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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
RF
5151
RHS Financial
San Francisco,
California
| $95.7M | +$10.8M | +13% | 4.45% | 57.8% | 68 | 8.82% | 3.5 |
|
| 5152 |
SH
5152
Svenska Handelsbanken
Stockholm,
Sweden
| $95.6M | +$11.8M | +14% | 11.1% | – | 47 | 8.51% | 10.8 |
|
| 5153 |
5153
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $95.6M | +$9.86M | +11% | 15% | 225% | 144 | 20.14% | 4.5 |
|
| 5154 |
OC
5154
Oppenheimer & Close
New York
| $95.4M | +$5.35M | +6% | 13.7% | 149% | 45 | 4.44% | 14.6 |
|
| 5155 |
JC
5155
Jentner Corp
Akron,
Ohio
| $95.4M | -$27.1M | -22% | 6.64% | 38.9% | 40 | 12.5% | 8.3 |
|
| 5156 |
CC
5156
Colrain Capital
Boston,
Massachusetts
| $95.4M | +$4.56M | +5% | 12.3% | – | 44 | 6.82% | 16.4 |
|
| 5157 |
MPCG
5157
Matrix Private Capital Group
New York
| $95.3M | – | – | 7.37% | 62.5% | 197 | – | 0 |
|
| 5158 |
CG
5158
Corundum Group
Colorado Springs,
Colorado
| $95.2M | +$8.89M | +10% | 7.99% | 80.5% | 74 | 12.16% | 8.9 |
|
| 5159 |
TH
5159
Timber Hill
Greenwich,
Connecticut
| $95.2M | -$29.5M | -24% | 13.1% | 59.2% | 34 | 67.65% | 4 |
|
| 5160 |
FU
5160
Fairfield University
Fairfield,
Connecticut
| $95.1M | +$655K | +0.7% | 7.12% | 61.9% | 4 | 0% | 10.5 |
|
| 5161 |
GI
5161
Gavea Investimentos
Rj,
Brazil
| $94.9M | +$49.4M | +108% | 8.18% | 60.3% | 22 | 86.36% | 0.3 |
|
| 5162 |
BPI
5162
Battery Partners IX
Boston,
Massachusetts
| $94.8M | -$78M | -45% | 15% | 322% | 5 | 20% | 9 |
|
| 5163 |
SA
5163
Silversage Advisors
Irvine,
California
| $94.7M | – | – | 7.18% | – | 32 | – | 0 |
|
| 5164 |
CCM
5164
Concourse Capital Management
Atlanta,
Georgia
| $94.6M | -$15.8M | -14% | 13.7% | 107% | 46 | 56.52% | 5 |
|
| 5165 |
VIP
5165
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $94.2M | +$20.9M | +28% | 7.44% | 31.9% | 9 | 22.22% | 2.2 |
|
| 5166 |
IAP
5166
Indie Asset Partners
Carmel,
Indiana
| $94.1M | – | – | 7.88% | 119% | 85 | – | 0 |
|
| 5167 |
MSS
5167
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $94.1M | +$16M | +21% | 7.1% | 72.2% | 103 | 14.56% | 14.7 |
|
| 5168 |
PAWC
5168
P.A.W. Capital
Greenwich,
Connecticut
| $93.8M | +$13.6M | +17% | 55.8% | 54.6% | 68 | 20.59% | 12.7 |
|
| 5169 |
HWM
5169
HighMark Wealth Management
St. Paul,
Minnesota
| $93.7M | – | – | 9.47% | 110% | 406 | – | 0 |
|
| 5170 |
UOTTAIMCU
5170
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $93.7M | – | – | 7.19% | 68.3% | 37 | – | 3.2 |
|
| 5171 |
VFM
5171
Vivid Financial Management
Orcutt,
California
| $93.5M | – | – | 6.68% | – | 90 | – | 0 |
|
| 5172 |
EFEM
5172
Eos Focused Equity Management
New York
| $93.4M | +$7.6M | +9% | 4.67% | 55.7% | 39 | 48.72% | 3.2 |
|
| 5173 |
CI
5173
Clal Insurance
Tel-Aviv,
Israel
| $93.2M | -$4.02B | -98% | 12.7% | 202% | 133 | 24.06% | 7.1 |
|
| 5174 |
BDCM
5174
Black Diamond Capital Management
Stamford,
Connecticut
| $93.1M | +$18.9M | +25% | 41.8% | 28.3% | 6 | 0% | 7.8 |
|
| 5175 |
GCM
5175
Greywolf Capital Management
Purchase,
New York
| $93M | -$89.3M | -49% | 28.1% | 174% | 6 | 33.33% | 9.3 |
|