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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
HM
5276
HCEP Management
Hong Kong
| $128M | -$19.7M | -13% | 6.39% | 182% | 5 | 20% | 1 |
|
| 5277 |
5277
Summit Rock Advisors
New York
| $128M | +$5.73M | +5% | 1.53% | – | 9 | 55.56% | 0.6 |
|
| 5278 |
5278
KPCB XIV Associates
Menlo Park,
California
| $128M | -$44M | -26% | 21.3% | – | 6 | 16.67% | 0.8 |
|
| 5279 |
5279
Saiph Capital
Wyckoff,
New Jersey
| $128M | -$1.69M | -1% | 4.1% | 52.4% | 45 | 20% | 0.6 |
|
| 5280 |
5280
Yorktown Energy Partners XI
New York
| $128M | -$38.8M | -23% | 18.4% | 105% | 3 | 0% | 2.7 |
|
| 5281 |
IWN
5281
Independent Wealth Network
Urbandale,
Iowa
| $128M | -$10.9M | -8% | 4.64% | 78.2% | 196 | 15.31% | 0.8 |
|
| 5282 |
5282
Moser Wealth Advisors
Bellevue,
Washington
| $128M | -$6.52M | -5% | 5.03% | – | 156 | 14.1% | 1.9 |
|
| 5283 |
5283
McCarthy Asset Management
Redwood Shores,
California
| $128M | +$4.91M | +4% | 3.92% | – | 33 | 6.06% | 1.6 |
|
| 5284 |
5284
Wisconsin Capital Management
Madison,
Wisconsin
| $128M | -$21.1M | -14% | 4.34% | 153% | 47 | 2.13% | 3.9 |
|
| 5285 |
5285
Quaero Capital
Geneve,
Switzerland
| $128M | +$3.21M | +3% | 11% | 62.4% | 82 | 15.85% | 0.8 |
|
| 5286 |
5286
Consilio Wealth Advisors
Bellevue,
Washington
| $128M | +$4.17M | +3% | 4.55% | 66.4% | 47 | 29.79% | 0.5 |
|
| 5287 |
5287
Benchmark Wealth Management
Old Lyme,
Connecticut
| $128M | -$8.35M | -6% | 4.83% | 42.7% | 52 | 13.46% | 2.1 |
|
| 5288 |
AAM
5288
Ascension Asset Management
New York
| $127M | -$8.06M | -6% | 6.09% | – | 85 | 2.35% | 1.5 |
|
| 5289 |
GIM
5289
Greenwich Investment Management
Norwalk,
Connecticut
| $127M | -$12.1M | -9% | 6.35% | – | 58 | 20.69% | 2.9 |
|
| 5290 |
5290
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $127M | -$24M | -16% | 4.34% | 62% | 289 | 11.76% | 1.9 |
|
| 5291 |
5291
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $127M | -$15.7M | -11% | 6.09% | 44.8% | 134 | 15.67% | 2.2 |
|
| 5292 |
JPLA
5292
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $127M | -$14.3M | -10% | 4.69% | 74.3% | 484 | 76.86% | 2.8 |
|
| 5293 |
DFS
5293
Dixon Fnancial Services
Lafayette,
California
| $127M | -$10M | -7% | 6.18% | 76.6% | 24 | 8.33% | 0.7 |
|
| 5294 |
5294
Benedetti & Gucer
Atlanta,
Georgia
| $127M | -$20.7M | -14% | 4.33% | 42.7% | 105 | 28.57% | 1 |
|
| 5295 |
RMSCM
5295
R.M. Sincerbeaux Capital Management
New York
| $127M | -$9.22M | -7% | 5.88% | 76.4% | 44 | 4.55% | 7.2 |
|
| 5296 |
5296
Members Capital Advisors Inc
Madison,
Wisconsin
| $127M | -$11.2M | -8% | 8.2% | – | 72 | 9.72% | 1.8 |
|
| 5297 |
5297
Hartree Partners
New York
| $127M | -$295M | -70% | 2.18% | 138% | 134 | 79.1% | 0.3 |
|
| 5298 |
5298
Caliber Wealth Management (Utah)
Orem,
Utah
| $127M | -$1.85M | -1% | 2.99% | 36.5% | 66 | 4.55% | 1.2 |
|
| 5299 |
5299
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
| $127M | -$21.6M | -15% | 2.82% | 30.7% | 47 | 17.02% | 1.8 |
|
| 5300 |
5300
NorthLanding Financial Partners
Rochester,
New York
| $127M | – | – | 6.64% | 54.7% | 64 | – | 0 |
|