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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%
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250
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2,500
5,000
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50
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500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 4526 |
HWM
4526
Highwater Wealth Management
Glendale,
Colorado
| $46.7M | +$4.59M | +11% | 6.67% | 103% | 49 | 24.49% |
|
| 4527 |
RAM
4527
Roumell Asset Management
Chevy Chase,
Maryland
| $46.7M | +$4.17M | +10% | 0.01% | 46.9% | 17 | 17.65% |
|
| 4528 |
FF
4528
Francis Financial
| $46.4M | – | – | 4% | 48% | 20 | – |
|
| 4529 |
ALIONA
4529
Allianz Life Insurance of North America
Minneapolis,
Minnesota
| $45.9M | +$8.1M | +21% | 3.45% | – | 37 | 10.81% |
|
| 4530 |
TCB
4530
Texas Capital Bancshares
Dallas,
Texas
| $44.7M | -$78K | -0.2% | 3.46% | 175% | 51 | 11.76% |
|
| 4531 |
CI
4531
CAZ Investments
Houston,
Texas
| $44.6M | -$37.1M | -45% | 7.39% | 341% | 39 | 28.21% |
|
| 4532 |
FC
4532
Founder Collective
Cambridge,
Massachusetts
| $44.1M | -$15.2M | -26% | 25.7% | – | 1 | 0% |
|
| 4533 |
TCM
4533
Tanaka Capital Management
New York
| $43.8M | -$1.05M | -2% | 6.6% | – | 51 | 3.92% |
|
| 4534 |
UL
4534
Ulys LLC
New York
| $42.7M | -$10.4M | -20% | 19.6% | 31.5% | 1 | 0% |
|
| 4535 |
GU
4535
Georgetown University
Washington,
District of Columbia
| $42.6M | – | – | 7.69% | 73.1% | 3 | – |
|
| 4536 |
TDC
4536
Thompson Davis & Co
Richmond,
Virginia
| $42.2M | -$14.3M | -25% | 11.8% | 200% | 1,277 | 57.87% |
|
| 4537 |
SH
4537
Scepter Holdings
Fort Worth,
Texas
| $41.6M | +$622K | +2% | 1.01% | – | 7 | 28.57% |
|
| 4538 |
4538
Treasurer of the State of North Carolina
Raleigh,
North Carolina
| $40.8M | – | – | 7.84% | 101% | 90 | – |
|
| 4539 |
DPA
4539
Delphi Private Advisors
San Diego,
California
| $40.7M | +$6.46M | +19% | 4.85% | 32.5% | 126 | 34.92% |
|
| 4540 |
SM
4540
Southport Management
Wilson,
Wyoming
| $40.7M | +$3.13M | +8% | 6.66% | 107% | 50 | 52% |
|
| 4541 |
NAM
4541
Needelman Asset Management
Ladera Ranch,
California
| $40M | -$705K | -2% | 7.38% | 30.5% | 38 | 5.26% |
|
| 4542 |
DAL
4542
David A. Lorber
| $38.2M | +$29.5M | +338% | 2.02% | 44.6% | 55 | 49.09% |
|
| 4543 |
FTB
4543
First Trust Bank
Nassau,
Bahamas
| $37.2M | +$9.06M | +32% | 9.49% | 55.2% | 11 | 9.09% |
|
| 4544 |
MI
4544
Mercer Investments
Boston,
Massachusetts
| $37.1M | -$16.4M | -31% | 2.34% | 33.1% | 5 | 0% |
|
| 4545 |
QGA
4545
Q Global Advisors
Fort Worth,
Texas
| $36.7M | -$21M | -36% | 9.39% | 58.3% | 15 | 53.33% |
|
| 4546 |
FC
4546
Flaherty & Crumrine
Pasadena,
California
| $36M | -$1.47M | -4% | 3.73% | 0.12% | 5 | 0% |
|
| 4547 |
NBG
4547
Nancy B. Gardiner
| $35.9M | -$18M | -33% | 4.9% | 51.2% | 55 | 20% |
|
| 4548 |
BCP
4548
Blum Capital Partners
San Francisco,
California
| $35.3M | +$5.57M | +19% | 18.7% | 47.9% | 1 | 0% |
|
| 4549 |
BM
4549
Belfer Management
New York
| $34.9M | -$8.04M | -19% | 21% | 74.5% | 1 | 0% |
|
| 4550 |
LCP
4550
Longhorn Capital Partners
Dallas,
Texas
| $34.9M | -$20.2M | -37% | 6.22% | 30.2% | 1 | 0% |
|