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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover Avg Time
Held (Qtrs)
CIA
6526
Caerus Investment Advisors
Texas
$88.4M +$1.56M +2% 8.83% 85% 54 48.15% 4.5
CCG
6527
Coastwise Capital Group
California
$88.4M +$876K +1% 7.21% 88.8% 114 6.14% 4
TDC
6528
Thompson Davis & Co
Virginia
$88.3M +$11.7M +15% 19.2% 188% 140 40% 9.1
IWP
6529
Invenio Wealth Partners
Florida
$88.3M – – 4.97% 52% 76 – 0
PIC
6530
Platt Investment Counsel
Florida
$88.1M +$13.3M +18% 7.79% 62.9% 10 20% 7.9
AS
6531
AM Squared
Hong Kong
$88M -$40.9M -32% 0.37% – 172 55.23% 1.2
APW
6532
Aurora Private Wealth
New Jersey
$87.9M -$5.87M -6% 8.02% – 159 23.27% 9
CCM
6533
Crew Capital Management
Ohio
$87.9M +$18.3M +26% 9.45% 104% 96 20.83% 6.6
CTEF
6534
Capital Today Evergreen Fund
Cayman Islands
$87.9M +$42M +92% 20.5% 23.7% 2 50% 2.5
MCM
6535
Moon Capital Management
New York
$87.8M -$11.9M -12% 2.64% 76.3% 17 41.18% 15.6
ALS
6536
Andrew L. Share
$87.7M +$20M +29% 28.4% 14.8% 6 66.67% 5.4
MAM
6537
Montchanin Asset Management
Delaware
$87.7M +$8.8M +11% 8.94% – 53 15.09% 3.2
AE
6538
AMH Equity
New York
$87.5M +$222K +0.3% 7.22% 267% 39 66.67% 2
TF
6539
Threadgill Financial
Texas
$87.5M +$5.75M +7% 3.41% 49.3% 42 30.95% 3.6
FWM
6540
Fingerlakes Wealth Management
New York
$87.4M +$7.11M +9% 9.28% 80.2% 88 3.41% 5.6
KLC
6541
Knowledge Leaders Capital
Colorado
$87.1M +$11.4M +15% 4.34% 51.6% 105 66.67% 4.3
KC
6542
Kellner Capital
New York
$87M +$15.3M +21% 14.6% 390% 43 72.09% 0.9
MSDF
6543
Michael & Susan Dell Foundation
New York
$87M -$6.98M -7% 2.24% 238% 2 0% 11.5
DIM
6544
DC Investments Management
Virginia
$86.9M +$2.94M +3% 4.41% 56.3% 85 8.24% 2.3
UOP
6545
University of Pittsburgh
Pennsylvania
$86.7M +$53.1M +157% 1.03% 69.2% 3 33.33% 2
HI
6546
Harper Investing
California
$86.7M +$6.16M +8% 1.74% 53.4% 25 52% 3.5
LF
6547
LL Funds
Pennsylvania
$86.6M +$33.8M +64% 63.9% 96.9% 1 0% 6
OC
6548
Optimas Capital
Hong Kong
$86.5M -$32.7M -27% 14.9% 355% 46 73.91% 0.9
TWS
6549
Thomas W. Smith
$86.5M +$19.2M +29% 36.6% – 6 0% 30.3
AWM
6550
Alterna Wealth Management
Texas
$86.3M +$6.53M +8% 4.94% 48% 132 36.36% 6.4