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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
4651
Marcus Capital
Northbrook,
Illinois
| $31.5M | +$4.3M | +16% | 9.22% | 101% | 43 | 4.65% | 2 |
|
| 4652 |
4652
RGT Wealth Advisors
Dallas,
Texas
| $31.1M | -$177M | -85% | 4.8% | 9.35% | 106 | 62.26% | 1.1 |
|
| 4653 |
SR
4653
Summer Road
West Palm Beach,
Florida
| $30.1M | +$1.02M | +3% | 3.5% | 130% | 2 | 0% | 1.4 |
|
| 4654 |
4654
Delphi Private Advisors
San Diego,
California
| $30M | +$4.88M | +19% | 5.45% | 32.5% | 82 | 7.32% | 2 |
|
| 4655 |
4655
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $30M | +$1.72M | +6% | 2.92% | 70.3% | 57 | 12.28% | 3.4 |
|
| 4656 |
4656
Index Venture Associates V
St. Helier, Channel Islands,
Jersey
| $29.5M | -$611K | -2% | 0.79% | 61.2% | 3 | 0% | 0.4 |
|
| 4657 |
4657
Macroview Investment Management
Bethesda,
Maryland
| $28.6M | +$614K | +2% | 0.72% | 67.2% | 327 | 33.94% | 1.2 |
|
| 4658 |
4658
Oceanwood Capital Management
Valletta,
Malta
| $28.3M | -$141M | -83% | 1.02% | – | 3 | 66.67% | 0.3 |
|
| 4659 |
4659
Mitsubishi UFJ Securities
Tokyo,
Japan
| $27.9M | +$1.88M | +7% | 5.45% | 81.1% | 238 | 12.61% | 1.8 |
|
| 4660 |
4660
Fiduciary Counselling
Saint Paul,
Minnesota
| $27.5M | +$305K | +1% | 1.4% | 26.5% | 6 | 0% | 3 |
|
| 4661 |
MFM
4661
Mohican Financial Management
Wilton,
Connecticut
| $27.2M | +$3.39M | +14% | 0% | 0% | 37 | 29.73% | 1.2 |
|
| 4662 |
4662
SRH Advisors
Salina,
Kansas
| $26.7M | +$1.47M | +6% | 1.18% | 55.7% | 287 | 16.03% | 2.8 |
|
| 4663 |
4663
NGP MR Management
Dallas,
Texas
| $26.6M | +$1.05M | +4% | 4.18% | 21.9% | 2 | 0% | 3.5 |
|
| 4664 |
4664
Burren Capital Advisors
Gibraltar
| $25.7M | +$1M | +4% | 0.64% | – | 8 | 50% | 0.5 |
|
| 4665 |
4665
Hillview Capital Advisors
Wayne,
Pennsylvania
| $25.5M | -$660K | -3% | 2.36% | 20.9% | 3 | 0% | 2 |
|
| 4666 |
4666
Catalus Capital Management
Greenwich,
Connecticut
| $25.4M | +$1.06M | +4% | 0.21% | – | 1 | 0% | 0.5 |
|
| 4667 |
4667
Zeal Asset Management
Central,
Hong Kong
| $25M | -$16.4M | -40% | 8% | 26.9% | 3 | 100% | 0 |
|
| 4668 |
4668
Pharmstandard International
Luxembourg
| $24.9M | -$14.9M | -37% | 8.16% | – | 6 | 0% | 1.3 |
|
| 4669 |
4669
Kadensa Capital
Central,
Hong Kong
| $24.8M | -$19.5M | -44% | 3.19% | 191% | 13 | 84.62% | 0.1 |
|
| 4670 |
4670
Cincinnati Indemnity Company
Fairfield,
Ohio
| $24.5M | +$718K | +3% | 6.34% | 33.1% | 10 | 0% | 4 |
|
| 4671 |
4671
AlpInvest Partners
Amsterdam,
Netherlands
| $24M | +$12.9M | +116% | 11.7% | 138% | 13 | 69.23% | 0.1 |
|
| 4672 |
CPR
4672
CSU Producer Resources
Fairfield,
Ohio
| $23.9M | +$1.05M | +5% | 5.49% | 82.3% | 16 | 0% | 3 |
|
| 4673 |
4673
Seven Post Investment Office
San Francisco,
California
| $23.8M | -$145K | -0.6% | 1.21% | 52.6% | 5 | 0% | 5 |
|
| 4674 |
4674
C.V. Starr & Co
New York
| $23.5M | +$2.46M | +12% | 12.2% | – | 11 | 0% | 3.2 |
|
| 4675 |
4675
Glaxis Capital Management
Sarasota,
Florida
| $23.1M | -$45.1M | -66% | 8.08% | 93.5% | 26 | 80.77% | 0.4 |
|