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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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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 6126 |
PVI
6126
Pura Vida Investments
New York
| $153M | -$4.57M | -3% | 15.3% | 38.3% | 67 | 64.18% |
|
| 6127 |
UOWF
6127
University of Wisconsin Foundation
Madison,
Wisconsin
| $153M | +$64.5M | +73% | 11.7% | 142% | 8 | 37.5% |
|
| 6128 |
TC
6128
Tacita Capital
Toronto,
Ontario, Canada
| $153M | +$11.8M | +8% | 12% | 72.3% | 210 | 4.76% |
|
| 6129 |
AIC
6129
Argus Investors Counsel
New York
| $153M | -$9.42M | -6% | 6.84% | 124% | 114 | 8.77% |
|
| 6130 |
APC
6130
Asset Planning Corporation
Knoxville,
Tennessee
| $153M | +$19.6M | +15% | 7.8% | 44.5% | 45 | 13.33% |
|
| 6131 |
LWP
6131
Laurel Wealth Planning
Edina,
Minnesota
| $153M | +$9.42M | +7% | 6.33% | 53.1% | 57 | 15.79% |
|
| 6132 |
MCA
6132
Millennium Capital Advisors
Little Rock,
Arkansas
| $153M | +$2.72M | +2% | 6.64% | 114% | 126 | 5.56% |
|
| 6133 |
FU
6133
Fairfield University
Fairfield,
Connecticut
| $153M | +$17.6M | +13% | 7.05% | 61.9% | 3 | 0% |
|
| 6134 |
FCMI
6134
Foresite Capital Management IV
Larkspur,
California
| $153M | +$4.16M | +3% | 2.65% | 151% | 5 | 20% |
|
| 6135 |
TCM
6135
TCG Capital Management
Playa Vista,
California
| $153M | +$30.8M | +25% | 25.2% | 45.7% | 1 | 0% |
|
| 6136 |
PU
6136
Petiole USA
New York
| $153M | +$33.7M | +28% | 20.5% | 105% | 41 | 12.2% |
|
| 6137 |
ACM
6137
Arthedge Capital Management
Jericho,
New York
| $153M | +$253K | +0.2% | 3.7% | 80.7% | 12 | 8.33% |
|
| 6138 |
JCFM
6138
JBR Co Financial Management
Ardmore,
Oklahoma
| $153M | +$10.5M | +7% | 5.49% | – | 110 | 11.82% |
|
| 6139 |
W
6139
WealthCollab
Bellevue,
Washington
| $153M | +$13.5M | +10% | 7% | – | 943 | 15.27% |
|
| 6140 |
AHL
6140
Abel Hall LLC
Baton Rouge,
Louisiana
| $153M | +$11.4M | +8% | 6.79% | – | 174 | 22.99% |
|
| 6141 |
KFP
6141
Keener Financial Planning
Keller,
Texas
| $153M | -$537K | -0.4% | 6.53% | – | 195 | 11.79% |
|
| 6142 |
TAA
6142
Turiya Advisors Asia
Hong Kong
| $153M | -$77.9M | -34% | 13.2% | 247% | 3 | 33.33% |
|
| 6143 |
BG
6143
BRX Global
New York
| $153M | +$16.7M | +12% | 13.9% | 65.8% | 5 | 0% |
|
| 6144 |
BWM
6144
Birchcreek Wealth Management
Miami Township,
Ohio
| $153M | -$25M | -14% | 5.4% | 80.7% | 158 | 30.38% |
|
| 6145 |
CI
6145
Carroll Investors
Mt Pleasant,
South Carolina
| $153M | +$9.87M | +7% | 7.67% | 241% | 31 | 32.26% |
|
| 6146 |
WC
6146
Wynn Capital
Augusta,
Georgia
| $153M | +$17.3M | +13% | 8.47% | – | 108 | 5.56% |
|
| 6147 |
HI
6147
Harper Investing
Santa Clara,
California
| $153M | +$50.9M | +50% | 3.36% | 53.4% | 50 | 18% |
|
| 6148 |
FIC
6148
FCG Investment Company
Germantown,
Tennessee
| $152M | +$20.6M | +16% | 6.13% | – | 123 | 48.78% |
|
| 6149 |
ALS
6149
Andrew L. Share
| $152M | -$34M | -18% | 15.4% | 14.8% | 14 | 14.29% |
|
| 6150 |
WCAU
6150
Working Capital Advisors (UK)
London,
United Kingdom
| $152M | -$17.7M | -10% | 6.81% | 24.8% | 3 | 0% |
|