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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6801 |
LJCM
6801
Lee Johnson Capital Management
Fort Worth,
Texas
| $53.6M | +$5.24M | +11% | 10.1% | 118% | 31 | 35.48% | 0.8 |
|
| 6802 |
6802
Arboretum Ventures
Ann Arbor,
Michigan
| $53.6M | -$45.5M | -46% | 44.5% | – | 3 | 0% | 1 |
|
| 6803 |
BHIC
6803
Bassett Hargrove Investment Counsel
Greenville,
Delaware
| $53.4M | +$4.07M | +8% | 12.2% | – | 47 | 0% | 1.4 |
|
| 6804 |
6804
G.F.W. Energy XII
Dallas,
Texas
| $53M | -$26.1M | -33% | 14.1% | 68.9% | 9 | 44.44% | 0.6 |
|
| 6805 |
6805
Eschler Asset Management
London,
United Kingdom
| $52.8M | +$7.35M | +16% | 9.32% | 274% | 62 | 50% | 0.4 |
|
| 6806 |
6806
NetEase Inc
Hangzhou,
China
| $52.6M | -$26M | -33% | 21.4% | 464% | 2 | 0% | 0.5 |
|
| 6807 |
6807
G2VP I Associates
Portola Valley,
California
| $52.5M | -$24.7M | -32% | 32.1% | – | 1 | 0% | 1 |
|
| 6808 |
6808
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| $52.3M | +$3.77M | +8% | 6% | 58.2% | 48 | 16.67% | 0.6 |
|
| 6809 |
6809
Central Asset Investments & Management Holdings
Hong Kong
| $52.1M | +$2.88M | +6% | 0.26% | 3,210% | 48 | 58.33% | 0.6 |
|
| 6810 |
6810
Ramiah Investment Group
Brookfield,
Wisconsin
| $52M | +$4.32M | +9% | 3.5% | 62.2% | 85 | 50.59% | 1.6 |
|
| 6811 |
MAM
6811
Maytree Asset Management
Hong Kong
| $51.9M | -$83M | -61% | 3.25% | 402% | 20 | 60% | 0.7 |
|
| 6812 |
6812
HealthInvest Partners
Stockholm,
Sweden
| $51.8M | +$4.44M | +9% | 15.3% | – | 55 | 85.45% | 0.2 |
|
| 6813 |
6813
Clear Investment Research
Alpharetta,
Georgia
| $51.6M | +$4.18M | +9% | 7.05% | 48.5% | 191 | 16.75% | 3.3 |
|
| 6814 |
6814
Benefit Street Partners
New York
| $51.5M | -$33.5M | -39% | 0.08% | – | 15 | 26.67% | 1.9 |
|
| 6815 |
6815
SCHF (GPE)
Wilson,
Wyoming
| $51.5M | -$24.6M | -32% | 10.2% | – | 5 | 40% | 1.2 |
|
| 6816 |
SFO
6816
Standard Family Office
Sioux Falls,
South Dakota
| $51.3M | -$176M | -77% | 7.02% | 67.6% | 493 | 98.58% | 0.6 |
|
| 6817 |
6817
Bregal North America General Partner Jersey
St. Helier,
Jersey
| $51.1M | -$9.8M | -16% | 16% | 71.3% | 1 | 0% | 2 |
|
| 6818 |
6818
Bregal Sagemount I
St. Helier,
Jersey
| $51.1M | -$9.8M | -16% | 16% | 71.3% | 1 | 0% | 2 |
|
| 6819 |
6819
Bregal Sagemount Management
New York
| $51.1M | – | – | 16% | – | 1 | – | 0 |
|
| 6820 |
6820
Bridgewealth Advisory Group
Fresno,
California
| $51M | – | – | 9.21% | 39.1% | 55 | – | 0 |
|
| 6821 |
GC
6821
Gratia Capital
Los Angeles,
California
| $50.7M | +$2.33M | +5% | 15.7% | 42.4% | 32 | 59.38% | 0.6 |
|
| 6822 |
6822
Synergy Financial Group
San Ramon,
California
| $50.6M | -$16.1M | -24% | 1.33% | 133% | 88 | 19.32% | 0.9 |
|
| 6823 |
RFMS
6823
RWQ Financial Management Services
Naples,
Florida
| $50.5M | +$22M | +77% | 10.4% | 446% | 27 | 40.74% | 1.1 |
|
| 6824 |
6824
Crosspoint Capital Strategies
Orinda,
California
| $50.4M | +$46.7M | +1,261% | 16.5% | – | 42 | 92.86% | 0.2 |
|
| 6825 |
6825
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $50.2M | +$4.77M | +10% | 0.89% | – | 50 | 20% | 4.7 |
|