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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 |
HFP
7176
Holistic Financial Partners
Indianapolis,
Indiana
| $164M | -$105M | -39% | 15.2% | 95.7% | 150 | 22.67% | 16.4 |
|
| 7177 |
AWA
7177
Arbor Wealth Advisors
Troy,
Michigan
| $164M | +$21M | +15% | 13.4% | 58.7% | 60 | 6.67% | 7.8 |
|
| 7178 |
AIM
7178
Aurora Investment Managers
Naples,
Florida
| $164M | +$27.6M | +20% | 13.7% | 47% | 55 | 50.91% | 6.8 |
|
| 7179 |
CC
7179
Climber Capital
Nyon,
Switzerland
| $164M | +$10.9M | +7% | 5.83% | – | 72 | 15.28% | 5.1 |
|
| 7180 |
PFW
7180
Petros Family Wealth
Bloomington,
Minnesota
| $164M | +$23.2M | +17% | 19.1% | – | 146 | 18.49% | 4 |
|
| 7181 |
TPM
7181
Totem Point Management
New York
| $163M | +$85.1M | +109% | 61% | 577% | 22 | 40.91% | 4.8 |
|
| 7182 |
WAM
7182
Waterfall Asset Management
New York
| $163M | -$15.4M | -9% | 9.72% | – | 22 | 31.82% | 2.8 |
|
| 7183 |
TNAM
7183
Terra Nova Asset Management
New York
| $163M | +$28.2M | +21% | 23.6% | 172% | 98 | 20.41% | 12.9 |
|
| 7184 |
RC
7184
Rexford Capital
Bellaire,
Texas
| $163M | +$23.1M | +16% | 24.1% | – | 330 | 13.03% | 3.4 |
|
| 7185 |
YMRC
7185
Yorktown Management & Research Company
Forest,
Virginia
| $163M | +$43.7M | +37% | 35.3% | 223% | 296 | 43.58% | 5.2 |
|
| 7186 |
KFO
7186
Kopp Family Office
Bloomington,
Minnesota
| $163M | +$17.8M | +12% | 11.2% | 34% | 30 | 33.33% | 8.9 |
|
| 7187 |
APW
7187
Atlantic Private Wealth
Chapel Hill,
North Carolina
| $163M | +$10.2M | +7% | 12.4% | 55.7% | 329 | 12.77% | 6 |
|
| 7188 |
NJIM
7188
Nabity-Jensen Investment Management
Omaha,
Nebraska
| $163M | +$19M | +13% | 15.6% | – | 73 | 8.22% | 8.4 |
|
| 7189 |
GIA
7189
Gem Investment Advisors
Teaneck,
New Jersey
| $163M | +$61.4M | +60% | 84.4% | – | 37 | 8.11% | 1.8 |
|
| 7190 |
MCS
7190
Mercuria Capital Strategies
Houston,
Texas
| $163M | -$98.6M | -38% | 112% | – | 35 | 45.71% | 1.3 |
|
| 7191 |
GCM
7191
Generation Capital Management
Pittsford,
New York
| $163M | +$26.1M | +19% | 30.1% | – | 93 | 31.18% | 4 |
|
| 7192 |
ACM
7192
Arrington Capital Management
Miami,
Florida
| $163M | +$65.6M | +68% | 5.74% | – | 52 | 48.08% | 1 |
|
| 7193 |
GF
7193
Gimbal Financial
Carmel,
Indiana
| $163M | – | – | 16.2% | – | 55 | – | 5.9 |
|
| 7194 |
VVM
7194
Versant Venture Management
San Francisco,
California
| $163M | +$21.2M | +15% | 30.4% | 409% | 8 | 0% | 8.6 |
|
| 7195 |
TC
7195
Trium Capital
London,
United Kingdom
| $163M | +$20.6M | +14% | 3.48% | 189% | 80 | 55% | 2.9 |
|
| 7196 |
KFS
7196
Krane Financial Solutions
Calabasas,
California
| $162M | +$15.3M | +10% | 11.7% | – | 56 | 16.07% | 0.9 |
|
| 7197 |
VB
7197
Value Base
Tel Aviv,
Israel
| $162M | +$35.5M | +28% | 36.6% | – | 7 | 14.29% | 5.8 |
|
| 7198 |
RWA
7198
Reicon Wealth Advisors
Atlanta,
Georgia
| $162M | +$30.5M | +23% | 11.9% | – | 95 | 26.32% | 1.3 |
|
| 7199 |
CCM
7199
Candelo Capital Management
New York
| $162M | +$41.2M | +34% | 28.5% | – | 44 | 52.27% | 1.8 |
|
| 7200 |
CFG
7200
Cornerstone Financial Group
Omaha,
Nebraska
| $162M | +$6.43M | +4% | 9.13% | – | 76 | 5.26% | 5.4 |
|