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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
JA
5301
JVL Associates
Wyoming,
Michigan
| $145M | +$10.2M | +8% | 7.27% | 81% | 38 | 5.26% | 10.8 |
|
| 5302 |
LPARFS
5302
Leverage Partners Absolute Return Fund SPC
Cayman Islands Ky1-11111,
Cayman Islands
| $145M | +$8.75M | +6% | 10.5% | – | 114 | 59.65% | 0.9 |
|
| 5303 |
OPOWM
5303
One Plus One Wealth Management
Jupiter,
Florida
| $145M | +$17.1M | +13% | 7.25% | 69.2% | 103 | 27.18% | 0.9 |
|
| 5304 |
CAM
5304
Crown Advisors Management
Larkspur,
California
| $145M | +$17.2M | +13% | 14.6% | 284% | 44 | 22.73% | 5.9 |
|
| 5305 |
PE
5305
Point72 Europe
London,
United Kingdom
| $145M | -$13.6M | -9% | 8.47% | 95.4% | 43 | 74.42% | 0.9 |
|
| 5306 |
AWA
5306
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $145M | +$5.27M | +4% | 5.32% | 53.6% | 176 | 13.07% | 7.5 |
|
| 5307 |
TMC
5307
Trellus Management Company
Delray Beach,
Florida
| $145M | -$48.4M | -25% | 205% | 268% | 84 | 47.62% | 5.5 |
|
| 5308 |
PFG
5308
Pacific Financial Group
Bellevue,
Washington
| $145M | +$20.8M | +17% | 5.93% | 61.1% | 68 | 14.71% | 13.9 |
|
| 5309 |
PS
5309
Planned Solutions
Folsom,
California
| $145M | +$16.5M | +13% | 5.78% | 60.8% | 68 | 11.76% | 2.6 |
|
| 5310 |
HP
5310
Harvey Partners
Tarrytown,
New York
| $144M | -$493K | -0.3% | 10.8% | 174% | 41 | 21.95% | 5.4 |
|
| 5311 |
FMTCOCP
5311
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $144M | +$11.7M | +9% | 7.37% | 60.9% | 335 | 12.84% | 11.7 |
|
| 5312 |
KAM
5312
Kopion Asset Management
Mckinney,
Texas
| $144M | +$10M | +7% | 8.44% | 80.5% | 21 | 9.52% | 5.3 |
|
| 5313 |
SCM
5313
SCW Capital Management
Dallas,
Texas
| $144M | -$15.6M | -10% | 10.4% | 179% | 10 | 30% | 4.8 |
|
| 5314 |
A
5314
Atomvest
Hong Kong
| $144M | +$32.9M | +30% | 21.1% | 90% | 3 | 33.33% | 1.3 |
|
| 5315 |
BA
5315
Ballew Advisors
Jackson,
Mississippi
| $144M | -$127M | -47% | 6.09% | 68% | 130 | 25.38% | 7.5 |
|
| 5316 |
ACM
5316
Arrow Capital Management
New York
| $144M | -$2.2M | -2% | 14.4% | – | 19 | 42.11% | 7.6 |
|
| 5317 |
CFN
5317
Cordasco Financial Network
Naples,
Florida
| $144M | +$6.37M | +5% | 6.24% | 31.1% | 586 | 8.36% | 11.7 |
|
| 5318 |
PFMU
5318
Privium Fund Management (UK)
London,
United Kingdom
| $144M | +$83K | +0.1% | 11.2% | 37.1% | 93 | 67.74% | 0.6 |
|
| 5319 |
BWG
5319
Beta Wealth Group
San Diego,
California
| $144M | +$6.06M | +4% | 5.63% | 45.4% | 69 | 21.74% | 2.2 |
|
| 5320 |
WMP
5320
Wealth Management Partners
Tucson,
Arizona
| $144M | +$9.58M | +7% | 8.77% | 179% | 125 | 15.2% | 1.8 |
|
| 5321 |
FWA
5321
FOCUS Wealth Advisors
Houston,
Texas
| $144M | +$7.78M | +6% | 6.15% | 63.8% | 45 | 31.11% | 1.5 |
|
| 5322 |
OCP
5322
OCO Capital Partners
New York
| $143M | +$19.3M | +16% | 20.3% | 679% | 4 | 25% | 4.3 |
|
| 5323 |
PBF
5323
Petix & Botte Financial
La Mesa,
California
| $143M | +$8.05M | +6% | 5.59% | 47.5% | 79 | 7.59% | 5.3 |
|
| 5324 |
PLU
5324
Performa Ltd (US)
Charleston,
South Carolina
| $143M | +$9.51M | +7% | 7.6% | 55.8% | 52 | 28.85% | 2 |
|
| 5325 |
QGA
5325
Q Global Advisors
Fort Worth,
Texas
| $143M | -$251M | -64% | 3.19% | 79% | 229 | 76.42% | 0.5 |
|