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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Alta Park Capital
San Francisco,
California
| $127M | -$3.52M | -3% | 9.18% | 1,071% | 34 | 50% | 0.7 |
|
| 4052 |
4052
Wela Strategies
Atlanta,
Georgia
| $127M | +$20.6M | +19% | 2.24% | 51.3% | 34 | 5.88% | 0.6 |
|
| 4053 |
4053
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $127M | -$3.48M | -3% | 1.24% | 91.9% | 66 | 19.7% | 0.7 |
|
| 4054 |
4054
Morgens Waterfall Vintiadis & Co
New York
| $127M | +$7.89M | +7% | 9.66% | 594% | 75 | 58.67% | 0.6 |
|
| 4055 |
FBT
4055
First Bank & Trust
Brookings,
South Dakota
| $127M | +$4.28M | +3% | 4.35% | 85.6% | 316 | 19.62% | 0.8 |
|
| 4056 |
4056
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $127M | – | – | 3.53% | 76.7% | 77 | – | 0 |
|
| 4057 |
4057
Symmetry Peak Management
Radnor,
Pennsylvania
| $127M | -$748M | -86% | 13.3% | 320% | 199 | 80.9% | 0.8 |
|
| 4058 |
4058
AllSquare Wealth Management
Albany,
New York
| $127M | +$4.86M | +4% | 2.87% | 62.4% | 407 | 8.35% | 1.1 |
|
| 4059 |
4059
Addison Capital
Conshohocken,
Pennsylvania
| $127M | +$12.7M | +11% | 6.11% | 59.7% | 119 | 21.01% | 2.2 |
|
| 4060 |
4060
Investment Counsel
Petoskey,
Michigan
| $127M | +$5.17M | +4% | 6.61% | 50.1% | 59 | 3.39% | 1.9 |
|
| 4061 |
4061
Karst Peak Capital
Hong Kong
| $127M | – | – | 20.9% | 297% | 3 | – | 0 |
|
| 4062 |
PK
4062
Pflug Koory
Omaha,
Nebraska
| $126M | +$4.13M | +3% | 4.86% | – | 401 | 2.74% | 1 |
|
| 4063 |
4063
Institutional Venture Management XIII
Menlo Park,
California
| $126M | -$19.6M | -13% | 19.5% | – | 4 | 0% | 3.2 |
|
| 4064 |
MC
4064
MM Capital
New York
| $126M | – | – | 6.22% | – | 4 | – | 0 |
|
| 4065 |
4065
Kellner Capital
New York
| $126M | -$22.4M | -15% | 7.48% | 390% | 43 | 69.77% | 0.3 |
|
| 4066 |
FA
4066
Financial Advantage
Columbia,
Maryland
| $126M | +$3.12M | +3% | 6.32% | 24.3% | 105 | 71.43% | 2.7 |
|
| 4067 |
4067
Invesco Senior Secured Management
New York
| $126M | – | – | 27.3% | 18.1% | 16 | – | 0 |
|
| 4068 |
4068
Cascade Investment Advisors
Oregon City,
Oregon
| $126M | +$6.18M | +5% | 6.63% | 71.4% | 194 | 13.4% | 1.1 |
|
| 4069 |
4069
Gibraltar Capital Management
Tulsa,
Oklahoma
| $126M | +$12.5M | +11% | 8.69% | 56.6% | 29 | 3.45% | 2 |
|
| 4070 |
4070
Technology Crossover Management V
Menlo Park,
California
| $126M | -$1.26M | -1% | 1.46% | 2.5% | 2 | 0% | 2.5 |
|
| 4071 |
4071
NovaQuest Capital Management
Raleigh,
North Carolina
| $126M | – | – | 24% | 45.1% | 2 | – | 0 |
|
| 4072 |
4072
Front Row Advisors
Tiburon,
California
| $126M | – | – | 6.65% | 142% | 863 | – | 0 |
|
| 4073 |
4073
Abbot Financial Management
Andover,
Massachusetts
| $125M | +$5.42M | +5% | 7.44% | 102% | 107 | 13.08% | 0.4 |
|
| 4074 |
4074
Tiemann Investment Advisors
Menlo Park,
California
| $125M | +$7.18M | +6% | 6.47% | 77% | 176 | 7.39% | 2.8 |
|
| 4075 |
4075
River Oaks Capital
Wayzata,
Minnesota
| $125M | -$3.55M | -3% | 2.28% | – | 64 | 10.94% | 0.8 |
|