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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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6751 |
JDR
6751
Jay D. Rosenbaum
| $54.4M | +$8.07M | +17% | 12% | 12.9% | 54 | 3.7% | 17.8 |
|
| 6752 |
BAG
6752
Bridgewealth Advisory Group
Fresno,
California
| $54.3M | +$3.27M | +6% | 3.07% | 39.1% | 58 | 10.34% | 0.9 |
|
| 6753 |
FTWA
6753
Fifth Third Wealth Advisors
Cincinnati,
Ohio
| $54M | – | – | 9.64% | 102% | 77 | – | 0 |
|
| 6754 |
PC
6754
Prysm Capital
Princeton,
New Jersey
| $53.7M | -$10.2M | -16% | 16% | 46.6% | 1 | 0% | 5 |
|
| 6755 |
LFA
6755
LGT Financial Advisors
Dallas,
Texas
| $53.7M | -$31.3M | -37% | 2.01% | 63.3% | 213 | 70.42% | 0.7 |
|
| 6756 |
SCM
6756
Saber Capital Management
Fuquay Varina,
North Carolina
| $53.4M | -$40.8M | -43% | 19.8% | – | 17 | 17.65% | 3.5 |
|
| 6757 |
BSI
6757
Bregal Sagemount I
St. Helier,
Jersey
| $53.3M | +$2.19M | +4% | 4.3% | 71.3% | 1 | 0% | 9 |
|
| 6758 |
BSM
6758
Bregal Sagemount Management
New York
| $53.3M | +$2.19M | +4% | 4.3% | – | 1 | 0% | 1 |
|
| 6759 |
BNAGPJ
6759
Bregal North America General Partner Jersey
St. Helier,
Jersey
| $53.3M | +$2.19M | +4% | 4.3% | 71.3% | 1 | 0% | 9 |
|
| 6760 |
ACMH
6760
Andar Capital Management (HK)
Hong Kong
| $53.1M | +$32.7M | +161% | 27.5% | 983% | 18 | 77.78% | 0.6 |
|
| 6761 |
VAM
6761
Vazirani Asset Management
New York
| $52.9M | -$6.18M | -10% | 8.4% | 436% | 32 | 71.88% | 1.2 |
|
| 6762 |
SCC
6762
Steel Canyon Capital
Phoenix,
Arizona
| $52.9M | -$1.32M | -2% | 2.16% | 62.8% | 25 | 32% | 5.3 |
|
| 6763 |
LF
6763
LL Funds
Philadelphia,
Pennsylvania
| $52.8M | +$6.62M | +14% | 14.4% | 96.9% | 1 | 0% | 5 |
|
| 6764 |
UOWF
6764
University of Wisconsin Foundation
Madison,
Wisconsin
| $52.6M | +$4.32M | +9% | 8.69% | 142% | 5 | 100% | 0 |
|
| 6765 |
WHP
6765
Washington Harbour Partners
Arlington,
Virginia
| $52.4M | -$7.04M | -12% | 22.9% | 162% | 26 | 46.15% | 3.4 |
|
| 6766 |
SFG
6766
SVB Financial Group
Dallas,
Texas
| $52.3M | +$15.7M | +43% | 56.1% | – | 34 | 29.41% | 0.9 |
|
| 6767 |
LM
6767
Lasry Marc
| $52.1M | -$12.3M | -19% | 12.9% | 14.8% | 11 | 9.09% | 5.7 |
|
| 6768 |
AG
6768
Appleton Group
Appleton,
Wisconsin
| $51.3M | -$16.9M | -25% | 12.1% | 58.3% | 52 | 57.69% | 8.1 |
|
| 6769 |
AOG
6769
Alpha Omega Group
Reston,
Virginia
| $50.9M | -$20M | -28% | 3.91% | 16.1% | 23 | 26.09% | 6.8 |
|
| 6770 |
QI
6770
Qualcomm Inc
San Diego,
California
| $50.7M | +$2.46M | +5% | 14.4% | – | 6 | 33.33% | 13.3 |
|
| 6771 |
CFO
6771
Capitol Family Office
Beaverton,
Oregon
| $50.7M | +$1.31M | +3% | 3.07% | 61.9% | 16 | 12.5% | 3.4 |
|
| 6772 |
VFO
6772
Virtus Family Office
El Paso,
Texas
| $50.7M | +$5.88M | +13% | 12.3% | 48.4% | 35 | 0% | 1.8 |
|
| 6773 |
JHWEPV
6773
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| $50.6M | +$12.7M | +33% | 33.3% | 407% | 1 | 0% | 5 |
|
| 6774 |
SPW
6774
Sonoma Private Wealth
Sonoma,
California
| $50.3M | +$5.04M | +11% | 4.2% | 85.7% | 81 | 33.33% | 0.8 |
|
| 6775 |
OMC
6775
OUP Management Company
Bala Cynwyd,
Pennsylvania
| $50.1M | -$11.1M | -18% | 5.59% | – | 14 | 0% | 4.7 |
|