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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7976 |
CVV
7976
Curative Ventures V
Dallas,
Texas
| $39.6M | +$6.59M | +20% | 20% | 30.2% | 1 | 0% | 3.5 |
|
| 7977 |
LFA
7977
LGT Financial Advisors
Dallas,
Texas
| $39.4M | +$6.68M | +20% | 8.33% | 63.3% | 635 | 56.54% | 0.7 |
|
| 7978 |
SIM
7978
Sandia Investment Management
Boston,
Massachusetts
| $39M | +$4.67M | +14% | 7.75% | 20.5% | 150 | 72% | 0.3 |
|
| 7979 |
NJBEST
7979
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $38.9M | -$12.9M | -25% | 2.36% | 42% | 34 | 76.47% | 9.2 |
|
| 7980 |
ELM
7980
Elite Life Management
Sarasota,
Florida
| $38.9M | +$6.8M | +21% | 13.3% | – | 34 | 29.41% | 1 |
|
| 7981 |
SP
7981
Syncona Portfolio
St Peter Port,
Guernsey
| $38.6M | +$12.2M | +46% | 46.6% | 6.19% | 2 | 0% | 2.3 |
|
| 7982 |
7IH
7982
72 Investment Holdings
Stamford,
Connecticut
| $38.3M | +$2.74M | +8% | 9.75% | 1,556% | 6 | 0% | 2.3 |
|
| 7983 |
CTC
7983
Corundum Trust Company
Sioux Falls,
South Dakota
| $37.9M | +$3.18M | +9% | 7.26% | – | 55 | 18.18% | 1.2 |
|
| 7984 |
AM
7984
Arkhouse Management
New York
| $37.8M | +$6.12M | +19% | 3% | – | 18 | 88.89% | 0 |
|
| 7985 |
CF
7985
Crosspoint Financial
Tustin,
California
| $37.3M | +$2.81M | +8% | 8.44% | – | 34 | 14.71% | 1 |
|
| 7986 |
ST
7986
Skorpios Trust
Limassol,
Cyprus
| $37.1M | -$8.97M | -19% | 70.4% | 174% | 2 | 0% | 3.5 |
|
| 7987 |
SIM
7987
Spark Investment Management
New York
| $36.5M | +$7.12M | +24% | 33.8% | 459% | 26 | 42.31% | 1.4 |
|
| 7988 |
KCP
7988
Keyframe Capital Partners
New York
| $36M | -$6.54M | -15% | 12.4% | 6.45% | 2 | 0% | 2.5 |
|
| 7989 |
APM
7989
Advanced Portfolio Management
New York
| $35.8M | -$13.8M | -28% | 10.7% | 19.8% | 52 | 38.46% | 0.4 |
|
| 7990 |
SHM
7990
Sagard Holdings Management
Toronto,
Ontario, Canada
| $35.7M | – | – | 4.86% | – | 113 | – | 0 |
|
| 7991 |
FWM
7991
FLP Wealth Management
Bentonville,
Arkansas
| $35.6M | +$4.16M | +13% | 7.02% | – | 67 | 37.31% | 0.3 |
|
| 7992 |
FC
7992
Fiduciary Counselling
Saint Paul,
Minnesota
| $35.4M | -$5.34M | -13% | 2.96% | 26.5% | 8 | 12.5% | 7.8 |
|
| 7993 |
CG
7993
Covalis (Gibraltar)
Midtown,
Gibraltar
| $35.3M | – | – | 16.7% | – | 3 | – | 0 |
|
| 7994 |
RF
7994
Roberts Foundation
San Mateo,
California
| $34.9M | -$120M | -77% | 5.23% | – | 3 | 66.67% | 0.3 |
|
| 7995 |
LWM
7995
Laidlaw Wealth Management
New York City,
New York
| $34.7M | +$756K | +2% | 23% | 150% | 65 | 33.85% | 2.5 |
|
| 7996 |
TCM
7996
Tybourne Capital Management
Hong Kong
| $34.5M | +$11M | +47% | 26.7% | 109% | 7 | 42.86% | 2.9 |
|
| 7997 |
BCA
7997
Burren Capital Advisors
Gibraltar
| $34.2M | +$6.29M | +22% | 6.6% | – | 22 | 59.09% | 0.2 |
|
| 7998 |
WHP
7998
Washington Harbour Partners
Arlington,
Virginia
| $33.8M | -$1.33M | -4% | 57.7% | 162% | 24 | 0% | 0.8 |
|
| 7999 |
CPCM
7999
Cornerstone Partners Capital Management
Charlottesville,
Virginia
| $33.4M | -$14.6M | -30% | 3.72% | 51.8% | 9 | 33.33% | 3.4 |
|
| 8000 |
HFA
8000
Harbert Fund Advisors
Birmingham,
Alabama
| $33.3M | -$54.9M | -62% | 7.23% | 70.8% | 66 | 81.82% | 2 |
|