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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4801 |
4801
Selective Wealth Management
Forest,
Virginia
| $82.8M | – | – | 23.2% | 74.4% | 26 | – | 0.3 |
|
| 4802 |
4802
Signia Capital Management
Spokane,
Washington
| $82.6M | -$3.66M | -4% | 8.37% | 27% | 26 | 15.38% | 1.9 |
|
| 4803 |
4803
Nexthera Capital
New York
| $82.4M | -$160M | -66% | 39.4% | 161% | 35 | 65.71% | 0.5 |
|
| 4804 |
4804
Texas Children's
Houston,
Texas
| $82.2M | +$10.5M | +15% | 14.7% | – | 45 | 55.56% | 0.2 |
|
| 4805 |
4805
Flossbach von Storch AG Zurich
Zurich,
Switzerland
| $82M | -$26.1M | -24% | 16.9% | – | 25 | 28% | 0.3 |
|
| 4806 |
PP
4806
Professional Planning
Thousand Oaks,
California
| $81.8M | +$8.44M | +12% | 14.8% | 99.9% | 34 | 23.53% | 0.9 |
|
| 4807 |
4807
Radin Capital Partners
Toronto,
Ontario, Canada
| $81.5M | -$1.05M | -1% | 10.6% | – | 11 | 0% | 0.5 |
|
| 4808 |
PIPST
4808
Prescott Investors Profit Sharing Trust
Boca Raton,
Florida
| $81.3M | +$6M | +8% | 19.4% | – | 9 | 11.11% | 0.3 |
|
| 4809 |
BP
4809
Barker Partnership
Grand Cayman,
Cayman Islands
| $81M | +$28.2M | +54% | 9.13% | – | 2 | 0% | 1.3 |
|
| 4810 |
4810
Toscafund Asset Management
London,
United Kingdom
| $80.7M | -$25.2M | -24% | 3.05% | 80.9% | 6 | 33.33% | 1.1 |
|
| 4811 |
4811
Mizuho Trust & Banking
Tokyo,
Japan
| $80.6M | -$114M | -59% | 13.4% | 36.1% | 16 | 87.5% | 0.3 |
|
| 4812 |
4812
DW Partners
New York
| $80.5M | -$10.2M | -11% | 13.1% | 44.5% | 7 | 57.14% | 0.6 |
|
| 4813 |
4813
Kiley Juergens Wealth Management
Olympia,
Washington
| $80.3M | +$8.84M | +12% | 12.5% | 106% | 39 | 7.69% | 1.2 |
|
| 4814 |
4814
Boothe Investment Group
Dover,
Delaware
| $80.2M | +$2.25M | +3% | 8.58% | 75.6% | 26 | 34.62% | 0.5 |
|
| 4815 |
4815
Norwest Venture Partners X
Palo Alto,
California
| $80.2M | -$3.05M | -4% | 23.8% | 11.3% | 3 | 0% | 3.3 |
|
| 4816 |
4816
Index Venture Growth Associates II
St. Helier, Channel Islands,
Jersey
| $80.1M | -$32.3M | -29% | 8.03% | – | 2 | 0% | 0.3 |
|
| 4817 |
KCP
4817
Kenmare Capital Partners
New York
| $80M | +$9.06M | +13% | 16.6% | 48.8% | 25 | 8% | 1.6 |
|
| 4818 |
4818
Security National Bank of So Dak
Sioux City,
Iowa
| $79.8M | +$2.7M | +3% | 13.1% | 67.7% | 88 | 21.59% | 3.5 |
|
| 4819 |
BCM
4819
BBT Capital Management
Fort Worth,
Texas
| $79.8M | -$31.6M | -28% | 7.3% | 31.4% | 317 | 89.59% | 0.1 |
|
| 4820 |
4820
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
| $79.8M | -$44.4M | -36% | 8.23% | 47.7% | 5 | 60% | 2.3 |
|
| 4821 |
FCM
4821
Farmstead Capital Management
Ridgewood,
New Jersey
| $79.6M | +$14M | +21% | 18% | – | 6 | 33.33% | 1.4 |
|
| 4822 |
4822
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $79.6M | +$12.5M | +19% | 13.5% | 234% | 126 | 25.4% | 0.8 |
|
| 4823 |
4823
Naman Capital
Sao Paulo,
Brazil
| $79.4M | -$38M | -32% | 4.71% | 89.9% | 17 | 11.76% | 0.2 |
|
| 4824 |
4824
Venor Capital Management
New York
| $79.1M | -$59.2M | -43% | 0.97% | – | 7 | 14.29% | 1.3 |
|
| 4825 |
4825
Swaine & Leidel Wealth Services
Sebring,
Florida
| $79M | +$16.2M | +26% | 10.3% | – | 68 | 63.24% | 0.1 |
|