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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
6426
Forbes Financial Planning
East Greenwich,
Rhode Island
| $69.8M | -$10.5M | -13% | 13% | 46.7% | 34 | 29.41% | 0.4 |
|
| 6427 |
6427
Legacy Wealth Planning
Reno,
Nevada
| $69.7M | -$15.2M | -18% | 14.6% | 14.6% | 109 | 24.77% | 1.8 |
|
| 6428 |
OCM
6428
Ogborne Capital Management
San Francisco,
California
| $69.7M | -$29.8M | -30% | 34.8% | 251% | 11 | 72.73% | 0.2 |
|
| 6429 |
6429
Toscafund Asset Management
London,
United Kingdom
| $69.7M | -$77.1M | -53% | 25% | 80.9% | 12 | 25% | 0.9 |
|
| 6430 |
6430
Andrew Hill Investment Advisors
Naples,
Florida
| $69.6M | -$20.4M | -23% | 12.4% | 269% | 50 | 20% | 0.4 |
|
| 6431 |
6431
Primoris Wealth Advisors
North Palm Beach,
Florida
| $69.6M | -$37.7M | -35% | 15.7% | 182% | 90 | 28.89% | 0.4 |
|
| 6432 |
6432
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $69.5M | -$33.2M | -32% | 16.6% | 72.3% | 181 | 9.94% | 1.3 |
|
| 6433 |
6433
Grand Central Investment Group
Tampa,
Florida
| $69.4M | -$15.1M | -18% | 14.9% | – | 39 | 23.08% | 1.3 |
|
| 6434 |
6434
Beecher Investors
Darien,
Connecticut
| $69.1M | -$17.2M | -20% | 15.3% | – | 21 | 23.81% | 0.5 |
|
| 6435 |
6435
AtlasMark Financial
Austin,
Texas
| $69.1M | -$9.05M | -12% | 14.8% | – | 40 | 0% | 2.4 |
|
| 6436 |
6436
P.A.W. Capital
Greenwich,
Connecticut
| $68.9M | -$26.8M | -28% | 21.7% | 54.6% | 63 | 17.46% | 4 |
|
| 6437 |
6437
Spark Investment Management
New York
| $68.8M | -$35.2M | -34% | 22% | 459% | 30 | 16.67% | 1.3 |
|
| 6438 |
SPI
6438
Sutton Place Investors
Katonah,
New York
| $68.7M | -$14.9M | -18% | 14.2% | 84% | 75 | 16% | 0.5 |
|
| 6439 |
6439
Simplicity Wealth
Summit,
New Jersey
| $68.5M | -$34.3M | -33% | 10.7% | 74.5% | 67 | 22.39% | 0.5 |
|
| 6440 |
6440
AKKR Management Company
Menlo Park,
California
| $68.4M | -$120M | -64% | 33.4% | – | 22 | 45.45% | 0.3 |
|
| 6441 |
ACK
6441
Andrew C. Karlinski
| $68.1M | +$13M | +24% | 12.1% | – | 391 | 8.7% | 0.4 |
|
| 6442 |
6442
RiverVest Venture Management
St. Louis,
Missouri
| $68M | -$29.4M | -30% | 23.1% | 16.5% | 6 | 0% | 1.3 |
|
| 6443 |
6443
DCVC Opportunity Fund II
Palo Alto,
California
| $68M | -$21.7M | -24% | 20.3% | – | 5 | 40% | 0.3 |
|
| 6444 |
FTB
6444
First Trust Bank
Nassau,
Bahamas
| $68M | -$19.4M | -22% | 17.9% | 64.2% | 16 | 25% | 1.3 |
|
| 6445 |
6445
Palliser Capital (UK)
London,
United Kingdom
| $68M | +$236K | +0.3% | 15.5% | 57% | 12 | 58.33% | 0.2 |
|
| 6446 |
CMANY
6446
Capital Management Associates (New York)
New York
| $67.9M | -$25.3M | -27% | 17% | 205% | 91 | 31.87% | 1.9 |
|
| 6447 |
CCA
6447
Covey Capital Advisors
Atlanta,
Georgia
| $67.8M | -$28.8M | -30% | 19.2% | 118% | 39 | 15.38% | 3.1 |
|
| 6448 |
6448
SCHF (GPE)
Wilson,
Wyoming
| $67.7M | -$253M | -79% | 50.1% | – | 8 | 50% | 1.3 |
|
| 6449 |
6449
Triad Investment Management
Newport Beach,
California
| $67.5M | -$38.2M | -36% | 15.6% | – | 64 | 9.38% | 1.8 |
|
| 6450 |
6450
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| $67.3M | -$38M | -36% | 38.5% | – | 71 | 50.7% | 0.6 |
|