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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6851 |
FGIM
6851
First Growth Investment Manager
San Francisco,
California
| $45.8M | -$17.4M | -28% | 2.89% | – | 32 | 9.38% | 1.5 |
|
| 6852 |
6852
Lanham O'Dell & Company
Hurricane,
West Virginia
| $45.8M | +$17.6M | +63% | 11.8% | 81% | 32 | 53.13% | 0.7 |
|
| 6853 |
6853
Spark Investment Management
New York
| $45.8M | -$6.53M | -12% | 6.8% | 459% | 25 | 44% | 1.7 |
|
| 6854 |
6854
Brightline Capital Management
Miami,
Florida
| $45.4M | -$4.29M | -9% | 13.1% | 810% | 6 | 33.33% | 0.5 |
|
| 6855 |
6855
Sonoma Private Wealth
Sonoma,
California
| $45.3M | – | – | 9.45% | 85.7% | 65 | – | 0 |
|
| 6856 |
6856
Genoa Capital Gestora de Recursos
Sao Paulo,
| $45.2M | +$35.3M | +358% | 8.07% | – | 19 | 89.47% | 0.1 |
|
| 6857 |
6857
SL Advisors
Westfield,
New Jersey
| $45.2M | +$4.9M | +12% | 8.4% | 74.1% | 51 | 11.76% | 4.6 |
|
| 6858 |
6858
Kids Capital Management
Los Angeles,
California
| $45.1M | -$6.17M | -12% | 5.69% | – | 10 | 20% | 0.7 |
|
| 6859 |
6859
Lockheed Martin
Bethesda,
Maryland
| $44.8M | -$13.5M | -23% | 16.3% | – | 6 | 33.33% | 0.6 |
|
| 6860 |
6860
Virtus Family Office
El Paso,
Texas
| $44.8M | +$5.65M | +14% | 14.3% | 48.4% | 45 | 35.56% | 0.2 |
|
| 6861 |
6861
Fiduciary Counselling
Saint Paul,
Minnesota
| $44.7M | -$2.14M | -5% | 10.3% | 26.5% | 12 | 16.67% | 3.5 |
|
| 6862 |
6862
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
| $44.7M | -$85M | -66% | 7.37% | – | 54 | 62.96% | 0.4 |
|
| 6863 |
6863
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
| $44.5M | +$3.88M | +10% | 9.74% | 71.3% | 260 | 3.46% | 1 |
|
| 6864 |
6864
Kalos Management
Alpharetta,
Georgia
| $44.4M | +$3.86M | +10% | 9.87% | 48.5% | 126 | 66.67% | 0.8 |
|
| 6865 |
KCM
6865
Knoll Capital Management
Miami,
Florida
| $44.3M | -$127M | -74% | 24.6% | 258% | 39 | 61.54% | 2.1 |
|
| 6866 |
6866
CenturyLink Investment Management
Denver,
Colorado
| $44.3M | +$2.95M | +7% | 7.13% | – | 1 | 0% | 1 |
|
| 6867 |
6867
Must Asset Management
Seoul,
South Korea
| $44.2M | -$77.3M | -64% | 10.9% | 65.2% | 32 | 68.75% | 0.9 |
|
| 6868 |
6868
Caspian Capital
New York
| $44.2M | -$11.3M | -20% | 13.3% | – | 20 | 30% | 0.8 |
|
| 6869 |
6869
Bertram Growth Capital III
Foster City,
California
| $43.6M | -$938K | -2% | 2.11% | – | 1 | 0% | 1 |
|
| 6870 |
6870
North Run Capital
Boston,
Massachusetts
| $43.5M | -$5.69M | -12% | 7.38% | 19.4% | 26 | 7.69% | 2.4 |
|
| 6871 |
DA
6871
DSC Advisors
Chicago,
Illinois
| $43.5M | -$53.5M | -55% | 2.92% | 3.18% | 94 | 84.04% | 4.7 |
|
| 6872 |
TPL
6872
Tao Pro LLC
San Francisco,
California
| $43.4M | -$13.9M | -24% | 24.3% | – | 1 | 0% | 1 |
|
| 6873 |
6873
Prossimo Advisors
San Luis Obispo,
California
| $43.3M | – | – | 6.37% | 78.4% | 53 | – | 0 |
|
| 6874 |
6874
Riverpark Capital Management
New York
| $43.2M | -$67.7M | -61% | 5% | 152% | 32 | 6.25% | 3.9 |
|
| 6875 |
6875
Avenir Management Company
New York
| $43.1M | -$15.7M | -27% | 22.2% | – | 6 | 0% | 0.8 |
|