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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4576 |
4576
First Reserve GP XII
Stamford,
Connecticut
| $104M | +$19.4M | +23% | 22.8% | – | 1 | 0% | 0.3 |
|
| 4577 |
4577
Amtrust Financial Services
New York
| $104M | -$9.9M | -9% | 0.85% | 61.9% | 55 | 47.27% | 0.5 |
|
| 4578 |
FP
4578
Factorial Partners
Mt. Kisco,
New York
| $104M | -$1.92M | -2% | 3.44% | 88.7% | 143 | 36.36% | 0.9 |
|
| 4579 |
WGA
4579
Weather Gauge Advisory
Williamsburg,
Virginia
| $104M | +$1.19M | +1% | 1.7% | 39.9% | 87 | 2.3% | 0.5 |
|
| 4580 |
4580
RK Asset Management
Grosse Pointe Farms,
Michigan
| $104M | -$23K | -0% | 0.35% | 47.6% | 18 | 0% | 2.9 |
|
| 4581 |
4581
AlpInvest Partners
Amsterdam,
Netherlands
| $104M | +$30.4M | +41% | 3.27% | 138% | 37 | 48.65% | 0.4 |
|
| 4582 |
RCM
4582
Red Cedar Management
Park City,
Utah
| $104M | +$7.55M | +8% | 9.43% | – | 18 | 16.67% | 0.7 |
|
| 4583 |
4583
Quilter Investors
London,
United Kingdom
| $104M | -$53M | -34% | 2.38% | – | 22 | 4.55% | 0.5 |
|
| 4584 |
DIS
4584
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $104M | -$1.39M | -1% | 0.9% | 86% | 39 | 20.51% | 3.3 |
|
| 4585 |
4585
Concourse Capital Management
Atlanta,
Georgia
| $104M | +$4.66M | +5% | 8.65% | 107% | 57 | 49.12% | 0.7 |
|
| 4586 |
4586
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $104M | +$3.52M | +4% | 2.36% | 44% | 37 | 10.81% | 0.5 |
|
| 4587 |
4587
Legacy Bridge
West Des Moines,
Iowa
| $104M | +$6.67M | +7% | 3.84% | 225% | 317 | 9.46% | 0.4 |
|
| 4588 |
4588
University of Chicago
Chicago,
Illinois
| $104M | +$2.23M | +2% | 2.23% | 62.3% | 4 | 0% | 2.4 |
|
| 4589 |
4589
Brendel Financial Advisors
Hanover,
New Hampshire
| $103M | -$8.18M | -7% | 6.73% | 126% | 91 | 34.07% | 0.4 |
|
| 4590 |
HH
4590
HWG Holdings
Houston,
Texas
| $103M | +$3.01M | +3% | 7.6% | – | 154 | 57.14% | 0.7 |
|
| 4591 |
SSCM
4591
Summit Street Capital Management
New York
| $103M | -$1.25M | -1% | 0.05% | 217% | 29 | 3.45% | 1.8 |
|
| 4592 |
4592
Venator Capital Management
Toronto,
Ontario, Canada
| $103M | +$6.42M | +7% | 7.9% | 154% | 39 | 28.21% | 0.7 |
|
| 4593 |
4593
Yost Capital Management
Houston,
Texas
| $103M | -$38.3M | -27% | 3.28% | 125% | 10 | 40% | 1.4 |
|
| 4594 |
4594
Institutional Venture Management XIII
Menlo Park,
California
| $103M | +$15.2M | +17% | 14.5% | – | 3 | 33.33% | 0.8 |
|
| 4595 |
4595
Robertson Stephens Wealth Management
San Francisco,
California
| $103M | -$14.2M | -12% | 3.13% | 109% | 73 | 23.29% | 0.4 |
|
| 4596 |
4596
Stableford Capital II
Scottsdale,
Arizona
| $103M | -$17.4M | -14% | 3.35% | 66.9% | 99 | 19.19% | 1.6 |
|
| 4597 |
4597
TLW Wealth Management
Indian Rocks Beach,
Florida
| $103M | +$8.93M | +10% | 2.22% | 82.9% | 29 | 24.14% | 0.2 |
|
| 4598 |
4598
Cordasco Financial Network
Naples,
Florida
| $103M | +$3.28M | +3% | 3.33% | 31.1% | 539 | 27.64% | 2.1 |
|
| 4599 |
4599
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $103M | +$6.77M | +7% | 3.02% | 81.6% | 36 | 5.56% | 0.5 |
|
| 4600 |
GIM
4600
Greenwich Investment Management
Norwalk,
Connecticut
| $102M | +$9.41M | +10% | 2.17% | – | 67 | 13.43% | 2.1 |
|