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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%
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250
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2,500
5,000
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50
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250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 3076 |
CIG
3076
Consolidated Investment Group
Englewood,
Colorado
| $265M | +$38.1M | +17% | 26.9% | 140% | 65 | 4.62% |
|
| 3077 |
DC
3077
Dendur Capital
New York
| $264M | +$107M | +68% | 38.2% | 81.3% | 24 | 66.67% |
|
| 3078 |
CA
3078
Cumberland Advisors
Sarasota,
Florida
| $264M | +$18.7M | +8% | 23.1% | 73.5% | 68 | 17.65% |
|
| 3079 |
SQA
3079
Simon Quick Advisors
Morristown,
New Jersey
| $264M | -$5.51M | -2% | 18.7% | 69.5% | 517 | 21.86% |
|
| 3080 |
EP
3080
Eudaimonia Partners
Winchester,
Tennessee
| $264M | +$36.1M | +16% | 17.8% | – | 790 | 22.66% |
|
| 3081 |
ICM
3081
Indaba Capital Management
San Francisco,
California
| $264M | +$78.3M | +42% | 25.5% | 66.7% | 27 | 51.85% |
|
| 3082 |
SP
3082
Solel Partners
Boston,
Massachusetts
| $264M | +$59.5M | +29% | 15.5% | 16.2% | 19 | 57.89% |
|
| 3083 |
FC
3083
Fulcrum Capital
Seattle,
Washington
| $264M | +$43.6M | +20% | 25% | 83.4% | 69 | 15.94% |
|
| 3084 |
EWF
3084
Epstein & White Financial
San Diego,
California
| $264M | +$25.1M | +11% | 15.8% | 51% | 85 | 18.82% |
|
| 3085 |
WC
3085
Westwind Capital
Las Cruces,
New Mexico
| $264M | +$70.1M | +36% | 42.7% | 78.1% | 45 | 13.33% |
|
| 3086 |
AAM
3086
AR Asset Management
West Hollywood,
California
| $264M | +$21M | +9% | 15.8% | 59.5% | 117 | 5.98% |
|
| 3087 |
SG
3087
StoneX Group
New York
| $264M | +$75.3M | +40% | 21.8% | 67.5% | 305 | 21.31% |
|
| 3088 |
PPW
3088
Pasadena Private Wealth
Pasadena,
California
| $264M | +$20.7M | +9% | 10.5% | 44.9% | 93 | 35.48% |
|
| 3089 |
VU
3089
Vanderbilt University
Nashville,
Tennessee
| $263M | +$66.4M | +34% | 34.4% | 61.8% | 8 | 37.5% |
|
| 3090 |
CWP
3090
CFM Wealth Partners
Austin,
Texas
| $263M | +$47.9M | +22% | 28.1% | 116% | 581 | 16.87% |
|
| 3091 |
CFSG
3091
Community Financial Services Group
Newport,
Vermont
| $263M | -$30.4M | -10% | 17.4% | – | 88 | 26.14% |
|
| 3092 |
SCM
3092
Soros Capital Management
New York
| $263M | -$153M | -37% | 27.2% | 422% | 54 | 53.7% |
|
| 3093 |
PFG
3093
PAX Financial Group
San Antonio,
Texas
| $263M | +$28.4M | +12% | 16.1% | 42.5% | 131 | 17.56% |
|
| 3094 |
FC
3094
FCA Corp
Houston,
Texas
| $262M | +$33.9M | +15% | 15.8% | 45.4% | 152 | 9.87% |
|
| 3095 |
RWML
3095
RAFFA WEALTH MANAGEMENT, LLC
Washington,
District of Columbia
| $262M | -$6.25M | -2% | 11.2% | 35.8% | 905 | 6.63% |
|
| 3096 |
SWK
3096
Stephen W. Kidder
| $262M | +$42M | +19% | 20.8% | 62.5% | 69 | 10.14% |
|
| 3097 |
ACM
3097
Aisling Capital Management
New York
| $262M | +$32.5M | +14% | 20.4% | 701% | 14 | 7.14% |
|
| 3098 |
CC
3098
Covalis Capital
London,
United Kingdom
| $262M | +$44.3M | +20% | 4.15% | 31.3% | 23 | 95.65% |
|
| 3099 |
PFGIA
3099
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $261M | +$42.5M | +19% | 18.5% | 87% | 1,931 | 14.97% |
|
| 3100 |
BPCM
3100
Beach Point Capital Management
Santa Monica,
California
| $261M | +$155M | +145% | 11.3% | 110% | 28 | 42.86% |
|