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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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250
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2,500
5,000
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50
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250
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 6426 |
CIA
6426
Caerus Investment Advisors
West Lake Hills,
Texas
| $88.4M | +$1.56M | +2% | 8.83% | 63.6% | 54 | 48.15% |
|
| 6427 |
CCG
6427
Coastwise Capital Group
La Jolla,
California
| $88.4M | +$876K | +1% | 7.21% | 88.8% | 114 | 6.14% |
|
| 6428 |
TDC
6428
Thompson Davis & Co
Richmond,
Virginia
| $88.3M | +$11.7M | +15% | 19.2% | 188% | 140 | 40% |
|
| 6429 |
IWP
6429
Invenio Wealth Partners
Coral Gables,
Florida
| $88.3M | – | – | 4.97% | 52% | 76 | – |
|
| 6430 |
PIC
6430
Platt Investment Counsel
Lake Mary,
Florida
| $88.1M | +$13.3M | +18% | 7.79% | 58.9% | 10 | 20% |
|
| 6431 |
AS
6431
AM Squared
Hong Kong
| $88M | -$40.9M | -32% | 0.37% | – | 172 | 55.23% |
|
| 6432 |
APW
6432
Aurora Private Wealth
Rockaway,
New Jersey
| $87.9M | -$5.87M | -6% | 8.02% | – | 159 | 23.27% |
|
| 6433 |
CCM
6433
Crew Capital Management
Cincinnati,
Ohio
| $87.9M | +$18.3M | +26% | 9.45% | 104% | 96 | 20.83% |
|
| 6434 |
CTEF
6434
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| $87.9M | +$42M | +92% | 20.5% | 31.3% | 2 | 50% |
|
| 6435 |
MCM
6435
Moon Capital Management
New York
| $87.8M | -$11.9M | -12% | 2.64% | 95.6% | 17 | 41.18% |
|
| 6436 |
ALS
6436
Andrew L. Share
| $87.7M | +$20M | +29% | 28.4% | 14.8% | 6 | 66.67% |
|
| 6437 |
MAM
6437
Montchanin Asset Management
Montchanin,
Delaware
| $87.7M | +$8.8M | +11% | 8.94% | – | 53 | 15.09% |
|
| 6438 |
AE
6438
AMH Equity
Great Neck,
New York
| $87.5M | +$222K | +0.3% | 7.22% | 267% | 39 | 66.67% |
|
| 6439 |
TF
6439
Threadgill Financial
Spring,
Texas
| $87.5M | +$5.75M | +7% | 3.41% | 49.3% | 42 | 30.95% |
|
| 6440 |
FWM
6440
Fingerlakes Wealth Management
Ithaca,
New York
| $87.4M | +$7.11M | +9% | 9.28% | 80.2% | 88 | 3.41% |
|
| 6441 |
KLC
6441
Knowledge Leaders Capital
Denver,
Colorado
| $87.1M | +$11.4M | +15% | 4.34% | 51.6% | 105 | 66.67% |
|
| 6442 |
KC
6442
Kellner Capital
New York
| $87M | +$15.3M | +21% | 14.6% | 390% | 43 | 72.09% |
|
| 6443 |
MSDF
6443
Michael & Susan Dell Foundation
New York
| $87M | -$6.98M | -7% | 2.24% | 120% | 2 | 0% |
|
| 6444 |
DIM
6444
DC Investments Management
Mclean,
Virginia
| $86.9M | +$2.94M | +3% | 4.41% | 44.7% | 85 | 8.24% |
|
| 6445 |
UOP
6445
University of Pittsburgh
Pittsburgh,
Pennsylvania
| $86.7M | +$53.1M | +157% | 1.03% | 43.1% | 3 | 33.33% |
|
| 6446 |
HI
6446
Harper Investing
Santa Clara,
California
| $86.7M | +$6.16M | +8% | 1.74% | 53.4% | 25 | 52% |
|
| 6447 |
LF
6447
LL Funds
Philadelphia,
Pennsylvania
| $86.6M | +$33.8M | +64% | 63.9% | 96.9% | 1 | 0% |
|
| 6448 |
OC
6448
Optimas Capital
Central,
Hong Kong
| $86.5M | -$32.7M | -27% | 14.9% | 355% | 46 | 73.91% |
|
| 6449 |
TWS
6449
Thomas W. Smith
| $86.5M | +$19.2M | +29% | 36.6% | – | 6 | 0% |
|
| 6450 |
AWM
6450
Alterna Wealth Management
Houston,
Texas
| $86.3M | +$6.53M | +8% | 4.94% | 48% | 132 | 36.36% |
|