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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 |
CV
3676
Clarus Ventures
Cambridge,
Massachusetts
| $134M | -$17.5M | -12% | 2.35% | 70.3% | 6 | 0% | 2.3 |
|
| 3677 |
A
3677
Abingworth
London,
United Kingdom
| $134M | +$14.6M | +12% | 20.3% | 184% | 19 | 21.05% | 1.2 |
|
| 3678 |
RCG
3678
Ruggie Capital Group
Tavares,
Florida
| $134M | +$45.2M | +51% | 4.97% | 22% | 282 | 45.04% | 0.5 |
|
| 3679 |
YEPX
3679
Yorktown Energy Partners XI
New York
| $134M | +$47.6M | +55% | 16% | 105% | 2 | 50% | 0.1 |
|
| 3680 |
RC
3680
Raine Capital
New York
| $134M | +$13.2M | +11% | 16.4% | 119% | 16 | 37.5% | 0.7 |
|
| 3681 |
SAIG
3681
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $134M | -$948K | -0.7% | 1.89% | 95.4% | 29 | 6.9% | 3.2 |
|
| 3682 |
FCAG
3682
First Capital Advisors Group
Little Silver,
New Jersey
| $134M | +$25.9M | +24% | 4.68% | – | 136 | 27.94% | 0.2 |
|
| 3683 |
AIP
3683
Almanack Investment Partners
Wayne,
Pennsylvania
| $134M | +$13.6M | +11% | 5.52% | 77.8% | 165 | 63.64% | 0.1 |
|
| 3684 |
IIM
3684
Ironwood Investment Management
Boston,
Massachusetts
| $134M | -$3.36M | -2% | 5.6% | 164% | 171 | 8.77% | 2.7 |
|
| 3685 |
SHIM
3685
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $134M | +$14.6M | +12% | 4.23% | 53.1% | 43 | 30.23% | 0.2 |
|
| 3686 |
SNB
3686
Security National Bank
Omaha,
Nebraska
| $133M | – | – | 6.48% | 113% | 65 | – | 0 |
|
| 3687 |
ACJ
3687
Autonomy Capital (Jersey)
St. Helier,
Jersey
| $133M | +$110M | +463% | 8.35% | 33.4% | 6 | 50% | 0.4 |
|
| 3688 |
TCCM
3688
Timber Creek Capital Management
Boston,
Massachusetts
| $133M | +$4.72M | +4% | 7.8% | 139% | 150 | 21.33% | 2.2 |
|
| 3689 |
NSRI
3689
New Silk Road Investment
Singapore
| $133M | +$24M | +22% | 23% | 21.2% | 6 | 0% | 0.3 |
|
| 3690 |
MA
3690
Menlo Advisors
Menlo Park,
California
| $133M | +$8.48M | +7% | 6.31% | 108% | 48 | 12.5% | 2.2 |
|
| 3691 |
FCPV
3691
FS Capital Partners VI
Los Angeles,
California
| $133M | -$35.3M | -21% | 21% | – | 1 | 0% | 2.3 |
|
| 3692 |
SLA
3692
Silver Lake Advisory
Cottonwood Heights,
Utah
| $133M | +$3.35M | +3% | 5% | 70.9% | 84 | 8.33% | 2.3 |
|
| 3693 |
SCG
3693
Sonata Capital Group
Seattle,
Washington
| $133M | +$4.33M | +3% | 4.14% | 57.4% | 100 | 4% | 2 |
|
| 3694 |
3694
RFG Advisory
Birmingham,
Alabama
| $132M | +$27.5M | +26% | 3.91% | 52.3% | 141 | 44.68% | 0.7 |
|
| 3695 |
PIA
3695
Phoenix Investment Adviser
New York
| $132M | -$62.2M | -32% | 2.63% | 25% | 73 | 42.47% | 0.7 |
|
| 3696 |
CAS
3696
Cue Advisory Services
Phoenix,
Arizona
| $132M | +$8.67M | +7% | 5.44% | 52.3% | 163 | 10.43% | 1.5 |
|
| 3697 |
BO
3697
Bach Option
Wanchai,
Hong Kong
| $132M | -$88.7M | -40% | 6.63% | 30.6% | 181 | 53.04% | 0.6 |
|
| 3698 |
SL
3698
SOF Ltd
George Town,
Cayman Islands
| $132M | +$16.6M | +14% | 14.4% | 42.3% | 1 | 0% | 0.3 |
|
| 3699 |
RWMH
3699
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $132M | +$8.84M | +7% | 6.15% | 53.6% | 42 | 4.76% | 0.2 |
|
| 3700 |
FPB
3700
First PREMIER Bank
Sioux Falls,
South Dakota
| $132M | +$841K | +0.6% | 4.18% | 63% | 244 | 13.93% | 0.9 |
|