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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Summit Wealth Partners
Orlando,
Florida
| $354M | -$19.1M | -5% | 4.47% | 44.9% | 169 | 11.83% | 1.9 |
|
| 3102 |
ST
3102
Skorpios Trust
Limassol,
Cyprus
| $354M | +$115M | +48% | 121% | 174% | 4 | 0% | 0.8 |
|
| 3103 |
3103
Sycomore Asset Management
Paris,
France
| $354M | -$72.3M | -17% | 3.86% | 163% | 126 | 19.84% | 1.2 |
|
| 3104 |
CM
3104
Capital Management
Glen Allen,
Virginia
| $354M | -$50.3M | -12% | 10.5% | 52.5% | 73 | 8.22% | 3.9 |
|
| 3105 |
MRCM
3105
M&R Capital Management
Summit,
New Jersey
| $354M | -$28.3M | -7% | 3.77% | 52.6% | 463 | 4.32% | 5.1 |
|
| 3106 |
3106
Psagot Value Holdings
Tel Aviv,
Israel
| $354M | -$73.4M | -17% | 5.3% | 45.9% | 408 | 34.56% | 2.6 |
|
| 3107 |
3107
Inscription Capital
Houston,
Texas
| $354M | -$201M | -36% | 1.23% | – | 257 | 28.02% | 1.7 |
|
| 3108 |
3108
Steadview Capital Management
London,
United Kingdom
| $354M | -$44.9M | -11% | 5.02% | 930% | 14 | 21.43% | 1.3 |
|
| 3109 |
3109
P/E Global LLC
Boston,
Massachusetts
| $354M | -$6.3M | -2% | 5.25% | 40.8% | 1 | 0% | 0.5 |
|
| 3110 |
3110
Vectors Research Management
New York
| $354M | -$40.7M | -10% | 2.16% | 67.3% | 524 | 73.85% | 3.3 |
|
| 3111 |
3111
Alera Investment Advisors
Deerfield,
Illinois
| $353M | -$4.07M | -1% | 5.41% | 28.9% | 190 | 13.68% | 1.5 |
|
| 3112 |
3112
Bornite Capital Management
New York
| $353M | +$48.5M | +16% | 1.18% | 208% | 31 | 80.65% | 0.2 |
|
| 3113 |
3113
Horst & Graben Wealth Management
Portland,
Oregon
| $353M | -$15.6M | -4% | 6.28% | 55.1% | 132 | 7.58% | 1.9 |
|
| 3114 |
3114
Mitchell Capital Management
Leawood,
Kansas
| $352M | -$4.57M | -1% | 2.38% | 219% | 130 | 10% | 3 |
|
| 3115 |
3115
Total Wealth Planning
Cincinnati,
Ohio
| $352M | +$6.57M | +2% | 4.83% | 37.2% | 89 | 17.98% | 1.6 |
|
| 3116 |
3116
Overbrook Management Corp
New York
| $352M | +$5.98M | +2% | 3.62% | 157% | 93 | 21.51% | 4 |
|
| 3117 |
3117
Ackerman Capital Advisors
Dallas,
Texas
| $352M | -$19.6M | -5% | 6.02% | 40.4% | 113 | 19.47% | 2.1 |
|
| 3118 |
3118
Parkman Healthcare Partners
Stamford,
Connecticut
| $352M | +$80.2M | +30% | 14.7% | 306% | 100 | 35% | 0.9 |
|
| 3119 |
3119
Iowa State Bank
Urbandale,
Iowa
| $352M | -$25.2M | -7% | 6.41% | 85.7% | 122 | 15.57% | 4.9 |
|
| 3120 |
3120
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $352M | +$167M | +90% | 4.3% | 70.9% | 40 | 52.5% | 3.1 |
|
| 3121 |
3121
St Louis Trust
Saint Louis,
Missouri
| $352M | -$111M | -24% | 6.51% | 71.4% | 105 | 26.67% | 3.9 |
|
| 3122 |
III
3122
Independent Investors Inc
Nesconset,
New York
| $352M | -$17.8M | -5% | 3.29% | 61.6% | 69 | 5.8% | 7.4 |
|
| 3123 |
3123
Peak Asset Management
Louisville,
Colorado
| $351M | -$14.5M | -4% | 4.8% | 70.1% | 146 | 13.01% | 4.7 |
|
| 3124 |
CRB
3124
Chad R. Baker
| $351M | -$8.5M | -2% | 1.32% | 123% | 50 | 0% | 5.1 |
|
| 3125 |
PPP
3125
Private Portfolio Partners
Paramus,
New Jersey
| $351M | -$7.83M | -2% | 5.64% | 16.9% | 289 | 17.65% | 2.3 |
|