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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6826 |
6826
Ariston Services Group
San Diego,
California
| $115M | +$11M | +11% | 8.88% | 71.7% | 68 | 25% | 0.6 |
|
| 6827 |
6827
Delos Wealth Advisors
Dallas,
Texas
| $115M | +$11.3M | +11% | 7.02% | 58% | 372 | 56.99% | 2.1 |
|
| 6828 |
FF
6828
Fox Financial
Wyomissing,
Pennsylvania
| $115M | +$6.22M | +6% | 4.97% | – | 14 | 0% | 0.7 |
|
| 6829 |
6829
HGI Capital Management
New York
| $115M | +$8.12M | +8% | 17% | 47% | 23 | 43.48% | 0.7 |
|
| 6830 |
DFA
6830
Davies Financial Advisors
Murrieta,
California
| $115M | +$7.48M | +7% | 4.62% | – | 79 | 20.25% | 0.4 |
|
| 6831 |
6831
Paladin Wealth
Arden Hills,
Minnesota
| $114M | – | – | 5.46% | – | 214 | – | 0 |
|
| 6832 |
CI
6832
CPMG Inc
Dallas,
Texas
| $114M | +$47.6M | +71% | 167% | 878% | 3 | 0% | 2.7 |
|
| 6833 |
6833
Upper Left Wealth Management
Tampa,
Florida
| $114M | +$3.73M | +3% | 8.77% | 52.7% | 65 | 15.38% | 2.1 |
|
| 6834 |
6834
Ativo Capital Management
Chicago,
Illinois
| $114M | +$17.7M | +18% | 5.88% | 63.2% | 54 | 16.67% | 2.2 |
|
| 6835 |
6835
Superstring Capital Management
New York
| $114M | +$34.9M | +44% | 58.5% | – | 48 | 60.42% | 0.3 |
|
| 6836 |
6836
Fairscale Capital
Nashua,
New Hampshire
| $114M | +$1.47M | +1% | 5.84% | – | 365 | 3.01% | 0.2 |
|
| 6837 |
PCC
6837
Park Circle Company
Baltimore,
Maryland
| $114M | +$9.39M | +9% | 11.6% | 70.5% | 115 | 8.7% | 3.7 |
|
| 6838 |
6838
DB Fitzpatrick & Co
Boise,
Idaho
| $114M | +$6M | +6% | 5.94% | 42.7% | 98 | 21.43% | 1.9 |
|
| 6839 |
6839
Riverview Trust Company
Vancouver,
Washington
| $114M | +$8.51M | +8% | 7.14% | 87.6% | 859 | 31.78% | 0.9 |
|
| 6840 |
6840
Bey-Douglas LLC
Marietta,
Georgia
| $114M | +$5.93M | +5% | 4.37% | – | 43 | 11.63% | 0.6 |
|
| 6841 |
6841
Divco West Real Estate Services
San Francisco,
California
| $114M | +$19.2M | +20% | 25.6% | 22.3% | 5 | 20% | 1.8 |
|
| 6842 |
6842
Barden Capital Management
Austin,
Texas
| $114M | +$7.69M | +7% | 5.79% | 80.1% | 63 | 11.11% | 2.1 |
|
| 6843 |
QGA
6843
Q Global Advisors
Fort Worth,
Texas
| $114M | -$27.3M | -19% | 0.46% | 79% | 95 | 30.53% | 2.2 |
|
| 6844 |
6844
Blue Water Life Science Advisors
Larkspur,
California
| $114M | +$10.9M | +11% | 52.7% | 503% | 10 | 40% | 1.5 |
|
| 6845 |
GSC
6845
Ground Swell Capital
Folly Beach,
South Carolina
| $114M | -$15.5M | -12% | 3.23% | 71.1% | 300 | 91% | 0.1 |
|
| 6846 |
6846
Twenty Acre Capital
Newtown,
Pennsylvania
| $114M | +$5.91M | +5% | 8.65% | 196% | 19 | 21.05% | 1.6 |
|
| 6847 |
6847
Long Corridor Asset Management
Hong Kong
| $113M | +$7.9M | +7% | 16.5% | 73.6% | 27 | 48.15% | 1 |
|
| 6848 |
6848
Farley Capital
New York
| $113M | +$1.38M | +1% | 5.74% | 105% | 18 | 16.67% | 4.7 |
|
| 6849 |
6849
Arbiter Partners Capital Management
New York
| $113M | +$13.4M | +13% | 5.79% | 378% | 35 | 25.71% | 4.3 |
|
| 6850 |
CTA
6850
Camelot Technology Advisors
San Francisco,
California
| $113M | +$5.46M | +5% | 6.46% | 71% | 64 | 7.81% | 0.7 |
|