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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7001 |
7001
EnCap Energy Capital Fund IX
Houston,
Texas
| $97.9M | +$5.23M | +6% | 5.65% | 69.2% | 1 | 0% | 3.8 |
|
| 7002 |
7002
Surience Private Wealth
Yakima,
Washington
| $97.8M | +$20M | +26% | 10.6% | 169% | 42 | 71.43% | 0.4 |
|
| 7003 |
7003
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
| $97.7M | +$23.6M | +32% | 5.17% | 45.3% | 63 | 30.16% | 0.8 |
|
| 7004 |
7004
Treynor Bancshares
Treynor,
Iowa
| $97.6M | +$1.97M | +2% | 5.44% | 3.35% | 56 | 10.71% | 2.5 |
|
| 7005 |
7005
Yorktown Management & Research Company
Forest,
Virginia
| $97.6M | +$4.53M | +5% | 10.5% | 223% | 231 | 34.2% | 1.6 |
|
| 7006 |
7006
NDVR Inc
Boston,
Massachusetts
| $97.5M | +$1.41M | +1% | 3.73% | – | 113 | 27.43% | 0.5 |
|
| 7007 |
7007
Raffles Associates
New York
| $97.4M | +$8.66M | +10% | 7.21% | 50% | 58 | 27.59% | 2.5 |
|
| 7008 |
7008
DCVC Opportunity Fund II
Palo Alto,
California
| $97.4M | +$31.5M | +48% | 70.3% | – | 3 | 0% | 2.6 |
|
| 7009 |
7009
New Leaf Venture Partners
New York
| $97.3M | +$15.1M | +18% | 18.6% | 3.91% | 10 | 0% | 4.8 |
|
| 7010 |
7010
Advanced Portfolio Management
New York
| $97.2M | -$54.4M | -36% | 2.5% | 19.8% | 55 | 34.55% | 0.5 |
|
| 7011 |
7011
ETF Store
Overland Park,
Kansas
| $97.1M | +$181K | +0.2% | 5.92% | 61% | 93 | 10.75% | 2 |
|
| 7012 |
KSCM
7012
Kamunting Street Capital Management
Miami Beach,
Florida
| $97.1M | -$10.7M | -10% | 2.85% | 7.47% | 23 | 60.87% | 1.2 |
|
| 7013 |
7013
Western Asset Management Company
Pasadena,
California
| $96.9M | +$15.6M | +19% | 0.16% | 2.29% | 11 | 9.09% | 2.5 |
|
| 7014 |
7014
Carnegie Mellon University
Pittsburgh,
Pennsylvania
| $96.9M | +$23M | +31% | 35.1% | 61.6% | 4 | 0% | 2.3 |
|
| 7015 |
7015
Yost Capital Management
Houston,
Texas
| $96.8M | +$36.8M | +61% | 20% | 125% | 19 | 42.11% | 0.9 |
|
| 7016 |
7016
Circumference Group
Little Rock,
Arkansas
| $96.5M | +$1.69M | +2% | 1.34% | – | 32 | 34.38% | 0.5 |
|
| 7017 |
7017
In-Depth Partners
Miami,
Florida
| $96.3M | -$12.3M | -11% | 6.87% | 157% | 14 | 7.14% | 2.4 |
|
| 7018 |
7018
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| $96.2M | +$11.1M | +13% | 6.06% | 58.2% | 71 | 4.23% | 1.5 |
|
| 7019 |
7019
DRH Investments
Thousand Oaks,
California
| $96.1M | +$3.57M | +4% | 3.89% | 81.2% | 14 | 28.57% | 2.1 |
|
| 7020 |
7020
Freestate Advisors
Overland Park,
Kansas
| $96.1M | – | – | 5.82% | – | 36 | – | 0.4 |
|
| 7021 |
7021
Ampfield Management
New York
| $95.9M | -$12.6M | -12% | 9.24% | 56.9% | 6 | 50% | 1.9 |
|
| 7022 |
7022
Sapphire Ventures
Austin,
Texas
| $95.8M | -$21.7M | -18% | 16.6% | 27.9% | 6 | 0% | 3 |
|
| 7023 |
7023
Sage Investment Advisers
Wappingers Falls,
New York
| $95.5M | +$7.06M | +8% | 6.59% | – | 76 | 13.16% | 1.9 |
|
| 7024 |
7024
Strategic Investment Management
Arlington,
Virginia
| $95.3M | +$1.93M | +2% | 4.12% | 53.4% | 11 | 9.09% | 5.4 |
|
| 7025 |
ASM
7025
ATW SPAC Management
New York
| $95.3M | +$11.2M | +13% | 1.01% | 68.7% | 253 | 75.1% | 0.4 |
|