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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
Rolek Wealth Management
Berwyn,
Pennsylvania
| $179M | +$39.2M | +28% | 20.6% | – | 23 | 4.35% | 1 |
|
| 6927 |
6927
Reyes Financial Architecture
San Diego,
California
| $179M | +$56.2M | +46% | 11.8% | – | 380 | 25% | 1 |
|
| 6928 |
6928
Salvus Wealth Management
Red Bank,
New Jersey
| $178M | +$6.52M | +4% | 20.1% | 108% | 134 | 12.69% | 3.2 |
|
| 6929 |
CIG
6929
Cascade Investment Group
Colorado Springs,
Colorado
| $178M | +$26.4M | +17% | 17.6% | 93.2% | 164 | 15.24% | 2.3 |
|
| 6930 |
6930
Gallacher Capital Management
Lone Tree,
Colorado
| $178M | -$82.5M | -32% | 15.4% | 82.8% | 364 | 46.15% | 1.8 |
|
| 6931 |
6931
Bullish
George Town,
| $178M | -$33.3M | -16% | 14.1% | – | 4 | 25% | 0.5 |
|
| 6932 |
RCWM
6932
Royal Capital Wealth Management
Carmel,
Indiana
| $178M | +$17.5M | +11% | 11.9% | 83.8% | 107 | 15.89% | 3 |
|
| 6933 |
6933
Newport Capital Group
Red Bank,
New Jersey
| $178M | +$14.1M | +9% | 8.44% | – | 75 | 25.33% | 2.3 |
|
| 6934 |
6934
Southern Capital Services
Daphne,
Alabama
| $178M | +$22.5M | +14% | 16.6% | – | 30 | 6.67% | 0.5 |
|
| 6935 |
6935
FACT Capital
New York
| $178M | +$27.6M | +18% | 37.8% | 227% | 21 | 38.1% | 1.3 |
|
| 6936 |
6936
Sarissa Capital Management
Greenwich,
Connecticut
| $178M | +$20.2M | +13% | 19.8% | 80% | 10 | 10% | 3.7 |
|
| 6937 |
6937
RIHO Partners
Tucson,
Arizona
| $178M | +$18.8M | +12% | 15.4% | – | 16 | 25% | 0.4 |
|
| 6938 |
BC
6938
Bulwark Capital
Fernandina Beach,
Florida
| $178M | +$15.5M | +10% | 7.41% | – | 108 | 10.19% | 0.9 |
|
| 6939 |
6939
Montaka Global
Sydney,
| $178M | +$10.3M | +6% | 9.32% | – | 21 | 4.76% | 0.5 |
|
| 6940 |
CSI
6940
Cross Staff Investments
Pittsford,
New York
| $178M | -$19.8M | -10% | 12.5% | 80.3% | 136 | 8.09% | 3.4 |
|
| 6941 |
6941
Rydar Equities
Weatherford,
Texas
| $178M | +$48.4M | +38% | 15.9% | – | 112 | 22.32% | 0.8 |
|
| 6942 |
6942
Objectivity Squared
Charleston,
South Carolina
| $178M | +$18.9M | +12% | 16.4% | – | 59 | 11.86% | 1.8 |
|
| 6943 |
6943
J.E. Simmons & Co
Dallas,
Texas
| $177M | +$28M | +19% | 23% | – | 74 | 13.51% | 0.4 |
|
| 6944 |
CMP
6944
Christine Messmer PC
Collegeville,
Pennsylvania
| $177M | +$21.1M | +13% | 8.29% | – | 87 | 9.2% | 0.4 |
|
| 6945 |
6945
Medicxi Ventures Management
St. Helier,
Jersey
| $177M | -$804M | -82% | 2.15% | 369% | 4 | 25% | 4.8 |
|
| 6946 |
6946
Blackston Financial Advisory Group
The Villages,
Florida
| $177M | +$17.9M | +11% | 14.2% | 79.8% | 121 | 24.79% | 1.9 |
|
| 6947 |
6947
Stonepine Capital Management
Bend,
Oregon
| $177M | -$72.5M | -29% | 16.9% | 231% | 107 | 41.12% | 0.6 |
|
| 6948 |
6948
Regeneron Pharmaceuticals
Tarrytown,
New York
| $177M | +$129M | +270% | 2.77% | – | 3 | 33.33% | 1 |
|
| 6949 |
6949
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
| $177M | +$38.1M | +27% | 49% | 110% | 54 | 11.11% | 1.7 |
|
| 6950 |
6950
Holcombe Financial
Atlanta,
Georgia
| $177M | +$6.99M | +4% | 3.97% | – | 54 | 14.81% | 1.1 |
|