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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
3651
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $267M | +$35.7M | +15% | 5.27% | 68.3% | 44 | 68.18% | 1.3 |
|
| 3652 |
PWM
3652
Praetorian Wealth Management
Carmel,
California
| $267M | -$5.62M | -2% | 4.69% | 60.4% | 56 | 28.57% | 1.3 |
|
| 3653 |
3653
Monument Capital Management
Alexandria,
Virginia
| $267M | +$1.54M | +0.6% | 3.66% | 170% | 166 | 27.11% | 1.9 |
|
| 3654 |
IC
3654
Immersion Capital
London,
United Kingdom
| $266M | -$39.5M | -13% | 10.8% | 63.4% | 6 | 33.33% | 1.4 |
|
| 3655 |
3655
Flagstar Advisors
New York
| $266M | -$4.24M | -2% | 5.45% | 81.9% | 279 | 48.75% | 0.5 |
|
| 3656 |
3656
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $266M | -$145M | -35% | 4.3% | 80.6% | 131 | 34.35% | 1.5 |
|
| 3657 |
3657
First International Bank & Trust
Watford City,
North Dakota
| $266M | -$7.06M | -3% | 3.56% | 38.6% | 88 | 18.18% | 0.7 |
|
| 3658 |
3658
Blume Capital Management
Berkeley,
California
| $266M | +$12.3M | +5% | 5.13% | 102% | 344 | 13.37% | 4 |
|
| 3659 |
3659
Vise Technologies
New York
| $265M | +$7.78M | +3% | 5.58% | – | 347 | 30.55% | 0.4 |
|
| 3660 |
MAM
3660
Morse Asset Management
Darien,
Connecticut
| $265M | -$46.8M | -15% | 2.06% | 222% | 145 | 17.93% | 2.8 |
|
| 3661 |
3661
Blue Fin Capital
Warren,
Rhode Island
| $265M | -$17.7M | -6% | 5.24% | 147% | 134 | 8.96% | 5.7 |
|
| 3662 |
3662
Mission Creek Capital Partners
San Francisco,
California
| $265M | -$34.7M | -12% | 4.12% | 138% | 220 | 10.91% | 2.4 |
|
| 3663 |
3663
Windham Capital Management
Boston,
Massachusetts
| $264M | -$161M | -38% | 5.01% | 8.3% | 85 | 17.65% | 3.2 |
|
| 3664 |
JWCA
3664
J.W. Coons Advisors
Columbus,
Ohio
| $264M | -$18.7M | -7% | 4.29% | 61.2% | 245 | 16.33% | 2.1 |
|
| 3665 |
3665
Whitegate Investment Counselors
Concord,
New Hampshire
| $264M | -$9.31M | -3% | 4.73% | 48% | 61 | 4.92% | 5.9 |
|
| 3666 |
3666
Red Door Wealth Management
Memphis,
Tennessee
| $264M | -$6.29M | -2% | 5.21% | 100% | 135 | 4.44% | 2.1 |
|
| 3667 |
3667
Corrigan Financial
Middletown,
Rhode Island
| $264M | -$12.3M | -4% | 5.43% | 9.54% | 79 | 6.33% | 3.8 |
|
| 3668 |
3668
Pacifica Capital Investments
Leander,
Texas
| $264M | +$2.27M | +0.9% | 3.25% | 70.4% | 20 | 15% | 5.8 |
|
| 3669 |
3669
Hourglass Capital
Houston,
Texas
| $264M | -$18.8M | -7% | 7.34% | 94.4% | 110 | 8.18% | 4.6 |
|
| 3670 |
LFM
3670
Lumina Fund Management
New York
| $264M | -$1.14M | -0.4% | 5.01% | 28.1% | 79 | 8.86% | 1.5 |
|
| 3671 |
3671
JSF Financial
Los Angeles,
California
| $263M | +$42.7M | +19% | 3.92% | 91% | 121 | 36.36% | 1.8 |
|
| 3672 |
KS
3672
Karpas Strategies
Litchfield,
Connecticut
| $263M | -$22.5M | -8% | 6.7% | 16.1% | 116 | 3.45% | 6.7 |
|
| 3673 |
3673
Steginsky Capital
Port Washington,
New York
| $263M | -$16.6M | -6% | 5.84% | 99.4% | 7 | 0% | 5.6 |
|
| 3674 |
MJP
3674
Michael J. Puzo
| $263M | -$18.5M | -7% | 3.54% | 90.3% | 74 | 1.35% | 6.2 |
|
| 3675 |
3675
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $263M | +$110M | +72% | 6.12% | 81.9% | 105 | 12.38% | 2.1 |
|