We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7001 |
AC
7001
Athos Capital
Hong Kong
| $89.5M | -$106M | -54% | 9.19% | 110% | 71 | 60.56% | 0.8 |
|
| 7002 |
7002
Pathway Capital Management
Irvine,
California
| $89.4M | +$47.4M | +113% | 24.3% | 629% | 19 | 94.74% | 0 |
|
| 7003 |
7003
Barrier Capital Management
San Francisco,
California
| $89.1M | +$6.79M | +8% | 24.7% | 216% | 17 | 29.41% | 0.7 |
|
| 7004 |
7004
Encompass More Asset Management
Danville,
California
| $89M | – | – | 8.69% | 80.4% | 91 | – | 0 |
|
| 7005 |
7005
Strategic Equity Management
Tucson,
Arizona
| $88.8M | -$177M | -67% | 10.7% | 70.3% | 44 | 54.55% | 1.5 |
|
| 7006 |
7006
Mustard Seed Financial
Magnolia,
Arkansas
| $88.5M | – | – | 7.53% | – | 74 | – | 0 |
|
| 7007 |
7007
Capital Square
Chattanooga,
Tennessee
| $88.5M | +$14.2M | +19% | 12.7% | 62.5% | 113 | 14.16% | 2.4 |
|
| 7008 |
7008
Greylock 15
Menlo Park,
California
| $88.5M | +$31.6M | +56% | 83.9% | 17.8% | 4 | 50% | 1.3 |
|
| 7009 |
7009
Seeds Investor
New York
| $88.5M | – | – | 11.5% | – | 150 | – | 0 |
|
| 7010 |
7010
Wall Capital Group
Phoenix,
Arizona
| $88.2M | +$17.9M | +25% | 11.2% | – | 26 | 26.92% | 1.2 |
|
| 7011 |
7011
Cooksen Wealth
The Woodlands,
Texas
| $88.1M | – | – | 10.2% | 70.7% | 89 | – | 0 |
|
| 7012 |
7012
Williams & Novak
Westlake Village,
California
| $88M | – | – | 8.41% | 61.6% | 91 | – | 0 |
|
| 7013 |
7013
HGI Capital Management
New York
| $88M | +$1.1K | +0% | 17.7% | 47% | 57 | 57.89% | 0.4 |
|
| 7014 |
7014
Arbiter Partners Capital Management
New York
| $87.9M | +$9.6M | +12% | 7.94% | 378% | 50 | 20% | 3 |
|
| 7015 |
7015
ACAS LLC
Rancho Santa Fe,
California
| $87.8M | +$7.04M | +9% | 10.7% | – | 84 | 13.1% | 2 |
|
| 7016 |
RCM
7016
RMR Capital Management
Tustin,
California
| $87.8M | – | – | 8.9% | 57% | 60 | – | 0 |
|
| 7017 |
7017
Canaan Partners IX
Menlo Park,
California
| $87.5M | – | – | 20.9% | – | 1 | – | 0 |
|
| 7018 |
7018
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $87.5M | +$13.2M | +18% | 23.4% | 91.9% | 45 | 17.78% | 3.2 |
|
| 7019 |
PWM
7019
Pinnacle Wealth Management
Roseville,
California
| $87.5M | +$5.07M | +6% | 13.9% | 194% | 47 | 48.94% | 0.9 |
|
| 7020 |
7020
Holland Advisory Services
Ormond Beach,
Florida
| $87.3M | +$8.65M | +11% | 9.23% | 57.1% | 41 | 14.63% | 1.4 |
|
| 7021 |
7021
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| $87.1M | +$11.1M | +15% | 8.57% | 58.1% | 47 | 12.77% | 1.5 |
|
| 7022 |
SGL
7022
Sonic GP LLC
Honolulu,
Hawaii
| $87.1M | -$16M | -16% | 21.8% | – | 23 | 30.43% | 1 |
|
| 7023 |
7023
JNE Partners
London,
United Kingdom
| $87.1M | +$1.52M | +2% | 15.8% | 100% | 5 | 0% | 1.7 |
|
| 7024 |
7024
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
| $87M | -$21M | -19% | 9.32% | 30.7% | 43 | 11.63% | 2.7 |
|
| 7025 |
7025
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $86.9M | -$435K | -0.5% | 5.6% | 82.6% | 43 | 6.98% | 6.7 |
|