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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
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 6526 |
PIC
6526
Platt Investment Counsel
Lake Mary,
Florida
| $88.1M | +$13.3M | +18% | 7.79% | 58.9% | 10 | 20% |
|
| 6527 |
AS
6527
AM Squared
Hong Kong
| $88M | -$40.9M | -32% | 0.37% | – | 172 | 55.23% |
|
| 6528 |
APW
6528
Aurora Private Wealth
Rockaway,
New Jersey
| $87.9M | -$5.87M | -6% | 8.02% | – | 159 | 23.27% |
|
| 6529 |
CCM
6529
Crew Capital Management
Cincinnati,
Ohio
| $87.9M | +$18.3M | +26% | 9.45% | 104% | 96 | 20.83% |
|
| 6530 |
CTEF
6530
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| $87.9M | +$42M | +92% | 20.5% | 23.7% | 2 | 50% |
|
| 6531 |
MCM
6531
Moon Capital Management
New York
| $87.8M | -$11.9M | -12% | 2.64% | 76.3% | 17 | 41.18% |
|
| 6532 |
ALS
6532
Andrew L. Share
| $87.7M | +$20M | +29% | 28.4% | 14.8% | 6 | 66.67% |
|
| 6533 |
MAM
6533
Montchanin Asset Management
Montchanin,
Delaware
| $87.7M | +$8.8M | +11% | 8.94% | – | 53 | 15.09% |
|
| 6534 |
AE
6534
AMH Equity
Great Neck,
New York
| $87.5M | +$222K | +0.3% | 7.22% | 267% | 39 | 66.67% |
|
| 6535 |
TF
6535
Threadgill Financial
Spring,
Texas
| $87.5M | +$5.75M | +7% | 3.41% | 49.3% | 42 | 30.95% |
|
| 6536 |
FWM
6536
Fingerlakes Wealth Management
Ithaca,
New York
| $87.4M | +$7.11M | +9% | 9.28% | 80.2% | 88 | 3.41% |
|
| 6537 |
KLC
6537
Knowledge Leaders Capital
Denver,
Colorado
| $87.1M | +$11.4M | +15% | 4.34% | 51.6% | 105 | 66.67% |
|
| 6538 |
KC
6538
Kellner Capital
New York
| $87M | +$15.3M | +21% | 14.6% | 390% | 43 | 72.09% |
|
| 6539 |
MSDF
6539
Michael & Susan Dell Foundation
New York
| $87M | -$6.98M | -7% | 2.24% | 238% | 2 | 0% |
|
| 6540 |
DIM
6540
DC Investments Management
Mclean,
Virginia
| $86.9M | +$2.94M | +3% | 4.41% | 56.3% | 85 | 8.24% |
|
| 6541 |
UOP
6541
University of Pittsburgh
Pittsburgh,
Pennsylvania
| $86.7M | +$53.1M | +157% | 1.03% | 69.2% | 3 | 33.33% |
|
| 6542 |
HI
6542
Harper Investing
Santa Clara,
California
| $86.7M | +$6.16M | +8% | 1.74% | 53.4% | 25 | 52% |
|
| 6543 |
LF
6543
LL Funds
Philadelphia,
Pennsylvania
| $86.6M | +$33.8M | +64% | 63.9% | 96.9% | 1 | 0% |
|
| 6544 |
OC
6544
Optimas Capital
Central,
Hong Kong
| $86.5M | -$32.7M | -27% | 14.9% | 355% | 46 | 73.91% |
|
| 6545 |
TWS
6545
Thomas W. Smith
| $86.5M | +$19.2M | +29% | 36.6% | – | 6 | 0% |
|
| 6546 |
AWM
6546
Alterna Wealth Management
Houston,
Texas
| $86.3M | +$6.53M | +8% | 4.94% | 48% | 132 | 36.36% |
|
| 6547 |
CGI
6547
Calixto Global Investors
Coral Gables,
Florida
| $86.3M | -$26.1M | -23% | 12.9% | 180% | 11 | 54.55% |
|
| 6548 |
FCC
6548
Flower City Capital
Pittsford,
New York
| $86.2M | +$5.88M | +7% | 5.83% | 60.7% | 29 | 13.79% |
|
| 6549 |
FEM
6549
Fulcrum Equity Management
Plano,
Texas
| $86.2M | -$20.3M | -19% | 7.09% | 110% | 120 | 54.17% |
|
| 6550 |
CBNLCF
6550
Cognios Beta Neutral Large Cap Fund
Prairie Village,
Kansas
| $86.1M | -$18.9M | -18% | 4.44% | – | 120 | 25% |
|