We are live on !
Find out more
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%
6+ months
1+ year
2+ years
3+ years
5+ years
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 Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
KL
6701
KCK Ltd
Hamilton,
Bermuda
| $66.7M | +$15.2M | +29% | 73% | – | 3 | 0% | 1 |
|
| 6702 |
6702
Spark Growth Management Partners II
Boston,
Massachusetts
| $66.6M | -$19.3M | -22% | 16.9% | – | 2 | 0% | 1.5 |
|
| 6703 |
ETIA
6703
Epic Trust Investment Advisors
Richland,
Washington
| $66.5M | -$5.76M | -8% | 6.98% | – | 115 | 26.96% | 0.5 |
|
| 6704 |
6704
Kennedy Lewis Management
New York
| $66.4M | -$21.3M | -24% | 12% | 70.2% | 21 | 33.33% | 0.9 |
|
| 6705 |
6705
Leo H. Evart Inc
Redwood City,
California
| $66.1M | +$489K | +0.7% | 7.16% | – | 36 | 16.67% | 0.9 |
|
| 6706 |
6706
Caerus Investment Advisors
West Lake Hills,
Texas
| $66.1M | -$13.2M | -17% | 3.39% | 85% | 62 | 41.94% | 0.8 |
|
| 6707 |
6707
Fort LP
Chevy Chase,
Maryland
| $66.1M | -$14M | -17% | 13.1% | 56.8% | 204 | 12.25% | 3.2 |
|
| 6708 |
AM
6708
Anqa Management
Sag Harbor,
New York
| $66.1M | -$27M | -29% | 11.1% | 171% | 27 | 48.15% | 1.1 |
|
| 6709 |
XXIP
6709
Xiamen Xinweidachuang Investment Partnership
Xiamen,
China
| $65.9M | -$8.43M | -11% | 11.3% | 66.6% | 1 | 0% | 1 |
|
| 6710 |
6710
MY Wealth Management
Germantown,
Maryland
| $65.6M | -$27.6M | -30% | 3.84% | 41.2% | 27 | 22.22% | 0.9 |
|
| 6711 |
LPARFS
6711
Leverage Partners Absolute Return Fund SPC
Cayman Islands Ky1-11111,
Cayman Islands
| $65.6M | -$12.4M | -16% | 0% | – | 67 | 100% | 0 |
|
| 6712 |
LCH
6712
Lee Capital Holdings
New York
| $65.4M | -$5.82M | -8% | 10.7% | 34.4% | 39 | 25.64% | 2.2 |
|
| 6713 |
6713
Lewis Capital Management
Beverly Hills,
California
| $65.3M | +$247K | +0.4% | 6.14% | – | 60 | 10% | 1 |
|
| 6714 |
NVIM
6714
New Vernon Investment Management
Highland Park,
Illinois
| $65.1M | +$16.1M | +33% | 20.8% | 83.1% | 31 | 9.68% | 4.1 |
|
| 6715 |
6715
Orcam Financial Group
Encinitas,
California
| $65.1M | +$6.15M | +10% | 5.06% | 40% | 34 | 17.65% | 0.8 |
|
| 6716 |
6716
S.C. Financial Services
Scottsdale,
Arizona
| $65M | +$2.01M | +3% | 9.68% | – | 136 | 33.09% | 0.7 |
|
| 6717 |
6717
Primoris Wealth Advisors
North Palm Beach,
Florida
| $64.9M | +$8.84M | +16% | 8.4% | 182% | 68 | 20.59% | 0.8 |
|
| 6718 |
6718
Delos Wealth Advisors
Dallas,
Texas
| $64.8M | -$18.7M | -22% | 9.75% | 58% | 406 | 6.4% | 0.9 |
|
| 6719 |
6719
ACAS LLC
Rancho Santa Fe,
California
| $64.8M | – | – | 6.16% | – | 73 | – | 1.4 |
|
| 6720 |
MPEM
6720
Marathon Partners Equity Management
New York
| $64.7M | +$1.33M | +2% | 1.04% | – | 32 | 53.13% | 1.2 |
|
| 6721 |
CCFP
6721
Charles Carroll Financial Partners
Kingston,
Massachusetts
| $64.7M | +$2.69M | +4% | 11.2% | – | 44 | 15.91% | 0.8 |
|
| 6722 |
6722
CNO Financial Group
Carmel,
Indiana
| $64.5M | -$1.39M | -2% | 2% | – | 6 | 0% | 1.8 |
|
| 6723 |
LM
6723
Lasry Marc
| $64.4M | +$12.4M | +24% | 20.8% | 14.8% | 14 | 42.86% | 1.3 |
|
| 6724 |
6724
QP Wealth Management
Eatontown,
New Jersey
| $64.2M | -$5.3M | -8% | 3.08% | – | 86 | 47.67% | 1.6 |
|
| 6725 |
6725
Caprin Asset Management
Henrico,
Virginia
| $64.1M | -$5.5M | -8% | 2.49% | 7.87% | 23 | 34.78% | 4.1 |
|