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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
4701
KPCB XIV Associates
Menlo Park,
California
| $172M | -$94.1M | -35% | 48.8% | – | 5 | 20% | 0.8 |
|
| 4702 |
4702
Plaisance Capital
Denver,
Colorado
| $172M | +$33.7M | +24% | 15.4% | – | 34 | 67.65% | 0.3 |
|
| 4703 |
PCR
4703
Potrero Capital Research
San Francisco,
California
| $172M | -$127M | -42% | 19.1% | 226% | 68 | 33.82% | 1 |
|
| 4704 |
4704
Greencape Capital
Melbourne,
Australia
| $172M | -$107M | -38% | 33.1% | 98.1% | 3 | 0% | 3.5 |
|
| 4705 |
4705
Castle Wealth Management
West Palm Beach,
Florida
| $172M | – | – | 14.2% | 53.6% | 732 | – | 0 |
|
| 4706 |
NERM
4706
New England Research & Management
Chicago,
Illinois
| $172M | -$21M | -11% | 11.6% | 65% | 186 | 36.02% | 3.1 |
|
| 4707 |
4707
Wealth CMT
Cherry Hill,
New Jersey
| $172M | -$24.4M | -12% | 13.3% | 25% | 25 | 8% | 0.6 |
|
| 4708 |
4708
TL Private Wealth
Southlake,
Texas
| $172M | -$17.5M | -9% | 11.7% | 50.6% | 49 | 16.33% | 2.2 |
|
| 4709 |
WCM
4709
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $172M | -$40.4M | -19% | 13.5% | 33.6% | 97 | 26.8% | 4.5 |
|
| 4710 |
4710
Guinness Atkinson Asset Management
Pasadena,
California
| $171M | -$36.6M | -18% | 16% | 132% | 102 | 5.88% | 4.3 |
|
| 4711 |
4711
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $171M | +$22.2M | +15% | 11% | – | 748 | 26.74% | 0.2 |
|
| 4712 |
AWA
4712
Aquire Wealth Advisors
South Jordan,
Utah
| $171M | -$16.4M | -9% | 12.3% | 60.2% | 38 | 13.16% | 0.5 |
|
| 4713 |
4713
Bennicas & Associates
Portola Valley,
California
| $171M | -$27.8M | -14% | 8.9% | 40.3% | 107 | 6.54% | 5.6 |
|
| 4714 |
4714
Monte Financial Group
Guilford,
Connecticut
| $171M | -$16.6M | -9% | 11.1% | 57.9% | 86 | 19.77% | 2.5 |
|
| 4715 |
4715
Indus Capital Partners
New York
| $171M | -$74.4M | -30% | 8.78% | 117% | 37 | 64.86% | 1.3 |
|
| 4716 |
SFA
4716
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $171M | -$31.8M | -16% | 18% | 185% | 10 | 10% | 2.8 |
|
| 4717 |
4717
Strategic Financial Partners
Bend,
Oregon
| $171M | -$25.1M | -13% | 12.2% | 54.8% | 69 | 7.25% | 2.1 |
|
| 4718 |
4718
Satovsky Asset Management
New York
| $171M | +$21.4M | +14% | 16.4% | 53.6% | 42 | 26.19% | 1.1 |
|
| 4719 |
4719
Addison Capital
Conshohocken,
Pennsylvania
| $171M | -$39.3M | -19% | 14.2% | 59.7% | 143 | 10.49% | 3.7 |
|
| 4720 |
4720
Lipe & Dalton
Syracuse,
New York
| $171M | -$34M | -17% | 14.4% | 101% | 109 | 13.76% | 4.5 |
|
| 4721 |
4721
Rings Capital Management
Chicago,
Illinois
| $171M | -$37.2M | -18% | 9.98% | 40.9% | 6 | 33.33% | 1.8 |
|
| 4722 |
4722
VeraBank
Henderson,
Texas
| $171M | -$22.5M | -12% | 12.3% | 60.6% | 136 | 9.56% | 2.7 |
|
| 4723 |
4723
Truvestments Capital
Sarasota,
Florida
| $171M | -$11.5M | -6% | 13.9% | 131% | 661 | 72.77% | 0.7 |
|
| 4724 |
4724
Madrona Financial Services
Everett,
Washington
| $171M | -$33.4M | -16% | 15.1% | 85.1% | 85 | 17.65% | 2.5 |
|
| 4725 |
4725
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $171M | -$125M | -42% | 36.3% | 282% | 31 | 51.61% | 1.5 |
|