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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
HIP
5626
HPS Investment Partners
New York
| $110M | -$16.7M | -13% | 1.38% | 55.9% | 5 | 20% | 1.3 |
|
| 5627 |
PC
5627
Phoenician Capital
New York
| $110M | -$11.9M | -10% | 0.65% | 41.1% | 13 | 0% | 1.8 |
|
| 5628 |
CS
5628
Capital Square
Chattanooga,
Tennessee
| $110M | -$10.5M | -9% | 6.76% | 53.1% | 155 | 19.35% | 1.9 |
|
| 5629 |
BEVI
5629
Braemar Energy Ventures III
New York
| $110M | -$7.32M | -6% | 7.82% | – | 1 | 0% | 0.8 |
|
| 5630 |
FFA
5630
Fi3 Financial Advisors
Indianapolis,
Indiana
| $110M | -$11.3M | -9% | 6.24% | 83.1% | 53 | 16.98% | 1.1 |
|
| 5631 |
FCM
5631
Firsthand Capital Management
San Jose,
California
| $110M | -$6M | -5% | 12.6% | 265% | 46 | 6.52% | 3.5 |
|
| 5632 |
CG
5632
Clarus Group
Houston,
Texas
| $110M | -$9.61M | -8% | 1.32% | 65.5% | 107 | 15.89% | 1.5 |
|
| 5633 |
PSIWM
5633
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| $110M | +$17.8M | +19% | 3.91% | 41.2% | 43 | 11.63% | 1.4 |
|
| 5634 |
IWP
5634
Innova Wealth Partners
Newtown,
Pennsylvania
| $110M | -$9.19M | -8% | 3.38% | 68% | 64 | 29.69% | 1.2 |
|
| 5635 |
PAG
5635
Paladin Advisory Group
Clive,
Iowa
| $110M | -$6.66M | -6% | – | 71.9% | 286 | 5.59% | 0.2 |
|
| 5636 |
5636
Two Seas Capital
Rye,
New York
| $110M | +$32.7M | +43% | 5.9% | 344% | 12 | 33.33% | 0.5 |
|
| 5637 |
SG
5637
Somerset Group
Wayzata,
Minnesota
| $109M | -$6.33M | -5% | 3.94% | 84.6% | 73 | 17.81% | 5.4 |
|
| 5638 |
LCAM
5638
Long Corridor Asset Management
Hong Kong
| $109M | -$9.12M | -8% | 9.12% | 73.6% | 14 | 7.14% | 0.9 |
|
| 5639 |
ACM
5639
Agincourt Capital Management
Richmond,
Virginia
| $109M | -$6.72M | -6% | 6.46% | 0.36% | 4 | 0% | 0.8 |
|
| 5640 |
NFG
5640
Norris Financial Group
Greenville,
South Carolina
| $109M | -$15M | -12% | 4.93% | 142% | 71 | 12.68% | 1.3 |
|
| 5641 |
CCP
5641
Cassia Capital Partners
Winston Salem,
North Carolina
| $109M | +$8.99M | +9% | 3.61% | 55% | 55 | 20% | 0.8 |
|
| 5642 |
CCM
5642
Crestwood Capital Management
New York
| $109M | +$2.74M | +3% | 21.6% | 203% | 16 | 31.25% | 2.8 |
|
| 5643 |
RCA
5643
Reitz Capital Advisors
Freeland,
Michigan
| $109M | -$2.63M | -2% | 5.12% | 11% | 54 | 14.81% | 1.9 |
|
| 5644 |
HCA
5644
Harbor Capital Advisors
Chicago,
Illinois
| $109M | -$22.6M | -17% | 0.28% | 119% | 164 | 6.71% | 0.6 |
|
| 5645 |
CIA
5645
Cohen Investment Advisors
Bedford,
New Hampshire
| $109M | -$7.92M | -7% | 5.76% | 76.2% | 77 | 2.6% | 1.7 |
|
| 5646 |
KA
5646
Keene & Associates
Fort Worth,
Texas
| $109M | +$2M | +2% | 8.29% | 20.3% | 83 | 9.64% | 0.7 |
|
| 5647 |
CCM
5647
Campbell Capital Management
Miami,
Florida
| $109M | +$14.4M | +15% | 4.61% | – | 28 | 21.43% | 2.2 |
|
| 5648 |
HWM
5648
Horizons Wealth Management
Asheville,
North Carolina
| $109M | -$13.7M | -11% | 5.43% | – | 166 | 0% | 0.3 |
|
| 5649 |
PWM
5649
Purus Wealth Management
Newport Beach,
California
| $109M | -$3.5M | -3% | 4.03% | 174% | 107 | 8.41% | 1.3 |
|
| 5650 |
EW
5650
Element Wealth
Ridgeland,
Mississippi
| $108M | +$7.94M | +8% | 5.24% | 59.6% | 206 | 11.17% | 2 |
|