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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6951 |
6951
Marvin & Palmer Associates
Wilmington,
Delaware
| $101M | +$11.2M | +13% | 19.8% | 392% | 36 | 33.33% | 0.6 |
|
| 6952 |
6952
C2C Wealth Management
Scottsdale,
Arizona
| $101M | -$17.2M | -15% | 7.16% | 77.2% | 106 | 21.7% | 2.1 |
|
| 6953 |
6953
Willner & Heller
Encino,
California
| $100M | +$10.9M | +12% | 12.1% | 131% | 143 | 9.79% | 1.7 |
|
| 6954 |
6954
Financial Network Wealth Advisors
Murray,
Utah
| $100M | +$6.51M | +7% | 5.96% | 57.7% | 131 | 19.08% | 0.2 |
|
| 6955 |
SF
6955
Schaeffer Financial
Rockville,
Maryland
| $100M | +$6.01M | +6% | 6.44% | 52.2% | 18 | 0% | 1.4 |
|
| 6956 |
6956
Life Planning Partners
Jacksonville,
Florida
| $100M | -$1.22M | -1% | 4.49% | 50.3% | 265 | 76.98% | 1.9 |
|
| 6957 |
6957
Seelaus Asset Management
Chatham,
New Jersey
| $100M | -$2.49M | -2% | 10.2% | 134% | 203 | 24.14% | 2.9 |
|
| 6958 |
6958
Naples Money Management
Naples,
Florida
| $100M | -$6.52M | -6% | 15% | – | 459 | 23.97% | 0.2 |
|
| 6959 |
6959
Twin Securities
New York
| $100M | +$5.53M | +6% | 11.3% | 506% | 18 | 66.67% | 0.1 |
|
| 6960 |
KCM
6960
Key Colony Management
Little Rock,
Arkansas
| $100M | -$7.5M | -7% | 2.93% | 113% | 8 | 12.5% | 1.8 |
|
| 6961 |
6961
Mustard Seed Financial
Magnolia,
Arkansas
| $100M | +$11.7M | +13% | 8.95% | 59.2% | 78 | 5.13% | 0.2 |
|
| 6962 |
6962
Wulff, Hansen & Co
San Rafael,
California
| $100M | +$10.1M | +11% | 6.94% | 85.8% | 90 | 8.89% | 1.8 |
|
| 6963 |
6963
New Covenant Trust Company
Jeffersonville,
Indiana
| $100M | – | – | 9.58% | – | 419 | – | 0 |
|
| 6964 |
6964
LPF Advisors
Sarasota,
Florida
| $100M | +$5.76M | +6% | 3.67% | – | 31 | 12.9% | 0.2 |
|
| 6965 |
6965
MRP Capital Investments
Alpharetta,
Georgia
| $100M | +$6.78M | +7% | 11.8% | 222% | 116 | 37.07% | 0.8 |
|
| 6966 |
6966
Ativo Capital Management
Chicago,
Illinois
| $100M | +$6.1M | +7% | 7.43% | 63.2% | 62 | 30.65% | 2 |
|
| 6967 |
6967
Moon Capital Management
New York
| $100M | +$1.02M | +1% | 4.91% | 76.3% | 16 | 31.25% | 3 |
|
| 6968 |
6968
Authentikos Wealth Advisory
Morgan Hill,
California
| $100M | +$5.2M | +6% | 6.1% | 43.5% | 72 | 29.17% | 0.7 |
|
| 6969 |
6969
Wasserstein Debt Opportunities Management
New York
| $100M | -$20.2M | -17% | 16.8% | – | 1 | 0% | 0.3 |
|
| 6970 |
6970
Millrace Asset Group
Berwyn,
Pennsylvania
| $100M | -$1.51M | -1% | 8.79% | 113% | 91 | 54.95% | 0.8 |
|
| 6971 |
6971
1620 Investment Advisors
Plymouth,
Massachusetts
| $99.5M | +$7.97M | +9% | 6.77% | 68.9% | 156 | 20.51% | 1.4 |
|
| 6972 |
6972
Reverence Capital Partners
New York
| $99.4M | -$11.3M | -10% | 31.9% | 5.38% | 3 | 66.67% | 0.6 |
|
| 6973 |
6973
Evolutionary Tree Capital Management
Alexandria,
Virginia
| $99.4M | +$8.79M | +10% | 14.4% | 139% | 38 | 18.42% | 1.4 |
|
| 6974 |
6974
Kraematon Investment Advisors
Braintree,
Massachusetts
| $99.3M | +$8.37M | +9% | 8.47% | 80.5% | 93 | 19.35% | 1.6 |
|
| 6975 |
6975
Columbia Advisory Partners
Spokane,
Washington
| $98.7M | +$1.38M | +1% | 8.03% | 69.7% | 67 | 29.85% | 1.4 |
|