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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8501 |
MAMU
8501
Myriad Asset Management US
West Palm Beach,
Florida
| $72.4M | +$5.72M | +9% | 24.9% | – | 67 | 53.73% | 1.5 |
|
| 8502 |
KA
8502
KDT Advisors
New York
| $72.3M | +$9.49M | +15% | 13.1% | – | 75 | 10.67% | 4.6 |
|
| 8503 |
HCVG
8503
H Capital V GP
Grand Cayman,
Cayman Islands
| $71.9M | -$2.18M | -3% | 2.94% | – | 1 | 0% | 18 |
|
| 8504 |
NI
8504
NCP Inc
La Quinta,
California
| $71.9M | +$11.8M | +20% | 29.3% | – | 89 | 29.21% | 4.4 |
|
| 8505 |
APW
8505
Axim Planning & Wealth
Springboro,
Ohio
| $71.5M | -$10.9M | -13% | 0.22% | 3.66% | 100 | 24% | 4 |
|
| 8506 |
1M
8506
13D Management
New York
| $71.3M | +$6.84M | +11% | 43.6% | 157% | 14 | 28.57% | 9.5 |
|
| 8507 |
UOP
8507
University of Pittsburgh
Pittsburgh,
Pennsylvania
| $71.3M | -$63.6M | -47% | 19.4% | 69.2% | 2 | 50% | 7 |
|
| 8508 |
HSPW
8508
Harrison Street Private Wealth
Denver,
Colorado
| $71M | -$4.55M | -6% | 2.25% | – | 22 | 9.09% | 1 |
|
| 8509 |
BWM
8509
Blossom Wealth Management
San Ramon, Ca,
California
| $71M | +$3.56M | +5% | 8.6% | 89.7% | 75 | 5.33% | 12.6 |
|
| 8510 |
1C
8510
1060 Capital
Denver,
Colorado
| $70.9M | -$11.4M | -14% | 8.37% | 301% | 20 | 90% | 0.3 |
|
| 8511 |
QWM
8511
QP Wealth Management
Eatontown,
New Jersey
| $70.1M | +$11.7M | +20% | 36.1% | – | 86 | 41.86% | 8.9 |
|
| 8512 |
FAM
8512
Flaharty Asset Management
Clearwater,
Florida
| $69.9M | -$736M | -91% | 7.49% | 33.4% | 138 | 65.94% | 14.9 |
|
| 8513 |
BSP
8513
Benefit Street Partners
New York
| $69.6M | -$16.7M | -19% | 0.66% | – | 22 | 18.18% | 1.1 |
|
| 8514 |
SAMC
8514
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $69.6M | +$19.6M | +39% | 0.03% | 0.74% | 4 | 0% | 18.5 |
|
| 8515 |
AIS
8515
Altium Investment Strategies
Wesley Chapel,
Florida
| $69.4M | +$35.4M | +104% | 1.28% | – | 20 | 35% | 0.7 |
|
| 8516 |
CAS
8516
CTC Alternative Strategies
Chicago,
Illinois
| $69.3M | +$25.3M | +57% | 21.5% | 111% | 172 | 95.93% | 0.1 |
|
| 8517 |
ILCM
8517
Ivy Lane Capital Management
Winter Park,
Florida
| $69M | +$2.89M | +4% | 11.3% | 101% | 19 | 68.42% | 4.9 |
|
| 8518 |
JC
8518
JCSD Capital
Walnut Creek,
California
| $68.6M | -$25.9M | -27% | 10.8% | – | 31 | 45.16% | 5.6 |
|
| 8519 |
AR
8519
Altar Rock
New York
| $68.4M | -$16.7M | -20% | 20.1% | – | 165 | 66.06% | 1.3 |
|
| 8520 |
VM
8520
Varde Management
Minneapolis,
Minnesota
| $68.4M | +$19.1M | +39% | 21.3% | 149% | 5 | 20% | 1.2 |
|
| 8521 |
CSMC
8521
Children's Medical Center
Boston,
Massachusetts
| $68.2M | -$11.5M | -14% | 14.4% | – | 1 | 0% | 2 |
|
| 8522 |
CCM
8522
Courage Capital Management
Nashville,
Tennessee
| $67.3M | -$3.31M | -5% | 8.3% | 86.5% | 16 | 12.5% | 11.4 |
|
| 8523 |
FWA
8523
Fidelis Wealth Advisors
Castle Rock,
Colorado
| $66.8M | -$1.89M | -3% | 16.1% | – | 27 | 62.96% | 0.8 |
|
| 8524 |
PCA
8524
PMV Capital Advisers
Dallas,
Texas
| $66.6M | +$7.29M | +12% | 13.9% | – | 125 | 59.2% | 5.1 |
|
| 8525 |
2P
8525
26North Partners
New York
| $66.5M | +$8.61M | +15% | 14.6% | 77.8% | 2 | 100% | 0 |
|