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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8476 |
DWRES
8476
Divco West Real Estate Services
San Francisco,
California
| $71.9M | -$21.4M | -23% | 22.5% | 22.3% | 4 | 0% | 3.3 |
|
| 8477 |
CAN
8477
Capital Advisor Network
Lafayette,
Indiana
| $71.4M | – | – | 0.01% | – | 148 | – | 0 |
|
| 8478 |
HB
8478
Hauser Brothers
Freiburg Im Breisgau,
Germany
| $71.4M | -$69.3M | -49% | 2.55% | – | 4 | 0% | 2.1 |
|
| 8479 |
RL
8479
Retireful LLC
Haslett,
Michigan
| $71M | -$8.74M | -11% | 19.2% | 437% | 129 | 62.79% | 0.3 |
|
| 8480 |
FCI
8480
Financial Counselors Inc
Overland Park,
Kansas
| $70.9M | -$1.25M | -2% | 3.19% | 77.1% | 13 | 7.69% | 11.5 |
|
| 8481 |
CCM
8481
Courage Capital Management
Nashville,
Tennessee
| $70.6M | -$1.73M | -2% | 4.03% | 86.5% | 14 | 7.14% | 3 |
|
| 8482 |
YEPX
8482
Yorktown Energy Partners X
New York
| $69.5M | -$7.93M | -10% | 7.89% | 95.9% | 4 | 0% | 4.1 |
|
| 8483 |
AC
8483
Axon Capital
New York
| $69.3M | -$47.5M | -41% | 8.16% | – | 21 | 61.9% | 0.4 |
|
| 8484 |
WG
8484
WMS Group
Folsom,
Louisiana
| $68.8M | -$9.86M | -13% | 1.43% | – | 59 | 23.73% | 0.2 |
|
| 8485 |
FWA
8485
Fidelis Wealth Advisors
Castle Rock,
Colorado
| $68.7M | -$323K | -0.5% | 1.47% | – | 11 | 0% | 0.3 |
|
| 8486 |
VIM
8486
VCU Investment Management
Richmond,
Virginia
| $68.6M | -$16.5M | -19% | 8.61% | – | 3 | 66.67% | 3.1 |
|
| 8487 |
CLP
8487
Charis Legacy Partners
Bryan,
Texas
| $68.4M | +$617K | +0.9% | 0.26% | – | 27 | 3.7% | 1.1 |
|
| 8488 |
MA
8488
McGrath & Associates
Asheville,
North Carolina
| $68M | -$2.47M | -4% | 3.28% | – | 43 | 4.65% | 1.2 |
|
| 8489 |
SCH
8489
Shengqi Capital (HK)
Hong Kong
| $67.6M | +$39.7M | +142% | 18.4% | – | 6 | 100% | 0 |
|
| 8490 |
BWM
8490
Blossom Wealth Management
San Ramon, Ca,
California
| $67.4M | +$6.83M | +11% | 0.62% | 89.7% | 82 | 20.73% | 2.9 |
|
| 8491 |
RCM
8491
Revelation Capital Management
Sausalito,
California
| $67.4M | -$16.1M | -19% | 18.3% | – | 2 | 0% | 0.3 |
|
| 8492 |
RC
8492
Rithm Capital
New York
| $67.4M | +$24.4M | +57% | 7.71% | – | 38 | 18.42% | 0.9 |
|
| 8493 |
SRC
8493
Samson Rock Capital
London,
United Kingdom
| $67M | +$5.74M | +9% | 21.9% | 166% | 4 | 75% | 0.1 |
|
| 8494 |
MA
8494
Mosaic Advisors
Houston,
Texas
| $66.8M | +$14.7M | +28% | 2.18% | 50.9% | 47 | 53.19% | 0.3 |
|
| 8495 |
MAMU
8495
Myriad Asset Management US
West Palm Beach,
Florida
| $66.7M | +$6.97M | +12% | 3.53% | – | 67 | 52.24% | 0.3 |
|
| 8496 |
S4W
8496
Solutions 4 Wealth
Southlake,
Texas
| $66.5M | +$306K | +0.5% | 0.84% | – | 63 | 22.22% | 1.6 |
|
| 8497 |
SGOM
8497
SIP Global Opportunity Manager
Portsmouth,
New Hampshire
| $66.3M | -$38M | -36% | 36.4% | – | 1 | 0% | 0.3 |
|
| 8498 |
SWM
8498
Stronghold Wealth Management
Tampa,
Florida
| $66.2M | -$1.52M | -2% | 1.14% | – | 129 | 15.5% | 0.2 |
|
| 8499 |
ILCM
8499
Ivy Lane Capital Management
Winter Park,
Florida
| $66.1M | -$12.9M | -16% | 5.2% | 101% | 15 | 60% | 2.1 |
|
| 8500 |
EVC
8500
Emeth Value Capital
New Orleans,
Louisiana
| $66M | -$15.1M | -19% | 19.6% | – | 5 | 40% | 0.9 |
|