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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
H&F Corporate Investors IX
San Francisco,
California
| $88.7M | – | – | 11.4% | 62.7% | 1 | – | 0 |
|
| 6427 |
6427
OpenView Management
Boston,
Massachusetts
| $88.7M | -$96.7M | -52% | 40.7% | – | 3 | 33.33% | 1 |
|
| 6428 |
HH
6428
HP Holding
New York
| $88.7M | – | – | 7.77% | – | 1 | – | 0 |
|
| 6429 |
6429
Sustainable Insight Capital Management
New York
| $88.7M | +$3.1M | +4% | 10.2% | 150% | 120 | 37.5% | 1.5 |
|
| 6430 |
6430
Adirondack Retirement Specialists
Queensbury,
New York
| $88.7M | -$15M | -14% | 3.39% | 13.1% | 159 | 18.87% | 0.4 |
|
| 6431 |
6431
DMC Group
Birmingham,
Alabama
| $88.6M | +$5.86M | +7% | 8.37% | 116% | 115 | 9.57% | 0.9 |
|
| 6432 |
6432
Maytus Capital Management
New York
| $88.6M | -$23.7M | -21% | 9.01% | 442% | 54 | 66.67% | 0.4 |
|
| 6433 |
6433
Covalent Partners
Concord,
Massachusetts
| $88.5M | +$18.2M | +26% | 12% | 36.6% | 52 | 44.23% | 1.1 |
|
| 6434 |
6434
Northern Financial Advisors
Bloomfield Hills,
Michigan
| $88.4M | – | – | 15.2% | 109% | 97 | – | 0 |
|
| 6435 |
6435
BlackDiamond Wealth Management
New York
| $88.2M | +$5.11M | +6% | 6.82% | 70.8% | 121 | 20.66% | 0.7 |
|
| 6436 |
6436
Millrace Asset Group
Berwyn,
Pennsylvania
| $88.1M | +$8.94M | +11% | 14.6% | 113% | 66 | 48.48% | 1.3 |
|
| 6437 |
6437
Redwood Financial Network
Solon,
Ohio
| $88.1M | +$415K | +0.5% | 5.42% | 74.1% | 149 | 19.46% | 0.6 |
|
| 6438 |
6438
OmniStar Financial Group
Wilmington,
North Carolina
| $88M | +$4.08M | +5% | 10.2% | 75.6% | 112 | 15.18% | 1.4 |
|
| 6439 |
6439
University of Maryland Foundation
Adelphi,
Maryland
| $87.9M | -$13.1M | -13% | 9.88% | 51.2% | 6 | 0% | 2.5 |
|
| 6440 |
6440
Future Financial Wealth Management
Cincinnati,
Ohio
| $87.8M | +$1.03M | +1% | 9.12% | 65.2% | 135 | 23.7% | 1.5 |
|
| 6441 |
6441
River Oaks Capital
Wayzata,
Minnesota
| $87.8M | -$3.7M | -4% | 5.98% | – | 51 | 7.84% | 3.6 |
|
| 6442 |
6442
Kolinsky Wealth Management
Ramsey,
New Jersey
| $87.6M | +$7.83M | +10% | 9.07% | 44.6% | 137 | 21.9% | 0.8 |
|
| 6443 |
APW
6443
Aurora Private Wealth
Rockaway,
New Jersey
| $87.5M | -$129M | -60% | 7.62% | – | 186 | 29.03% | 1.9 |
|
| 6444 |
KCS
6444
Koonce Calvin Scott
| $87.4M | +$21.4M | +32% | 32.4% | 67.9% | 1 | 0% | 8 |
|
| 6445 |
6445
Rainwater Charitable Foundation
Fort Worth,
Texas
| $87.4M | -$13.7M | -14% | 6.29% | 44% | 3 | 33.33% | 2.9 |
|
| 6446 |
CLCM
6446
Crawford Lake Capital Management
Lakewood,
New Jersey
| $87.4M | -$84.2M | -49% | 12% | 571% | 41 | 85.37% | 0.1 |
|
| 6447 |
6447
Seed Wealth Management
Evanston,
Illinois
| $87.3M | – | – | 7.31% | 62% | 131 | – | 0 |
|
| 6448 |
6448
DB Fitzpatrick & Co
Boise,
Idaho
| $87.3M | +$5.08M | +6% | 7.42% | 42.7% | 73 | 8.22% | 0.9 |
|
| 6449 |
6449
Islay Capital Management
Lubbock,
Texas
| $87.2M | +$3.03M | +4% | 8.78% | 72% | 275 | 17.82% | 2 |
|
| 6450 |
LCM
6450
Linker Capital Management
Prospect,
Kentucky
| $87.1M | +$6.43M | +8% | 7.24% | – | 39 | 0% | 0.9 |
|