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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8676 |
LWM
8676
Laidlaw Wealth Management
New York City,
New York
| $28.8M | -$3.5M | -11% | 5.89% | 150% | 61 | 40.98% | 9.3 |
|
| 8677 |
SL
8677
Savior LLC
Wellesley Hills,
Massachusetts
| $28M | +$341K | +1% | 4.34% | 88.1% | 24 | 41.67% | 7.7 |
|
| 8678 |
NWM
8678
Navigation Wealth Management
Fort Collins,
Colorado
| $27.7M | -$39.6M | -59% | 0.98% | 9.65% | 33 | 3.03% | 3.3 |
|
| 8679 |
TCM
8679
Teza Capital Management
Chicago,
Illinois
| $27.3M | -$3.75M | -12% | 4.92% | 140% | 119 | 71.43% | 2.5 |
|
| 8680 |
LTM
8680
Lotus Technology Management
Orlando,
Florida
| $27M | -$153M | -85% | 17.6% | – | 172 | 93.02% | 0.3 |
|
| 8681 |
BWG
8681
Berry Wealth Group
Granbury,
Texas
| $26.8M | -$1.72M | -6% | 5.42% | – | 32 | 12.5% | 7.9 |
|
| 8682 |
FCC
8682
Florin Court Capital
London,
United Kingdom
| $26.5M | -$45.3M | -63% | 5.4% | 108% | 26 | 26.92% | 7.2 |
|
| 8683 |
BAM
8683
BTS Asset Management
Lincoln,
Massachusetts
| $25.9M | -$48M | -65% | 0.29% | 8.8% | 44 | 56.82% | 2.2 |
|
| 8684 |
SP
8684
Syncona Portfolio
St Peter Port,
Guernsey
| $25.7M | -$8.62M | -25% | 13.8% | 6.19% | 2 | 0% | 12 |
|
| 8685 |
IA
8685
ICG Advisors
Los Angeles,
California
| $25.6M | -$11.4M | -31% | 0.05% | – | 6 | 33.33% | 1 |
|
| 8686 |
CH
8686
Cannae Holdings
Las Vegas,
Nevada
| $24.6M | -$55.8M | -69% | 68.1% | 88.6% | 2 | 0% | 17 |
|
| 8687 |
BMS
8687
Brummer Multi-Strategy
Stockholm,
Sweden
| $24M | +$7.48M | +45% | 7.48% | – | 14 | 64.29% | 0.6 |
|
| 8688 |
CC
8688
Criteria Caixa
Barcelona,
Spain
| $23.6M | -$266M | -92% | 0.46% | 35.5% | 8 | 75% | 3 |
|
| 8689 |
BH
8689
Broadfin Holdings
Melville,
New York
| $23.5M | – | – | 11.4% | – | 1 | – | 0 |
|
| 8690 |
JGGDR
8690
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $23.2M | -$146M | -86% | 1.29% | 206% | 52 | 53.85% | 8.1 |
|
| 8691 |
BCM
8691
Bancreek Capital Management
Santa Monica,
California
| $23.1M | -$908K | -4% | 4.53% | 33.6% | 17 | 35.29% | 5.5 |
|
| 8692 |
BCM
8692
BCK Capital Management
Stamford,
Connecticut
| $23M | +$219K | +1% | 3.99% | 161% | 24 | 83.33% | 0.8 |
|
| 8693 |
SA
8693
Strategic Advocates
Logan,
Utah
| $22.6M | -$368M | -94% | 0.49% | 103% | 655 | 62.44% | 3.9 |
|
| 8694 |
CG
8694
Covalis (Gibraltar)
Midtown,
Gibraltar
| $22.5M | -$103M | -82% | 1.87% | – | 6 | 83.33% | 0.5 |
|
| 8695 |
WFA
8695
Wells Financial Advisors
Framingham,
Massachusetts
| $22M | -$30.6M | -58% | 2.29% | 54% | 73 | 27.4% | 13.3 |
|
| 8696 |
IW
8696
Imprint Wealth
Mount Pleasant,
South Carolina
| $21.9M | +$503K | +2% | 0.74% | – | 314 | 7.32% | 5.3 |
|
| 8697 |
SPC
8697
Stone Point Capital
Greenwich,
Connecticut
| $21.9M | -$11.6M | -35% | 34.7% | 15.7% | 1 | 0% | 41 |
|
| 8698 |
DP
8698
Declaration Partners
New York
| $21.8M | -$178M | -89% | 53.9% | – | 1 | 0% | 1 |
|
| 8699 |
BC
8699
Bakala Capital
Greenville,
South Carolina
| $20.8M | -$351K | -2% | 0.53% | – | 11 | 0% | 8.2 |
|
| 8700 |
FS
8700
Financially Speaking
Greenwood Village,
Colorado
| $20.6M | -$134M | -87% | 1.02% | – | 183 | 45.9% | 3.1 |
|