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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 |
5851
Wedgewood Investors
Erie,
Pennsylvania
| $79.4M | -$634K | -0.8% | 3.46% | – | 97 | 4.12% | 5.5 |
|
| 5852 |
5852
University of Maryland Foundation
Adelphi,
Maryland
| $79.1M | +$7.63M | +11% | 6.53% | 51.2% | 5 | 0% | 1.4 |
|
| 5853 |
CFS
5853
Capital Financial Services
Clifton Park,
New York
| $78.8M | +$3.92M | +5% | 7.22% | – | 67 | 7.46% | 0.5 |
|
| 5854 |
5854
Billings Capital Management
Arlington,
Virginia
| $78.7M | -$29M | -27% | 6.06% | – | 9 | 22.22% | 1.9 |
|
| 5855 |
ER
5855
Enlightenment Research
Miami,
Florida
| $78.6M | -$4.79M | -6% | 11.1% | 195% | 233 | 86.7% | 0.1 |
|
| 5856 |
5856
Groesbeck Investment Management
Paramus,
New Jersey
| $78.5M | +$9.08M | +13% | 7.67% | 147% | 91 | 4.4% | 3.2 |
|
| 5857 |
SCC
5857
Second Curve Capital
Radnor,
Pennsylvania
| $78.4M | +$7.39M | +10% | 10.9% | 160% | 26 | 50% | 1.1 |
|
| 5858 |
5858
Echo Wealth Management
Plymouth,
Minnesota
| $78.3M | -$1.08M | -1% | 5.12% | 42.9% | 57 | 8.77% | 0.5 |
|
| 5859 |
5859
Ursa Fund Management
Danville,
California
| $78.3M | -$13.9M | -15% | 8.78% | 93.5% | 32 | 90.63% | 0.1 |
|
| 5860 |
5860
Gavea Investimentos
Rj,
Brazil
| $77.2M | +$51.9M | +205% | 10.5% | 60.3% | 6 | 50% | 0.3 |
|
| 5861 |
RC
5861
Regents Capital
Hong Kong
| $76.8M | -$29.8M | -28% | 10.1% | – | 18 | 77.78% | 0.1 |
|
| 5862 |
5862
Oder Investment Management
Woodland Hills,
California
| $76.7M | +$3.56M | +5% | 5.6% | 97.5% | 85 | 5.88% | 0.5 |
|
| 5863 |
5863
Millennium TVP Management
New York
| $76.4M | -$3.25M | -4% | 3.72% | – | 6 | 33.33% | 4 |
|
| 5864 |
5864
AtlasMark Financial
Austin,
Texas
| $76.3M | +$4.78M | +7% | 6.74% | – | 39 | 0% | 1.6 |
|
| 5865 |
PAPAIJV
5865
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| $75.2M | +$9.6M | +15% | 18.2% | 168% | 17 | 41.18% | 1.7 |
|
| 5866 |
5866
Macroview Investment Management
Bethesda,
Maryland
| $74.6M | +$4.82M | +7% | 4.67% | 67.2% | 458 | 27.73% | 1.7 |
|
| 5867 |
5867
Index Venture Associates V
St. Helier, Channel Islands,
Jersey
| $74.1M | -$302M | -80% | 10.5% | 61.2% | 2 | 0% | 1.5 |
|
| 5868 |
5868
Tanaka Capital Management
New York
| $74M | -$4.79M | -6% | 2.14% | – | 55 | 12.73% | 4.7 |
|
| 5869 |
5869
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $73.9M | +$16M | +28% | 5.81% | 67.4% | 169 | 7.69% | 0.5 |
|
| 5870 |
5870
Horton Capital Management
Philadelphia,
Pennsylvania
| $73.6M | +$15.2M | +26% | 36.3% | – | 6 | 0% | 1.5 |
|
| 5871 |
5871
GS Investments
Minneapolis,
Minnesota
| $73.3M | +$27.7M | +61% | 13.7% | 94.1% | 68 | 10.29% | 2.3 |
|
| 5872 |
5872
Schroders
London,
United Kingdom
| $73.3M | +$22.5M | +44% | 4.22% | 5.82% | 6 | 50% | 2.2 |
|
| 5873 |
SCIM
5873
Spring Creek Investment Management
Philadelphia,
Pennsylvania
| $72.8M | +$11.4M | +19% | 5.79% | 45.9% | 11 | 18.18% | 0.9 |
|
| 5874 |
TI
5874
Telemetry Investments
New York
| $72.7M | -$15.7M | -18% | 4.65% | 77.4% | 197 | 65.48% | 0.5 |
|
| 5875 |
5875
Coalescence Partners Investment Management
New York
| $70.8M | -$47.9M | -40% | 2.33% | – | 6 | 50% | 0.4 |
|