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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
Spectrum Asset Management (California)
Newport Beach,
California
| $216M | -$17M | -7% | 0.81% | 68.3% | 112 | 25% | 3.3 |
|
| 5077 |
5077
Boothe Investment Group
Dover,
Delaware
| $216M | +$17.6M | +9% | 0.85% | 75.6% | 44 | 25% | 1.8 |
|
| 5078 |
5078
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $216M | -$20.3M | -9% | 1.06% | 70.2% | 20 | 15% | 2 |
|
| 5079 |
5079
Richmond Hill Investments
New York
| $216M | +$4.11M | +2% | 1.19% | 55.2% | 4 | 0% | 6.3 |
|
| 5080 |
5080
X-Square Capital
Guaynabo,
Puerto Rico
| $216M | +$4.63M | +2% | 1.22% | 158% | 167 | 14.37% | 2.7 |
|
| 5081 |
5081
Doma Perpetual Capital Management
Miami,
Florida
| $216M | +$65.3M | +43% | 6.76% | – | 10 | 20% | 0.4 |
|
| 5082 |
5082
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| $216M | +$15.9M | +8% | 0.47% | 75.5% | 497 | 2.82% | 2.8 |
|
| 5083 |
5083
Axis Capital Holdings
Pembroke,
| $216M | +$8.04M | +4% | 3.88% | 67% | 3 | 0% | 7.6 |
|
| 5084 |
5084
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $215M | -$13M | -6% | 7.26% | 282% | 44 | 43.18% | 1.3 |
|
| 5085 |
5085
Patient Square Capital
Menlo Park,
California
| $215M | -$19.4M | -8% | 7.29% | 329% | 2 | 0% | 0.9 |
|
| 5086 |
5086
Red Spruce Capital
Berwyn,
Pennsylvania
| $215M | -$169K | -0.1% | 0.05% | 98.4% | 86 | 4.65% | 3.5 |
|
| 5087 |
5087
Moseley Investment Management
Bradenton,
Florida
| $215M | +$14M | +7% | 7.07% | 96.6% | 155 | 11.61% | 3.5 |
|
| 5088 |
5088
Canopy Partners
Cincinnati,
Ohio
| $215M | +$10.7M | +5% | 4.03% | – | 209 | 9.57% | 0.4 |
|
| 5089 |
5089
EntryPoint Capital
New York
| $215M | +$104M | +93% | 4.98% | – | 1,960 | 60.05% | 0.2 |
|
| 5090 |
5090
Crescent Park Management
East Palo Alto,
California
| $215M | -$41.9M | -16% | 7.91% | 87% | 32 | 21.88% | 2.1 |
|
| 5091 |
5091
Solitude Financial Services
Charlottesville,
Virginia
| $215M | -$1.98M | -0.9% | 0.52% | 62.4% | 38 | 13.16% | 2.4 |
|
| 5092 |
5092
WealthCare Investment Partners
Portsmouth,
Rhode Island
| $215M | +$8.28M | +4% | 1.01% | 62.6% | 138 | 7.25% | 1.7 |
|
| 5093 |
5093
Hoxton Planning & Management
Shepherdstown,
West Virginia
| $215M | +$6.03M | +3% | 4.12% | 77.8% | 170 | 10.59% | 1.1 |
|
| 5094 |
IWN
5094
Independent Wealth Network
Urbandale,
Iowa
| $215M | +$1.46M | +0.7% | 1.61% | 78.2% | 233 | 12.45% | 2 |
|
| 5095 |
5095
Emergence GP Partners
San Francisco,
California
| $215M | -$51.6M | -19% | 18.8% | – | 3 | 0% | 2 |
|
| 5096 |
5096
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| $215M | +$2.5M | +1% | 0.17% | 44.9% | 58 | 24.14% | 1.7 |
|
| 5097 |
5097
IMS Capital Management
Portland,
Oregon
| $215M | -$475K | -0.2% | 2.02% | 119% | 151 | 12.58% | 4.8 |
|
| 5098 |
5098
Wela Strategies
Atlanta,
Georgia
| $215M | +$3.08M | +1% | 0.46% | 51.3% | 51 | 3.92% | 3.3 |
|
| 5099 |
5099
Leisure Capital Management
Costa Mesa,
California
| $215M | +$15.2M | +8% | 4.02% | 98% | 144 | 14.58% | 4.9 |
|
| 5100 |
5100
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $214M | +$3.95M | +2% | 2.79% | 86.2% | 83 | 4.82% | 3.7 |
|