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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
PCG
5851
Park Capital Group
Redondo Beach,
California
| $65.8M | – | – | 39.7% | – | 6 | – | 0 |
|
| 5852 |
CPWM
5852
Cypress Point Wealth Management
Dallas,
Texas
| $65.8M | – | – | 19.4% | 226% | 196 | – | 0 |
|
| 5853 |
PAPAIJV
5853
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| $65M | -$9.47M | -13% | 19.3% | 168% | 12 | 50% | 2.2 |
|
| 5854 |
ACP
5854
Aveo Capital Partners
Englewood,
Colorado
| $64.7M | -$213M | -77% | 6.78% | 19.1% | 198 | 71.21% | 1.8 |
|
| 5855 |
NCP
5855
NexWave Capital Partners
New York
| $64.4M | +$1.85M | +3% | 19.4% | – | 53 | 45.28% | 0.3 |
|
| 5856 |
S
5856
Schroders
London,
United Kingdom
| $64.1M | +$43.2M | +207% | 15.1% | 5.82% | 3 | 33.33% | 3.8 |
|
| 5857 |
SPG
5857
Snow Phipps Group
New York
| $64M | – | – | 19.6% | 58% | 2 | – | 0.8 |
|
| 5858 |
BRA
5858
Blue Rock Advisors
Wayzata,
Minnesota
| $63.9M | -$52M | -45% | 25.3% | – | 109 | 93.58% | 0.2 |
|
| 5859 |
SCIM
5859
Spring Creek Investment Management
Philadelphia,
Pennsylvania
| $63.9M | -$43.3M | -40% | 15.6% | 45.9% | 9 | 11.11% | 1.1 |
|
| 5860 |
DWA
5860
Dougherty Wealth Advisers
Wayzata,
Minnesota
| $63.7M | +$34.7M | +120% | 14.9% | 67.5% | 156 | 9.62% | 1.9 |
|
| 5861 |
RAM
5861
Roumell Asset Management
Chevy Chase,
Maryland
| $63.6M | +$13.2M | +26% | 30.7% | 46.9% | 20 | 50% | 0.7 |
|
| 5862 |
BIM
5862
Bogle Investment Management
Newton Lower Falls,
Massachusetts
| $63M | -$278M | -82% | 29.3% | 181% | 293 | 74.06% | 0.3 |
|
| 5863 |
MWC
5863
MKD Wealth Coaches
Troy,
Michigan
| $62.4M | -$7.59M | -11% | 14.6% | – | 35 | 37.14% | 1 |
|
| 5864 |
BCM
5864
Bratton Capital Management
Fort Worth,
Texas
| $61.5M | -$10.4M | -14% | 10.1% | 152% | 2 | 50% | 2 |
|
| 5865 |
EAM
5865
Exos Asset Management
New York
| $61.1M | – | – | 6.79% | – | 245 | – | 0 |
|
| 5866 |
GIM
5866
Groesbeck Investment Management
Paramus,
New Jersey
| $61M | +$7.67M | +14% | 16.7% | 147% | 91 | 14.29% | 3.2 |
|
| 5867 |
FC
5867
Ferox Capital
London,
United Kingdom
| $60.6M | -$9.68M | -14% | 0% | – | 37 | 0% | 0.4 |
|
| 5868 |
SA
5868
SRH Advisors
Salina,
Kansas
| $60.5M | +$8.48M | +16% | 14.5% | 51% | 318 | 8.49% | 4.1 |
|
| 5869 |
GI
5869
Gavea Investimentos
Rj,
Brazil
| $59.6M | +$17.7M | +42% | 15.7% | 60.3% | 24 | 83.33% | 0.1 |
|
| 5870 |
WLRC
5870
W.L. Ross & Co
Dallas,
Texas
| $59.5M | -$191M | -76% | 3.06% | – | 3 | 66.67% | 1 |
|
| 5871 |
TI
5871
Telemetry Investments
New York
| $59.2M | +$13.2M | +29% | 25.6% | 77.4% | 110 | 52.73% | 0.7 |
|
| 5872 |
VM
5872
Valinor Management
New York
| $58.3M | $0 | 0% | 29.9% | 12.8% | 1 | 0% | 3.3 |
|
| 5873 |
JDR
5873
Jay D. Rosenbaum
| $57.5M | +$3.29M | +6% | 10.4% | 12.9% | 49 | 12.24% | 3.8 |
|
| 5874 |
MCAI
5874
Meritech Capital Associates IV
Palo Alto,
California
| $56.8M | -$117M | -67% | 14.8% | – | 1 | 0% | 2 |
|
| 5875 |
OAMA
5875
Oslo Asset Management AS
Oslo,
Norway
| $56.3M | +$29.9M | +113% | 2,530% | 82.7% | 15 | 20% | 2.2 |
|