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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
HFW
6376
Horizon Family Wealth
Chicago,
Illinois
| $94.4M | +$7.59M | +9% | 7.37% | 68.6% | 62 | 14.52% | 0.9 |
|
| 6377 |
KAM
6377
Karani Asset Management
New York
| $94.4M | +$8.64M | +10% | 20.2% | – | 38 | 7.89% | 1.8 |
|
| 6378 |
NMC
6378
Nine Masts Capital
Central,
Hong Kong
| $94.4M | -$219M | -70% | 3.19% | 88.1% | 44 | 45.45% | 0.6 |
|
| 6379 |
ARMT
6379
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $94.4M | +$16.5M | +21% | 9.9% | – | 100 | 9% | 4.6 |
|
| 6380 |
LF
6380
LifeSteps Financial
Claremont,
California
| $94.2M | -$1.76M | -2% | 7.88% | 98.4% | 73 | 12.33% | 2.6 |
|
| 6381 |
CAIMH
6381
Central Asset Investments & Management Holdings
Hong Kong
| $94.2M | +$42.1M | +81% | 26.5% | 3,210% | 64 | 48.44% | 0.5 |
|
| 6382 |
KWM
6382
Kolinsky Wealth Management
Ramsey,
New Jersey
| $94.2M | +$6.58M | +8% | 8.97% | 44.6% | 138 | 13.77% | 1 |
|
| 6383 |
HCVG
6383
H Capital V GP
Grand Cayman,
Cayman Islands
| $94.2M | +$23.2M | +33% | 34.1% | – | 2 | 0% | 1.3 |
|
| 6384 |
RPA
6384
Rose Park Advisors
Boston,
Massachusetts
| $94.2M | -$3.63M | -4% | 8.77% | 11.8% | 1 | 0% | 1.3 |
|
| 6385 |
HFAS
6385
Hummer Financial Advisory Services
Chicago,
Illinois
| $94M | +$3.12M | +3% | 5.52% | 71.8% | 93 | 15.05% | 3 |
|
| 6386 |
6386
Michael & Susan Dell Foundation
New York
| $94M | -$11.1M | -11% | 7.64% | 238% | 3 | 33.33% | 2.6 |
|
| 6387 |
OCM
6387
Once Capital Management
New York
| $93.9M | +$24.6M | +35% | 38.3% | 570% | 23 | 0% | 1.1 |
|
| 6388 |
ACA
6388
Apis Capital Advisors
New York
| $93.9M | +$7.59M | +9% | 14.3% | 1,532% | 31 | 35.48% | 1.1 |
|
| 6389 |
DCI
6389
Data Collective IV
Palo Alto,
California
| $93.8M | -$1.38M | -1% | 1.18% | 317% | 6 | 0% | 1.1 |
|
| 6390 |
APW
6390
Aurora Private Wealth
Rockaway,
New Jersey
| $93.8M | +$6.36M | +7% | 7.28% | – | 155 | 12.26% | 2 |
|
| 6391 |
P
6391
Palladiem
Bryn Mawr,
Pennsylvania
| $93.8M | -$2.44M | -3% | 4.06% | – | 63 | 25.4% | 2.1 |
|
| 6392 |
AIFAIM
6392
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| $93.8M | -$15.6M | -14% | 5.79% | 72.8% | 114 | 19.3% | 2.4 |
|
| 6393 |
LAS
6393
LWM Advisory Services
Plantation,
Florida
| $93.6M | +$3.17M | +4% | 6.54% | 64.9% | 88 | 20.45% | 0.9 |
|
| 6394 |
VP
6394
Verum Partners
Charlotte,
North Carolina
| $93.6M | +$12.2M | +15% | 4.3% | 53.9% | 72 | 15.28% | 0.2 |
|
| 6395 |
T
6395
Tinicum
New York
| $93.6M | +$11.9M | +15% | 14.6% | 21.1% | 1 | 0% | 8 |
|
| 6396 |
KLCMU
6396
Kite Lake Capital Management (UK)
London,
United Kingdom
| $93.5M | -$27.6M | -23% | 5.62% | 337% | 12 | 50% | 0.9 |
|
| 6397 |
MFS
6397
Monetta Financial Services
Wheaton,
Illinois
| $93.5M | +$6.77M | +8% | 14.7% | 275% | 66 | 31.82% | 2 |
|
| 6398 |
AAM
6398
American Asset Management
Boca Raton,
Florida
| $93.5M | +$6.67M | +8% | 7.78% | 42.5% | 14 | 21.43% | 2.6 |
|
| 6399 |
MAM
6399
Maytree Asset Management
Hong Kong
| $93.3M | +$41.4M | +80% | 24.5% | 402% | 17 | 70.59% | 0.4 |
|
| 6400 |
DWRES
6400
Divco West Real Estate Services
San Francisco,
California
| $93.3M | -$23.2M | -20% | 19.6% | 22.3% | 6 | 0% | 0.3 |
|