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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
5776
Yorktown Energy Partners VII
New York
| $90.4M | +$68.6M | +314% | 1.55% | 18.9% | 3 | 33.33% | 3.3 |
|
| 5777 |
5777
W.L. Ross & Co
Dallas,
Texas
| $90.2M | +$1.16M | +1% | 5.01% | – | 2 | 100% | 0 |
|
| 5778 |
KCS
5778
Koonce Calvin Scott
| $89.8M | -$2.5M | -3% | 2.71% | 67.9% | 1 | 0% | 6.8 |
|
| 5779 |
5779
Sanctuary Wealth Management
Pocatello,
Idaho
| $89.8M | +$6.43M | +8% | 0.81% | – | 40 | 32.5% | 1.9 |
|
| 5780 |
UMC
5780
United Maritime Capital
New York
| $89.8M | -$42.1M | -32% | 7.96% | – | 91 | 23.08% | 0.6 |
|
| 5781 |
5781
Quantinno Capital Management
New York
| $89.6M | +$1.38M | +2% | 1.1% | 119% | 265 | 26.04% | 1.1 |
|
| 5782 |
KCGDR
5782
Kiron Capital Gestao de Recursos
Sao Paulo,
Brazil
| $89.4M | -$42.1M | -32% | 10% | – | 7 | 14.29% | 0.6 |
|
| 5783 |
5783
Legacy Wealth Planning
Reno,
Nevada
| $89.2M | +$1.42M | +2% | 1.05% | 14.6% | 104 | 11.54% | 1.3 |
|
| 5784 |
5784
Mantle Ridge LP
New York
| $88.9M | -$11.9M | -12% | 11.8% | 44.2% | 1 | 0% | 2 |
|
| 5785 |
5785
Steinberg Asset Management
New York
| $88.8M | -$8.08M | -8% | 2.06% | 130% | 36 | 22.22% | 3.1 |
|
| 5786 |
PAPAIJV
5786
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| $88.4M | +$13.3M | +18% | 2.66% | 168% | 21 | 42.86% | 1.7 |
|
| 5787 |
5787
Cadence Wealth Management
Westborough,
Massachusetts
| $88.4M | -$30M | -25% | 4.94% | 56.4% | 38 | 23.68% | 0.4 |
|
| 5788 |
5788
Freestate Advisors
Overland Park,
Kansas
| $88.2M | -$292K | -0.3% | 0.97% | – | 8 | 0% | 0.6 |
|
| 5789 |
5789
Ronit Capital
London,
United Kingdom
| $88.1M | -$23.8M | -21% | 11% | – | 68 | 35.29% | 0.5 |
|
| 5790 |
5790
Founders Fund VII Management
San Francisco,
California
| $87.8M | -$16.5M | -16% | 10.7% | 64.7% | 2 | 0% | 0.8 |
|
| 5791 |
5791
OneAscent Wealth Management
Birmingham,
Alabama
| $87.7M | – | – | 0.24% | 50.6% | 104 | – | 0.6 |
|
| 5792 |
5792
NuWave Investment Management
Parsippany,
New Jersey
| $87.5M | -$2.45M | -3% | 0.67% | 26.4% | 457 | 67.4% | 0.4 |
|
| 5793 |
NICM
5793
Neo Ivy Capital Management
New York
| $87.3M | -$11.8M | -12% | 1.06% | – | 701 | 76.32% | 0.2 |
|
| 5794 |
5794
Quaker Wealth Management
Moorestown,
New Jersey
| $87.2M | – | – | 0.91% | – | 30 | – | 0.9 |
|
| 5795 |
BRCA
5795
Birch Run Capital Advisors
Dallas,
Texas
| $86.9M | -$33.1M | -28% | 4.13% | 8.22% | 22 | 4.55% | 3 |
|
| 5796 |
5796
Legg Mason Asset Management
Tokyo,
Japan
| $86.7M | -$4.7M | -5% | 0.7% | – | 126 | 12.7% | 2.3 |
|
| 5797 |
5797
Five Oceans Advisors
Santa Monica,
California
| $86.6M | – | – | 0.26% | 85.3% | 98 | – | 0 |
|
| 5798 |
5798
Groesbeck Investment Management
Paramus,
New Jersey
| $86.6M | +$8.12M | +10% | 0.92% | 155% | 107 | 16.82% | 2.9 |
|
| 5799 |
5799
Tuttle Capital Management
Riverside,
Connecticut
| $86.2M | -$140M | -62% | 0.67% | 115% | 307 | 76.22% | 0.2 |
|
| 5800 |
5800
Tilden Park Management I
New York
| $85.7M | -$28.4M | -25% | 3.39% | 29.6% | 49 | 83.67% | 0.4 |
|