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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 6626 |
UOWF
6626
University of Wisconsin Foundation
Madison,
Wisconsin
| $52.6M | +$4.32M | +9% | 8.69% | 142% | 5 | 100% |
|
| 6627 |
WHP
6627
Washington Harbour Partners
Arlington,
Virginia
| $52.4M | -$7.04M | -12% | 22.9% | 162% | 26 | 46.15% |
|
| 6628 |
SFG
6628
SVB Financial Group
Dallas,
Texas
| $52.3M | +$15.7M | +43% | 56.1% | – | 34 | 29.41% |
|
| 6629 |
LM
6629
Lasry Marc
| $52.1M | -$12.3M | -19% | 12.9% | 14.8% | 11 | 9.09% |
|
| 6630 |
AG
6630
Appleton Group
Appleton,
Wisconsin
| $51.3M | -$16.9M | -25% | 12.1% | 58.3% | 52 | 57.69% |
|
| 6631 |
AOG
6631
Alpha Omega Group
Reston,
Virginia
| $50.9M | -$20M | -28% | 3.91% | 16.1% | 23 | 26.09% |
|
| 6632 |
QI
6632
Qualcomm Inc
San Diego,
California
| $50.7M | +$2.46M | +5% | 14.4% | – | 6 | 33.33% |
|
| 6633 |
CFO
6633
Capitol Family Office
Beaverton,
Oregon
| $50.7M | +$1.31M | +3% | 3.07% | 42.6% | 16 | 12.5% |
|
| 6634 |
VFO
6634
Virtus Family Office
El Paso,
Texas
| $50.7M | +$5.88M | +13% | 12.3% | 36.9% | 35 | 0% |
|
| 6635 |
JHWEPV
6635
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| $50.6M | +$12.7M | +33% | 33.3% | 519% | 1 | 0% |
|
| 6636 |
SPW
6636
Sonoma Private Wealth
Sonoma,
California
| $50.3M | +$5.04M | +11% | 4.2% | 68% | 81 | 33.33% |
|
| 6637 |
OMC
6637
OUP Management Company
Bala Cynwyd,
Pennsylvania
| $50.1M | -$11.1M | -18% | 5.59% | – | 14 | 0% |
|
| 6638 |
KM
6638
Kalos Management
Alpharetta,
Georgia
| $49.9M | +$5.5M | +12% | 3.61% | 48.5% | 408 | 69.61% |
|
| 6639 |
RCM
6639
Riverpark Capital Management
New York
| $49.8M | +$6.57M | +15% | 19.3% | 152% | 33 | 6.06% |
|
| 6640 |
RWA
6640
Redmont Wealth Advisors
Chicago,
Illinois
| $49.5M | -$35.7M | -42% | 1.23% | 46.1% | 117 | 58.12% |
|
| 6641 |
WEO
6641
William E. Oberndorf
| $49.5M | +$6.99M | +16% | 12.6% | 38.4% | 10 | 10% |
|
| 6642 |
MAM
6642
Miria Asset Management
St. Julians,
Malta
| $49.3M | +$32.5M | +193% | 4.15% | 265% | 11 | 90.91% |
|
| 6643 |
CI
6643
CAZ Investments
Houston,
Texas
| $49.3M | -$6.4M | -11% | 7.76% | 341% | 50 | 12% |
|
| 6644 |
IV
6644
Industry Ventures
San Francisco,
California
| $49M | -$11.7M | -19% | 18.4% | 37.5% | 11 | 45.45% |
|
| 6645 |
BSP
6645
Benefit Street Partners
New York
| $48.9M | -$2.62M | -5% | 4.03% | – | 14 | 14.29% |
|
| 6646 |
NVIM
6646
New Vernon Investment Management
Highland Park,
Illinois
| $48.6M | -$16.6M | -25% | 0.74% | 75.5% | 30 | 6.67% |
|
| 6647 |
BV
6647
Boxwood Ventures
Chicago,
Illinois
| $48.5M | -$7.31M | -13% | 8.03% | 80% | 30 | 26.67% |
|
| 6648 |
MU
6648
Moneda USA
New York
| $48.4M | -$15M | -24% | 5.34% | – | 8 | 0% |
|
| 6649 |
GCM
6649
GuideStone Capital Management
Dallas,
Texas
| $48.4M | +$10.3M | +27% | 26.9% | 53.9% | 1 | 0% |
|
| 6650 |
PAPAIJV
6650
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| $48.1M | -$5.62M | -10% | 2.19% | 168% | 18 | 44.44% |
|