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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
4276
DeDora Capital
Napa,
California
| $113M | -$19.1M | -14% | 12.9% | 81.7% | 86 | 11.63% | 0.9 |
|
| 4277 |
4277
Pin Oak Investment Advisors
Houston,
Texas
| $113M | -$20.2M | -15% | 15.1% | 62.7% | 471 | 22.93% | 0.8 |
|
| 4278 |
4278
St. Johns Investment Management
Jacksonville,
Florida
| $113M | -$21M | -16% | 13.3% | 80.9% | 187 | 12.83% | 3.3 |
|
| 4279 |
4279
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $113M | -$12.1M | -10% | 10.7% | 81% | 80 | 2.5% | 3.4 |
|
| 4280 |
WPEP
4280
Walnut Private Equity Partners
Omaha,
Nebraska
| $113M | -$26.7M | -19% | 18.9% | 48% | 22 | 13.64% | 3.6 |
|
| 4281 |
4281
JLP Asset Management
New York
| $113M | – | – | 5.4% | 16.1% | 30 | – | 0 |
|
| 4282 |
4282
Broadview Financial Management
Wauwatosa,
Wisconsin
| $113M | +$1.21M | +1% | 12.9% | 52.4% | 56 | 39.29% | 0.7 |
|
| 4283 |
4283
Index Venture Growth Associates II
St. Helier, Channel Islands,
Jersey
| $112M | – | – | 23% | – | 2 | – | 0 |
|
| 4284 |
4284
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $112M | -$10M | -8% | 8.84% | 37.8% | 28 | 0% | 3.5 |
|
| 4285 |
4285
Morgens Waterfall Vintiadis & Co
New York
| $112M | -$40.5M | -26% | 17.7% | 594% | 75 | 46.67% | 0.7 |
|
| 4286 |
4286
RV Capital
Schindellegi,
Switzerland
| $112M | – | – | 17.9% | 250% | 5 | – | 0 |
|
| 4287 |
4287
Access Financial Services
Minneapolis,
Minnesota
| $112M | -$33.3M | -23% | 11.5% | 44.8% | 74 | 28.38% | 1.4 |
|
| 4288 |
4288
Global Trust Asset Management
West Palm Beach,
Florida
| $112M | -$32.1M | -22% | 9.96% | 178% | 484 | 16.32% | 0.8 |
|
| 4289 |
4289
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $112M | -$16.8M | -13% | 19.4% | 88% | 78 | 43.59% | 0.5 |
|
| 4290 |
GAMC
4290
Garner Asset Management Corp
Plano,
Texas
| $112M | -$19.3M | -15% | 13.6% | 95.3% | 162 | 14.81% | 1.4 |
|
| 4291 |
SM
4291
Sciencast Management
Princeton,
New Jersey
| $112M | -$36.1M | -24% | 15.7% | 72.5% | 399 | 80.45% | 0.2 |
|
| 4292 |
4292
Oak Grove Capital
North Hampton,
New Hampshire
| $112M | -$4.03M | -3% | 20.4% | 470% | 177 | 70.62% | 0.8 |
|
| 4293 |
4293
Family Legacy Inc
Greenville,
South Carolina
| $112M | -$10.7M | -9% | 9.6% | 89% | 180 | 3.89% | 0.9 |
|
| 4294 |
4294
Tiemann Investment Advisors
Menlo Park,
California
| $112M | -$19.8M | -15% | 10.8% | 77% | 179 | 12.29% | 3.8 |
|
| 4295 |
4295
Addison Capital
Conshohocken,
Pennsylvania
| $112M | -$21.9M | -16% | 11.2% | 59.7% | 117 | 12.82% | 3 |
|
| 4296 |
RCM
4296
Ratan Capital Management
Miami Beach,
Florida
| $112M | -$49M | -30% | 6.92% | 616% | 34 | 70.59% | 0.5 |
|
| 4297 |
4297
Munro Partners
Melbourne,
Australia
| $112M | -$59.9M | -35% | 11.8% | 350% | 35 | 57.14% | 0.2 |
|
| 4298 |
4298
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $112M | -$14.9M | -12% | 10.9% | 47.8% | 453 | 17.22% | 0.9 |
|
| 4299 |
AIM
4299
Act II Management
New York
| $112M | -$31.5M | -22% | 12.8% | 43.6% | 27 | 29.63% | 1.8 |
|
| 4300 |
4300
1492 Capital Management
Milwaukee,
Wisconsin
| $112M | -$42.1M | -27% | 18.2% | 332% | 115 | 42.61% | 1.4 |
|