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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 |
5626
CEDRUS
Littleton,
Colorado
| $142M | -$487K | -0.3% | 4.21% | 19.8% | 162 | 11.73% | 1.1 |
|
| 5627 |
5627
Family CFO
Los Altos,
California
| $142M | +$10.6M | +8% | 3.65% | 84% | 57 | 1.75% | 1.4 |
|
| 5628 |
5628
MKT Advisors
Escondido,
California
| $142M | +$7.7M | +6% | 5.52% | 55.5% | 152 | 11.84% | 1.2 |
|
| 5629 |
5629
Econ Financial Services
Harrisburg,
Pennsylvania
| $142M | +$9.5M | +7% | 0.6% | 16.9% | 96 | 27.08% | 0.5 |
|
| 5630 |
5630
Patron Partners
Houston,
Texas
| $141M | +$6.07M | +4% | 4.99% | 90.2% | 179 | 13.41% | 1.9 |
|
| 5631 |
5631
Maltin Wealth Management
Ridgewood,
New Jersey
| $141M | +$2.75M | +2% | 3.93% | 58.2% | 114 | 15.79% | 2.2 |
|
| 5632 |
CM
5632
Crystalline Management
Montreal, Quebec,
Canada
| $141M | +$3.88M | +3% | 7.73% | – | 176 | 65.91% | 0.2 |
|
| 5633 |
5633
Tranquilli Financial Advisor
Clinton,
New Jersey
| $141M | +$7.53M | +6% | 3.7% | 55.1% | 94 | 13.83% | 1.3 |
|
| 5634 |
5634
Continuum Wealth Advisors
Saratoga Springs,
New York
| $141M | +$18.7M | +15% | 4.57% | 69% | 52 | 25% | 0.4 |
|
| 5635 |
5635
Canaan Partners XI
Menlo Park,
California
| $141M | +$2.19M | +2% | 1.44% | 798% | 6 | 33.33% | 1.2 |
|
| 5636 |
5636
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $141M | +$19.8M | +16% | 1.56% | 21.9% | 2 | 0% | 4.4 |
|
| 5637 |
AFC
5637
AFT Forsyth & Company
West Palm Beach,
Florida
| $141M | +$11.6M | +9% | 14.2% | 135% | 140 | 8.57% | 6.1 |
|
| 5638 |
5638
Horizons Wealth Management
Asheville,
North Carolina
| $141M | +$4.6M | +3% | 1.88% | – | 215 | 22.33% | 0.7 |
|
| 5639 |
QCM
5639
Qsemble Capital Management
New York
| $141M | -$7.49M | -5% | 4.44% | 39.9% | 354 | 80.23% | 0.1 |
|
| 5640 |
5640
Orleans Capital Management
Mandeville,
Louisiana
| $141M | +$5.33M | +4% | 4.75% | 94.6% | 84 | 10.71% | 2.6 |
|
| 5641 |
5641
Twin Lakes Capital Management
Redwood Shores,
California
| $141M | +$6.81M | +5% | 6.29% | 131% | 246 | 0.41% | 1.4 |
|
| 5642 |
5642
HBC Financial Services
Seattle,
Washington
| $141M | +$7.44M | +6% | 5.04% | 12.6% | 220 | 29.09% | 2.1 |
|
| 5643 |
KCM
5643
Key Colony Management
Little Rock,
Arkansas
| $141M | +$22.2M | +19% | 10.3% | 113% | 9 | 22.22% | 1.6 |
|
| 5644 |
5644
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
| $141M | -$230M | -62% | 14.9% | 184% | 1 | 0% | 6.5 |
|
| 5645 |
ASM
5645
ATW SPAC Management
New York
| $141M | -$168M | -54% | 2.34% | 68.7% | 258 | 49.61% | 0.7 |
|
| 5646 |
BWIA
5646
Bryant Woods Investment Advisors
Getzville,
New York
| $141M | +$11.3M | +9% | 7.07% | 66.3% | 42 | 2.38% | 1.3 |
|
| 5647 |
5647
Morgens Waterfall Vintiadis & Co
New York
| $141M | +$19M | +16% | 28.6% | 594% | 47 | 61.7% | 1.3 |
|
| 5648 |
5648
Vaughan & Co Securities
Ridgewood,
New Jersey
| $141M | +$5.87M | +4% | 5.04% | 70.7% | 54 | 0% | 2.5 |
|
| 5649 |
5649
Resolute Capital Asset Partners
Denver,
Colorado
| $141M | +$3.79M | +3% | 15% | 657% | 55 | 63.64% | 0.4 |
|
| 5650 |
5650
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| $141M | +$7.3M | +5% | 4.24% | 74.4% | 131 | 11.45% | 1.8 |
|