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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Yorktown Energy Partners VII
New York
| $80.6M | -$43.4M | -35% | 38% | 18.9% | 4 | 0% | 2.6 |
|
| 4752 |
DI
4752
DAGCO Inc
Westlake,
Ohio
| $80.6M | – | – | 10.4% | 75% | 88 | – | 0 |
|
| 4753 |
ER
4753
Enlightenment Research
Miami,
Florida
| $80.5M | – | – | 12.6% | 195% | 783 | – | 0 |
|
| 4754 |
4754
PRW Wealth Management
Quincy,
Massachusetts
| $80.5M | – | – | 13.7% | 42.3% | 806 | – | 0 |
|
| 4755 |
4755
Legg Mason Asset Management
Tokyo,
Japan
| $80.3M | -$26M | -24% | 12.9% | – | 133 | 9.77% | 1.8 |
|
| 4756 |
VV
4756
Valentine Ventures
Bend,
Oregon
| $80.1M | – | – | 10.7% | – | 28 | – | 2.5 |
|
| 4757 |
PIM
4757
Partner Investment Management
San Francisco,
California
| $80.1M | -$50.5M | -39% | 14.5% | 168% | 132 | 49.24% | 0.9 |
|
| 4758 |
4758
Greylock XII
Menlo Park,
California
| $80M | -$62M | -44% | 26.7% | – | 4 | 25% | 0.8 |
|
| 4759 |
4759
P.A.W. Capital
Greenwich,
Connecticut
| $79.7M | -$14.5M | -15% | 7.19% | 54.6% | 70 | 17.14% | 2.8 |
|
| 4760 |
4760
Maso Capital Partners
Hong Kong
| $79.6M | -$23M | -22% | 0.56% | 8.67% | 13 | 30.77% | 0.6 |
|
| 4761 |
VC
4761
Voit & Company
Brookfield,
Wisconsin
| $79.5M | – | – | 11.8% | – | 70 | – | 0 |
|
| 4762 |
4762
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
| $79.5M | -$20.7M | -21% | 14.1% | 15.7% | 51 | 15.69% | 2.5 |
|
| 4763 |
4763
Axis Capital Holdings
Pembroke,
| $79.5M | -$2.53M | -3% | 14% | 67% | 2 | 0% | 4.1 |
|
| 4764 |
4764
Matisse Capital
Portland,
Oregon
| $79.4M | -$32M | -29% | 9.99% | 66.9% | 129 | 28.68% | 1.8 |
|
| 4765 |
4765
Trust Investment Advisors
Indianapolis,
Indiana
| $79.3M | -$18.1M | -19% | 12.7% | 178% | 86 | 11.63% | 2.6 |
|
| 4766 |
4766
Black Diamond Capital Management
Stamford,
Connecticut
| $79.2M | -$110M | -58% | 41.4% | 28.3% | 6 | 33.33% | 1.2 |
|
| 4767 |
4767
Charter Research & Investment Group
Southport,
Connecticut
| $79.2M | -$12.5M | -14% | 11.3% | 82.3% | 81 | 11.11% | 3.1 |
|
| 4768 |
4768
Mill Road Capital Management
Greenwich,
Connecticut
| $78.9M | -$55.6M | -41% | 22.4% | 85.1% | 12 | 0% | 2.9 |
|
| 4769 |
4769
Equinox Partners Investment Management
Stamford,
Connecticut
| $78.9M | +$4.52M | +6% | 5.12% | 241% | 9 | 0% | 1.2 |
|
| 4770 |
4770
Searcy Financial Services
Overland Park,
Kansas
| $78.8M | – | – | 10.6% | 60.2% | 13 | – | 0 |
|
| 4771 |
4771
Campbell Capital Management
Miami,
Florida
| $78.4M | – | – | 12.3% | – | 32 | – | 0 |
|
| 4772 |
4772
FSI Group
Cincinnati,
Ohio
| $78.4M | -$60.2M | -43% | 20.5% | 44.1% | 52 | 63.46% | 1 |
|
| 4773 |
4773
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $78.4M | +$7.63M | +11% | 6.25% | 87.2% | 100 | 67% | 0.4 |
|
| 4774 |
4774
Center Lake Capital Management
West Palm Beach,
Florida
| $78.4M | – | – | 0.45% | 98.3% | 4 | – | 0 |
|
| 4775 |
4775
Successful Portfolios
Clearwater,
Florida
| $78.3M | -$13.6M | -15% | 9.48% | 110% | 142 | 11.97% | 0.9 |
|