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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%
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7301 |
BWM
7301
Blossom Wealth Management
San Ramon, Ca,
California
| $37.1M | +$5.86M | +19% | 10.5% | 89.7% | 66 | 16.67% | 1.5 |
|
| 7302 |
7302
Certares Management
New York
| $36.9M | +$8.48M | +30% | 29.9% | 26.4% | 1 | 0% | 2 |
|
| 7303 |
7303
Marlowe Partners
New York
| $36.8M | +$4.21M | +13% | 19.5% | 16.3% | 8 | 25% | 2.3 |
|
| 7304 |
7304
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
| $36.4M | +$1.49M | +4% | 12.4% | – | 3 | 0% | 1 |
|
| 7305 |
7305
Future Fund LLC
Chicago,
Illinois
| $36.3M | +$271K | +0.8% | 2.07% | 93.1% | 33 | 24.24% | 1 |
|
| 7306 |
WFO
7306
Wealthgate Family Office
Boulder,
Colorado
| $36.1M | +$3.94M | +12% | 11.5% | 28.7% | 20 | 10% | 2.1 |
|
| 7307 |
7307
PMC FIG Opportunities
Jerusalem,
Israel
| $36M | +$8.22M | +30% | 23.9% | 210% | 36 | 63.89% | 0.4 |
|
| 7308 |
7308
nVerses Capital
Wellington,
Florida
| $36M | – | – | 0% | – | 283 | – | 0 |
|
| 7309 |
7309
Davide Leone & Partners Investment Company
London,
United Kingdom
| $36M | -$163M | -82% | 5.15% | 64.1% | 6 | 50% | 3.1 |
|
| 7310 |
7310
EnCap Flatrock Midstream Fund III
San Antonio,
Texas
| $35.6M | -$36.8M | -51% | 1.64% | – | 1 | 0% | 0.5 |
|
| 7311 |
1C
7311
1060 Capital
Denver,
Colorado
| $35.5M | -$18.4M | -34% | 7.61% | 301% | 17 | 94.12% | 0 |
|
| 7312 |
7312
HoldCo Asset Management
Fort Lauderdale,
Florida
| $35.5M | -$269K | -0.8% | 27.2% | – | 22 | 9.09% | 2.6 |
|
| 7313 |
T
7313
TCWP
Beachwood,
Ohio
| $35.4M | -$95.9M | -73% | 12.2% | – | 107 | 53.27% | 1.7 |
|
| 7314 |
7314
Members Capital Advisors Inc
Madison,
Wisconsin
| $34.7M | -$45.8M | -57% | 1.41% | – | 63 | 57.14% | 3.3 |
|
| 7315 |
SR
7315
Summer Road
West Palm Beach,
Florida
| $34.2M | +$14.9M | +78% | 42% | 130% | 1 | 0% | 5.8 |
|
| 7316 |
7316
Fiduciary Counselling
Saint Paul,
Minnesota
| $34M | +$2.51M | +8% | 9% | 26.5% | 9 | 0% | 5.6 |
|
| 7317 |
7317
Windsor Advisory Group
Columbus,
Ohio
| $33.6M | -$8.44M | -20% | 7.48% | 48.2% | 71 | 39.44% | 0.7 |
|
| 7318 |
JC
7318
JCSD Capital
Walnut Creek,
California
| $33.4M | -$15.8M | -32% | 22.1% | – | 32 | 28.13% | 1.6 |
|
| 7319 |
SP
7319
Systematic Portfolios
New York
| $33M | – | – | 6.99% | – | 121 | – | 0 |
|
| 7320 |
7320
DUMAC Inc
Durham,
North Carolina
| $32.4M | -$4.86M | -13% | 11.1% | – | 19 | 26.32% | 2 |
|
| 7321 |
7321
Arctis Global
San Juan,
Puerto Rico
| $32.1M | -$153M | -83% | 18.1% | 69.5% | 13 | 92.31% | 2.8 |
|
| 7322 |
7322
Essex Private Wealth Management
Topsfield,
Massachusetts
| $32M | +$2.78M | +9% | 9.58% | 29.3% | 30 | 13.33% | 2.8 |
|
| 7323 |
7323
M Financial Asset Management
Portland,
Oregon
| $31.7M | +$2.05M | +7% | 7.91% | 7.58% | 9 | 0% | 4.4 |
|
| 7324 |
7324
Merlin Capital
Newport,
Rhode Island
| $31.2M | +$4.45M | +17% | 16.7% | – | 57 | 5.26% | 1.5 |
|
| 7325 |
7325
Solutions 4 Wealth
Southlake,
Texas
| $30.6M | – | – | 10.6% | – | 36 | – | 0 |
|