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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
HIH
6501
HRS Investment Holdings
New York
| $87.1M | -$212M | -71% | 4.63% | 21.5% | 142 | 99.3% | 6.5 |
|
| 6502 |
BWA
6502
Beam Wealth Advisors
Covington,
Louisiana
| $87.1M | -$262K | -0.3% | 3.88% | 59.7% | 91 | 8.79% | 6.7 |
|
| 6503 |
AM
6503
Ampfield Management
New York
| $86.8M | -$15.8M | -15% | 24.9% | 56.9% | 7 | 14.29% | 3.4 |
|
| 6504 |
YC
6504
Yunqi Capital
Hong Kong
| $86.8M | -$46.2M | -35% | 28.9% | 71.4% | 7 | 57.14% | 0.8 |
|
| 6505 |
A
6505
Atomvest
Hong Kong
| $86.7M | -$5.71M | -6% | 24.8% | 90% | 4 | 50% | 3.3 |
|
| 6506 |
CTEF
6506
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| $86.6M | +$35.9M | +71% | 52.9% | 23.7% | 3 | 33.33% | 0.7 |
|
| 6507 |
TPL
6507
Tao Pro LLC
San Francisco,
California
| $86.6M | -$15.1M | -15% | 14.8% | – | 1 | 0% | 1 |
|
| 6508 |
LWM
6508
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $86.4M | -$6.71M | -7% | 1.07% | 66% | 56 | 17.86% | 5.7 |
|
| 6509 |
FFL
6509
Future Fund LLC
Chicago,
Illinois
| $86.4M | -$29.6M | -26% | 0.58% | 93.1% | 40 | 32.5% | 0.9 |
|
| 6510 |
MSKCC
6510
Memorial Sloan Kettering Cancer Center
New York
| $86.4M | -$72.8M | -46% | 0.77% | 14.8% | 6 | 0% | 4 |
|
| 6511 |
BI
6511
Beecher Investors
Darien,
Connecticut
| $86.3M | +$3.87M | +5% | 5.92% | – | 21 | 0% | 1 |
|
| 6512 |
PMAM
6512
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| $86.2M | -$7.09M | -8% | 3.3% | 28.7% | 81 | 65.43% | 3.6 |
|
| 6513 |
HAS
6513
Holland Advisory Services
Ormond Beach,
Florida
| $86.1M | -$483K | -0.6% | 4.91% | 57.1% | 36 | 5.56% | 1 |
|
| 6514 |
KCM
6514
Khrom Capital Management
Miami Beach,
Florida
| $86M | -$13M | -13% | 9.5% | 35.6% | 19 | 47.37% | 1.9 |
|
| 6515 |
KCS
6515
Koonce Calvin Scott
| $86M | -$27.7M | -24% | 24.4% | 67.9% | 1 | 0% | 29 |
|
| 6516 |
PGWM
6516
Pitti Group Wealth Management
Victor,
New York
| $85.8M | -$3.86M | -4% | 4.82% | 65.3% | 73 | 16.44% | 1 |
|
| 6517 |
PWM
6517
Pinnacle Wealth Management
Roseville,
California
| $85.6M | -$31.3M | -27% | 1.26% | 194% | 63 | 66.67% | 0.5 |
|
| 6518 |
FWM
6518
Fingerlakes Wealth Management
Ithaca,
New York
| $85.5M | -$3.28M | -4% | 5.69% | 80.2% | 94 | 3.19% | 1 |
|
| 6519 |
BCP
6519
Berylson Capital Partners
Boston,
Massachusetts
| $85.3M | -$5.5M | -6% | 28% | 57.7% | 41 | 65.85% | 1.2 |
|
| 6520 |
MSCM
6520
Marlin Sams Capital Management
New York
| $85.2M | -$21M | -20% | 16.5% | 53.1% | 8 | 100% | 0 |
|
| 6521 |
AWM
6521
Avondale Wealth Management
West Lake Hills,
Texas
| $85.1M | -$13.7M | -14% | 4.13% | 78.6% | 129 | 27.13% | 7.8 |
|
| 6522 |
EWM
6522
Echo Wealth Management
Plymouth,
Minnesota
| $85.1M | -$2.51M | -3% | 5.48% | 41% | 51 | 5.88% | 4.5 |
|
| 6523 |
CFS
6523
Capital Financial Services
Clifton Park,
New York
| $85M | -$6.6M | -7% | 3.83% | – | 78 | 8.97% | 4.4 |
|
| 6524 |
LWP
6524
Legacy Wealth Planning
Reno,
Nevada
| $84.9M | -$2.74M | -3% | 5.24% | 14.6% | 108 | 16.67% | 6.5 |
|
| 6525 |
LIM
6525
Lancaster Investment Management
London,
United Kingdom
| $84.8M | +$8.21M | +11% | 11.5% | 18% | 6 | 33.33% | 2 |
|