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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
Index Venture Associates V
St. Helier, Channel Islands,
Jersey
| $67.6M | -$6.49M | -9% | 37.6% | 61.2% | 3 | 66.67% | 0.3 |
|
| 5852 |
5852
Ponoi II Management
San Francisco,
California
| $67.5M | -$55.9M | -45% | 2.01% | – | 5 | 20% | 0.8 |
|
| 5853 |
5853
Dougherty Wealth Advisers
Wayzata,
Minnesota
| $67.2M | -$513K | -0.8% | 0.46% | 67.5% | 152 | 11.18% | 2.3 |
|
| 5854 |
BHIC
5854
Bassett Hargrove Investment Counsel
Greenville,
Delaware
| $67.1M | $0 | 0% | 1.49% | – | 51 | 0% | 0.3 |
|
| 5855 |
5855
HealthInvest Partners
Stockholm,
Sweden
| $66.8M | -$38.8M | -37% | 6.36% | – | 19 | 63.16% | 0.9 |
|
| 5856 |
CGIM
5856
Cannon Global Investment Management
Davie,
Florida
| $66.7M | +$15.6M | +30% | 1.68% | 136% | 82 | 90.24% | 0.1 |
|
| 5857 |
5857
University of Chicago
Chicago,
Illinois
| $66.1M | +$2.69M | +4% | 0.34% | 62.3% | 6 | 16.67% | 1.9 |
|
| 5858 |
5858
Trustees of Columbia University in the City of New York
New York
| $65.4M | -$2.31M | -3% | 2.75% | – | 22 | 63.64% | 0.3 |
|
| 5859 |
5859
Mayfair Advisory Group
Birmingham,
Alabama
| $65.2M | +$2.12M | +3% | 0.52% | 71.5% | 96 | 7.29% | 1 |
|
| 5860 |
WFO
5860
Wealthgate Family Office
Boulder,
Colorado
| $65.1M | +$14.3M | +28% | 1.88% | 28.7% | 53 | 71.7% | 0.2 |
|
| 5861 |
5861
Tibra Equities Europe
London,
United Kingdom
| $65M | -$259M | -80% | 1.84% | 143% | 272 | 98.16% | 0.1 |
|
| 5862 |
5862
Disruptive Technology Advisers
Austin,
Texas
| $64.5M | -$383M | -86% | 24% | – | 5 | 0% | 0.4 |
|
| 5863 |
5863
Canaan Partners IX
Menlo Park,
California
| $64.3M | -$212M | -77% | 6.73% | – | 1 | 0% | 1.8 |
|
| 5864 |
5864
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $64.2M | -$162M | -72% | 0.31% | 58.6% | 157 | 7.64% | 1.9 |
|
| 5865 |
5865
qPULA Trading Management
New York
| $64M | +$8.18M | +15% | 7.29% | 9.73% | 245 | 87.76% | 0.1 |
|
| 5866 |
MRCP
5866
Manor Road Capital Partners
New York
| $63.8M | -$72.4M | -53% | 2.62% | 78.3% | 9 | 11.11% | 2.1 |
|
| 5867 |
5867
Cephei Capital Management
Hong Kong
| $63.7M | -$52M | -45% | 40.8% | – | 4 | 25% | 0.6 |
|
| 5868 |
5868
MKD Wealth Coaches
Troy,
Michigan
| $63.6M | +$996K | +2% | 0.3% | – | 25 | 12% | 1.4 |
|
| 5869 |
SWG
5869
Summit Wealth Group
White River Junction,
Vermont
| $63.2M | -$4.1M | -6% | 0.61% | 53% | 236 | 91.1% | 0.4 |
|
| 5870 |
5870
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| $63.2M | -$16.8M | -21% | 3.82% | 32% | 93 | 30.11% | 0.9 |
|
| 5871 |
5871
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $63.2M | -$5.96M | -9% | 0.96% | 73.7% | 87 | 11.49% | 4.6 |
|
| 5872 |
KP
5872
Kuvari Partners
London,
United Kingdom
| $62.6M | -$193M | -75% | 12.9% | – | 8 | 62.5% | 0.2 |
|
| 5873 |
5873
Millennium TVP Management
New York
| $62.5M | -$13.8M | -18% | 21.6% | – | 6 | 33.33% | 4.2 |
|
| 5874 |
5874
Newfound Research
Wellesley Hills,
Massachusetts
| $61.8M | +$11.3M | +22% | 0.13% | 54.6% | 133 | 18.8% | 0.7 |
|
| 5875 |
5875
Clear Investment Research
Alpharetta,
Georgia
| $61.7M | +$1.84M | +3% | 1% | 48.5% | 151 | 2.65% | 3 |
|