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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
Vishria Bird Financial Group
Memphis,
Tennessee
| $98.9M | +$8.46M | +9% | 14.7% | 74.3% | 55 | 21.82% | 0.6 |
|
| 4652 |
GIC
4652
Gantzert Investment Company
Joliet,
Illinois
| $98.8M | +$9.1M | +10% | 10.8% | – | 66 | 0% | 0.3 |
|
| 4653 |
4653
Premia Global Advisors
Coral Gables,
Florida
| $98.8M | +$63.9M | +184% | 13.6% | – | 400 | 94.75% | 0.1 |
|
| 4654 |
LM
4654
Litespeed Management
New York
| $98.4M | +$10.3M | +12% | 10.4% | 73.7% | 14 | 50% | 0.7 |
|
| 4655 |
4655
William Marsh Rice University
Houston,
Texas
| $98.3M | +$15.9M | +19% | 18.4% | 1.81% | 9 | 66.67% | 0.9 |
|
| 4656 |
4656
Scion Asset Management
Saratoga,
California
| $98.2M | -$5.35M | -5% | 12.5% | 1.91% | 19 | 42.11% | 0.2 |
|
| 4657 |
4657
Triad Investment Management
Newport Beach,
California
| $98.2M | +$21.8M | +29% | 14.3% | – | 60 | 33.33% | 0.2 |
|
| 4658 |
4658
Banyan Capital Management
Atlanta,
Georgia
| $98M | +$8.62M | +10% | 10.9% | 42.5% | 38 | 47.37% | 0.2 |
|
| 4659 |
4659
Athyrium Capital Management
New York
| $97.9M | -$5.95M | -6% | 7.79% | 25.1% | 2 | 0% | 0.8 |
|
| 4660 |
4660
Fairbanks Capital Management
Rancho Santa Fe,
California
| $97.8M | +$7.51M | +8% | 10.5% | 81.3% | 32 | 9.38% | 2 |
|
| 4661 |
4661
VERITY Wealth Advisors
Sausalito,
United States
| $97.8M | +$10.9M | +13% | 10.4% | 59.9% | 50 | 4% | 0.2 |
|
| 4662 |
TM
4662
Titan Managers
Scottsdale,
Arizona
| $97.8M | -$10K | -0% | 0.55% | 2.57% | 11 | 9.09% | 0.2 |
|
| 4663 |
4663
Brick & Kyle Associates
Newtown,
Pennsylvania
| $97.5M | -$7.15M | -7% | 13.1% | 97.4% | 94 | 37.23% | 3.3 |
|
| 4664 |
4664
ArcLight Capital Partners
Boston,
Massachusetts
| $97.3M | -$512M | -84% | 67.4% | 50% | 4 | 50% | 1.9 |
|
| 4665 |
4665
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $97M | +$21.3M | +28% | 4.29% | 46.3% | 46 | 28.26% | 0.8 |
|
| 4666 |
4666
Legacy Bridge
West Des Moines,
Iowa
| $97M | +$16.2M | +20% | 13.9% | 236% | 308 | 28.57% | 0.2 |
|
| 4667 |
4667
Xcel Wealth Management
Holly Hill,
Florida
| $97M | +$15.2M | +19% | 13.8% | 98.8% | 80 | 21.25% | 0.2 |
|
| 4668 |
4668
Institutional Venture Management XIV
Menlo Park,
California
| $96.9M | -$30.8M | -24% | 25.6% | 18.1% | 3 | 33.33% | 3.8 |
|
| 4669 |
VV
4669
Valentine Ventures
Bend,
Oregon
| $96.9M | +$16.8M | +21% | 10.9% | – | 29 | 51.72% | 3.7 |
|
| 4670 |
SCM
4670
Stumpf Capital Management
Scottsdale,
Arizona
| $96.8M | +$1.15M | +1% | 7.41% | 44.5% | 28 | 53.57% | 1.2 |
|
| 4671 |
4671
Sanctuary Wealth Management
Pocatello,
Idaho
| $96.8M | $0 | 0% | 7.93% | – | 23 | 0% | 0.9 |
|
| 4672 |
4672
Union Bancaire Privee Asset Management
New York
| $96.8M | +$9.18M | +10% | 17.9% | – | 41 | 4.88% | 0.3 |
|
| 4673 |
4673
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $96.7M | +$18.3M | +23% | 9.27% | 87.2% | 93 | 41.94% | 0.5 |
|
| 4674 |
4674
Lingohr Asset Management
Duesseldorf,
Germany
| $96.7M | +$3.65M | +4% | 10.2% | 141% | 116 | 13.79% | 1.1 |
|
| 4675 |
CHA
4675
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $96.6M | +$8.9M | +10% | 12.7% | 39.7% | 112 | 8.04% | 1.1 |
|