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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
6501
Barden Capital Management
Austin,
Texas
| $90.9M | -$13.7M | -13% | 8.08% | 80.1% | 73 | 12.33% | 1.2 |
|
| 6502 |
6502
Capital Impact Advisors
Boston,
Massachusetts
| $90.9M | +$9.39M | +12% | 11.8% | – | 179 | 3.91% | 1.5 |
|
| 6503 |
6503
Avant Capital
Lafayette,
Louisiana
| $90.6M | +$4.09M | +5% | 4.9% | – | 60 | 11.67% | 1.3 |
|
| 6504 |
6504
Basso Capital Management
Stamford,
Connecticut
| $90.4M | -$13M | -13% | 6.49% | 85.5% | 121 | 61.16% | 0.3 |
|
| 6505 |
6505
Providence Wealth Advisors
Frankfort,
Illinois
| $90.4M | -$45M | -33% | 8.28% | 112% | 98 | 32.65% | 3.9 |
|
| 6506 |
6506
JLP Asset Management
New York
| $90.4M | -$59.7M | -40% | 1.07% | 16.1% | 21 | 4.76% | 2.3 |
|
| 6507 |
6507
Redwood Wealth Management Group
Medford,
New Jersey
| $90.2M | +$1.97M | +2% | 7.5% | 74.1% | 165 | 13.33% | 0.5 |
|
| 6508 |
6508
Pin Oak Investment Advisors
Houston,
Texas
| $90.2M | +$9.34M | +12% | 4.98% | 62.7% | 493 | 16.02% | 3.1 |
|
| 6509 |
6509
RiverVest Venture Management
St. Louis,
Missouri
| $90.2M | +$3.72M | +4% | 3.91% | 16.5% | 6 | 0% | 2.3 |
|
| 6510 |
6510
Guerra Pan Advisors
Montclair,
New Jersey
| $90.1M | +$10.3M | +13% | 10% | 135% | 99 | 6.06% | 1.3 |
|
| 6511 |
6511
Cohanzick Management
Pleasantville,
New York
| $90M | -$35.9M | -29% | 2.93% | 1.18% | 115 | 61.74% | 0.7 |
|
| 6512 |
6512
Upper Left Wealth Management
Tampa,
Florida
| $90M | +$1.9M | +2% | 0.44% | 52.7% | 56 | 5.36% | 1.2 |
|
| 6513 |
6513
Divco West Real Estate Services
San Francisco,
California
| $89.9M | -$3.4M | -4% | 1.88% | 22.3% | 6 | 0% | 0.5 |
|
| 6514 |
AM
6514
Anqa Management
Sag Harbor,
New York
| $89.7M | +$18.2M | +25% | 1.21% | 171% | 16 | 31.25% | 1 |
|
| 6515 |
6515
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $89.6M | -$4.76M | -5% | 9.08% | – | 106 | 14.15% | 4.6 |
|
| 6516 |
6516
Zoom Communications
San Jose,
California
| $89.5M | -$89.7M | -50% | 16.4% | 10.7% | 3 | 33.33% | 1.3 |
|
| 6517 |
6517
LifePlan Investment Advisors
Raleigh,
North Carolina
| $89.5M | – | – | 2.78% | 60.9% | 52 | – | 0 |
|
| 6518 |
6518
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $89.5M | +$656K | +0.7% | 5.97% | 82.6% | 45 | 2.22% | 6 |
|
| 6519 |
ST
6519
SAL Trading
Bala Cynwyd,
Pennsylvania
| $89.4M | -$103M | -54% | 14.8% | 18.9% | 55 | 63.64% | 0.5 |
|
| 6520 |
6520
First Community Trust
Dubuque,
Iowa
| $89.4M | +$4.93M | +6% | 7.42% | 128% | 298 | 2.68% | 1.4 |
|
| 6521 |
6521
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $89.4M | +$3.91M | +5% | 3.84% | 161% | 183 | 13.66% | 3.6 |
|
| 6522 |
6522
Stegent Equity Advisors
Houston,
Texas
| $89.4M | -$11.3M | -11% | 1.24% | 96.4% | 73 | 26.03% | 1 |
|
| 6523 |
6523
Wulff, Hansen & Co
San Rafael,
California
| $89.3M | +$1.71M | +2% | 6.04% | 85.8% | 88 | 9.09% | 1.3 |
|
| 6524 |
6524
Pitti Group Wealth Management
Victor,
New York
| $89.3M | -$257K | -0.3% | 7.65% | 65.3% | 71 | 15.49% | 1.2 |
|
| 6525 |
6525
Highlander Partners
Dallas,
Texas
| $89M | +$15.1M | +20% | 14.2% | 241% | 26 | 11.54% | 1.1 |
|