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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5326 |
GCM
5326
Garland Capital Management
Bellevue,
Washington
| $134M | -$17.1M | -11% | 8.97% | 55.7% | 35 | 14.29% | 5.5 |
|
| 5327 |
5327
Orleans Capital Management
Mandeville,
Louisiana
| $134M | -$27.1M | -17% | 11.8% | 94.6% | 84 | 10.71% | 2 |
|
| 5328 |
5328
ACME LLC
San Francisco,
California
| $134M | -$172M | -56% | 32.1% | 199% | 9 | 0% | 0.9 |
|
| 5329 |
5329
Must Asset Management
Seoul,
South Korea
| $134M | -$64.7M | -33% | 52.5% | 65.2% | 54 | 35.19% | 0.8 |
|
| 5330 |
SMP
5330
Santa Monica Partners
Palm Beach Gardens,
Florida
| $134M | -$9.01M | -6% | 5.69% | 135% | 22 | 0% | 3.5 |
|
| 5331 |
5331
Carl P. Sherr & Co
Worcester,
Massachusetts
| $134M | -$14.6M | -10% | 11.9% | 68.8% | 126 | 11.11% | 1.8 |
|
| 5332 |
5332
Mosaic Advisors
Houston,
Texas
| $134M | +$45.1M | +51% | 8.25% | 50.9% | 18 | 22.22% | 1.1 |
|
| 5333 |
5333
DCM International VI
Menlo Park,
California
| $134M | -$151M | -53% | 49.7% | – | 3 | 0% | 0.5 |
|
| 5334 |
LFWA
5334
LBJ Family Wealth Advisors
Austin,
Texas
| $134M | -$22.6M | -14% | 16.3% | 64.9% | 23 | 0% | 5.9 |
|
| 5335 |
CWA
5335
Clearview Wealth Advisors
Salem,
Oregon
| $133M | -$18.8M | -12% | 10.7% | 45.2% | 675 | 11.7% | 1.2 |
|
| 5336 |
5336
Loudon Investment Management
West Lebanon,
New Hampshire
| $133M | -$18.4M | -12% | 11.7% | 61.6% | 91 | 8.79% | 4.8 |
|
| 5337 |
5337
Chronos Wealth Management
Clearwater,
Florida
| $133M | -$23.8M | -15% | 12.1% | 92.3% | 40 | 12.5% | 2.4 |
|
| 5338 |
5338
IronBridge Private Wealth
Austin,
Texas
| $133M | -$28.8M | -18% | 5.65% | 122% | 47 | 61.7% | 0.7 |
|
| 5339 |
5339
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $133M | -$29.3M | -18% | 8.97% | 0.74% | 8 | 12.5% | 3.6 |
|
| 5340 |
5340
Brooktree Capital Management
Gand Rapids,
Michigan
| $133M | -$20.3M | -13% | 15.1% | 82.9% | 39 | 15.38% | 1.8 |
|
| 5341 |
5341
William Marsh Rice University
Houston,
Texas
| $133M | -$55.4M | -29% | 1.55% | 1.81% | 10 | 20% | 1.1 |
|
| 5342 |
5342
Insight Wealth Partners
Plano,
Texas
| $133M | -$47M | -26% | 6.74% | 63.2% | 74 | 22.97% | 1.7 |
|
| 5343 |
CSA
5343
Cottage Street Advisors
Marion,
Massachusetts
| $133M | -$34.7M | -21% | 14.1% | 95.8% | 112 | 25% | 3.6 |
|
| 5344 |
SL
5344
SIB LLC
New York,
New York
| $133M | -$29.5M | -18% | 16.9% | 29.2% | 19 | 0% | 6.9 |
|
| 5345 |
5345
Flight Deck Capital
San Francisco,
California
| $133M | -$20.9M | -14% | 33.4% | 379% | 26 | 57.69% | 0.2 |
|
| 5346 |
5346
Delta Capital Management
Red Bank,
New Jersey
| $133M | -$17.3M | -12% | 10.9% | 129% | 81 | 4.94% | 5.5 |
|
| 5347 |
5347
Private Capital Group
West Hartford,
Connecticut
| $133M | -$308M | -70% | 13.2% | 30.1% | 2,258 | 16.74% | 3.2 |
|
| 5348 |
5348
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| $133M | -$31.2M | -19% | 20.4% | 199% | 70 | 12.86% | 1.3 |
|
| 5349 |
5349
LRT Capital Management
Austin,
Texas
| $133M | -$23.5M | -15% | 12.4% | 76.2% | 85 | 50.59% | 0.3 |
|
| 5350 |
5350
Mayar Capital
London,
United Kingdom
| $133M | +$19.1M | +17% | 15% | 14.7% | 15 | 20% | 0.9 |
|