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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
PWM
5176
PBMares Wealth Management
Williamsburg,
Virginia
| $66.5M | +$2.96M | +5% | 13.9% | 67.7% | 116 | 15.52% | 1.8 |
|
| 5177 |
PIA
5177
Pinion Investment Advisors
Wichita,
Kansas
| $66.3M | +$19.7M | +42% | 15.7% | 75.4% | 115 | 22.61% | 5.8 |
|
| 5178 |
DTIM
5178
Danda Trouve Investment Management
Prairie Village,
Kansas
| $66.1M | +$17.9M | +37% | 15.2% | 13% | 191 | 27.75% | 1.7 |
|
| 5179 |
SV
5179
Sapphire Ventures
Austin,
Texas
| $66.1M | -$86.4M | -57% | 163% | 27.9% | 3 | 33.33% | 8 |
|
| 5180 |
EIP
5180
Edgbaston Investment Partners
| $65.9M | -$11.2M | -15% | 10.1% | 4.67% | 3 | 0% | 8.3 |
|
| 5181 |
LECM
5181
Lead Edge Capital Management
New York
| $65.6M | -$22.9M | -26% | 53.7% | 20.2% | 6 | 50% | 1.2 |
|
| 5182 |
GFI
5182
Global Frontier Investments
Charleston,
South Carolina
| $65.5M | – | – | 15% | – | 16 | – | 0 |
|
| 5183 |
QGA
5183
Q Global Advisors
Fort Worth,
Texas
| $65.2M | +$58.5M | +871% | 58.4% | 79% | 64 | 89.06% | 0.2 |
|
| 5184 |
LI
5184
Latash Investments
Anchorage,
Alaska
| $65.1M | -$1.54M | -2% | 4.14% | 110% | 23 | 30.43% | 1.7 |
|
| 5185 |
RCIM
5185
Russell Clark Investment Management
London,
United Kingdom
| $64.9M | -$1.86M | -3% | 31.7% | 172% | 45 | 46.67% | 4.7 |
|
| 5186 |
CFSG
5186
Clark Financial Services Group
Chesterfield,
Missouri
| $64.6M | – | – | 22.4% | 102% | 56 | – | 0 |
|
| 5187 |
KLCMU
5187
Kite Lake Capital Management (UK)
London,
United Kingdom
| $64.3M | +$1.63M | +3% | 1.39% | 337% | 9 | 33.33% | 1.1 |
|
| 5188 |
EI
5188
EDMP Inc
Lutz,
Florida
| $64.2M | -$48.7M | -43% | 17.3% | 71.6% | 62 | 37.1% | 13.7 |
|
| 5189 |
NCP
5189
NexWave Capital Partners
New York
| $64M | +$5.86M | +10% | 23% | – | 27 | 48.15% | 0.9 |
|
| 5190 |
TOPU
5190
Trustees of Princeton University
Princeton,
New Jersey
| $64M | -$9.43M | -13% | 1.16% | – | 7 | 71.43% | 3 |
|
| 5191 |
OEP
5191
Ocean Endowment Partners
Chicago,
Illinois
| $63.5M | -$9.06M | -12% | 20.5% | – | 27 | 66.67% | 1.8 |
|
| 5192 |
AEM
5192
ACON Equity Management
Washington,
District of Columbia
| $63.4M | +$19.8M | +45% | 45.4% | 32.1% | 1 | 0% | 10 |
|
| 5193 |
ALS
5193
Andrew L. Share
| $63.4M | +$22.8M | +56% | 68.3% | 14.8% | 1 | 0% | 10 |
|
| 5194 |
UMA
5194
USA Mutuals Advisors
Dallas,
Texas
| $63.3M | +$2.96M | +5% | 19.6% | 14.1% | 18 | 16.67% | 14.9 |
|
| 5195 |
SPFA
5195
Summit Place Financial Advisors
Summit,
New Jersey
| $63.2M | +$16.4M | +35% | 16.2% | 95.2% | 51 | 33.33% | 1.5 |
|
| 5196 |
HIH
5196
HRS Investment Holdings
New York
| $62.7M | -$25.1M | -29% | 19.8% | 21.5% | 1 | 0% | 6 |
|
| 5197 |
WI
5197
Wedgewood Investors
Erie,
Pennsylvania
| $62M | +$10.1M | +20% | 19% | – | 79 | 7.59% | 22.9 |
|
| 5198 |
VAS
5198
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $61.9M | +$5.84M | +10% | 12% | 89.7% | 26 | 34.62% | 7.5 |
|
| 5199 |
HJMC
5199
Hellman Jordan Management Company
Quincy,
Massachusetts
| $61.8M | +$19.6M | +46% | 53% | 203% | 27 | 44.44% | 1.9 |
|
| 5200 |
MECA
5200
Miller Equity Capital Advisors
Irving,
Texas
| $61.5M | +$8.23M | +15% | 16.8% | 23.7% | 36 | 2.78% | 2 |
|