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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6076 |
MCF
6076
MKA Charitable Fund
San Francisco,
California
| $233M | +$8.39M | +4% | 13.3% | 17.1% | 1 | 0% | 2.5 |
|
| 6077 |
6077
Turning Point Benefit Group
Frederick,
Maryland
| $232M | +$75.5M | +48% | 5.94% | – | 115 | 22.61% | 1 |
|
| 6078 |
6078
Lauterbach Financial Advisors
El Paso,
Texas
| $232M | +$27.7M | +14% | 12.4% | 76.5% | 87 | 9.2% | 2.9 |
|
| 6079 |
PC
6079
Panoramic Capital
Larkspur,
California
| $232M | +$90M | +63% | 87.2% | – | 56 | 55.36% | 0.5 |
|
| 6080 |
6080
Cooper/Haims Advisors
Victor,
New York
| $232M | +$19.9M | +9% | 12.3% | 53.1% | 125 | 24.8% | 3.5 |
|
| 6081 |
6081
2Xideas
Kusnacht,
Switzerland
| $232M | -$22.9M | -9% | 12.6% | 40.6% | 49 | 6.12% | 2.6 |
|
| 6082 |
6082
TRV GP VI
Boston,
Massachusetts
| $232M | +$96.7M | +71% | 32.8% | – | 4 | 25% | 1.1 |
|
| 6083 |
EMB
6083
Elefante Mark B
| $232M | +$50.4M | +28% | 27.4% | – | 62 | 9.68% | 4.7 |
|
| 6084 |
6084
ShawSpring Partners
Boston,
Massachusetts
| $232M | -$35.5M | -13% | 9.18% | 3.53% | 14 | 35.71% | 0.5 |
|
| 6085 |
6085
Lavelle Capital
San Francisco,
California
| $232M | +$70.9M | +44% | 10.4% | – | 84 | 25% | 0.4 |
|
| 6086 |
6086
ARP Global Capital
Dubai,
| $232M | +$61.7M | +36% | 41.7% | – | 36 | 77.78% | 0.1 |
|
| 6087 |
6087
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| $232M | -$1.48M | -0.6% | 33.1% | 407% | 1 | 0% | 4.5 |
|
| 6088 |
6088
ELCO Management
New York
| $232M | +$23.5M | +11% | 9.98% | 98.3% | 188 | 17.02% | 4 |
|
| 6089 |
6089
One Plus One Wealth Management
Jupiter,
Florida
| $232M | -$5.36M | -2% | 0.63% | 71.9% | 100 | 19% | 2.7 |
|
| 6090 |
WM
6090
Wishbone Management
Chicago,
Illinois
| $232M | +$96.1M | +71% | 25.5% | 58.7% | 6 | 50% | 0.9 |
|
| 6091 |
6091
Steffes Financial
Overland Park,
Kansas
| $232M | +$42.1M | +22% | 15.1% | – | 36 | 11.11% | 0.4 |
|
| 6092 |
6092
Accent Capital Management
Centerville,
Ohio
| $231M | +$25.2M | +12% | 21.2% | – | 419 | 48.93% | 1 |
|
| 6093 |
NME
6093
Notis-McConarty Edward
| $231M | +$30.2M | +15% | 24.2% | 91.2% | 73 | 9.59% | 8.3 |
|
| 6094 |
6094
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $231M | +$20.3M | +10% | 19.6% | 104% | 278 | 3.96% | 8.5 |
|
| 6095 |
6095
Gray Private Wealth
Canton,
Massachusetts
| $231M | +$32.6M | +16% | 13.9% | – | 61 | 22.95% | 1.5 |
|
| 6096 |
6096
Lifeyrissjodur Verzlunarmanna
Reykjavik,
| $231M | +$27.3M | +13% | 13.4% | – | 1 | 0% | 1.3 |
|
| 6097 |
6097
N10 Assets
Greenwich,
Connecticut
| $231M | – | – | 48.3% | – | 34 | – | 0 |
|
| 6098 |
6098
Foundry Financial Group
Laconia,
New Hampshire
| $231M | +$29.7M | +15% | 13.3% | 57.4% | 82 | 17.07% | 1.5 |
|
| 6099 |
VH
6099
VVR Holdings
Bellingham,
Washington
| $231M | +$37.7M | +19% | 17.2% | – | 45 | 28.89% | 0.4 |
|
| 6100 |
6100
Founders Capital Management (Texas)
Houston,
Texas
| $231M | +$26.3M | +13% | 24.1% | 131% | 427 | 10.3% | 4.4 |
|