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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
UA
3951
Unison Advisors
Washington,
District of Columbia
| $133M | -$3.48M | -3% | 1% | 54.6% | 158 | 7.59% | 0.2 |
|
| 3952 |
PCR
3952
Potrero Capital Research
San Francisco,
California
| $133M | +$11.9M | +10% | 9.69% | 226% | 61 | 47.54% | 0.7 |
|
| 3953 |
SHI
3953
SV Health Investors
Boston,
Massachusetts
| $133M | -$56M | -30% | 25.2% | 97.4% | 9 | 33.33% | 1.7 |
|
| 3954 |
SHCM
3954
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $133M | +$4.32M | +3% | 9.77% | 39.8% | 6 | 0% | 1.3 |
|
| 3955 |
PIA
3955
Peachtree Investment Advisors
Atlanta,
Georgia
| $133M | +$2.26M | +2% | 1.38% | 24.2% | 78 | 2.56% | 3.6 |
|
| 3956 |
FM
3956
Family Management
New York
| $133M | -$10.2M | -7% | 2.26% | 69% | 72 | 29.17% | 2.1 |
|
| 3957 |
ADMI
3957
Albert D. Mason Inc
Boston,
Massachusetts
| $133M | -$171K | -0.1% | 3.59% | 82% | 144 | 15.97% | 3.1 |
|
| 3958 |
PWS
3958
Peloton Wealth Strategists
Indianapolis,
Indiana
| $133M | -$1.71M | -1% | 1.21% | 51.3% | 70 | 22.86% | 2.4 |
|
| 3959 |
PVAM
3959
Pacific View Asset Management
San Francisco,
California
| $133M | -$17.8M | -12% | 2.8% | – | 130 | 30.77% | 0.2 |
|
| 3960 |
MWA
3960
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $133M | -$14.5M | -10% | 0.16% | 68.6% | 61 | 29.51% | 0.2 |
|
| 3961 |
WCM
3961
Weatherstone Capital Management
Denver,
Colorado
| $133M | -$17.9M | -12% | 0.45% | 32% | 108 | 31.48% | 1.3 |
|
| 3962 |
CM
3962
CoreCommodity Management
Stamford,
Connecticut
| $132M | +$11.7M | +10% | 4.71% | 65.8% | 213 | 23.47% | 2.4 |
|
| 3963 |
LCM
3963
Lee Capital Management
New York
| $132M | +$14.7M | +13% | 5.1% | – | 92 | 38.04% | 0.8 |
|
| 3964 |
AVAI
3964
Atlas Venture Associates IX
Boston,
Massachusetts
| $132M | +$19.4M | +17% | 6.23% | 89.8% | 5 | 20% | 0.6 |
|
| 3965 |
SJIM
3965
St. Johns Investment Management
Jacksonville,
Florida
| $132M | -$3.58M | -3% | 1.51% | 80.9% | 203 | 23.15% | 2.5 |
|
| 3966 |
AIS
3966
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| $132M | -$3.87M | -3% | 2% | 6.74% | 576 | 15.28% | 1.3 |
|
| 3967 |
DC
3967
Diametric Capital
Boston,
Massachusetts
| $132M | -$32.6M | -20% | 0.73% | 175% | 137 | 62.04% | 0.2 |
|
| 3968 |
APC
3968
Alta Park Capital
San Francisco,
California
| $132M | +$5.12M | +4% | 21.2% | 1,071% | 37 | 54.05% | 0.8 |
|
| 3969 |
3969
MKP Capital Management
New York
| $132M | -$600M | -82% | 2.54% | 69.8% | 20 | 90% | 0.1 |
|
| 3970 |
NRCM
3970
Northern Right Capital Management
Darien,
Connecticut
| $132M | -$4.49M | -3% | 8.11% | 187% | 24 | 58.33% | 0.9 |
|
| 3971 |
CCG
3971
Ceeto Capital Group
Coral Gables,
Florida
| $132M | -$8.13M | -6% | 2.37% | 94.4% | 134 | 13.43% | 0.4 |
|
| 3972 |
DP
3972
DW Partners
New York
| $132M | +$97M | +278% | 0.61% | 44.5% | 6 | 66.67% | 0.6 |
|
| 3973 |
RTM
3973
Rizvi Traverse Management
West Palm Beach,
Florida
| $132M | +$353K | +0.3% | 8.62% | – | 1 | 0% | 0.3 |
|
| 3974 |
IGGA
3974
Iron Gate Global Advisors
Nsl,
Utah
| $132M | +$13.6M | +11% | 2.99% | 106% | 63 | 22.22% | 0.5 |
|
| 3975 |
PC
3975
Pecaut & Co
Sioux City,
Iowa
| $132M | -$4.35M | -3% | 1.41% | 67.6% | 65 | 9.23% | 2.3 |
|