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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
Twin Lakes Capital Management
Redwood Shores,
California
| $130M | +$5.77M | +5% | 14.5% | 131% | 257 | 5.06% | 0.9 |
|
| 5602 |
5602
Gates Foundation
Seattle,
Washington
| $130M | +$3.28M | +3% | 10.3% | 58.1% | 10 | 10% | 1.6 |
|
| 5603 |
5603
Medina Value Partners
Los Angeles,
California
| $130M | +$34.5M | +36% | 31.4% | 80% | 19 | 63.16% | 0.4 |
|
| 5604 |
5604
Horiko Capital Management
New York
| $130M | +$5.81M | +5% | 6.2% | 275% | 27 | 0% | 2.3 |
|
| 5605 |
KAM
5605
Kinney Asset Management
Chicago,
Illinois
| $130M | – | – | 9.22% | 10.1% | 6 | – | 1.4 |
|
| 5606 |
ASBI
5606
American State Bank (Iowa)
Sioux Center,
Iowa
| $130M | +$14.2M | +12% | 11.2% | 138% | 333 | 8.41% | 1.8 |
|
| 5607 |
PWP
5607
Pursue Wealth Partners
Clayton,
California
| $129M | -$9.6M | -7% | 3.09% | 108% | 117 | 23.08% | 0.8 |
|
| 5608 |
CWA
5608
Clearview Wealth Advisors
Salem,
Oregon
| $129M | +$3.26M | +3% | 8.73% | 45.2% | 669 | 13.45% | 1.6 |
|
| 5609 |
5609
Robbins Farley
Bedford,
New Hampshire
| $129M | +$7.55M | +6% | 12.3% | 106% | 194 | 23.2% | 0.9 |
|
| 5610 |
5610
Bellevue Asset Management
Bellevue,
Washington
| $129M | +$633K | +0.5% | 6.44% | 56.7% | 507 | 7.69% | 2.5 |
|
| 5611 |
5611
Southern Capital Advisors
Jackson,
Tennessee
| $129M | +$6.97M | +6% | 9.98% | 66.8% | 78 | 20.51% | 0.8 |
|
| 5612 |
5612
Vienna Insurance Group
Warsaw,
Poland
| $129M | -$12.5M | -9% | 7.63% | 188% | 39 | 23.08% | 1.1 |
|
| 5613 |
AIM
5613
Aquila Investment Management
New York
| $129M | -$4.67M | -3% | 10.1% | 53.3% | 106 | 31.13% | 0.6 |
|
| 5614 |
5614
OnyxPoint Global Management
New York
| $129M | – | – | 10.2% | 162% | 10 | – | 0 |
|
| 5615 |
5615
Integral Investment Advisors
Turlock,
California
| $129M | +$6.71M | +5% | 4.75% | 60% | 86 | 13.95% | 0.9 |
|
| 5616 |
BC
5616
Bowman & Company
Oshkosh,
Wisconsin
| $129M | +$18.7M | +17% | 10.2% | 59.7% | 91 | 20.88% | 0.7 |
|
| 5617 |
5617
Cherry Creek Investment Advisors
Englewood,
Colorado
| $129M | +$8.26M | +7% | 7.1% | 151% | 95 | 12.63% | 1.3 |
|
| 5618 |
DIS
5618
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $129M | +$7.37M | +6% | 10.2% | 93.8% | 49 | 14.29% | 3.7 |
|
| 5619 |
5619
Ardent Capital Management
Cincinnati,
Ohio
| $129M | +$16.6M | +15% | 9.59% | 87.2% | 28 | 53.57% | 0.5 |
|
| 5620 |
5620
Foresite Capital Management V
Larkspur,
California
| $129M | -$1.31M | -1% | 13.7% | 401% | 14 | 21.43% | 1.5 |
|
| 5621 |
TCM
5621
TAM Capital Management
Stamford,
Connecticut
| $129M | – | – | 13.6% | 4.15% | 6 | – | 1 |
|
| 5622 |
DCM
5622
Difesa Capital Management
New York
| $129M | -$67.6M | -34% | 2.62% | – | 342 | 59.36% | 0.5 |
|
| 5623 |
5623
Whitefort Capital Management
New York
| $129M | +$38.8M | +43% | 32.3% | 243% | 36 | 63.89% | 0.5 |
|
| 5624 |
5624
Worldly Partners Management
Needham,
Massachusetts
| $129M | – | – | 3.26% | 19.2% | 4 | – | 0 |
|
| 5625 |
5625
Evolution Advisers
Richmond,
Virginia
| $128M | +$13.7M | +12% | 6.42% | 40.8% | 158 | 11.39% | 0.9 |
|