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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
PFA
4651
Pure Financial Advisors
San Diego,
California
| $37.6M | +$12.7M | +51% | 2.58% | 47.2% | 3 | 0% | 1 |
|
| 4652 |
UL
4652
Ulys LLC
New York
| $37M | -$5.66M | -13% | 13.3% | 31.5% | 1 | 0% | 19 |
|
| 4653 |
RCWVOTCITCONY
4653
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
| $37M | -$164M | -82% | 2.64% | – | 4 | 75% | 5 |
|
| 4654 |
CVGPI
4654
Commonwealth Venture (GP) Partners IV
Woburn,
Massachusetts
| $36.6M | -$26.9M | -42% | 6.16% | – | 1 | 0% | 5 |
|
| 4655 |
LA
4655
Lexington Advisors
New York
| $35.3M | -$34.3M | -49% | 14.8% | 27% | 3 | 33.33% | 7 |
|
| 4656 |
BCP
4656
Berylson Capital Partners
Boston,
Massachusetts
| $35.3M | -$29.7M | -46% | 3.45% | 57.7% | 35 | 80% | 0.5 |
|
| 4657 |
KL
4657
Kokino LLC
Stamford,
Connecticut
| $33.5M | -$36.3M | -52% | 27.6% | – | 8 | 12.5% | 3.9 |
|
| 4658 |
GHP
4658
Great Hill Partners
Boston,
Massachusetts
| $33.5M | +$581K | +2% | 1.77% | 24% | 1 | 0% | 2 |
|
| 4659 |
NBG
4659
Nancy B. Gardiner
| $33.4M | -$2.42M | -7% | 0.93% | 51.2% | 47 | 6.38% | 7.9 |
|
| 4660 |
HWM
4660
Highwater Wealth Management
Glendale,
Colorado
| $33M | -$13.7M | -29% | 3.35% | 103% | 44 | 72.73% | 4.9 |
|
| 4661 |
BBNB
4661
Baker Boyer National Bank
Walla Walla,
Washington
| $33M | -$210K | -0.6% | 1.78% | 44.7% | 67 | 14.93% | 9.2 |
|
| 4662 |
BP
4662
Barker Partnership
Grand Cayman,
Cayman Islands
| $32.8M | -$81.8M | -71% | 31.8% | – | 3 | 33.33% | 1 |
|
| 4663 |
AGC
4663
Alden Global Capital
Brandon,
Florida
| $32.6M | -$10.7M | -25% | 34.3% | 99.8% | 4 | 50% | 5.7 |
|
| 4664 |
MCG
4664
Meru Capital Group
New York
| $31.4M | – | – | 5.01% | – | 14 | – | 1.5 |
|
| 4665 |
XS
4665
XR Securities
Chicago,
Illinois
| $31.4M | -$27.4M | -47% | 2.99% | 17% | 54 | 88.89% | 0.2 |
|
| 4666 |
BA
4666
Bristol Advisors
Conshohocken,
Pennsylvania
| $30.7M | -$129M | -81% | 8.13% | – | 90 | 74.44% | 2.1 |
|
| 4667 |
IVAV
4667
Index Venture Associates V
St. Helier, Channel Islands,
Jersey
| $30.1M | -$38.8M | -56% | 1.96% | 61.2% | 4 | 50% | 0.7 |
|
| 4668 |
BM
4668
Belfer Management
New York
| $29.8M | -$5.06M | -15% | 14.5% | 80.6% | 1 | 0% | 11 |
|
| 4669 |
BCP
4669
Blum Capital Partners
San Francisco,
California
| $29.8M | -$5.57M | -16% | 15.8% | 47.9% | 1 | 0% | 13 |
|
| 4670 |
SC
4670
Solstein Capital
Menlo Park,
California
| $29.7M | +$10.8M | +58% | 5.94% | 91.4% | 45 | 73.33% | 0.4 |
|
| 4671 |
GG
4671
Gores Group
Beverly Hills,
California
| $29.3M | -$8.63M | -23% | 22.7% | – | 1 | 0% | 5 |
|
| 4672 |
SR
4672
Summer Road
West Palm Beach,
Florida
| $29.1M | +$18.6M | +179% | 28.1% | 130% | 2 | 50% | 4.5 |
|
| 4673 |
SM
4673
Southport Management
Wilson,
Wyoming
| $28.8M | -$11.9M | -29% | 1.23% | 107% | 43 | 32.56% | 5.1 |
|
| 4674 |
FNBSF
4674
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $28.2M | -$2.04M | -7% | 2.48% | 65.4% | 54 | 5.56% | 14 |
|
| 4675 |
MIM
4675
Macroview Investment Management
Bethesda,
Maryland
| $28M | +$6.93M | +33% | 1.15% | 67.2% | 272 | 54.41% | 4.9 |
|