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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6476 |
6476
Compass Financial Advisors
Fort Wayne,
Indiana
| $90.5M | -$345K | -0.4% | 3.17% | – | 152 | 19.74% | 0.2 |
|
| 6477 |
6477
Tibra Equities Europe
London,
United Kingdom
| $90.4M | -$20.4M | -18% | 12.6% | 143% | 40 | 90% | 0 |
|
| 6478 |
6478
SRH Advisors
Salina,
Kansas
| $90.1M | +$2.11M | +2% | 0.64% | 55.7% | 319 | 5.02% | 4.8 |
|
| 6479 |
6479
Andrew Hill Investment Advisors
Naples,
Florida
| $90M | -$16.9M | -16% | 1.63% | 269% | 230 | 80.43% | 0.2 |
|
| 6480 |
CFG
6480
CMC Financial Group
Atlanta,
Georgia
| $89.7M | -$95.7M | -52% | 0.36% | 102% | 44 | 70.45% | 1 |
|
| 6481 |
6481
DCVC Opportunity Fund II
Palo Alto,
California
| $89.7M | -$110M | -55% | 40.8% | – | 4 | 25% | 0.3 |
|
| 6482 |
SCF
6482
Sante Capital Fund
Austin,
Texas
| $89.7M | – | – | 1.91% | – | 72 | – | 0 |
|
| 6483 |
6483
Foresight Capital Management Advisors
Saline,
Michigan
| $89.6M | -$13.1M | -13% | 3.53% | – | 166 | 26.51% | 0.2 |
|
| 6484 |
6484
CNO Financial Group
Carmel,
Indiana
| $89.5M | -$18.4M | -17% | 5.11% | – | 9 | 11.11% | 1.4 |
|
| 6485 |
6485
QP Wealth Management
Eatontown,
New Jersey
| $89.5M | -$4.81M | -5% | 1.9% | – | 80 | 21.25% | 1.5 |
|
| 6486 |
6486
Avant Capital
Lafayette,
Louisiana
| $89.4M | -$1.64M | -2% | 3.19% | – | 57 | 5.26% | 0.2 |
|
| 6487 |
6487
DMC Group
Birmingham,
Alabama
| $89.4M | -$26.5M | -23% | 0.85% | 99.2% | 134 | 25.37% | 0.2 |
|
| 6488 |
6488
Index Venture Life Associates VI
St. Helier,
Jersey
| $89.4M | -$22.8M | -20% | 20.3% | – | 1 | 0% | 0.3 |
|
| 6489 |
6489
Groesbeck Investment Management
Paramus,
New Jersey
| $89.3M | +$10.5M | +13% | 2.44% | 147% | 114 | 24.56% | 3.1 |
|
| 6490 |
WM
6490
Westpark Management
Plano,
Texas
| $88.8M | -$17.8M | -17% | 6.86% | – | 9 | 77.78% | 0.2 |
|
| 6491 |
6491
Founders Fund Growth Management
San Francisco,
California
| $88.6M | -$88.9M | -50% | 45.1% | 48.9% | 4 | 0% | 0.3 |
|
| 6492 |
6492
Mosaic Advisors
Houston,
Texas
| $88.5M | -$47.8M | -35% | 5.8% | 50.9% | 57 | 78.95% | 1 |
|
| 6493 |
6493
Lewis Capital Management
Beverly Hills,
California
| $88.2M | -$7.16M | -8% | 5.01% | – | 74 | 9.46% | 0.2 |
|
| 6494 |
6494
Oder Investment Management
Woodland Hills,
California
| $88M | +$17.1M | +24% | 6.67% | 97.5% | 90 | 16.67% | 1 |
|
| 6495 |
AM
6495
Anqa Management
Sag Harbor,
New York
| $87.7M | +$1.88M | +2% | 7.12% | 171% | 28 | 35.71% | 0.7 |
|
| 6496 |
6496
James Reed Financial Services
Cleveland,
Ohio
| $87.7M | -$17.7M | -17% | 5.59% | – | 192 | 92.71% | 0.2 |
|
| 6497 |
6497
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| $87.6M | – | – | 9.54% | 105% | 77 | – | 0 |
|
| 6498 |
6498
Virginia National Bank
Charlottesville,
Virginia
| $87.6M | – | – | 5.04% | – | 65 | – | 0.2 |
|
| 6499 |
6499
HFG Advisors
Cincinatti,
Ohio
| $87.6M | -$1.24M | -1% | 3.93% | 69.7% | 98 | 23.47% | 0.2 |
|
| 6500 |
6500
AB CarVal Investors
Minneapolis,
Minnesota
| $87.5M | -$2.59M | -3% | 21.8% | 24% | 4 | 25% | 1.4 |
|