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