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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6951 |
PBT
6951
Pictet Bank & Trust
Nassau,
Bahamas
| $98.3M | +$1.91M | +2% | 4.94% | 66.3% | 46 | 15.22% | 21.3 |
|
| 6952 |
BCP
6952
Bluegrass Capital Partners
Palm Beach,
Florida
| $97.9M | +$1.91M | +2% | 0.53% | 60.1% | 12 | 8.33% | 8.6 |
|
| 6953 |
MPA
6953
Marvin & Palmer Associates
Wilmington,
Delaware
| $97.7M | -$3.17M | -3% | 5.13% | 392% | 34 | 35.29% | 3 |
|
| 6954 |
IWA
6954
Invera Wealth Advisors
Bend,
Oregon
| $97.5M | -$20.2M | -17% | 2.89% | – | 65 | 36.92% | 1.8 |
|
| 6955 |
GBA
6955
Garrison Bradford & Associates
New York
| $97.3M | +$402K | +0.4% | 2.08% | 63.5% | 33 | 15.15% | 26.4 |
|
| 6956 |
ETCM
6956
Evolutionary Tree Capital Management
Alexandria,
Virginia
| $97.2M | -$2.19M | -2% | 1.44% | 139% | 38 | 13.16% | 6.1 |
|
| 6957 |
II
6957
Ibex Investors
Denver,
Colorado
| $97M | +$19.4M | +25% | 7.1% | 16.6% | 19 | 57.89% | 6.5 |
|
| 6958 |
ES
6958
ETF Store
Overland Park,
Kansas
| $97M | -$78.3M | -45% | 1.12% | 55.8% | 114 | 24.56% | 7.6 |
|
| 6959 |
SVP
6959
Strategic Value Partners
Greenwich,
Connecticut
| $97M | +$5.5M | +6% | 2.05% | – | 2 | 0% | 6 |
|
| 6960 |
AC
6960
AWH Capital
Dallas,
Texas
| $96.9M | -$11.6M | -11% | 5.67% | 183% | 26 | 15.38% | 11 |
|
| 6961 |
IW
6961
Instrumental Wealth
Tampa,
Florida
| $96.8M | -$133M | -58% | 0.12% | 34.2% | 49 | 20.41% | 3.4 |
|
| 6962 |
PWS
6962
Precision Wealth Strategies
Saint Louis,
Missouri
| $96.8M | -$9M | -9% | 1.79% | 106% | 125 | 37.6% | 3.8 |
|
| 6963 |
ACM
6963
Ativo Capital Management
Chicago,
Illinois
| $96.6M | -$3.09M | -3% | 0.28% | 63.8% | 56 | 21.43% | 8.5 |
|
| 6964 |
WSL
6964
Western Standard LLC
Los Angeles,
California
| $96.6M | -$112M | -54% | 1.71% | 83.7% | 31 | 51.61% | 3.6 |
|
| 6965 |
EFA
6965
Edge Financial Advisors
Wheaton,
Illinois
| $96.6M | -$17M | -15% | 2.58% | – | 141 | 44.68% | 0.9 |
|
| 6966 |
BPWM
6966
Black Point Wealth Management
Naples,
Florida
| $96.5M | – | – | 2.9% | – | 43 | – | 0 |
|
| 6967 |
CGF
6967
Constant Guidance Financial
Attleboro Falls,
Massachusetts
| $96.4M | -$12.1M | -11% | 1.36% | 79.6% | 46 | 47.83% | 2.3 |
|
| 6968 |
MVPGP
6968
Magma Venture Partners General Partner
Tel Aviv,
Israel
| $96.1M | +$22.3M | +30% | 30.1% | 4.7% | 3 | 0% | 10 |
|
| 6969 |
LGG
6969
Luts & Greenleigh Group
Bethesda,
Maryland
| $96.1M | – | – | 4.08% | – | 77 | – | 4.1 |
|
| 6970 |
NI
6970
NDVR Inc
Boston,
Massachusetts
| $96.1M | -$8.66M | -8% | 0.83% | – | 113 | 24.78% | 1.6 |
|
| 6971 |
AGAM
6971
Audent Global Asset Management
West Hollywood,
California
| $96M | -$1.71M | -2% | 5.81% | 112% | 49 | 12.24% | 8 |
|
| 6972 |
SEA
6972
Stegent Equity Advisors
Houston,
Texas
| $96M | -$2.4M | -2% | 1.38% | 91.5% | 93 | 23.66% | 4.6 |
|
| 6973 |
MCP
6973
Maso Capital Partners
Hong Kong
| $96M | -$39.3M | -29% | 11.4% | 8.67% | 42 | 47.62% | 5.8 |
|
| 6974 |
FA
6974
FSA Advisors
Troy,
Michigan
| $95.9M | +$2.58M | +3% | 2.71% | – | 138 | 6.52% | 1.8 |
|
| 6975 |
IVP
6975
Intrinsic Value Partners
Phoenix,
Arizona
| $95.9M | +$2.07M | +2% | 4.87% | 126% | 60 | 8.33% | 8 |
|