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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6776 |
6776
Sonoma Private Wealth
Sonoma,
California
| $57.2M | +$6.91M | +14% | 6.62% | 85.7% | 82 | 20.73% | 0.4 |
|
| 6777 |
6777
MV Management XI
Menlo Park,
California
| $57.2M | -$8.18M | -13% | 9.32% | – | 3 | 0% | 1.5 |
|
| 6778 |
6778
GuideStone Capital Management
Dallas,
Texas
| $56.9M | +$8.53M | +18% | 17.6% | 49.2% | 1 | 0% | 3.5 |
|
| 6779 |
6779
Smart Portfolios LLC
Seattle,
Washington
| $56.9M | +$247K | +0.4% | 1.94% | 41.3% | 49 | 40.82% | 1.7 |
|
| 6780 |
6780
Ramsey Quantitative Systems
Louisville,
Kentucky
| $56.9M | +$2.23M | +4% | 8.28% | 51.1% | 1 | 0% | 3.5 |
|
| 6781 |
6781
Moulton Wealth Management
Spokane,
Washington
| $56.5M | +$11.1M | +24% | 0.17% | 47.8% | 18 | 22.22% | 1.7 |
|
| 6782 |
6782
Riverpark Capital Management
New York
| $56.5M | +$6.69M | +13% | 15.2% | 152% | 35 | 5.71% | 3.9 |
|
| 6783 |
6783
Lubert-Adler Management Company
Philadelphia,
Pennsylvania
| $56M | -$540M | -91% | 4.47% | 40.5% | 4 | 50% | 1.2 |
|
| 6784 |
6784
Aristotle Pacific Capital
Newport Beach,
California
| $55.9M | +$44.4M | +384% | 0.25% | 1.84% | 6 | 33.33% | 1.6 |
|
| 6785 |
6785
Pathway Capital Management
Irvine,
California
| $55.9M | +$26.8M | +92% | 23.2% | 629% | 11 | 81.82% | 0.1 |
|
| 6786 |
6786
SBB Research Group
Northbrook,
Illinois
| $55.1M | -$15.8M | -22% | 6.05% | – | 37 | 16.22% | 1.4 |
|
| 6787 |
6787
Hanseatic Management Services
Albuquerque,
New Mexico
| $54.2M | +$9.8M | +22% | 15.1% | – | 148 | 52.7% | 0.6 |
|
| 6788 |
AOG
6788
Alpha Omega Group
Reston,
Virginia
| $54M | +$3.11M | +6% | 3.89% | 16.1% | 19 | 5.26% | 1.8 |
|
| 6789 |
6789
Virtus Family Office
El Paso,
Texas
| $54M | +$3.29M | +7% | 0.04% | 48.4% | 53 | 56.6% | 0.4 |
|
| 6790 |
AC
6790
Anson Capital
Tyrone,
Georgia
| $53.9M | -$7.81M | -13% | 2.89% | 45.8% | 82 | 40.24% | 0.7 |
|
| 6791 |
6791
Genoa Capital Gestora de Recursos
Sao Paulo,
| $53.9M | +$19.7M | +58% | 6.62% | – | 18 | 77.78% | 0.1 |
|
| 6792 |
JC
6792
JCSD Capital
Walnut Creek,
California
| $53.5M | -$8.43M | -14% | 2.16% | – | 54 | 14.81% | 1.5 |
|
| 6793 |
BHIC
6793
Bassett Hargrove Investment Counsel
Greenville,
Delaware
| $53.4M | -$3.76M | -7% | 8.11% | – | 47 | 0% | 1.9 |
|
| 6794 |
6794
NNS Holding
Camana Bay, Grand Cayman,
Cayman Islands
| $53.2M | – | – | 6.91% | – | 4 | – | 0 |
|
| 6795 |
6795
Strategic Income Management
Seattle,
Washington
| $53.1M | -$42M | -44% | 0.3% | – | 10 | 70% | 0.2 |
|
| 6796 |
HCM
6796
Hawkeye Capital Management
Miami Beach,
Florida
| $53.1M | -$6.49M | -11% | 4.84% | – | 9 | 22.22% | 1.5 |
|
| 6797 |
6797
SVB Financial Group
Dallas,
Texas
| $52.9M | +$638K | +1% | 19.3% | – | 30 | 26.67% | 0.4 |
|
| 6798 |
6798
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $52.8M | +$9.31M | +21% | 7.07% | – | 48 | 25% | 4.1 |
|
| 6799 |
6799
AMANSA Capital
Raffles City Tower,
Singapore
| $52.8M | +$4.91M | +10% | 10.3% | 115% | 1 | 0% | 0.5 |
|
| 6800 |
BV
6800
Boxwood Ventures
Chicago,
Illinois
| $52.7M | +$4.21M | +9% | 9.53% | 88% | 25 | 8% | 1.1 |
|