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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6651 |
OAMA
6651
Oslo Asset Management AS
Oslo,
Norway
| $69M | +$165K | +0.2% | 2.17% | 82.7% | 10 | 10% | 3 |
|
| 6652 |
ACM
6652
Antonetti Capital Management
Naples,
Florida
| $68.9M | -$4.21M | -6% | 4.03% | – | 362 | 11.05% | 2.5 |
|
| 6653 |
ISSM
6653
Invesco Senior Secured Management
New York
| $68.8M | -$8.67M | -11% | 11.6% | 18.1% | 11 | 9.09% | 3.1 |
|
| 6654 |
EECFI
6654
EnCap Energy Capital Fund IX
Houston,
Texas
| $68.8M | -$11.7M | -15% | 14.5% | 69.2% | 1 | 0% | 2.3 |
|
| 6655 |
TIM
6655
Triad Investment Management
Newport Beach,
California
| $68.8M | +$4.87M | +8% | 4.37% | – | 61 | 11.48% | 2.1 |
|
| 6656 |
GIA
6656
G2VP I Associates
Portola Valley,
California
| $68.8M | +$16.3M | +31% | 31.1% | – | 1 | 0% | 1.3 |
|
| 6657 |
OPPS
6657
Obsidian Personal Planning Solutions
Rockville,
Maryland
| $68.6M | +$6.29M | +10% | 4.4% | 58.2% | 53 | 24.53% | 0.5 |
|
| 6658 |
AP
6658
AtonRa Partners
Geneva,
Switzerland
| $68.5M | -$9.99M | -13% | 16.9% | 48.3% | 129 | 17.83% | 1.5 |
|
| 6659 |
LHEI
6659
Leo H. Evart Inc
Redwood City,
California
| $68.5M | +$2.35M | +4% | 5.41% | – | 34 | 5.88% | 1.1 |
|
| 6660 |
AFG
6660
Alterity Financial Group
Bangor,
Maine
| $68.3M | +$6.56M | +11% | 14.2% | – | 81 | 11.11% | 1.6 |
|
| 6661 |
TCDRS
6661
Texas County & District Retirement System
Austin,
Texas
| $68.1M | +$4.2M | +7% | 6.57% | 27.9% | 1 | 0% | 0.3 |
|
| 6662 |
LUGPI
6662
Lightspeed Ultimate General Partner IX
Menlo Park,
California
| $68M | +$46.6M | +219% | 6.26% | – | 2 | 50% | 0.6 |
|
| 6663 |
SPW
6663
Surience Private Wealth
Yakima,
Washington
| $67.9M | -$7.48M | -10% | 10% | 168% | 29 | 65.52% | 0.5 |
|
| 6664 |
ALS
6664
Andrew L. Share
| $67.8M | -$3.69M | -5% | 5.14% | 14.8% | 3 | 0% | 2.7 |
|
| 6665 |
CFSG
6665
Clark Financial Services Group
Chesterfield,
Missouri
| $67.7M | -$19.3M | -22% | 7.29% | 102% | 66 | 27.27% | 1.8 |
|
| 6666 |
II
6666
Ibex Investors
Denver,
Colorado
| $67.6M | -$81.9M | -55% | 3.2% | 16.6% | 61 | 80.33% | 0.5 |
|
| 6667 |
CCM
6667
Connective Capital Management
Palo Alto,
California
| $67.5M | -$209M | -76% | 16.4% | 188% | 65 | 56.92% | 1 |
|
| 6668 |
KL
6668
KCK Ltd
Hamilton,
Bermuda
| $67.3M | +$577K | +0.9% | 64.5% | – | 3 | 0% | 1.3 |
|
| 6669 |
TWS
6669
Thomas W. Smith
| $67.3M | +$81.3K | +0.1% | 3.72% | – | 6 | 0% | 7.3 |
|
| 6670 |
VCM
6670
Voce Capital Management
San Francisco,
California
| $66.8M | -$107M | -62% | 10.8% | 69.2% | 11 | 18.18% | 3.1 |
|
| 6671 |
GIM
6671
Groesbeck Investment Management
Paramus,
New Jersey
| $66.7M | +$7.01M | +12% | 6.71% | 147% | 87 | 11.49% | 4.5 |
|
| 6672 |
RRCP
6672
Rip Road Capital Partners
Boston,
Massachusetts
| $66.6M | -$8.89M | -12% | 23% | 121% | 15 | 33.33% | 1.8 |
|
| 6673 |
FWA
6673
Freedom Wealth Alliance
Brookfield,
Wisconsin
| $66.6M | -$4.36M | -6% | 4.58% | – | 483 | 87.16% | 0.2 |
|
| 6674 |
LCM
6674
Lewis Capital Management
Beverly Hills,
California
| $66.5M | +$1.18M | +2% | 10.5% | – | 59 | 10.17% | 1.1 |
|
| 6675 |
DWA
6675
Dougherty Wealth Advisers
Wayzata,
Minnesota
| $66.2M | +$5.3M | +9% | 9.16% | 67.5% | 135 | 5.19% | 3.5 |
|