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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%
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50
100
250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 6726 |
WPA
6726
Winning Points Advisors
Boca Raton,
Florida
| $64.9M | -$25.8M | -28% | 8.11% | – | 46 | 23.91% |
|
| 6727 |
SI
6727
Schusterman Interests
Tulsa,
Oklahoma
| $64.9M | +$471K | +0.7% | 61.8% | 344% | 14 | 42.86% |
|
| 6728 |
AP
6728
AtonRa Partners
Geneva,
Switzerland
| $64.6M | -$3.91M | -6% | 12.1% | 48.3% | 126 | 11.11% |
|
| 6729 |
KDA
6729
KPCB DGF Associates
Menlo Park,
California
| $64.5M | +$4.77M | +8% | 28.5% | – | 2 | 0% |
|
| 6730 |
VF
6730
Vista Finance
Clayton,
Missouri
| $64.1M | -$6.51M | -9% | 1.95% | 47% | 26 | 23.08% |
|
| 6731 |
VA
6731
Verdad Advisers
Boston,
Massachusetts
| $63.8M | +$14.2M | +29% | 3.79% | – | 56 | 50% |
|
| 6732 |
KL
6732
KCK Ltd
Hamilton,
Bermuda
| $63.8M | -$3.53M | -5% | 4.43% | – | 3 | 0% |
|
| 6733 |
DU
6733
Delphia (USA)
Toronto,
Ontario, Canada
| $63.3M | -$18.3M | -22% | 10.8% | – | 340 | 62.06% |
|
| 6734 |
DLDF
6734
Dan L. Duncan Foundation
Houston,
Texas
| $63.1M | +$982K | +2% | 2.21% | 11.8% | 2 | 0% |
|
| 6735 |
SCGM
6735
Starwood Capital Group Management
Miami Beach,
Florida
| $63.1M | +$37.6M | +147% | 12.3% | 16.2% | 3 | 66.67% |
|
| 6736 |
WEO
6736
William E. Oberndorf
| $63.1M | +$13.6M | +28% | 15.8% | 36.2% | 10 | 0% |
|
| 6737 |
QWM
6737
QP Wealth Management
Eatontown,
New Jersey
| $63.1M | +$2.01M | +3% | 9.79% | – | 79 | 32.91% |
|
| 6738 |
DC
6738
Dantai Capital
Hong Kong
| $62.5M | -$19.9M | -24% | 12.7% | – | 34 | 76.47% |
|
| 6739 |
JDR
6739
Jay D. Rosenbaum
| $62.3M | +$7.92M | +15% | 9.95% | 12.9% | 66 | 19.7% |
|
| 6740 |
MFIMFI
6740
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $61.9M | -$73.2M | -54% | 5.96% | 26.9% | 11 | 9.09% |
|
| 6741 |
RB
6741
Richmond Brothers
Jackson,
Michigan
| $61.8M | +$2.5M | +4% | 32.9% | 77.2% | 24 | 16.67% |
|
| 6742 |
NVIM
6742
New Vernon Investment Management
Highland Park,
Illinois
| $61.7M | +$13.1M | +27% | 4.62% | 83.1% | 30 | 6.67% |
|
| 6743 |
BAG
6743
Bridgewealth Advisory Group
Fresno,
California
| $61.5M | +$7.28M | +13% | 5.52% | 39.1% | 60 | 11.67% |
|
| 6744 |
OCA
6744
Offit Capital Advisors
New York
| $61.5M | -$1.68M | -3% | 2.66% | – | 1 | 0% |
|
| 6745 |
YG
6745
York GP
Grand Cayman,
Cayman Islands
| $61.4M | -$16.4M | -21% | 21% | – | 3 | 0% |
|
| 6746 |
PWS
6746
Precision Wealth Strategies
Saint Louis,
Missouri
| $61.1M | -$2.67M | -4% | 0.59% | 106% | 75 | 18.67% |
|
| 6747 |
SCM
6747
Saber Capital Management
Fuquay Varina,
North Carolina
| $61.1M | +$7.64M | +14% | 15.1% | – | 16 | 12.5% |
|
| 6748 |
JCG
6748
John C. Goff
| $60.9M | -$1.99M | -3% | 8.09% | – | 7 | 14.29% |
|
| 6749 |
LR
6749
Library Research
Hong Kong
| $60.7M | -$2.95M | -5% | 15% | 22.4% | 4 | 0% |
|
| 6750 |
ICM
6750
Innovius Capital Management
San Francisco,
California
| $60.5M | -$35.1M | -37% | 33.5% | 56.4% | 2 | 0% |
|