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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
BI
5551
Blooom Inc
Overland Park,
Kansas
| $121M | -$13.4M | -10% | 4.59% | – | 52 | 19.23% | 0.7 |
|
| 5552 |
5552
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $121M | -$8.76M | -7% | 1.25% | 161% | 335 | 32.24% | 2.5 |
|
| 5553 |
5553
Charter Research & Investment Group
Southport,
Connecticut
| $121M | -$155K | -0.1% | 0.07% | 82.3% | 83 | 4.82% | 4.8 |
|
| 5554 |
5554
Khrom Capital Management
Miami Beach,
Florida
| $121M | +$13.3M | +12% | 5.58% | 35.6% | 23 | 47.83% | 0.2 |
|
| 5555 |
5555
Threadgill Financial
Spring,
Texas
| $120M | – | – | 1.43% | 49.3% | 47 | – | 0 |
|
| 5556 |
5556
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| $120M | -$882K | -0.7% | 0.32% | 46.9% | 111 | 9.91% | 0.7 |
|
| 5557 |
5557
Rain Capital Management
Lake Oswego,
Oregon
| $120M | -$12.4M | -9% | 0.49% | 18.2% | 50 | 12% | 2.9 |
|
| 5558 |
5558
Norwest Venture Partners XIII
Palo Alto,
California
| $120M | -$169M | -58% | 16.5% | – | 3 | 0% | 0.4 |
|
| 5559 |
5559
Emergence GP Partners
San Francisco,
California
| $120M | – | – | 3.21% | – | 3 | – | 0 |
|
| 5560 |
QGA
5560
Q Global Advisors
Fort Worth,
Texas
| $120M | -$23M | -16% | 1.26% | 79% | 201 | 54.23% | 0.2 |
|
| 5561 |
5561
Sightline Wealth Advisors
Groton,
Connecticut
| $120M | -$806K | -0.7% | 2.08% | 48.5% | 55 | 7.27% | 0.7 |
|
| 5562 |
5562
Susquehanna International Securities
Dublin,
Ireland
| $120M | +$3.33M | +3% | 0.12% | 2.8% | 22 | 72.73% | 0.2 |
|
| 5563 |
5563
Sterling Manor Financial
Saratoga Springs,
New York
| $120M | -$5.09M | -4% | 0.2% | – | 100 | 40% | 0.5 |
|
| 5564 |
GC
5564
Gratia Capital
Los Angeles,
California
| $120M | +$30.6M | +34% | 6.78% | 42.4% | 42 | 52.38% | 0.3 |
|
| 5565 |
5565
Pacific Wealth Management
San Diego,
California
| $120M | +$1.7M | +1% | 0.02% | 72.8% | 9 | 11.11% | 0.7 |
|
| 5566 |
ECP
5566
Elemental Capital Partners
San Francisco,
California
| $120M | -$1.73M | -1% | 10.3% | – | 10 | 10% | 0.5 |
|
| 5567 |
5567
Safir Wealth Advisors
Greenland,
New Hampshire
| $120M | +$1.68M | +1% | 0.18% | 52.1% | 15 | 13.33% | 0.6 |
|
| 5568 |
CGFI
5568
Cypress Growth Fund III
Menlo Park,
California
| $119M | -$833K | -0.7% | 0.51% | – | 33 | 9.09% | 0.7 |
|
| 5569 |
SM
5569
Saya Management
New York
| $119M | -$11M | -8% | 4.81% | 34.8% | 15 | 13.33% | 0.7 |
|
| 5570 |
5570
Center For Asset Management
Palm Beach Gardens,
Florida
| $119M | +$2.87M | +2% | 0.34% | 66.6% | 111 | 17.12% | 0.5 |
|
| 5571 |
5571
Greylock XIII
Menlo Park,
California
| $119M | -$972M | -89% | 21.9% | – | 2 | 50% | 0.8 |
|
| 5572 |
5572
Courant Investment Management
Franklin,
Tennessee
| $118M | -$571K | -0.5% | 1.54% | 35.2% | 11 | 9.09% | 3 |
|
| 5573 |
5573
Highline Capital Management
New York
| $118M | -$1.37M | -1% | 4.29% | 198% | 20 | 55% | 0.6 |
|
| 5574 |
5574
Wells Financial Advisors
Framingham,
Massachusetts
| $118M | -$166K | -0.1% | 0.61% | 54% | 61 | 1.64% | 0.7 |
|
| 5575 |
5575
LCM Capital Management
Chicago,
Illinois
| $118M | -$2.04M | -2% | 0.62% | 128% | 93 | 13.98% | 0.7 |
|