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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8076 |
CAWM
8076
Capital A Wealth Management
New Castle,
Pennsylvania
| $8.94M | -$86.5M | -91% | 6.52% | – | 883 | 72.48% | 1.1 |
|
| 8077 |
VF
8077
Vawter Financial
Columbus,
Ohio
| $8.85M | -$170M | -95% | 8.12% | 48% | 104 | 78.85% | 8 |
|
| 8078 |
SA
8078
SPG Advisors
Kirkland,
Washington
| $8.34M | – | – | 14.6% | – | 12 | – | 0 |
|
| 8079 |
WH
8079
Wolfswood Holdings
New York
| $8.16M | -$822K | -9% | 17.7% | 41.6% | 5 | 60% | 8.3 |
|
| 8080 |
AI
8080
Allostery Investments
Stamford,
Connecticut
| $7.85M | -$61.5M | -89% | 35% | – | 46 | 67.39% | 1.3 |
|
| 8081 |
HL
8081
Hernani LP
St. Helier,
Jersey
| $7.65M | +$1.77K | +0% | 0% | 14% | 2 | 0% | 5.5 |
|
| 8082 |
HM
8082
HCC Manager
Chicago,
Illinois
| $7.57M | +$2.01M | +36% | 36.1% | – | 1 | 0% | 5 |
|
| 8083 |
CP
8083
Castalian Partners
Excelsior,
Minnesota
| $7.36M | -$343M | -98% | 8.08% | – | 9 | 88.89% | 2 |
|
| 8084 |
GE
8084
General Electric
Evendale,
Ohio
| $7.26M | -$440K | -6% | 5.71% | 47.5% | 1 | 0% | 11 |
|
| 8085 |
LSC
8085
Leading Securities Company
Hong Kong
| $7M | -$9.64M | -58% | 7.3% | – | 6 | 50% | 1.2 |
|
| 8086 |
SAS
8086
Spurstone Advisory Services
Higganum,
Connecticut
| $6.6M | +$1.46M | +28% | 4.72% | – | 149 | 36.91% | 1.2 |
|
| 8087 |
BM
8087
Belfer Management
New York
| $6.54M | +$781K | +14% | 13.5% | 80.6% | 16 | 12.5% | 7.8 |
|
| 8088 |
ICM
8088
Innovator Capital Management
Wheaton,
Illinois
| $6.51M | +$1.16M | +22% | 27.1% | – | 11 | 0% | 2.4 |
|
| 8089 |
VCG
8089
Vantage Consulting Group
Virginia Beach,
Virginia
| $5.73M | +$710K | +14% | 39% | 261% | 4 | 25% | 11.3 |
|
| 8090 |
GFM
8090
Gramercy Funds Management
Greenwich,
Connecticut
| $5.55M | -$146K | -3% | 2.57% | 87.6% | 1 | 0% | 7 |
|
| 8091 |
FMC
8091
FTV Management Company
San Francisco,
California
| $5.41M | -$355M | -98% | 18.2% | 15.1% | 2 | 100% | 0 |
|
| 8092 |
OFC
8092
Oakland Financial Corp
| $5.31M | -$1.45M | -21% | 4.2% | – | 13 | 23.08% | 2 |
|
| 8093 |
HCRE
8093
Hoya Capital Real Estate
Rowayton,
Connecticut
| $5.26M | +$145K | +3% | 5.11% | 89.8% | 9 | 22.22% | 10.8 |
|
| 8094 |
LFA
8094
Livelsberger Financial Advisory
Ashland,
Ohio
| $5.17M | +$3.07M | +147% | 1% | – | 85 | 94.12% | 0.3 |
|
| 8095 |
RJA
8095
Ross\Johnson & Associates
Plymouth,
Minnesota
| $4.86M | -$971K | -17% | 7.15% | – | 357 | 40.06% | 1.4 |
|
| 8096 |
FM
8096
Factorial Management
Hong Kong
| $4.59M | – | – | 1.49% | – | 4 | – | 0 |
|
| 8097 |
PEP
8097
Pickering Energy Partners
Houston,
Texas
| $4.07M | -$2.74M | -40% | 29.4% | 26.4% | 14 | 57.14% | 2 |
|
| 8098 |
NP
8098
Newlight Partners
New York
| $3.9M | +$1.76M | +82% | 40.8% | 92.8% | 1 | 0% | 22 |
|
| 8099 |
AI
8099
Amplify Investments
Lisle,
Illinois
| $3.67M | -$2.22M | -38% | 6.97% | – | 29 | 100% | 0 |
|
| 8100 |
PL
8100
Protective Life
Birmingham,
Alabama
| $3.53M | +$26.4K | +0.8% | 0.75% | 38.4% | 1 | 0% | 27 |
|