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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
MKD Wealth Coaches
Troy,
Michigan
| $96.2M | -$15.9M | -14% | 0.95% | – | 220 | 79.09% | 0.7 |
|
| 4602 |
APG
4602
Andrew P. Goldfarb
| $96.2M | -$34.8M | -27% | 17% | – | 2 | 0% | 0.8 |
|
| 4603 |
4603
Glacier Peak Capital
Bellevue,
Washington
| $96.2M | -$9.44M | -9% | 1.75% | 11.8% | 104 | 60.58% | 0.7 |
|
| 4604 |
4604
Pine Brook Road Advisors
Bedford,
New York
| $96.1M | -$90.5M | -49% | 17.8% | – | 3 | 33.33% | 0.9 |
|
| 4605 |
4605
Schooner Capital
Vero Beach,
Florida
| $96M | +$3.23M | +3% | 3.48% | 31.1% | 1 | 0% | 6.3 |
|
| 4606 |
4606
Juniper Investment Company
New York
| $95.9M | – | – | 6.17% | 358% | 8 | – | 0 |
|
| 4607 |
4607
Blue Chip Wealth Management
Miami Beach,
Florida
| $95.8M | +$1.03M | +1% | 1.31% | – | 99 | 6.06% | 1.3 |
|
| 4608 |
4608
Sturgeon Ventures
London,
United Kingdom
| $95.6M | -$3.98M | -4% | 3.02% | 85.9% | 32 | 18.75% | 0.8 |
|
| 4609 |
4609
Verity Asset Management
Durham,
North Carolina
| $95.4M | +$6.36M | +7% | 0.78% | 79.7% | 154 | 33.77% | 1.3 |
|
| 4610 |
4610
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $95.4M | +$8.33M | +10% | 0.77% | 87.5% | 109 | 50.46% | 0.5 |
|
| 4611 |
4611
S. Muoio & Co
New York
| $95.3M | -$27.4M | -22% | 1.72% | 327% | 97 | 45.36% | 2.1 |
|
| 4612 |
4612
Moseley Investment Management
Bradenton,
Florida
| $95.3M | -$12M | -11% | 2.2% | 96.6% | 131 | 18.32% | 0.5 |
|
| 4613 |
4613
Lubar & Co
Milwaukee,
Wisconsin
| $95.3M | -$3.89M | -4% | 6.81% | – | 9 | 11.11% | 3.7 |
|
| 4614 |
4614
Boardman Bay Capital Management
New York
| $95.2M | +$33.7M | +55% | 0.29% | 145% | 63 | 50.79% | 0.8 |
|
| 4615 |
4615
Noked Capital
Tel Aviv,
Israel
| $95.1M | +$13.5M | +17% | 14.8% | 197% | 103 | 84.47% | 0.2 |
|
| 4616 |
4616
Noked Israel
Ramat Hasharon,
Israel
| $95.1M | +$13.5M | +17% | 14.8% | 265% | 103 | 84.47% | 0.2 |
|
| 4617 |
4617
Boothe Investment Group
Dover,
Delaware
| $95M | +$13.2M | +16% | 0.22% | 75.6% | 29 | 24.14% | 0.7 |
|
| 4618 |
GIM
4618
Greenwich Investment Management
Norwalk,
Connecticut
| $94.8M | -$7.6M | -7% | 1.97% | – | 67 | 20.9% | 2.4 |
|
| 4619 |
4619
Independence Wealth Advisors
Mclean,
Virginia
| $94.8M | -$6.62M | -7% | 0.29% | 34.1% | 27 | 29.63% | 1.5 |
|
| 4620 |
4620
Phoenician Capital
New York
| $94.7M | -$34.5M | -27% | 0.1% | 41.1% | 17 | 5.88% | 0.7 |
|
| 4621 |
4621
Northwest Capital Management
Lake Oswego,
Oregon
| $94.7M | +$3.23M | +4% | 1.02% | 57% | 61 | 8.2% | 1.3 |
|
| 4622 |
4622
River Oaks Capital
Wayzata,
Minnesota
| $94.5M | -$240K | -0.3% | 0.81% | – | 57 | 22.81% | 2 |
|
| 4623 |
4623
Fairfield University
Fairfield,
Connecticut
| $94.4M | -$315K | -0.3% | 0.21% | 61.9% | 4 | 0% | 2.4 |
|
| 4624 |
4624
Tranquility Partners
Brentwood,
Tennessee
| $94.4M | +$1.58M | +2% | 1.43% | 77.3% | 161 | 12.42% | 0.2 |
|
| 4625 |
4625
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| $94.2M | -$10.2M | -10% | 6.62% | 35.7% | 8 | 62.5% | 0.5 |
|