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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6601 |
KLC
6601
Knowledge Leaders Capital
Denver,
Colorado
| $75.6M | -$48.6K | -0.1% | 8.72% | 51.6% | 97 | 35.05% | 1.6 |
|
| 6602 |
UPC
6602
Utah Peaks Capital
Park City,
Utah
| $75.4M | +$20.3M | +37% | 9.72% | – | 83 | 92.77% | 0.1 |
|
| 6603 |
SM
6603
Sciencast Management
Princeton,
New Jersey
| $75.3M | – | – | 3.61% | 72.5% | 157 | – | 0.3 |
|
| 6604 |
LPARFS
6604
Leverage Partners Absolute Return Fund SPC
Cayman Islands Ky1-11111,
Cayman Islands
| $75.3M | +$9.6M | +15% | – | – | 50 | 74% | 0.1 |
|
| 6605 |
6605
ClientFirst Wealth Management
Little Rock,
Arkansas
| $75.1M | -$3.69M | -5% | 0.26% | – | 26 | 7.69% | 1.2 |
|
| 6606 |
SCM
6606
Springhouse Capital Management
Westport,
Connecticut
| $74.9M | -$184K | -0.2% | 14.4% | 52% | 36 | 36.11% | 1.9 |
|
| 6607 |
6607
Platt Investment Counsel
Lake Mary,
Florida
| $74.8M | +$4.47M | +6% | 8.15% | 62.9% | 10 | 20% | 2 |
|
| 6608 |
6608
Sage Investment Advisers
Wappingers Falls,
New York
| $74.8M | +$4.66M | +7% | 6.99% | – | 70 | 18.57% | 1 |
|
| 6609 |
6609
Kinnevik AB
Stockholm,
Sweden
| $74.5M | -$103M | -58% | 17% | 51.4% | 3 | 33.33% | 0.8 |
|
| 6610 |
6610
Spectrum Wealth Advisory Group
Granite Bay,
California
| $74.2M | +$2.37M | +3% | 8.84% | 76.1% | 32 | 9.38% | 2.7 |
|
| 6611 |
AFA
6611
Atlas Financial Advisors
Oroville,
California
| $74M | +$1.39M | +2% | 7.53% | 5.34% | 30 | 30% | 0.5 |
|
| 6612 |
6612
Park Avenue Institutional Advisers
New York
| $74M | -$607K | -0.8% | 2.26% | – | 8 | 12.5% | 1.2 |
|
| 6613 |
6613
Intrinsic Value Partners
Phoenix,
Arizona
| $73.9M | +$902K | +1% | 10.2% | 126% | 54 | 1.85% | 1.1 |
|
| 6614 |
6614
Highlander Partners
Dallas,
Texas
| $73.9M | +$135K | +0.2% | 8.7% | 241% | 24 | 12.5% | 1 |
|
| 6615 |
VM
6615
Valinor Management
New York
| $73.9M | +$446K | +0.6% | 0.61% | 12.8% | 1 | 0% | 5.5 |
|
| 6616 |
6616
Eagle Harbor Asset Management
Seattle,
Washington
| $73.8M | +$5.55M | +8% | 4.68% | 76.2% | 115 | 10.43% | 0.9 |
|
| 6617 |
SPI
6617
Sutton Place Investors
Katonah,
New York
| $73.6M | +$3.57M | +5% | 6.1% | 84% | 67 | 17.91% | 0.9 |
|
| 6618 |
6618
Marlowe Partners
New York
| $73.6M | -$640K | -0.9% | 24.5% | 16.3% | 8 | 12.5% | 2.3 |
|
| 6619 |
6619
Ardian France
Paris,
France
| $73.5M | -$3.25M | -4% | 4.24% | – | 1 | 0% | 1.3 |
|
| 6620 |
6620
Raffles Associates
New York
| $73.4M | -$12M | -14% | 7.45% | 50% | 53 | 24.53% | 2.3 |
|
| 6621 |
6621
Sozo Ventures GP II
Redwood City,
California
| $73.3M | +$34.9M | +91% | 90.9% | 8.44% | 1 | 0% | 1.3 |
|
| 6622 |
6622
Barington Capital Group
New York
| $73.2M | +$6.33M | +9% | 17.5% | 71.1% | 15 | 40% | 2.1 |
|
| 6623 |
6623
Vida Ventures Advisors
Boston,
Massachusetts
| $73.1M | -$1.32M | -2% | 2.23% | 154% | 7 | 0% | 2.1 |
|
| 6624 |
6624
Stapp Wealth Management
Olympia,
Washington
| $72.8M | +$31.1M | +75% | 0.17% | 54.4% | 28 | 53.57% | 0.3 |
|
| 6625 |
6625
Private Wealth Group
Tampa,
Florida
| $72.7M | +$2.24M | +3% | 2.49% | 52.9% | 56 | 10.71% | 2.4 |
|