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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
SAM
5676
Stringer Asset Management
Memphis,
Tennessee
| $107M | +$5.77M | +6% | 0.71% | 16.4% | 38 | 28.95% | 5.1 |
|
| 5677 |
GECH
5677
Garnet Equity Capital Holdings
New York
| $107M | -$536M | -83% | 6.23% | 302% | 62 | 58.06% | 2.2 |
|
| 5678 |
DAM
5678
Derbend Asset Management
Peachtree City,
Georgia
| $106M | -$893K | -0.8% | 3.19% | 23.9% | 93 | 12.9% | 0.9 |
|
| 5679 |
DAM
5679
Draper Asset Management
Smithtown,
New York
| $106M | +$5.35M | +5% | 3.37% | 187% | 61 | 32.79% | 2 |
|
| 5680 |
TC
5680
Tenret Company
Tampa,
Florida
| $106M | -$1.29M | -1% | 1.29% | – | 25 | 0% | 1 |
|
| 5681 |
1CP
5681
17 Capital Partners
Pheonix,
Arizona
| $106M | -$1.65M | -2% | 0.76% | – | 102 | 8.82% | 1 |
|
| 5682 |
SCM
5682
Springhouse Capital Management
Westport,
Connecticut
| $106M | -$4.66M | -4% | 4.94% | 52% | 28 | 25% | 4.5 |
|
| 5683 |
A
5683
Atomvest
Hong Kong
| $106M | -$38.2M | -27% | 20.4% | 90% | 3 | 33.33% | 3 |
|
| 5684 |
PSIWM
5684
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| $106M | -$5.29M | -5% | 0.86% | 37.9% | 260 | 81.54% | 1.9 |
|
| 5685 |
SC
5685
Sovarnum Capital
New York
| $106M | -$52.8M | -33% | 0.27% | – | 90 | 44.44% | 4 |
|
| 5686 |
IAMH
5686
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| $106M | -$88.4M | -46% | 28.6% | 76% | 15 | 53.33% | 1.7 |
|
| 5687 |
FB
5687
First Bancorp
Damariscotta,
Maine
| $105M | – | – | 0.5% | 73.8% | 104 | – | 1.8 |
|
| 5688 |
GWM
5688
Greenhouse Wealth Management
Westport,
Connecticut
| $105M | -$2.32M | -2% | 0.31% | 78.8% | 52 | 7.69% | 2.9 |
|
| 5689 |
DLDF
5689
Dan L. Duncan Foundation
Houston,
Texas
| $105M | -$707K | -0.7% | 1.89% | 11.8% | 3 | 0% | 3.7 |
|
| 5690 |
CWM
5690
Comprehensive Wealth Management
Lynnwood,
Washington
| $105M | +$5.76M | +6% | 0.56% | 36.9% | 22 | 40.91% | 1.4 |
|
| 5691 |
ACA
5691
Apis Capital Advisors
New York
| $105M | -$11.2M | -10% | 3.5% | 1,532% | 45 | 37.78% | 2.8 |
|
| 5692 |
FCC
5692
Florin Court Capital
London,
United Kingdom
| $105M | -$70.3M | -40% | 0.34% | 108% | 40 | 30% | 2.5 |
|
| 5693 |
JC
5693
JCSD Capital
Walnut Creek,
California
| $105M | -$6.02M | -5% | 4.35% | – | 74 | 18.92% | 5.2 |
|
| 5694 |
CP
5694
Clayton Partners
Berkeley,
California
| $105M | -$14.4M | -12% | 2.11% | 109% | 46 | 36.96% | 1.5 |
|
| 5695 |
OC
5695
Oppenheimer & Close
New York
| $104M | -$3.51M | -3% | 1.3% | 149% | 68 | 20.59% | 12.9 |
|
| 5696 |
CI
5696
Centerstone Investors
New York
| $104M | +$8.94M | +9% | 4.34% | 73.7% | 23 | 13.04% | 8.5 |
|
| 5697 |
LPARFS
5697
Leverage Partners Absolute Return Fund SPC
Cayman Islands Ky1-11111,
Cayman Islands
| $104M | -$40.9M | -28% | 5.09% | – | 113 | 62.83% | 1.4 |
|
| 5698 |
BA
5698
Bluesphere Advisors
East Norriton,
Pennsylvania
| $104M | -$8.87M | -8% | 0.39% | 93.4% | 91 | 12.09% | 2.7 |
|
| 5699 |
OWA
5699
Opal Wealth Advisors
Jericho,
New York
| $104M | -$3.42M | -3% | 0.83% | 55.6% | 94 | 22.34% | 2.4 |
|
| 5700 |
CC
5700
Copperleaf Capital
Raleigh,
North Carolina
| $104M | +$1.78M | +2% | 0.53% | 102% | 64 | 15.63% | 4.6 |
|