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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
GJCM
3826
Grand Jean Capital Management
San Francisco,
California
| $295M | +$35.3M | +14% | 9% | 61.4% | 48 | 14.58% | 4.6 |
|
| 3827 |
3827
Astor Investment Management
Chicago,
Illinois
| $295M | -$14.7M | -5% | 2.31% | 23.3% | 28 | 25% | 1.4 |
|
| 3828 |
3828
Logan Stone Capital
Chicago,
Illinois
| $295M | +$42.1M | +17% | 1.57% | 43.9% | 185 | 35.14% | 0.6 |
|
| 3829 |
3829
Harrell Investment Partners
Austin,
Texas
| $295M | +$13.8M | +5% | 9.29% | 121% | 103 | 13.59% | 2.4 |
|
| 3830 |
3830
Whalerock Point Partners
Providence,
Rhode Island
| $295M | +$25.7M | +10% | 9.23% | 103% | 160 | 8.13% | 4.9 |
|
| 3831 |
3831
Searchlight Capital Partners
New York
| $294M | +$50.9M | +21% | 28.7% | 38.5% | 5 | 20% | 4.6 |
|
| 3832 |
3832
Nextech Invest
Zurich,
Switzerland
| $294M | +$54.6M | +23% | 13.4% | 982% | 13 | 7.69% | 1.4 |
|
| 3833 |
3833
Buckley Wealth Management
Las Vegas,
Nevada
| $294M | +$22.5M | +8% | 6.7% | 88% | 132 | 28.03% | 3.2 |
|
| 3834 |
TM
3834
Tikvah Management
Charlotte,
North Carolina
| $294M | +$50.7M | +21% | 13.9% | 169% | 24 | 12.5% | 3.5 |
|
| 3835 |
CIM
3835
CIM Investment Management
Pittsburgh,
Pennsylvania
| $294M | +$23.6M | +9% | 9.38% | 123% | 295 | 15.25% | 2.9 |
|
| 3836 |
3836
Black Swift Group
Boulder,
Colorado
| $294M | +$6.78M | +2% | 6.68% | 139% | 121 | 56.2% | 0.7 |
|
| 3837 |
3837
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
| $294M | -$200M | -41% | 6.05% | 740% | 3 | 0% | 1.5 |
|
| 3838 |
3838
Corsair Capital Management
New York
| $294M | +$30.3M | +11% | 12.5% | 435% | 120 | 38.33% | 1.7 |
|
| 3839 |
3839
Vertex Planning Partners
Downers Grove,
Illinois
| $294M | +$27.9M | +11% | 3.67% | 55.4% | 136 | 12.5% | 0.4 |
|
| 3840 |
3840
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $293M | +$14.5M | +5% | 5.62% | 63.5% | 182 | 6.59% | 1.6 |
|
| 3841 |
3841
Raffa Wealth Management
Washington,
District of Columbia
| $293M | +$18.3M | +7% | 2.76% | 35.8% | 1,086 | 2.49% | 3.1 |
|
| 3842 |
3842
Farmers National Bank
Danville,
Kentucky
| $293M | +$10.8M | +4% | 4.46% | – | 148 | 5.41% | 5.8 |
|
| 3843 |
3843
IAM Advisory
Easton,
Pennsylvania
| $293M | +$3.68M | +1% | 3.92% | 74.5% | 104 | 25% | 1 |
|
| 3844 |
3844
44 Wealth Management
Eugene,
Oregon
| $293M | -$2.42M | -0.8% | 1.51% | – | 179 | 10.06% | 1.7 |
|
| 3845 |
3845
Paulson Wealth Management
Wheaton,
Illinois
| $293M | +$67.9M | +30% | 5.78% | 57.1% | 130 | 30% | 2.1 |
|
| 3846 |
3846
Morton Capital Management
Calabasas,
California
| $293M | +$10.2M | +4% | 3.23% | 75.4% | 96 | 8.33% | 1.2 |
|
| 3847 |
3847
Castle Rock Wealth Management
Walnut Creek,
California
| $293M | +$12.8M | +5% | 4.64% | 115% | 223 | 10.31% | 2 |
|
| 3848 |
3848
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| $293M | +$17.6M | +6% | 6.13% | 64.7% | 238 | 8.4% | 1.3 |
|
| 3849 |
3849
Pinnacle Bancorp
Beatrice,
Nebraska
| $292M | +$20M | +7% | 7.3% | 72.9% | 817 | 8.94% | 3.9 |
|
| 3850 |
3850
Noked Israel
Ramat Hasharon,
Israel
| $292M | +$62.7M | +27% | 14% | 265% | 39 | 56.41% | 0.6 |
|