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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
LWP
5826
Legacy Wealth Planning
Reno,
Nevada
| $78.4M | +$437K | +0.6% | 7.3% | 14.6% | 97 | 14.43% | 3.5 |
|
| 5827 |
SWM
5827
Sanctuary Wealth Management
Pocatello,
Idaho
| $77.8M | -$4.56M | -6% | 2.85% | – | 40 | 22.5% | 6.5 |
|
| 5828 |
TWP
5828
Tower Wealth Partners
Lewisburg,
Pennsylvania
| $77.6M | -$9.72M | -11% | 3.02% | 53.7% | 51 | 17.65% | 0.9 |
|
| 5829 |
PVMCV
5829
Polaris Venture Management Co V
Boston,
Massachusetts
| $77.1M | +$496K | +0.6% | 4.28% | 281% | 8 | 0% | 20.5 |
|
| 5830 |
AG
5830
Appleton Group
Appleton,
Wisconsin
| $76.5M | -$26M | -25% | 7.78% | 58.3% | 53 | 56.6% | 5.6 |
|
| 5831 |
KIG
5831
Kessler Investment Group
Columbus,
Indiana
| $75.9M | -$17.4M | -19% | 19.4% | 251% | 132 | 27.27% | 7.7 |
|
| 5832 |
FRI
5832
FountainCap Research & Investment
Hong Kong,
China
| $75.5M | -$87.3M | -54% | 1.77% | 5.35% | 7 | 71.43% | 3.3 |
|
| 5833 |
UOMF
5833
University of Massachusetts Foundation
Newton,
Massachusetts
| $75.3M | -$23.2M | -24% | 4.47% | 53.6% | 4 | 25% | 3.8 |
|
| 5834 |
BM
5834
Brandywine Managers
Hockessin,
Delaware
| $75.2M | +$2.53M | +3% | 2.99% | 96.3% | 46 | 8.7% | 7.2 |
|
| 5835 |
YCM
5835
Yost Capital Management
Houston,
Texas
| $75.2M | -$3.2M | -4% | 9.26% | 125% | 11 | 45.45% | 1.8 |
|
| 5836 |
CFS
5836
Capital Financial Services
Clifton Park,
New York
| $74.8M | +$3.09M | +4% | 9.09% | – | 66 | 3.03% | 1 |
|
| 5837 |
1C
5837
1060 Capital
Denver,
Colorado
| $74.7M | +$1.96M | +3% | 20.1% | 301% | 33 | 51.52% | 0.8 |
|
| 5838 |
HIH
5838
HRS Investment Holdings
New York
| $74.5M | +$4.2M | +6% | 5.98% | 21.5% | 1 | 0% | 9 |
|
| 5839 |
IACGFIA
5839
IDG-Accel China Growth Fund III Associates
Hong Kong
| $74.2M | -$12.4M | -14% | 11.9% | – | 6 | 0% | 5 |
|
| 5840 |
NI
5840
Northwood Investors
Denver,
Colorado
| $73.8M | -$20.4M | -22% | 11.1% | – | 3 | 0% | 1 |
|
| 5841 |
KCS
5841
Koonce Calvin Scott
| $73.7M | +$1.97M | +3% | 2.62% | 67.9% | 1 | 0% | 25 |
|
| 5842 |
SC
5842
Solstein Capital
Menlo Park,
California
| $73.5M | -$169M | -70% | 11.4% | 91.4% | 395 | 81.01% | 0.6 |
|
| 5843 |
WFO
5843
Wealthgate Family Office
Boulder,
Colorado
| $73.5M | +$6.68M | +10% | 5.51% | 28.7% | 45 | 33.33% | 0.8 |
|
| 5844 |
CPX
5844
Canaan Partners X
Menlo Park,
California
| $73.4M | +$25.3M | +53% | 58.3% | 55.4% | 3 | 0% | 5 |
|
| 5845 |
OIM
5845
Oder Investment Management
Woodland Hills,
California
| $73.1M | -$28.9M | -28% | 2.33% | 97.5% | 555 | 84.86% | 1 |
|
| 5846 |
DI
5846
DUMAC Inc
Durham,
North Carolina
| $72.3M | -$56M | -44% | 1.7% | – | 46 | 58.7% | 6 |
|
| 5847 |
FTB
5847
First Trust Bank
Nassau,
Bahamas
| $72.2M | +$4.44M | +7% | 2.54% | 64.2% | 17 | 52.94% | 3.5 |
|
| 5848 |
GC
5848
Greencape Capital
Melbourne,
Australia
| $71.9M | -$42.7M | -37% | 5.7% | 98.1% | 2 | 0% | 15 |
|
| 5849 |
GCM
5849
GuideStone Capital Management
Dallas,
Texas
| $71.9M | -$6.21M | -8% | 7.94% | 49.2% | 1 | 0% | 5 |
|
| 5850 |
EFM
5850
Ennismore Fund Management
London,
United Kingdom
| $71.7M | +$26.2M | +58% | 2.53% | – | 21 | 57.14% | 1 |
|