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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7376 |
7376
Consultiva Wealth Management
San Juan,
Puerto Rico
| $12.6M | +$1.59M | +14% | 5.52% | – | 26 | 7.69% | 2.4 |
|
| 7377 |
HSC
7377
Harbor Spring Capital
New York
| $12.3M | -$2.71M | -18% | 18% | – | 1 | 0% | 0.3 |
|
| 7378 |
7378
Raymond James Trust Company of New Hampshire
Portsmouth,
New Hampshire
| $12.1M | +$1.4M | +13% | 5.18% | – | 22 | 22.73% | 1.8 |
|
| 7379 |
7379
Vitol Holding
Rotterdam,
Netherlands
| $11.8M | +$860K | +8% | 8.29% | 82.6% | 2 | 0% | 2.5 |
|
| 7380 |
7380
Covalent Partners
Concord,
Massachusetts
| $11.8M | +$4.31M | +58% | 7.78% | 36.6% | 12 | 16.67% | 1.5 |
|
| 7381 |
7381
Vantage Consulting Group
Virginia Beach,
Virginia
| $11.4M | -$123M | -92% | 4.74% | 261% | 191 | 97.91% | 2.5 |
|
| 7382 |
7382
PPM America
Chicago,
Illinois
| $11.1M | -$185K | -2% | 7.69% | 51.5% | 6 | 16.67% | 2.4 |
|
| 7383 |
DA
7383
DSC Advisors
Chicago,
Illinois
| $11M | -$19M | -63% | 11.4% | 3.18% | 23 | 17.39% | 3.8 |
|
| 7384 |
7384
MetLife
New York
| $10M | -$367K | -4% | 5.64% | 53.2% | 6 | 0% | 6 |
|
| 7385 |
7385
Rithm Capital
New York
| $9.6M | -$690K | -7% | 6.72% | – | 1 | 0% | 0.3 |
|
| 7386 |
7386
Birch Grove Capital
New York
| $9.5M | -$446K | -4% | 0% | 2.66% | 4 | 25% | 1.3 |
|
| 7387 |
7387
National Mutual Funds Management
Sydney,
Australia
| $8.98M | -$12M | -57% | 5.47% | – | 1 | 0% | 1.5 |
|
| 7388 |
7388
Athyrium Capital Management
New York
| $8.69M | -$24.9M | -74% | 23.1% | 25.1% | 2 | 0% | 3.1 |
|
| 7389 |
7389
Prysm Capital
Princeton,
New Jersey
| $8.66M | -$1.7M | -16% | 16.4% | 46.6% | 1 | 0% | 2.8 |
|
| 7390 |
7390
DAG Ventures
Palo Alto,
California
| $7.24M | -$841K | -10% | 9.98% | – | 3 | 0% | 0.8 |
|
| 7391 |
7391
G.F.W. Energy XII
Dallas,
Texas
| $7.08M | -$44.8M | -86% | 28.5% | 68.9% | 4 | 50% | 1.5 |
|
| 7392 |
7392
RiverVest Venture Management
St. Louis,
Missouri
| $6.84M | +$13.2K | +0.2% | 3.44% | 16.5% | 4 | 25% | 3.3 |
|
| 7393 |
JDR
7393
Jay D. Rosenbaum
| $6.69M | -$11M | -62% | 13.6% | 12.9% | 30 | 80% | 2.7 |
|
| 7394 |
KIM
7394
Kaizen Investment Management
Singapore
| $6.23M | – | – | 32% | – | 1 | – | 0 |
|
| 7395 |
7395
Belfer Management
New York
| $6.18M | +$874K | +16% | 15.9% | 80.6% | 15 | 6.67% | 1.4 |
|
| 7396 |
7396
Hoya Capital Real Estate
Rowayton,
Connecticut
| $5.39M | +$290K | +6% | 11.5% | 89.8% | 8 | 12.5% | 2.4 |
|
| 7397 |
7397
Pickering Energy Partners
Houston,
Texas
| $5.33M | -$121M | -96% | 0.12% | 26.4% | 30 | 40% | 0.6 |
|
| 7398 |
DF
7398
DC Funds
Mclean,
Virginia
| $5.15M | -$871K | -14% | 14.5% | 47.5% | 3 | 0% | 3.2 |
|
| 7399 |
7399
Independence Asset Advisors
Wynnewood,,
Pennsylvania
| $5.05M | +$876K | +21% | 3.65% | – | 6 | 16.67% | 0.6 |
|
| 7400 |
7400
Livelsberger Financial Advisory
Ashland,
Ohio
| $4.77M | -$1.93M | -29% | 7.54% | – | 88 | 94.32% | 0 |
|