O'fallon,
Illinois
| $177M | +$28.2M | +19% | 13.8% | – | 651 | 20.28% | 1 |
|
| 6947 |
WFG
6947
Wormser Freres Gestion
Paris,
France
| $177M | +$38.5M | +28% | 17.8% | 67.4% | 70 | 45.71% | 1.3 |
|
| 6948 |
6948
AdviceOne Advisory Services
Glastonbury,
Connecticut
| $177M | +$11.8M | +7% | 4.81% | – | 47 | 17.02% | 1.1 |
|
| 6949 |
6949
Accredited Investor Services
St. Cloud,
Minnesota
| $177M | +$21.2M | +14% | 13.7% | – | 82 | 7.32% | 1.1 |
|
| 6950 |
ALAM
6950
Asahi Life Asset Management
Tokyo,
Japan
| $177M | +$22.2M | +14% | 21.8% | 122% | 214 | 56.07% | 2.1 |
|