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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
LI
5351
Latigo Investments
Fort Lauderdale,
Florida
| $195M | +$255K | +0.1% | 0.25% | 56.6% | 20 | 0% | 2.1 |
|
| 5352 |
5352
Mudita Advisors
London,
United Kingdom
| $195M | +$27.4M | +16% | 3.35% | 143% | 19 | 21.05% | 1.8 |
|
| 5353 |
JPLA
5353
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $195M | +$8.55M | +5% | 2.97% | 74.3% | 129 | 10.08% | 3.5 |
|
| 5354 |
5354
Pine Brook Road Advisors
Bedford,
New York
| $195M | -$51.5M | -21% | 12% | – | 3 | 0% | 0.5 |
|
| 5355 |
WA1
5355
Wimmer Associates 1
Pasadena,
California
| $195M | +$4.91M | +3% | 4.36% | 78.9% | 113 | 6.19% | 6.5 |
|
| 5356 |
5356
Seeds Investor
New York
| $195M | +$86.6M | +80% | 2.85% | – | 230 | 34.78% | 0.3 |
|
| 5357 |
5357
Slagle Financial
Edwardsville,
Illinois
| $195M | +$10.7M | +6% | 3.8% | 77.9% | 122 | 18.85% | 0.9 |
|
| 5358 |
5358
Deane Retirement Strategies
New Orleans,
Louisiana
| $195M | -$2.05M | -1% | 3.05% | 73.4% | 94 | 40.43% | 2.4 |
|
| 5359 |
5359
Burkett Financial Services
Rock Hill,
South Carolina
| $195M | +$914K | +0.5% | 1.73% | 63.6% | 206 | 5.83% | 0.5 |
|
| 5360 |
5360
Rockingstone Advisors
Great Barrington,
Massachusetts
| $195M | +$1.13M | +0.6% | 4.08% | 114% | 110 | 10.91% | 1.3 |
|
| 5361 |
5361
Peak XV Partners Operations
Trianon,
Mauritius
| $195M | -$82.2M | -30% | 29.4% | – | 3 | 0% | 0.4 |
|
| 5362 |
5362
Sonata Capital Group
Seattle,
Washington
| $195M | -$24.9M | -11% | 2.43% | 66.5% | 116 | 24.14% | 6.1 |
|
| 5363 |
5363
FOCUS Wealth Advisors
Houston,
Texas
| $195M | +$8.02M | +4% | 1.24% | 68.7% | 59 | 1.69% | 2 |
|
| 5364 |
5364
Sagil Capital
London,
United Kingdom
| $195M | +$11.7M | +6% | 7.98% | 104% | 32 | 62.5% | 0.5 |
|
| 5365 |
5365
Lavaca Capital
Houston,
Texas
| $195M | +$23.4M | +14% | 3.96% | 46.5% | 94 | 21.28% | 2.4 |
|
| 5366 |
5366
Straight Path Wealth Management
Jenison,
Michigan
| $195M | +$16.6M | +9% | 1.95% | 70.4% | 99 | 12.12% | 1.3 |
|
| 5367 |
MFC
5367
Mechanics Financial Corp
Mansfield,
Ohio
| $195M | +$2.44M | +1% | 1.25% | 81.6% | 232 | 9.91% | 2.2 |
|
| 5368 |
5368
Greenfield Savings Bank
Greenfield,
Massachusetts
| $195M | +$4.29M | +2% | 3.23% | 108% | 155 | 9.03% | 1.6 |
|
| 5369 |
5369
First County Bank
Stamford,
Connecticut
| $194M | -$10.2M | -5% | 3.55% | 101% | 168 | 7.74% | 1.4 |
|
| 5370 |
5370
Bridger Management
New York
| $194M | -$27.5M | -12% | 5.93% | 103% | 33 | 21.21% | 1.6 |
|
| 5371 |
5371
Cora Capital Advisors
Marlton,
New Jersey
| $194M | +$6.9M | +4% | 1.53% | 70.5% | 100 | 9% | 1.3 |
|
| 5372 |
TSM
5372
Two Star Manager
Miami Beach,
Florida
| $194M | +$2.57M | +1% | 3.11% | – | 18 | 27.78% | 0.3 |
|
| 5373 |
5373
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $194M | +$27.3M | +16% | 2.68% | 97.1% | 745 | 9.13% | 1.7 |
|
| 5374 |
DA
5374
DCF Advisers
Greenwich,
Connecticut
| $194M | -$8.89M | -4% | 3.79% | 372% | 105 | 31.43% | 1.8 |
|
| 5375 |
5375
Claris Advisors
St. Louis,
Missouri
| $194M | -$4.24M | -2% | 0.58% | 65.7% | 58 | 6.9% | 1.6 |
|