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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
3676
Battery Partners VII
Boston,
Massachusetts
| $108M | -$31.1M | -22% | 15.2% | – | 1 | 0% | 1.5 |
|
| 3677 |
HH
3677
HWG Holdings
Houston,
Texas
| $108M | -$4.01M | -4% | 13.9% | – | 45 | 68.89% | 0.2 |
|
| 3678 |
3678
Capital Z Partners Management
New York
| $108M | -$42.6M | -28% | 2.82% | 48.2% | 4 | 25% | 1.8 |
|
| 3679 |
3679
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $108M | +$256K | +0.2% | 1.57% | – | 57 | 10.53% | 2.4 |
|
| 3680 |
3680
Forester Capital Management
Lake Forest,
Illinois
| $108M | +$495K | +0.5% | 2.24% | 33.2% | 61 | 16.39% | 2.2 |
|
| 3681 |
3681
SL Advisors
Westfield,
New Jersey
| $108M | – | – | 21.6% | 74.1% | 56 | – | 0 |
|
| 3682 |
3682
Carrhae Capital
London,
United Kingdom
| $108M | -$8.64M | -7% | 2.41% | 182% | 17 | 70.59% | 0.3 |
|
| 3683 |
3683
Flagship Ventures 2007 General Partner
Cambridge,
Massachusetts
| $107M | – | – | 15% | – | 4 | – | 1.7 |
|
| 3684 |
WPEP
3684
Walnut Private Equity Partners
Omaha,
Nebraska
| $107M | +$3.28M | +3% | 27.6% | 48% | 24 | 12.5% | 2.3 |
|
| 3685 |
WIP
3685
Wayzata Investment Partners
Wayzata,
Minnesota
| $107M | -$48.1M | -31% | 21.5% | – | 2 | 50% | 0.8 |
|
| 3686 |
EIGI
3686
Elmrox Investment Group IM
New York
| $107M | +$4.5M | +4% | 4.37% | – | 1 | 0% | 0.5 |
|
| 3687 |
AC
3687
Aperimus Capital
Marina Del Rey,
California
| $107M | -$3.5M | -3% | 3.16% | 44% | 3 | 0% | 3 |
|
| 3688 |
3688
Landmark Financial Advisors
Bowling Green,
Kentucky
| $107M | +$8.32M | +8% | 2.21% | 11.8% | 51 | 5.88% | 1.2 |
|
| 3689 |
3689
Carl Domino
West Palm Beach,
Florida
| $107M | -$2.67M | -2% | 1.66% | 38.3% | 152 | 16.45% | 2.2 |
|
| 3690 |
3690
Tiemann Investment Advisors
Menlo Park,
California
| $107M | +$5.61M | +6% | 2.84% | 77% | 162 | 9.26% | 1.9 |
|
| 3691 |
3691
Knightsbridge Asset Management
Newport Beach,
California
| $106M | -$22.9M | -18% | 5.52% | 150% | 37 | 29.73% | 1.6 |
|
| 3692 |
3692
Oppenheimer & Close
New York
| $106M | -$4.72M | -4% | 4.23% | 149% | 46 | 13.04% | 2.4 |
|
| 3693 |
RWG
3693
Regal Wealth Group
Seal Beach,
California
| $106M | +$2.4M | +2% | 2.05% | 17% | 226 | 12.83% | 0.4 |
|
| 3694 |
3694
Gladstone Capital Management
London,
United Kingdom
| $106M | -$23.6M | -18% | 3.83% | 304% | 18 | 44.44% | 0.3 |
|
| 3695 |
3695
University of Notre Dame du Lac
South Bend,
Indiana
| $106M | +$24.5M | +30% | 3.71% | – | 56 | 46.43% | 0.4 |
|
| 3696 |
3696
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $106M | +$2.35M | +2% | 2.04% | 130% | 491 | 11.81% | 0.4 |
|
| 3697 |
3697
Sutton Wealth Advisors
Tampa,
Florida
| $106M | +$491K | +0.5% | 1.58% | 40.9% | 1,081 | 11.75% | 0.2 |
|
| 3698 |
3698
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| $106M | +$9.03M | +9% | 1.44% | 101% | 75 | 18.67% | 0.5 |
|
| 3699 |
3699
Capital Insight Partners
Scottsdale,
Arizona
| $105M | +$6.88M | +7% | 0.56% | 51.7% | 63 | 17.46% | 0.7 |
|
| 3700 |
3700
Elm Advisors
Burlingame,
California
| $105M | +$2M | +2% | 2.5% | 50.5% | 79 | 6.33% | 2.1 |
|