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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
Schrum Private Wealth Management
St. Augustine,
Florida
| $87.7M | -$4.76M | -5% | 4.98% | 60.9% | 112 | 3.57% | 1.6 |
|
| 6477 |
6477
Founders Circle Capital
Campbell,
California
| $87.5M | -$6.91M | -7% | 6.14% | 28% | 9 | 11.11% | 2.1 |
|
| 6478 |
6478
Lansing Management
New York
| $87.5M | -$12.3M | -12% | 7.22% | 76.9% | 6 | 0% | 3.6 |
|
| 6479 |
6479
Avant Capital
Lafayette,
Louisiana
| $87.5M | -$3.12M | -3% | 3.54% | – | 59 | 8.47% | 1.6 |
|
| 6480 |
6480
Octahedron Capital Management
Burlingame,
California
| $87.5M | +$29.5M | +51% | 3.13% | 234% | 23 | 47.83% | 0.7 |
|
| 6481 |
6481
First Community Trust
Dubuque,
Iowa
| $87.4M | -$1.94M | -2% | 4.68% | 128% | 300 | 6.67% | 1.6 |
|
| 6482 |
6482
Pitti Group Wealth Management
Victor,
New York
| $87.4M | -$1.91M | -2% | 2.41% | 65.3% | 68 | 13.24% | 1.4 |
|
| 6483 |
6483
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $87.4M | -$2.08M | -2% | 0.26% | 82.6% | 44 | 4.55% | 6.4 |
|
| 6484 |
6484
Coastwise Capital Group
La Jolla,
California
| $87.3M | -$1.1M | -1% | 3.76% | 88.8% | 118 | 13.56% | 1.2 |
|
| 6485 |
6485
University of Wisconsin Foundation
Madison,
Wisconsin
| $87.3M | -$48.6M | -36% | 6.2% | 142% | 5 | 60% | 0.2 |
|
| 6486 |
6486
Harper Investing
Santa Clara,
California
| $87.2M | +$550K | +0.6% | 0.66% | 58.7% | 19 | 31.58% | 1 |
|
| 6487 |
6487
M28 Capital Management
Stamford,
Connecticut
| $87.2M | +$11.5M | +15% | 38.6% | 200% | 12 | 8.33% | 1.5 |
|
| 6488 |
6488
Sage Rock Capital Management
New York
| $87M | +$4.98M | +6% | 0.18% | 13% | 106 | 48.11% | 0.9 |
|
| 6489 |
6489
Waycross Investment Management
Bellingham,
Washington
| $86.9M | -$8.96M | -9% | 0.99% | 49.6% | 50 | 10% | 0.7 |
|
| 6490 |
6490
Union Square Park Capital Management
New York
| $86.9M | -$39.2M | -31% | 12.9% | 75.8% | 42 | 47.62% | 0.7 |
|
| 6491 |
6491
Guerra Pan Advisors
Montclair,
New Jersey
| $86.6M | -$3.42M | -4% | 2.63% | 149% | 102 | 6.86% | 1.5 |
|
| 6492 |
6492
Dougherty Wealth Advisers
Wayzata,
Minnesota
| $86.4M | +$13.5M | +19% | 3.99% | 67.5% | 128 | 3.91% | 4 |
|
| 6493 |
6493
Alpha Financial Partners
Lexington,
Kentucky
| $86.1M | -$7.8M | -8% | 2.56% | 61.8% | 97 | 20.62% | 0.6 |
|
| 6494 |
BG
6494
BRX Global
New York
| $86M | +$8.94M | +12% | 1.45% | 65.8% | 5 | 20% | 1.8 |
|
| 6495 |
6495
Wavelength Capital Management
Westport,
Connecticut
| $85.9M | -$6.5M | -7% | 2.12% | – | 15 | 13.33% | 1.4 |
|
| 6496 |
6496
SkyKnight Capital
San Francisco,
California
| $85.8M | -$30M | -26% | 22.6% | 11% | 3 | 0% | 1.8 |
|
| 6497 |
S2L
6497
Sparta 24 Ltd
Tirat Hacarmel,
Israel
| $85.7M | +$16.2M | +23% | 2.53% | 83.7% | 17 | 58.82% | 0.3 |
|
| 6498 |
6498
Wulff, Hansen & Co
San Rafael,
California
| $85.7M | -$3.65M | -4% | 3.1% | 85.8% | 89 | 10.11% | 1.4 |
|
| 6499 |
6499
Eschler Asset Management
London,
United Kingdom
| $85.7M | +$15.2M | +22% | 5.81% | 274% | 82 | 60.98% | 0.5 |
|
| 6500 |
6500
Instrumental Wealth
Tampa,
Florida
| $85.6M | +$2.45M | +3% | 2.16% | 38.2% | 37 | 13.51% | 0.4 |
|