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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Cliffwater
Marina Del Rey,
California
| $305M | -$7.94M | -3% | 5.67% | 29.4% | 26 | 0% | 4.7 |
|
| 3752 |
3752
Rock Point Advisors
Burlington,
Vermont
| $305M | +$10.3M | +4% | 3.89% | 82.8% | 97 | 9.28% | 4.7 |
|
| 3753 |
3753
SeaBridge Investment Advisors
Summit,
New Jersey
| $304M | +$18.1M | +6% | 5.35% | 128% | 127 | 6.3% | 5 |
|
| 3754 |
3754
Pacific Center for Financial Services
San Ramon,
California
| $304M | +$14M | +5% | 4.71% | 60.1% | 417 | 3.84% | 4.4 |
|
| 3755 |
3755
Peddock Capital Advisors
Braintree,
Massachusetts
| $304M | +$16.1M | +6% | 8.98% | 113% | 152 | 9.87% | 5.4 |
|
| 3756 |
3756
Nalanda India Fund
Moka,
Mauritius
| $304M | -$80.2M | -21% | 20.9% | 15.3% | 1 | 0% | 4.5 |
|
| 3757 |
ALAM
3757
Asahi Life Asset Management
Tokyo,
Japan
| $304M | -$10.8M | -3% | 9.03% | 122% | 254 | 52.76% | 1.7 |
|
| 3758 |
3758
NFC Investments
Memphis,
Tennessee
| $304M | +$34.6M | +13% | 7.5% | – | 32 | 3.13% | 5.6 |
|
| 3759 |
MI
3759
MMCAP International
Grand Cayman,
Cayman Islands
| $304M | -$205M | -40% | 8.22% | 184% | 279 | 29.03% | 1.3 |
|
| 3760 |
3760
Spinnaker Investment Group
Newport Beach,
California
| $304M | +$19.3M | +7% | 4.17% | 56.9% | 87 | 10.34% | 1.2 |
|
| 3761 |
3761
BCWM LLC
Overland Park,
Kansas
| $304M | -$11.8M | -4% | 1.93% | – | 63 | 7.94% | 3.9 |
|
| 3762 |
3762
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $303M | +$27.2M | +10% | 6.81% | 74% | 148 | 12.84% | 2.6 |
|
| 3763 |
3763
tru Independence
Portland,
Oregon
| $303M | -$6.81M | -2% | 1.8% | 67.4% | 125 | 8.8% | 1.9 |
|
| 3764 |
3764
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| $303M | +$60.5M | +25% | 21.5% | 667% | 11 | 0% | 2 |
|
| 3765 |
3765
Rosenblum Silverman Sutton
San Francisco,
California
| $303M | +$28.6M | +10% | 12.6% | 90.1% | 70 | 12.86% | 5 |
|
| 3766 |
GTC
3766
Ghost Tree Capital
New York
| $303M | -$35.4M | -10% | 22.2% | 265% | 73 | 42.47% | 0.8 |
|
| 3767 |
3767
SC&H Financial Advisors
Sparks,
Maryland
| $303M | +$28.3M | +10% | 4.92% | 66.2% | 139 | 7.91% | 1.2 |
|
| 3768 |
3768
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $302M | +$5.94M | +2% | 6.51% | 111% | 144 | 10.42% | 4.7 |
|
| 3769 |
3769
Daniels + Tansey
Wilmington,
Delaware
| $302M | +$11.1M | +4% | 4.9% | 21.1% | 29 | 3.45% | 2 |
|
| 3770 |
3770
Windsor Capital Management
Phoenix,
Arizona
| $302M | +$11.5M | +4% | 3.76% | 49.1% | 114 | 3.51% | 5.9 |
|
| 3771 |
3771
Bulldog Investors
Saddle Brook,
New Jersey
| $302M | -$9.26M | -3% | 2.31% | 22.5% | 297 | 37.37% | 1.1 |
|
| 3772 |
3772
Key Financial Inc
West Chester,
Pennsylvania
| $302M | +$27.5M | +10% | 5.13% | 55.5% | 1,399 | 17.87% | 1.8 |
|
| 3773 |
KI
3773
Kensington Investments
Amsterdam,
Netherlands
| $302M | +$54.1M | +22% | 21.9% | – | 1 | 0% | 0.5 |
|
| 3774 |
3774
Bridger Management
New York
| $301M | +$32.5M | +12% | 18.9% | 103% | 40 | 52.5% | 1.8 |
|
| 3775 |
WA
3775
WealthTrust Axiom
Wayne,
Pennsylvania
| $301M | +$8.11M | +3% | 4.78% | 125% | 265 | 8.68% | 5.3 |
|