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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6401 |
D
6401
Drystone
Ivy,
Virginia
| $72.2M | -$10.3M | -12% | 13.3% | – | 19 | 0% | 0.5 |
|
| 6402 |
JRFS
6402
James Reed Financial Services
Cleveland,
Ohio
| $72.1M | -$15.5M | -18% | 14.4% | – | 15 | 26.67% | 0.4 |
|
| 6403 |
SW
6403
Signify Wealth
Saint Louis,
Missouri
| $72.1M | -$76.8M | -52% | 7.91% | 36.7% | 30 | 56.67% | 0.6 |
|
| 6404 |
IRF
6404
IBM Retirement Fund
Armonk,
New York
| $72.1M | -$638M | -90% | 17.5% | 54.4% | 505 | 99.8% | 2 |
|
| 6405 |
JPC
6405
Jabodon PT Co
Reno,
Nevada
| $72.1M | -$148M | -67% | 21.2% | 61.9% | 33 | 90.91% | 0.6 |
|
| 6406 |
QUSVM
6406
Qiming U.S. Ventures Management
Bellevue,
Washington
| $72M | -$34.4M | -32% | 34.3% | 1,484% | 7 | 14.29% | 0.4 |
|
| 6407 |
ACM
6407
ACT Capital Management
Wayne,
Pennsylvania
| $71.5M | -$23M | -24% | 15.8% | – | 96 | 30.21% | 0.8 |
|
| 6408 |
WM
6408
Westpark Management
Plano,
Texas
| $71.5M | -$17.3M | -19% | 19.4% | – | 4 | 50% | 0.3 |
|
| 6409 |
KL
6409
KCK Ltd
Hamilton,
Bermuda
| $71.2M | -$31.3M | -31% | 29.3% | – | 4 | 0% | 0.5 |
|
| 6410 |
PWM
6410
Pinnacle Wealth Management
Roseville,
California
| $71.1M | -$14.4M | -17% | 14.5% | 194% | 50 | 38% | 0.3 |
|
| 6411 |
CFS
6411
Capital Financial Services
Clifton Park,
New York
| $71M | -$14.1M | -17% | 15.7% | – | 80 | 15% | 1.2 |
|
| 6412 |
RQS
6412
Ramsey Quantitative Systems
Louisville,
Kentucky
| $70.9M | +$55.8M | +369% | 18.3% | 42% | 5 | 80% | 0.5 |
|
| 6413 |
PAIA
6413
Park Avenue Institutional Advisers
New York
| $70.9M | -$48.4M | -41% | 2.88% | – | 8 | 25% | 1.1 |
|
| 6414 |
WI
6414
Wedgewood Investors
Erie,
Pennsylvania
| $70.7M | -$12M | -15% | 8.88% | – | 98 | 10.2% | 6.4 |
|
| 6415 |
K
6415
Kemper
Chicago,
Illinois
| $70.7M | -$125M | -64% | 15.1% | 28.6% | 4 | 25% | 1.8 |
|
| 6416 |
RCGI
6416
Ribbit Capital GP IV
Palo Alto,
California
| $70.7M | -$53.9M | -43% | 43% | – | 2 | 0% | 0.5 |
|
| 6417 |
RC
6417
Ronit Capital
London,
United Kingdom
| $70.5M | -$9.37M | -12% | 12.9% | – | 61 | 31.15% | 0.7 |
|
| 6418 |
SP
6418
Syncona Portfolio
St Peter Port,
Guernsey
| $70.4M | -$34.3M | -33% | 21.9% | 6.19% | 4 | 0% | 0.5 |
|
| 6419 |
SC
6419
Sarissa Consulting
Santa Monica,
California
| $70.3M | +$7.16M | +11% | 1.49% | – | 74 | 62.16% | 0.2 |
|
| 6420 |
KCM
6420
KRS Capital Management
Bloomfield,
Michigan
| $70.2M | -$22.1M | -24% | 18.6% | 233% | 112 | 13.39% | 0.5 |
|
| 6421 |
SMC
6421
S. Muoio & Co
New York
| $70.1M | -$14.6M | -17% | 2.82% | 327% | 103 | 55.34% | 2.2 |
|
| 6422 |
KCS
6422
Koonce Calvin Scott
| $70.1M | -$15.9M | -18% | 18.5% | 67.9% | 1 | 0% | 7.5 |
|
| 6423 |
LCM
6423
Lewis Capital Management
Beverly Hills,
California
| $70M | -$18.2M | -21% | 15.9% | – | 68 | 13.24% | 0.5 |
|
| 6424 |
SC
6424
Sonen Capital
San Francisco,
California
| $69.9M | -$12.8M | -15% | 17% | – | 114 | 27.19% | 0.4 |
|
| 6425 |
FFP
6425
Forbes Financial Planning
East Greenwich,
Rhode Island
| $69.8M | -$10.5M | -13% | 13% | 46.7% | 34 | 29.41% | 0.4 |
|