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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
EP
4976
Elkhorn Partners
Omaha,
Nebraska
| $186M | +$8.48M | +5% | 7.1% | 32.2% | 43 | 6.98% | 4.1 |
|
| 4977 |
4977
Gates Foundation
Seattle,
Washington
| $186M | -$144M | -44% | 32.6% | 58.1% | 11 | 0% | 0.9 |
|
| 4978 |
4978
AUA Capital Management
Camp Hill,
Pennsylvania
| $186M | +$15.5M | +9% | 4.27% | 70.2% | 384 | 7.55% | 2.6 |
|
| 4979 |
4979
Old West Investment Management
Los Angeles,
California
| $186M | -$18.1M | -9% | 13.1% | 242% | 53 | 33.96% | 3.3 |
|
| 4980 |
4980
EPIQ Partners
Minneapolis,
Minnesota
| $186M | -$1.63M | -0.9% | 3.39% | 49.6% | 93 | 7.53% | 1.6 |
|
| 4981 |
4981
J. Arnold Wealth Management
Youngstown,
Ohio
| $186M | -$37M | -17% | 6.96% | 46.2% | 61 | 34.43% | 1.2 |
|
| 4982 |
MAM
4982
Mystic Asset Management
Warwick,
Rhode Island
| $186M | -$25.7M | -12% | 3.19% | 114% | 440 | 64.77% | 0.2 |
|
| 4983 |
4983
Tower View Wealth Management
Shorewood,
Wisconsin
| $186M | -$10.4M | -5% | 6.12% | 135% | 200 | 11% | 2.2 |
|
| 4984 |
4984
Eidelman Virant Capital
Saint Louis,
Missouri
| $186M | -$89.8M | -33% | 1.42% | 46.2% | 237 | 30.8% | 1.7 |
|
| 4985 |
4985
Lagoda Investment Management
New York
| $186M | -$25.3M | -12% | 9.31% | 250% | 40 | 10% | 4.3 |
|
| 4986 |
4986
Northpond Ventures
Bethesda,
Maryland
| $186M | -$100M | -35% | 41.8% | 67.3% | 5 | 20% | 0.2 |
|
| 4987 |
4987
Bordeaux Wealth Advisors
Menlo Park,
California
| $185M | -$32.4M | -15% | 7.89% | 141% | 104 | 22.12% | 0.9 |
|
| 4988 |
4988
Milestone Advisory Partners
Southern Pines,
North Carolina
| $185M | -$12.7M | -6% | 0.9% | 19.7% | 104 | 36.54% | 1.8 |
|
| 4989 |
4989
Andesa Financial Management
Allentown,
Pennsylvania
| $185M | -$18.1M | -9% | 2.44% | 73.6% | 164 | 21.34% | 1.9 |
|
| 4990 |
4990
First Reserve GP XIII
Stamford,
Connecticut
| $185M | +$71.7M | +63% | 19.2% | 5.56% | 2 | 100% | 0 |
|
| 4991 |
4991
NWK Group
San Francisco,
California
| $185M | -$86.3M | -32% | 6.5% | 268% | 96 | 33.33% | 1.6 |
|
| 4992 |
PCM
4992
Perritt Capital Management
Chicago,
Illinois
| $185M | -$7.93M | -4% | 2.03% | 80.9% | 209 | 11% | 3.9 |
|
| 4993 |
4993
Sturgeon Ventures
London,
United Kingdom
| $185M | -$34.1M | -16% | 9.85% | 85.9% | 45 | 42.22% | 2.1 |
|
| 4994 |
4994
Clifford Capital Partners
Alpine,
Utah
| $185M | +$51.4M | +38% | 2.05% | 77.3% | 45 | 11.11% | 2.4 |
|
| 4995 |
4995
QVIDTVM Management
The Woodlands,
Texas
| $185M | +$9.7M | +5% | 7.17% | 19.5% | 14 | 35.71% | 0.2 |
|
| 4996 |
4996
Aisling Capital Management
New York
| $185M | -$98.2M | -35% | 28.6% | 793% | 21 | 0% | 2.1 |
|
| 4997 |
4997
Accel Growth Fund V Associates
Palo Alto,
California
| $185M | -$51.6M | -22% | 19.8% | 1.17% | 3 | 33.33% | 0.9 |
|
| 4998 |
4998
Manhattan West Asset Management
Los Angeles,
California
| $185M | +$18.4M | +11% | 4.28% | 65.6% | 166 | 65.66% | 0.1 |
|
| 4999 |
4999
Metavasi Capital
Larchmont,
New York
| $185M | -$528M | -74% | 24.7% | 840% | 34 | 52.94% | 0.1 |
|
| 5000 |
5000
Moseley Investment Management
Bradenton,
Florida
| $185M | -$35M | -16% | 5.13% | 96.6% | 183 | 12.02% | 2 |
|