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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8526 |
JAWA
8526
John A. Wolfe & Associates
Portage,
Michigan
| $72.6M | +$7.48M | +11% | 7.66% | – | 42 | 0% | 0.4 |
|
| 8527 |
8527
Navigation Wealth Management
Fort Collins,
Colorado
| $72.6M | +$44.8M | +162% | 11.6% | 46.5% | 33 | 3.03% | 1 |
|
| 8528 |
8528
Norwood Investment Partners
Mill Valley,
California
| $72.4M | +$7.45M | +11% | 14.2% | 25.2% | 17 | 29.41% | 1.6 |
|
| 8529 |
8529
Myriad Asset Management US
West Palm Beach,
Florida
| $72.4M | +$5.72M | +9% | 24.9% | – | 67 | 53.73% | 0.4 |
|
| 8530 |
8530
KDT Advisors
New York
| $72.3M | +$9.49M | +15% | 13.1% | – | 75 | 10.67% | 1.2 |
|
| 8531 |
HCVG
8531
H Capital V GP
Grand Cayman,
Cayman Islands
| $71.9M | -$2.18M | -3% | 2.94% | – | 1 | 0% | 4.5 |
|
| 8532 |
NI
8532
NCP Inc
La Quinta,
California
| $71.9M | +$11.8M | +20% | 29.3% | – | 89 | 29.21% | 1.1 |
|
| 8533 |
8533
Axim Planning & Wealth
Springboro,
Ohio
| $71.5M | -$10.9M | -13% | 0.22% | 32.3% | 100 | 24% | 1 |
|
| 8534 |
8534
13D Management
New York
| $71.3M | +$6.84M | +11% | 43.6% | 157% | 14 | 28.57% | 2.4 |
|
| 8535 |
8535
University of Pittsburgh
Pittsburgh,
Pennsylvania
| $71.3M | -$63.6M | -47% | 19.4% | 69.2% | 2 | 50% | 1.8 |
|
| 8536 |
8536
Harrison Street Private Wealth
Denver,
Colorado
| $71M | -$4.55M | -6% | 2.25% | – | 22 | 9.09% | 0.2 |
|
| 8537 |
BWM
8537
Blossom Wealth Management
San Ramon, Ca,
California
| $71M | +$3.56M | +5% | 8.6% | 104% | 75 | 5.33% | 3.1 |
|
| 8538 |
1C
8538
1060 Capital
Denver,
Colorado
| $70.9M | -$11.4M | -14% | 8.37% | 301% | 20 | 90% | 0.1 |
|
| 8539 |
8539
QP Wealth Management
Eatontown,
New Jersey
| $70.1M | +$11.7M | +20% | 36.1% | – | 86 | 41.86% | 2.2 |
|
| 8540 |
8540
Flaharty Asset Management
Clearwater,
Florida
| $69.9M | -$736M | -91% | 7.49% | 37.8% | 138 | 65.94% | 3.7 |
|
| 8541 |
8541
Benefit Street Partners
New York
| $69.6M | -$16.7M | -19% | 0.66% | – | 22 | 18.18% | 0.3 |
|
| 8542 |
8542
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $69.6M | +$19.6M | +39% | 0.03% | 2.88% | 4 | 0% | 4.6 |
|
| 8543 |
AIS
8543
Altium Investment Strategies
Wesley Chapel,
Florida
| $69.4M | +$35.4M | +104% | 1.28% | – | 20 | 35% | 0.2 |
|
| 8544 |
CAS
8544
CTC Alternative Strategies
Chicago,
Illinois
| $69.3M | +$25.3M | +57% | 21.5% | 111% | 172 | 95.93% | 0 |
|
| 8545 |
8545
Ivy Lane Capital Management
Winter Park,
Florida
| $69M | +$2.89M | +4% | 11.3% | 101% | 19 | 68.42% | 1.2 |
|
| 8546 |
JC
8546
JCSD Capital
Walnut Creek,
California
| $68.6M | -$25.9M | -27% | 10.8% | – | 31 | 45.16% | 1.4 |
|
| 8547 |
8547
Altar Rock
New York
| $68.4M | -$16.7M | -20% | 20.1% | – | 165 | 66.06% | 0.3 |
|
| 8548 |
8548
Varde Management
Minneapolis,
Minnesota
| $68.4M | +$19.1M | +39% | 21.3% | 149% | 5 | 20% | 0.3 |
|
| 8549 |
8549
Children's Medical Center
Boston,
Massachusetts
| $68.2M | -$11.5M | -14% | 14.4% | – | 1 | 0% | 0.5 |
|
| 8550 |
8550
Courage Capital Management
Nashville,
Tennessee
| $67.3M | -$3.31M | -5% | 8.3% | 86.5% | 16 | 12.5% | 2.8 |
|