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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
5701
Copperleaf Capital
Raleigh,
North Carolina
| $104M | +$1.78M | +2% | 0.53% | 102% | 64 | 15.63% | 1.1 |
|
| 5702 |
5702
Guild Investment Management
Los Angeles,
California
| $104M | +$624K | +0.6% | 3.91% | 101% | 83 | 33.73% | 1 |
|
| 5703 |
5703
Banta Asset Management
Newport Beach,
California
| $104M | -$25.9M | -20% | 9.32% | – | 22 | 4.55% | 1.5 |
|
| 5704 |
5704
KPCB DGF III Associates
Menlo Park,
California
| $104M | -$122M | -54% | 20.9% | – | 2 | 100% | 0 |
|
| 5705 |
CC
5705
Coann Capital
Westport,
Connecticut
| $104M | -$26.5M | -20% | 0.88% | – | 26 | 73.08% | 0.2 |
|
| 5706 |
5706
Yarra Square Partners
New York
| $104M | -$14.2M | -12% | 1% | 55.9% | 20 | 10% | 0.6 |
|
| 5707 |
AWM
5707
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $103M | -$5.17M | -5% | 0.23% | 73.1% | 130 | 9.23% | 1.5 |
|
| 5708 |
5708
Jetstream Capital
Brentwood,
Tennessee
| $103M | -$26.7M | -21% | 6.18% | – | 36 | 77.78% | 0.2 |
|
| 5709 |
UAML
5709
US Asset Management LLC
Pittsburgh,
Pennsylvania
| $103M | – | – | 0.75% | – | 248 | – | 0 |
|
| 5710 |
5710
Goodwin Investment Advisory
Woodstock,
Georgia
| $103M | +$11M | +12% | 0.34% | 60.8% | 160 | 29.38% | 0.5 |
|
| 5711 |
5711
Amtrust Financial Services
New York
| $103M | -$34.6M | -25% | 2.75% | 61.9% | 76 | 73.68% | 0.8 |
|
| 5712 |
5712
Farley Capital
New York
| $103M | -$6.48M | -6% | 1.93% | 105% | 16 | 6.25% | 4.1 |
|
| 5713 |
5713
Northwestern University
Evanston,
Illinois
| $102M | -$17.7M | -15% | 11.7% | 28.2% | 4 | 0% | 2.8 |
|
| 5714 |
5714
Avondale Wealth Management
West Lake Hills,
Texas
| $102M | -$4.6M | -4% | 1.87% | 83.8% | 110 | 8.18% | 2.4 |
|
| 5715 |
SPAS
5715
Spectrum Planning & Advisory Services
San Diego,
California
| $102M | -$1.99M | -2% | 1.04% | – | 52 | 23.08% | 0.6 |
|
| 5716 |
5716
Northstar Advisory Group
Northfield,
New Jersey
| $102M | -$57.9M | -36% | 1.04% | 141% | 146 | 96.58% | 0.1 |
|
| 5717 |
RCIM
5717
Russell Clark Investment Management
London,
United Kingdom
| $102M | -$33.1M | -25% | 0.93% | 174% | 53 | 30.19% | 1.5 |
|
| 5718 |
5718
BC Gestao de Recursos
Sao Paulo,
Brazil
| $102M | -$82.7M | -45% | 3.59% | – | 3 | 0% | 0.7 |
|
| 5719 |
5719
Miller Equity Capital Advisors
Irving,
Texas
| $102M | +$4.73M | +5% | 0.7% | 23.7% | 46 | 6.52% | 1.5 |
|
| 5720 |
CMANY
5720
Capital Management Associates (New York)
New York
| $101M | -$2.71M | -3% | 2.41% | 205% | 82 | 23.17% | 2.1 |
|
| 5721 |
5721
Spectrum Wealth Advisory Group
Granite Bay,
California
| $101M | -$829K | -0.8% | 0.88% | 67.9% | 44 | 4.55% | 1.5 |
|
| 5722 |
5722
Rappaport Reiches Capital Management
Skokie`,
Illinois
| $101M | +$6.03M | +6% | 0.53% | 17.6% | 57 | 5.26% | 0.2 |
|
| 5723 |
5723
Valley Brook Capital Group
Venetia,
Pennsylvania
| $101M | -$3.91M | -4% | 0.4% | 122% | 118 | 5.93% | 0.7 |
|
| 5724 |
5724
Akaris Global Partners
New York
| $101M | -$9.45M | -9% | 5.3% | 35% | 22 | 50% | 0.7 |
|
| 5725 |
5725
Altus Wealth Group
Colorado Springs,
Colorado
| $101M | -$1.79M | -2% | 0.67% | 76.7% | 123 | 15.45% | 0.7 |
|