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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
5301
Burrus Financial Services
Salt Lake City,
Utah
| $195M | +$5.83M | +3% | 3.41% | 31.3% | 10 | 10% | 1.4 |
|
| 5302 |
ST
5302
Skorpios Trust
Limassol,
Cyprus
| $195M | +$119M | +156% | 157% | 174% | 2 | 0% | 2.3 |
|
| 5303 |
LI
5303
Latigo Investments
Fort Lauderdale,
Florida
| $195M | +$14M | +8% | 7.02% | 62.6% | 20 | 5% | 1.8 |
|
| 5304 |
5304
Gator Capital Management
Tampa,
Florida
| $195M | +$14.1M | +8% | 9.17% | 245% | 66 | 9.09% | 2.8 |
|
| 5305 |
5305
Chartist Inc
Seal Beach,
California
| $195M | +$11.1M | +6% | 9.58% | – | 29 | 17.24% | 5.7 |
|
| 5306 |
5306
Selkirk Management
Chatham,
New Jersey
| $195M | +$47M | +32% | 24.9% | 245% | 15 | 6.67% | 4.6 |
|
| 5307 |
5307
DSC Meridian Capital
New York
| $195M | -$8.79M | -4% | 0.13% | – | 13 | 30.77% | 0.2 |
|
| 5308 |
5308
Optimist Retirement Group
Bellevue,
Washington
| $195M | +$40.8M | +26% | 12.2% | 92.2% | 110 | 36.36% | 0.2 |
|
| 5309 |
I2I
5309
Insight 2811 Inc
Chicago,
Illinois
| $195M | +$11.3M | +6% | 3.29% | 31.3% | 84 | 5.95% | 4.2 |
|
| 5310 |
5310
Kinloch Capital
Glen Allen,
Virginia
| $195M | +$37.3M | +24% | 6.61% | 63.4% | 79 | 17.72% | 2.2 |
|
| 5311 |
5311
Retirement Financial Solutions
Knoxville,
Tennessee
| $195M | +$18M | +10% | 5.33% | 52.5% | 47 | 14.89% | 0.8 |
|
| 5312 |
5312
Five Oceans Advisors
Santa Monica,
California
| $195M | +$15.8M | +9% | 8.44% | 85.3% | 198 | 13.13% | 1.5 |
|
| 5313 |
5313
Gramercy Funds Management
Greenwich,
Connecticut
| $195M | +$194M | +24,723% | 26.2% | 87.6% | 2 | 50% | 0.3 |
|
| 5314 |
5314
Blue Pool Management
Causeway Bay,
Hong Kong
| $194M | -$60.1M | -24% | 2.38% | 72.8% | 2 | 0% | 1.5 |
|
| 5315 |
5315
Taika Capital
Sunny Isles Beach,
Florida
| $194M | +$19.6M | +11% | 12.5% | 68.3% | 67 | 67.16% | 0.4 |
|
| 5316 |
5316
Institutional Venture Management XV
Menlo Park,
California
| $194M | -$11.6M | -6% | 20.7% | 116% | 5 | 0% | 2.2 |
|
| 5317 |
5317
Fortress Wealth Management
Culver City,
California
| $194M | +$10.6M | +6% | 5.48% | 52.1% | 71 | 15.49% | 1.4 |
|
| 5318 |
5318
Crown Wealth Group
Charlotte,
North Carolina
| $194M | +$27.9M | +17% | 10.5% | 98.2% | 121 | 29.75% | 0.9 |
|
| 5319 |
5319
Lipe & Dalton
Syracuse,
New York
| $194M | +$9.7M | +5% | 5.94% | 101% | 111 | 10.81% | 5.1 |
|
| 5320 |
5320
Burkett Financial Services
Rock Hill,
South Carolina
| $194M | +$14.4M | +8% | 7.66% | 63.6% | 204 | 4.41% | 0.2 |
|
| 5321 |
5321
IMZ Advisory
Boca Raton,
Florida
| $194M | +$8.41M | +5% | 8.01% | 73.1% | 34 | 11.76% | 0.3 |
|
| 5322 |
5322
Custos Family Office
Austin,
Texas
| $194M | +$1.39M | +0.7% | 6.64% | 57.4% | 49 | 14.29% | 1.2 |
|
| 5323 |
5323
Trinity Wealth Management
Berwyn,
Pennsylvania
| $194M | +$26.7M | +16% | 7.1% | 56.7% | 51 | 21.57% | 2.3 |
|
| 5324 |
5324
Rockingstone Advisors
Great Barrington,
Massachusetts
| $194M | +$15.3M | +9% | 11.7% | 114% | 109 | 7.34% | 1.1 |
|
| 5325 |
5325
SC XII Management
Menlo Park,
California
| $194M | -$251M | -56% | 34.7% | 73.4% | 1 | 0% | 3.5 |
|