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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6726 |
6726
Groesbeck Investment Management
Paramus,
New Jersey
| $65.7M | -$1.02M | -2% | 7.55% | 147% | 87 | 6.9% | 4.7 |
|
| 6727 |
6727
High Pines Wealth Management
Duxbury,
Massachusetts
| $65.6M | +$5.4M | +9% | 6.88% | 28.3% | 33 | 12.12% | 2.1 |
|
| 6728 |
6728
River Oaks Capital
Wayzata,
Minnesota
| $65.6M | -$5.84M | -8% | 6.68% | – | 53 | 20.75% | 3.2 |
|
| 6729 |
6729
USA Financial Formulas
Ada,
Michigan
| $65.1M | +$3.38M | +5% | 6.38% | 104% | 505 | 19.01% | 1.5 |
|
| 6730 |
6730
Macroview Investment Management
Bethesda,
Maryland
| $65.1M | +$2.67M | +4% | 4.16% | 67.2% | 574 | 33.8% | 2.3 |
|
| 6731 |
6731
Waterton Global Resource Management
Toronto,
Ontario, Canada
| $64.9M | -$49.2M | -43% | 8.45% | 21% | 2 | 50% | 2.3 |
|
| 6732 |
WPA
6732
Winning Points Advisors
Boca Raton,
Florida
| $64.9M | -$25.8M | -28% | 8.11% | – | 46 | 23.91% | 4.8 |
|
| 6733 |
SI
6733
Schusterman Interests
Tulsa,
Oklahoma
| $64.9M | +$471K | +0.7% | 61.8% | 344% | 14 | 42.86% | 0.9 |
|
| 6734 |
6734
AtonRa Partners
Geneva,
Switzerland
| $64.6M | -$3.91M | -6% | 12.1% | 49% | 126 | 11.11% | 1.6 |
|
| 6735 |
6735
KPCB DGF Associates
Menlo Park,
California
| $64.5M | +$4.77M | +8% | 28.5% | – | 2 | 0% | 1.3 |
|
| 6736 |
6736
Vista Finance
Clayton,
Missouri
| $64.1M | -$6.51M | -9% | 1.95% | 47% | 26 | 23.08% | 0.9 |
|
| 6737 |
6737
Verdad Advisers
Boston,
Massachusetts
| $63.8M | +$14.2M | +29% | 3.79% | – | 56 | 50% | 0.6 |
|
| 6738 |
KL
6738
KCK Ltd
Hamilton,
Bermuda
| $63.8M | -$3.53M | -5% | 4.43% | – | 3 | 0% | 1.5 |
|
| 6739 |
6739
Delphia (USA)
Toronto,
Ontario, Canada
| $63.3M | -$18.3M | -22% | 10.8% | – | 340 | 62.06% | 0.5 |
|
| 6740 |
DLDF
6740
Dan L. Duncan Foundation
Houston,
Texas
| $63.1M | +$982K | +2% | 2.21% | 11.8% | 2 | 0% | 2.5 |
|
| 6741 |
6741
Starwood Capital Group Management
Miami Beach,
Florida
| $63.1M | +$37.6M | +147% | 12.3% | 16.2% | 3 | 66.67% | 0.6 |
|
| 6742 |
WEO
6742
William E. Oberndorf
| $63.1M | +$13.6M | +28% | 15.8% | 36.2% | 10 | 0% | 1.4 |
|
| 6743 |
6743
QP Wealth Management
Eatontown,
New Jersey
| $63.1M | +$2.01M | +3% | 9.79% | – | 79 | 32.91% | 1.7 |
|
| 6744 |
DC
6744
Dantai Capital
Hong Kong
| $62.5M | -$19.9M | -24% | 12.7% | – | 34 | 76.47% | 0.1 |
|
| 6745 |
JDR
6745
Jay D. Rosenbaum
| $62.3M | +$7.92M | +15% | 9.95% | 12.9% | 66 | 19.7% | 3.9 |
|
| 6746 |
6746
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $61.9M | -$73.2M | -54% | 5.96% | 26.9% | 11 | 9.09% | 2.8 |
|
| 6747 |
6747
Richmond Brothers
Jackson,
Michigan
| $61.8M | +$2.5M | +4% | 32.9% | 77.2% | 24 | 16.67% | 1.3 |
|
| 6748 |
NVIM
6748
New Vernon Investment Management
Highland Park,
Illinois
| $61.7M | +$13.1M | +27% | 4.62% | 83.1% | 30 | 6.67% | 4.6 |
|
| 6749 |
6749
Bridgewealth Advisory Group
Fresno,
California
| $61.5M | +$7.28M | +13% | 5.52% | 39.1% | 60 | 11.67% | 0.4 |
|
| 6750 |
6750
Offit Capital Advisors
New York
| $61.5M | -$1.68M | -3% | 2.66% | – | 1 | 0% | 1.5 |
|