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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
5876
Anabranch Capital Management
Stamford,
Connecticut
| $122M | +$16.9M | +16% | 22.2% | 139% | 8 | 12.5% | 1.8 |
|
| 5877 |
5877
Mayo Clinic
Rochester,
Minnesota
| $122M | -$67M | -35% | 5.54% | – | 14 | 14.29% | 1.8 |
|
| 5878 |
5878
Woodward Financial Advisors
Chapel Hill,
North Carolina
| $122M | +$5.12M | +4% | 4.45% | 55% | 45 | 6.67% | 1.1 |
|
| 5879 |
5879
Morgens Waterfall Vintiadis & Co
New York
| $122M | +$6.28M | +5% | 24.7% | 594% | 46 | 47.83% | 1.6 |
|
| 5880 |
CCM
5880
Conway Capital Management
Burbank,
California
| $122M | +$22.8M | +23% | 23.5% | 139% | 47 | 8.51% | 1.6 |
|
| 5881 |
5881
Chapman Investment Management
San Anselmo,
California
| $122M | +$11.9M | +11% | 12% | 57.3% | 41 | 21.95% | 2 |
|
| 5882 |
5882
Comprehensive Wealth Management
Lynnwood,
Washington
| $121M | +$12.8M | +12% | 4.72% | 40.6% | 38 | 28.95% | 0.9 |
|
| 5883 |
5883
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $121M | +$10.3M | +9% | 5.27% | 21.9% | 2 | 0% | 4.1 |
|
| 5884 |
5884
VitalStone Financial
Shavano Park,
Texas
| $121M | -$25.1M | -17% | 8.8% | – | 552 | 40.94% | 0.2 |
|
| 5885 |
DS
5885
Dalal Street
West Lake Hills,
Texas
| $121M | +$716K | +0.6% | 17.2% | 92.7% | 4 | 25% | 2.5 |
|
| 5886 |
AIM
5886
Aquila Investment Management
New York
| $121M | -$7.85M | -6% | 5.03% | 53.3% | 101 | 25.74% | 0.8 |
|
| 5887 |
GPC
5887
Guardian Point Capital
Charlottesville,
Virginia
| $121M | -$5.16M | -4% | 8.47% | 142% | 9 | 44.44% | 2.5 |
|
| 5888 |
5888
Savior LLC
Wellesley Hills,
Massachusetts
| $121M | +$9.02M | +8% | 7.17% | 82.8% | 194 | 18.56% | 1.8 |
|
| 5889 |
5889
W Advisors LLC
Germantown,
Tennessee
| $121M | +$1.07M | +0.9% | 5.66% | 88.7% | 113 | 18.58% | 1 |
|
| 5890 |
5890
New Leaf Venture Partners
New York
| $121M | -$17.1M | -12% | 7.66% | 3.91% | 17 | 0% | 3.5 |
|
| 5891 |
5891
Altus Wealth Management
Ft Mitchell,
Kentucky
| $121M | +$7.4M | +7% | 9.11% | 73% | 31 | 9.68% | 2.4 |
|
| 5892 |
5892
4Thought Financial Group
Syosset,
New York
| $121M | +$9.9M | +9% | 4.75% | 40.8% | 90 | 2.22% | 1.8 |
|
| 5893 |
AIP
5893
Alapocas Investment Partners
Beverly,
Massachusetts
| $121M | +$14.4M | +13% | 13.1% | 58.3% | 20 | 10% | 1.1 |
|
| 5894 |
BC
5894
Belmont Capital
Los Angeles,
California
| $121M | +$27.3M | +29% | 29% | 182% | 142 | 16.2% | 1.4 |
|
| 5895 |
5895
Phoenix Asset Management Partners
London,
| $121M | +$4.78M | +4% | 16.7% | 139% | 12 | 0% | 0.3 |
|
| 5896 |
WFA
5896
WMG Financial Advisors
Knoxville,
Tennessee
| $121M | +$3.24M | +3% | 4.75% | 73.8% | 146 | 26.71% | 1 |
|
| 5897 |
5897
Cook & Bynum Capital Management
Birmingham,
Alabama
| $121M | +$10M | +9% | 9.44% | 46.8% | 5 | 0% | 5.7 |
|
| 5898 |
5898
Bluesphere Advisors
East Norriton,
Pennsylvania
| $121M | +$7.95M | +7% | 9.8% | 105% | 85 | 12.94% | 1.7 |
|
| 5899 |
5899
Crystal Rock Capital Management
Bannockburn,
Illinois
| $121M | +$4.51M | +4% | 20.3% | 164% | 27 | 7.41% | 4.4 |
|
| 5900 |
5900
Slocum, Gordon & Co
Newport,
Rhode Island
| $121M | -$34.6M | -22% | 3.56% | 65.3% | 148 | 6.08% | 0.2 |
|