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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
CH
3601
Canton Hathaway
Providence,
Rhode Island
| $316M | -$3.75M | -1% | 0.49% | 87.8% | 255 | 18.82% | 2.8 |
|
| 3602 |
3602
Prosight Management
Dallas,
Texas
| $316M | -$26.1M | -8% | 15% | 39.5% | 48 | 37.5% | 0.7 |
|
| 3603 |
3603
AH Equity Partners LSV I
Menlo Park,
California
| $315M | +$24.1M | +8% | 3.12% | – | 4 | 25% | 1.3 |
|
| 3604 |
3604
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| $315M | +$228M | +259% | 29.3% | 23.7% | 3 | 33.33% | 0.6 |
|
| 3605 |
3605
Regatta Capital Group
El Segundo,
California
| $315M | +$368K | +0.1% | 2.96% | 78.1% | 175 | 12% | 1.5 |
|
| 3606 |
3606
Sherbrooke Park Advisers
White Plains,
New York
| $315M | +$125M | +65% | 9.89% | 9.59% | 642 | 71.96% | 0.1 |
|
| 3607 |
SXL
3607
Summit X LLC
Chesterfield,
Missouri
| $315M | -$96.8M | -24% | 4.12% | 62.9% | 284 | 40.49% | 3.4 |
|
| 3608 |
3608
Moller Wealth Partners
| $315M | -$12.6M | -4% | 3.32% | 44.1% | 49 | 4.08% | 6.7 |
|
| 3609 |
3609
Versant Capital Management
Phoenix,
Arizona
| $315M | +$1.92M | +0.6% | 2.45% | 97.3% | 2,115 | 11.82% | 4.4 |
|
| 3610 |
PWM
3610
Praetorian Wealth Management
Carmel,
California
| $315M | -$9.02M | -3% | 3.89% | 60.4% | 39 | 7.69% | 2.6 |
|
| 3611 |
3611
Steward Financial Group
Colleyville,
Texas
| $315M | +$1.59M | +0.5% | 1.84% | – | 1,632 | 77.21% | 0.1 |
|
| 3612 |
3612
Meritech Capital Associates V
Palo Alto,
California
| $314M | -$103M | -25% | 20.4% | 133% | 6 | 0% | 2.2 |
|
| 3613 |
3613
Presilium Private Wealth
Radnor,
Pennsylvania
| $314M | +$22.6M | +8% | 3.58% | 45.9% | 62 | 16.13% | 0.6 |
|
| 3614 |
3614
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| $314M | +$77.4M | +33% | 1.99% | 51.8% | 26 | 19.23% | 2.2 |
|
| 3615 |
3615
ESL Trust Services
Rochester,
New York
| $314M | -$4.67M | -1% | 4% | 53.9% | 24 | 12.5% | 2.8 |
|
| 3616 |
3616
SignalPoint Asset Management
Springfield,
Missouri
| $314M | -$12.9M | -4% | 3.96% | 36% | 221 | 7.24% | 5.5 |
|
| 3617 |
3617
Medicxi Ventures Management
St. Helier,
Jersey
| $313M | -$43.7M | -12% | 6.74% | 505% | 6 | 0% | 2.6 |
|
| 3618 |
SRAM
3618
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
| $313M | +$36.8M | +13% | 1.22% | 74.7% | 179 | 27.37% | 1.1 |
|
| 3619 |
3619
Silphium Asset Management
London,
United Kingdom
| $313M | +$82.6M | +36% | 7.57% | 118% | 77 | 53.25% | 0.5 |
|
| 3620 |
3620
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| $313M | -$26.7M | -8% | 1.03% | 66.3% | 54 | 3.7% | 2.3 |
|
| 3621 |
TLP
3621
Tri Locum Partners
New York
| $313M | +$43.7M | +16% | 0.92% | 357% | 92 | 69.57% | 0.3 |
|
| 3622 |
3622
Mason & Associates (California)
Los Angeles,
California
| $312M | -$26.4M | -8% | 1.68% | 68.5% | 93 | 13.98% | 1.3 |
|
| 3623 |
3623
Solus Alternative Asset Management
Summit,
New Jersey
| $312M | +$43.4M | +16% | 3.4% | 79.3% | 10 | 10% | 1.6 |
|
| 3624 |
3624
WrapManager Inc
Mill Valley,
California
| $312M | -$13.8M | -4% | 2.94% | 64.6% | 293 | 13.65% | 3.4 |
|
| 3625 |
3625
Seafarer Capital Partners
Larkspur,
California
| $311M | -$18.1M | -5% | 7.94% | 43% | 6 | 0% | 2.2 |
|