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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7176 |
SPW
7176
Sonoma Private Wealth
Sonoma,
California
| $61.6M | -$551K | -0.9% | 3.59% | 85.7% | 91 | 9.89% | 4 |
|
| 7177 |
CPM
7177
Connective Portfolio Management
New York
| $61.5M | +$4.7M | +8% | 11% | 448% | 65 | 58.46% | 2.7 |
|
| 7178 |
KCP
7178
Keyframe Capital Partners
New York
| $61M | -$19.6M | -24% | 13.4% | 6.45% | 5 | 0% | 5.2 |
|
| 7179 |
AFA
7179
Atlas Financial Advisors
Oroville,
California
| $60.4M | -$3.97M | -6% | 0.77% | 5.34% | 36 | 5.56% | 4.2 |
|
| 7180 |
CFG
7180
CMC Financial Group
Atlanta,
Georgia
| $60.1M | -$10.8M | -15% | 4.17% | 102% | 18 | 27.78% | 6.4 |
|
| 7181 |
YCM
7181
Yost Capital Management
Houston,
Texas
| $60M | -$4.63M | -7% | 3.41% | 125% | 19 | 36.84% | 3.4 |
|
| 7182 |
NIM
7182
Natixis Investment Managers
Boston,
Massachusetts
| $60M | -$5.44M | -8% | 0.65% | – | 4 | 0% | 1 |
|
| 7183 |
IPWA
7183
International Private Wealth Advisors
San Diego,
California
| $59.3M | +$7.52M | +15% | 1.51% | – | 129 | 20.16% | 1.4 |
|
| 7184 |
DCM
7184
Deuterium Capital Management
Clearwater,
Florida
| $59.3M | +$3.27M | +6% | 17% | 225% | 65 | 29.23% | 3.9 |
|
| 7185 |
DC
7185
Dryden Capital
Miami,
Florida
| $58.9M | -$8.83M | -13% | 0.07% | – | 31 | 12.9% | 5 |
|
| 7186 |
WSFG
7186
Wall Street Financial Group
Carlinville,
Illinois
| $58.8M | – | – | 5.75% | – | 27 | – | 0 |
|
| 7187 |
YEPX
7187
Yorktown Energy Partners X
New York
| $58.6M | -$26.9M | -31% | 22.1% | 95.9% | 4 | 25% | 14.7 |
|
| 7188 |
S
7188
Systrade
Vaduz,
Liechtenstein
| $58.4M | -$24.1M | -29% | 14.4% | 152% | 5 | 20% | 4 |
|
| 7189 |
SPP
7189
Single Point Partners
Boston,
Massachusetts
| $58.4M | -$372M | -86% | 3.69% | 52.3% | 81 | 60.49% | 8.3 |
|
| 7190 |
ST
7190
SAL Trading
Bala Cynwyd,
Pennsylvania
| $58.2M | -$29.5M | -34% | 5.07% | 18.9% | 18 | 55.56% | 2.2 |
|
| 7191 |
AGFIA
7191
Accel Growth Fund IV Associates
Palo Alto,
California
| $58.2M | -$45.8M | -44% | 44.1% | 61.4% | 1 | 0% | 12 |
|
| 7192 |
GCM
7192
Glaxis Capital Management
Sarasota,
Florida
| $58M | +$4.05M | +8% | 2.23% | 93.5% | 81 | 54.32% | 2.1 |
|
| 7193 |
SWM
7193
Stapp Wealth Management
Olympia,
Washington
| $57.7M | +$384K | +0.7% | 0.56% | 50% | 24 | 20.83% | 4.2 |
|
| 7194 |
BHH
7194
Baker Hughes Holdings
Houston,
Texas
| $57.7M | +$2.52M | +5% | 5% | 38.6% | 2 | 0% | 9 |
|
| 7195 |
BP
7195
Berkshire Partners
Boston,
Massachusetts
| $57.6M | -$26.4M | -31% | 31.5% | 79% | 1 | 0% | 10 |
|
| 7196 |
SVG
7196
Sun Valley Gold
Sun Valley,
Idaho
| $57.4M | +$6.01M | +12% | 17.2% | 160% | 3 | 0% | 33.7 |
|
| 7197 |
WHP
7197
Washington Harbour Partners
Arlington,
Virginia
| $57.3M | -$4.43M | -7% | 5.18% | 162% | 31 | 54.84% | 3.2 |
|
| 7198 |
CRAM
7198
Compass Rose Asset Management
New York
| $57.2M | -$35.1M | -38% | 14.5% | 41% | 9 | 55.56% | 0.6 |
|
| 7199 |
WEO
7199
William E. Oberndorf
| $57M | -$4.28M | -7% | 1.46% | 36.2% | 9 | 0% | 8.8 |
|
| 7200 |
SPM
7200
Symmetry Peak Management
Radnor,
Pennsylvania
| $56.7M | -$278M | -83% | 11.5% | 320% | 118 | 84.75% | 0.6 |
|