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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8376 |
OE
8376
October Effect
Virginia Beach,
Virginia
| $86.8M | -$3.95M | -4% | 2.05% | – | 74 | 31.08% | 0.5 |
|
| 8377 |
GWM
8377
Greenline Wealth Management
Boca Raton,
Florida
| $86.7M | -$9.92M | -10% | 2.27% | – | 556 | 83.99% | 0.2 |
|
| 8378 |
APGDR
8378
Absoluto Partners Gestao de Recursos
Leblon, Rio De Janeiro, Rj,
Brazil
| $86.7M | -$15.5M | -15% | 14.2% | 78.7% | 4 | 25% | 2.2 |
|
| 8379 |
VIS
8379
Vertex Investment Solutions
Chiyoda-Ku,
| $86.5M | -$14.3M | -14% | 0.01% | – | 29 | 37.93% | 0.2 |
|
| 8380 |
BSP
8380
Benefit Street Partners
New York
| $86.4M | -$4.35M | -5% | 1.93% | – | 22 | 22.73% | 0.2 |
|
| 8381 |
AGC
8381
August Group Capital
Toronto,
| $86.1M | -$3.99M | -4% | 1.49% | – | 109 | 21.1% | 0.2 |
|
| 8382 |
2C
8382
22C Capital
Boca Raton,
Florida
| $86M | -$75.6M | -47% | 46.8% | – | 1 | 0% | 0.3 |
|
| 8383 |
DCM
8383
Deuterium Capital Management
Clearwater,
Florida
| $86M | +$17M | +25% | 4.55% | 225% | 28 | 35.71% | 1.6 |
|
| 8384 |
VSCP
8384
Vesey Street Capital Partners
New York
| $85.8M | +$25.8M | +43% | 42.9% | 47.8% | 1 | 0% | 4.3 |
|
| 8385 |
CI
8385
CAZ Investments
Houston,
Texas
| $85.6M | +$27.8M | +48% | 8.55% | 263% | 45 | 31.11% | 2.4 |
|
| 8386 |
CWM
8386
Contango Wealth Management
Oakland,
California
| $85.6M | -$3.9M | -4% | 3.05% | – | 55 | 34.55% | 0.2 |
|
| 8387 |
AR
8387
Altar Rock
New York
| $85.2M | +$1.74M | +2% | 1.98% | – | 180 | 42.78% | 0.2 |
|
| 8388 |
SAM
8388
Sunstone Asset Management
New York
| $85.2M | -$19.3M | -18% | 1.86% | – | 77 | 45.45% | 0.2 |
|
| 8389 |
CFO
8389
Capitol Family Office
Beaverton,
Oregon
| $84.7M | $0 | 0% | 4.95% | 72% | 48 | 0% | 1.7 |
|
| 8390 |
TIM
8390
Triad Investment Management
Newport Beach,
California
| $84.7M | -$14M | -14% | 11.1% | – | 38 | 10.53% | 3.5 |
|
| 8391 |
PPP
8391
Prism Planning Partners
Libertyville,
Illinois
| $84.5M | -$4.58M | -5% | 0.03% | – | 46 | 10.87% | 0.2 |
|
| 8392 |
SA
8392
Stonebridge Advisors
Wilton,
Connecticut
| $84.5M | -$98M | -54% | 4.47% | 3.35% | 5 | 60% | 2.4 |
|
| 8393 |
MIPU
8393
Man Investment Partners (US)
New York
| $84.3M | +$20.4M | +32% | 36.6% | – | 6 | 16.67% | 0.2 |
|
| 8394 |
GIA
8394
Goodwin Investment Advisory
Woodstock,
Georgia
| $84M | -$7.1M | -8% | 5.9% | 60.8% | 29 | 10.34% | 2.5 |
|
| 8395 |
MC
8395
Mayar Capital
London,
United Kingdom
| $83.9M | +$10.2M | +14% | 12.6% | 14.7% | 16 | 18.75% | 3 |
|
| 8396 |
OWA
8396
ORBA Wealth Advisors
Chicago,
Illinois
| $83.9M | -$31.3M | -27% | 0.25% | – | 79 | 17.72% | 1.7 |
|
| 8397 |
CL
8397
CPWA LLC
Hood River,
Oregon
| $83.7M | – | – | 0.94% | – | 90 | – | 0 |
|
| 8398 |
DM
8398
Delphi Management
Brookline,
Massachusetts
| $83.6M | -$19.1M | -19% | 2.49% | 111% | 84 | 15.48% | 3.5 |
|
| 8399 |
MPA
8399
Marvin & Palmer Associates
Wilmington,
Delaware
| $83.5M | -$58M | -41% | 8.44% | 392% | 33 | 54.55% | 0.6 |
|
| 8400 |
CCAM
8400
Crystal Cove Asset Management
Newport Beach,
California
| $83.2M | – | – | 7.74% | – | 18 | – | 0 |
|