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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Malaga Cove Capital
Pv Estates,
California
| $164M | +$42M | +34% | 31.7% | 97.3% | 164 | 23.78% | 1.5 |
|
| 4027 |
4027
Denver PWM
Denver,
Colorado
| $164M | +$27.6M | +20% | 15.5% | 48.6% | 84 | 27.38% | 1.4 |
|
| 4028 |
4028
Makena Capital Management
Menlo Park,
California
| $164M | +$60.5M | +59% | 21.5% | 78.7% | 69 | 39.13% | 1.2 |
|
| 4029 |
4029
Institutional Venture Management XIV
Menlo Park,
California
| $163M | +$17.3M | +12% | 24% | 18.1% | 4 | 0% | 1.8 |
|
| 4030 |
4030
Neumann Capital Management
Foster City,
California
| $163M | +$26M | +19% | 18.8% | 89.9% | 71 | 4.23% | 4.8 |
|
| 4031 |
4031
Wealth Alliance Advisory Group
Wichita,
Kansas
| $163M | +$34.4M | +27% | 19.1% | 72.7% | 138 | 23.19% | 1.8 |
|
| 4032 |
4032
Forefront Analytics
West Conshohocken,
Pennsylvania
| $163M | +$37.9M | +30% | 11.2% | 50.9% | 148 | 67.57% | 1.8 |
|
| 4033 |
4033
Greenspring Associates
Owings Mills,
Maryland
| $163M | -$78.6M | -33% | 65.1% | – | 13 | 46.15% | 0.8 |
|
| 4034 |
4034
Fluent Financial
Dallas,
Texas
| $163M | +$24.5M | +18% | 17.3% | 46.9% | 64 | 23.44% | 1.3 |
|
| 4035 |
4035
WealthOne
Albany,
New York
| $163M | +$32.4M | +25% | 17.4% | 23.4% | 103 | 22.33% | 1 |
|
| 4036 |
4036
Packer & Co
Cottesloe,
Australia
| $163M | -$118M | -42% | 32.5% | – | 8 | 50% | 3.6 |
|
| 4037 |
4037
Fort Sheridan Advisors
Highland Park,
Illinois
| $163M | +$27M | +20% | 18% | 109% | 122 | 22.13% | 1 |
|
| 4038 |
4038
Medicxi Ventures Management
St. Helier,
Jersey
| $163M | +$86.2M | +113% | 32.6% | 505% | 4 | 25% | 0.4 |
|
| 4039 |
BCP
4039
Berylson Capital Partners
Boston,
Massachusetts
| $163M | +$125M | +338% | 64.9% | 57.7% | 38 | 86.84% | 0.1 |
|
| 4040 |
4040
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $162M | +$29.1M | +22% | 19.9% | 62.2% | 65 | 18.46% | 2.1 |
|
| 4041 |
4041
Berkeley Capital Partners
Milton,
Georgia
| $162M | +$15.1M | +10% | 15.2% | 62.8% | 118 | 18.64% | 2.7 |
|
| 4042 |
CCC
4042
Chelsea Counsel Company
Los Angeles,
California
| $162M | +$34.7M | +27% | 18.5% | 106% | 88 | 31.82% | 3.4 |
|
| 4043 |
ARG
4043
Advisory Resource Group
Tulsa,
Oklahoma
| $162M | +$31.4M | +24% | 21.7% | 72% | 99 | 32.32% | 0.9 |
|
| 4044 |
4044
HGI Capital Management
New York
| $162M | +$56.6M | +54% | 12.3% | 47% | 71 | 54.93% | 0.8 |
|
| 4045 |
4045
Northern Right Capital Management
Darien,
Connecticut
| $162M | +$92.8M | +134% | 96.2% | 187% | 36 | 63.89% | 0.9 |
|
| 4046 |
4046
Prentiss Smith & Co
Brattleboro,
Vermont
| $162M | +$18M | +12% | 21.7% | 67.4% | 76 | 26.32% | 3.9 |
|
| 4047 |
4047
Miramar Capital
Northbrook,
Illinois
| $162M | +$52.3M | +48% | 16.9% | 47.3% | 48 | 10.42% | 1.2 |
|
| 4048 |
4048
Aull & Monroe Investment Management
Mobile,
Alabama
| $162M | +$12.8M | +9% | 13.6% | 98.3% | 122 | 5.74% | 5.4 |
|
| 4049 |
SAM
4049
Security Asset Management
New York
| $162M | +$20.9M | +15% | 22.9% | 67.4% | 83 | 13.25% | 4.1 |
|
| 4050 |
4050
Gleason Group
Prospect,
Kentucky
| $162M | +$35.3M | +28% | 20.7% | 69.1% | 189 | 4.76% | 0.5 |
|