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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7076 |
CMANY
7076
Capital Management Associates (New York)
New York
| $84.4M | +$469K | +0.6% | 4.79% | 205% | 79 | 12.66% | 2.6 |
|
| 7077 |
7077
Lane Generational
Dover,
Massachusetts
| $84.4M | -$341K | -0.4% | 4.94% | 148% | 33 | 9.09% | 1.7 |
|
| 7078 |
7078
American Asset Management
Boca Raton,
Florida
| $84.3M | +$17.3M | +26% | 2.23% | 42.5% | 15 | 40% | 2.5 |
|
| 7079 |
7079
Wedgewood Investors
Erie,
Pennsylvania
| $84.2M | – | – | 1.19% | – | 96 | – | 7.3 |
|
| 7080 |
ASM
7080
ATW SPAC Management
New York
| $84.1M | +$1.37K | +0% | 2.51% | 68.7% | 186 | 23.12% | 0.6 |
|
| 7081 |
7081
Provident Company of the Employees of the Hebrew University
Jerusalem,
Israel
| $84M | -$10.3M | -11% | 2.39% | – | 35 | 22.86% | 0.2 |
|
| 7082 |
7082
H&F Corporate Investors VIII
San Francisco,
California
| $83.7M | -$569M | -87% | 52.1% | 33.8% | 2 | 50% | 3.5 |
|
| 7083 |
7083
Axim Planning & Wealth
Springboro,
Ohio
| $83.5M | -$39.8M | -32% | 24.7% | 3.66% | 31 | 35.48% | 1.1 |
|
| 7084 |
7084
Pillar Wealth Advisors
West Chester,
Pennsylvania
| $83.3M | -$49.1M | -37% | 1.41% | 21.9% | 74 | 25.68% | 1.9 |
|
| 7085 |
KCM
7085
Key Colony Management
Little Rock,
Arkansas
| $83.1M | -$17.1M | -17% | 10.3% | 113% | 8 | 25% | 2.2 |
|
| 7086 |
7086
Commons Capital
Needham,
Massachusetts
| $83.1M | +$14.3M | +21% | 14% | 137% | 65 | 26.15% | 1.7 |
|
| 7087 |
7087
Red Mountain Financial
Fort Collins,
Colorado
| $82.9M | – | – | 2.75% | – | 62 | – | 0.4 |
|
| 7088 |
7088
Breakout Capital Partners
New York
| $82.9M | -$130M | -61% | 2.45% | – | 12 | 58.33% | 0.4 |
|
| 7089 |
7089
Canaan Partners XI
Menlo Park,
California
| $82.6M | -$8.07M | -9% | 7.1% | 798% | 3 | 0% | 2.5 |
|
| 7090 |
7090
New Leaf Venture Partners
New York
| $82.2M | -$32M | -28% | 18.8% | 3.91% | 11 | 9.09% | 4.6 |
|
| 7091 |
7091
Yorktown Energy Partners VIII
New York
| $81.5M | -$40.9M | -33% | 7.18% | 15.2% | 2 | 0% | 4.8 |
|
| 7092 |
7092
Crabel Capital Management
Los Angeles,
California
| $81.4M | -$33.5M | -29% | 0.6% | 13.9% | 58 | 37.93% | 1.5 |
|
| 7093 |
7093
Western Asset Management Company
Pasadena,
California
| $81.3M | -$23.3M | -22% | 0.34% | 2.29% | 12 | 25% | 2.8 |
|
| 7094 |
7094
Broadcrest Asset Management
Winter Park,
Florida
| $81.3M | +$6.82M | +9% | 7.83% | 54.1% | 5 | 0% | 1.9 |
|
| 7095 |
IPI
7095
Inflection Point Investments
London,
United Kingdom
| $81M | -$15.7M | -16% | 2.35% | – | 12 | 33.33% | 0.4 |
|
| 7096 |
7096
Holland Advisory Services
Ormond Beach,
Florida
| $80.9M | -$10.3M | -11% | 1.07% | 57.1% | 46 | 17.39% | 1.7 |
|
| 7097 |
7097
Sandia Investment Management
Boston,
Massachusetts
| $80.6M | -$23M | -22% | 1.76% | 20.5% | 163 | 47.24% | 0.6 |
|
| 7098 |
7098
Accel Growth Fund V Associates
Palo Alto,
California
| $80.3M | -$7.08M | -8% | 8.09% | 1.17% | 2 | 0% | 3.1 |
|
| 7099 |
PWM
7099
Pinnacle Wealth Management
Roseville,
California
| $80M | -$16M | -17% | 5.71% | 194% | 53 | 41.51% | 0.8 |
|
| 7100 |
7100
Founders Circle Capital
Campbell,
California
| $79.8M | -$5.72M | -7% | 9.9% | 28% | 7 | 14.29% | 2.8 |
|