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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7026 |
7026
Texas County & District Retirement System
Austin,
Texas
| $86.9M | +$1.4M | +2% | 1.64% | 27.9% | 1 | 0% | 1 |
|
| 7027 |
7027
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| $86.9M | +$11.2M | +15% | 10.7% | 111% | 74 | 18.92% | 1.4 |
|
| 7028 |
7028
Eagle Harbor Asset Management
Seattle,
Washington
| $86.9M | +$10.6M | +14% | 9.97% | 76.2% | 119 | 9.24% | 1.4 |
|
| 7029 |
7029
Revisor Wealth Management
Akron,
Ohio
| $86.9M | -$30.8M | -26% | 8.08% | 72% | 175 | 37.71% | 0.6 |
|
| 7030 |
7030
Forerunner Ventures Management
San Francisco,
California
| $86.8M | – | – | 41.5% | – | 1 | – | 2 |
|
| 7031 |
NVIM
7031
New Vernon Investment Management
Highland Park,
Illinois
| $86.8M | +$21.4M | +33% | 7.13% | 83.1% | 38 | 21.05% | 3.8 |
|
| 7032 |
7032
Motive Wealth Advisors
Birmingham,
Michigan
| $86.7M | -$4.34M | -5% | 9.85% | 66% | 50 | 14% | 2.1 |
|
| 7033 |
7033
Alethea Capital Management
Mercer Island,
Washington
| $86.7M | +$5.27M | +6% | 18.1% | 275% | 53 | 37.74% | 5.4 |
|
| 7034 |
GC
7034
Gratia Capital
Los Angeles,
California
| $86.6M | -$19.8M | -19% | 5.15% | 42.4% | 29 | 37.93% | 0.8 |
|
| 7035 |
7035
General Equity Holdings
Brooklyn,
New York
| $86.4M | +$4.46M | +5% | 19.7% | 775% | 6 | 16.67% | 2.3 |
|
| 7036 |
7036
Medici Capital
Newport Beach,
California
| $86.2M | +$29.3M | +51% | 12.7% | 127% | 11 | 54.55% | 0.5 |
|
| 7037 |
7037
Watershed Asset Management
San Francisco,
California
| $86.1M | +$1.22M | +1% | 10.3% | – | 150 | 42% | 0.5 |
|
| 7038 |
PCM
7038
Potomac Capital Management
New York
| $86M | +$7.8M | +10% | 24.4% | – | 63 | 34.92% | 1.5 |
|
| 7039 |
CWA
7039
Clearview Wealth Advisors
Salem,
Oregon
| $85.8M | +$5.01M | +6% | 9.06% | 45.2% | 139 | 37.41% | 1.9 |
|
| 7040 |
7040
Intrinsic Value Partners
Phoenix,
Arizona
| $85.7M | +$7.96M | +10% | 13.2% | 126% | 55 | 9.09% | 1.8 |
|
| 7041 |
7041
M3 Advisory Group
Needham Heights,
Massachusetts
| $85.4M | – | – | 10.1% | – | 103 | – | 0 |
|
| 7042 |
7042
Keyframe Capital Partners
New York
| $85.3M | -$39.4M | -32% | 6.59% | 6.45% | 6 | 0% | 0.8 |
|
| 7043 |
7043
Fifth Lane Capital
Austin,
Texas
| $85.3M | -$201M | -70% | 11.4% | 80.4% | 283 | 79.15% | 0.5 |
|
| 7044 |
7044
Smart Portfolios LLC
Seattle,
Washington
| $85.2M | +$29.5M | +53% | 8.09% | 41.3% | 85 | 57.65% | 0.9 |
|
| 7045 |
7045
Alpha Square Group S
New York
| $85.1M | -$13.6M | -14% | 26.7% | 53.8% | 23 | 17.39% | 1 |
|
| 7046 |
7046
Octahedron Capital Management
Burlingame,
California
| $84.9M | -$2.53M | -3% | 16.6% | 234% | 24 | 29.17% | 0.9 |
|
| 7047 |
7047
JCP Investment Management
Houston,
Texas
| $84.9M | -$9.9M | -10% | 5.46% | 94.7% | 14 | 28.57% | 1.1 |
|
| 7048 |
7048
Macroview Investment Management
Bethesda,
Maryland
| $84.9M | +$9.8M | +13% | 10.8% | 67.2% | 881 | 38.14% | 2.1 |
|
| 7049 |
7049
Bluegrass Capital Partners
Palm Beach,
Florida
| $84.6M | +$2.19M | +3% | 14.1% | 60.1% | 14 | 35.71% | 1.8 |
|
| 7050 |
7050
Stegent Equity Advisors
Houston,
Texas
| $84.6M | +$5.44M | +7% | 8.73% | 96.4% | 67 | 22.39% | 1.3 |
|