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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
CNFG
5626
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| $128M | +$12.9M | +11% | 12.6% | 52.6% | 76 | 1.32% | 5.4 |
|
| 5627 |
5627
Renaissance Capital
Stamford,
Connecticut
| $128M | -$27.6M | -18% | 9.16% | 392% | 93 | 19.35% | 1.1 |
|
| 5628 |
5628
Windle Wealth
Oklahoma City,
Oklahoma
| $128M | – | – | 11.8% | 73% | 28 | – | 0 |
|
| 5629 |
5629
WealthSpring Partners
Long Beach,
California
| $128M | +$14.8M | +13% | 7.47% | – | 79 | 13.92% | 0.2 |
|
| 5630 |
5630
TCP Asset Management
Columbus,
Ohio
| $128M | – | – | 6.2% | 65% | 48 | – | 0 |
|
| 5631 |
GBI
5631
GP Brinson Investments
Chicago,
Illinois
| $128M | -$5.87M | -4% | 7.01% | 51.2% | 16 | 6.25% | 1.5 |
|
| 5632 |
5632
Value Star Asset Management
Hong Kong
| $128M | -$43.8M | -25% | – | – | 40 | 50% | 0.8 |
|
| 5633 |
5633
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $128M | +$6.7M | +6% | 8.58% | 87.2% | 85 | 31.76% | 1.3 |
|
| 5634 |
5634
Client First Capital
San Diego,
California
| $128M | -$8.6M | -6% | 4.88% | 54.6% | 22 | 4.55% | 0.9 |
|
| 5635 |
5635
MB, Levis & Associates
Center Valley,
Pennsylvania
| $128M | – | – | 9.17% | 43.1% | 260 | – | 0 |
|
| 5636 |
5636
Transparent Wealth Partners
Little Rock,
Arkansas
| $128M | +$9.08M | +8% | 8.4% | – | 32 | 9.38% | 0.5 |
|
| 5637 |
5637
Ranch Capital Advisors
Sarasota,
Florida
| $128M | +$5.59M | +5% | 9.63% | 92.6% | 153 | 9.8% | 2.3 |
|
| 5638 |
5638
TRV GP III
Boston,
Massachusetts
| $128M | -$101M | -44% | 1.76% | 170% | 6 | 16.67% | 3.1 |
|
| 5639 |
5639
WD Rutherford
Portland,
Oregon
| $127M | +$2.88M | +2% | 11.5% | 189% | 139 | 9.35% | 1.5 |
|
| 5640 |
5640
Canaan Partners XI
Menlo Park,
California
| $127M | -$121M | -49% | 11.4% | 798% | 6 | 16.67% | 1 |
|
| 5641 |
5641
Plustick Management
Charlottesville,
Virginia
| $127M | -$4.33M | -3% | 12.7% | 1,667% | 25 | 32% | 0.8 |
|
| 5642 |
5642
Kensington Investment Counsel
Long Beach,
California
| $127M | +$8.4M | +7% | 9.24% | 81.9% | 82 | 2.44% | 1.8 |
|
| 5643 |
5643
MRA Advisory Group
Parsippany,
New Jersey
| $127M | +$9.7M | +8% | 9.43% | 86.8% | 110 | 11.82% | 1.3 |
|
| 5644 |
WCM
5644
Westerly Capital Management
San Francisco,
California
| $127M | +$15.4M | +14% | 0.84% | 116% | 53 | 41.51% | 0.7 |
|
| 5645 |
5645
Tandem Capital Management
Woodcliff Lake,
New Jersey
| $127M | +$8.39M | +7% | 9.1% | 128% | 101 | 14.85% | 2 |
|
| 5646 |
5646
Epacria Capital Partners
Boulder,
Colorado
| $127M | – | – | 12.9% | 89.1% | 59 | – | 0 |
|
| 5647 |
5647
Financial Connections Group
Corte Madera,
California
| $127M | +$8.25M | +7% | 8.32% | 44.4% | 267 | 16.85% | 0.9 |
|
| 5648 |
5648
New Republic Capital
Charlotte,
North Carolina
| $127M | – | – | 10.7% | 91.4% | 175 | – | 0 |
|
| 5649 |
5649
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $127M | +$6.18M | +5% | 8.04% | 70.6% | 553 | 26.04% | 1.9 |
|
| 5650 |
5650
Chronos Wealth Management
Clearwater,
Florida
| $127M | +$5.87M | +5% | 9.7% | 92.3% | 34 | 5.88% | 2.8 |
|