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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7126 |
HAS
7126
Holland Advisory Services
Ormond Beach,
Florida
| $76.5M | -$4.44M | -5% | 6.62% | 57.1% | 44 | 6.82% | 7.3 |
|
| 7127 |
VFO
7127
Virtus Family Office
El Paso,
Texas
| $75.8M | +$2.33M | +3% | 5.73% | 48.4% | 47 | 4.26% | 4.7 |
|
| 7128 |
UFM
7128
Ursa Fund Management
Danville,
California
| $75.7M | +$39.2M | +108% | 0.4% | 93.5% | 20 | 70% | 1.5 |
|
| 7129 |
ACMH
7129
Andar Capital Management (HK)
Hong Kong
| $75.6M | +$3.6M | +5% | 11.4% | 983% | 30 | 76.67% | 1.4 |
|
| 7130 |
WEO
7130
William E. Oberndorf
| $75.4M | +$18.4M | +32% | 2.63% | 36.2% | 11 | 45.45% | 5.9 |
|
| 7131 |
VA
7131
Verdad Advisers
Boston,
Massachusetts
| $74.9M | -$11.7M | -14% | 9.91% | – | 139 | 54.68% | 2.3 |
|
| 7132 |
MAMF
7132
Mirabaud Asset Management (France)
Paris,
France
| $74.7M | -$114M | -60% | 0% | – | 6 | 0% | 1.7 |
|
| 7133 |
KP
7133
Kitching Partners
Conshohocken,
Pennsylvania
| $74.7M | +$19.7M | +36% | 6.49% | – | 31 | 45.16% | 1.6 |
|
| 7134 |
MVG
7134
Madrona Venture Group
Seattle,
Washington
| $74.6M | -$19.1M | -20% | 4.85% | 233% | 4 | 0% | 12.8 |
|
| 7135 |
WFA
7135
Wells Financial Advisors
Framingham,
Massachusetts
| $74M | -$77.9M | -51% | 5.92% | 54% | 113 | 36.28% | 7.5 |
|
| 7136 |
EPL
7136
EDBI Pte Ltd
Singapore
| $74M | -$14.5M | -16% | 3.04% | 6.21% | 17 | 5.88% | 8.8 |
|
| 7137 |
VF
7137
Vista Finance
Clayton,
Missouri
| $73.8M | +$8.54M | +13% | 8.23% | 47% | 28 | 17.86% | 5 |
|
| 7138 |
CC
7138
Caspian Capital
New York
| $73.4M | +$18M | +32% | 19.3% | – | 5 | 0% | 5.6 |
|
| 7139 |
8GI
7139
8VC GP I
Austin,
Texas
| $73.1M | -$7.69M | -10% | 1.61% | – | 3 | 0% | 3 |
|
| 7140 |
AOG
7140
Alpha Omega Group
Reston,
Virginia
| $72.9M | -$6.27M | -8% | 7.66% | 16.1% | 22 | 9.09% | 9.9 |
|
| 7141 |
RFG
7141
Range Financial Group
Tigard,
Oregon
| $72.7M | -$123M | -63% | 6.12% | 188% | 186 | 61.29% | 8.7 |
|
| 7142 |
VR
7142
Valued Retirements
Houston,
Texas
| $72.6M | +$6.68M | +10% | 6.62% | – | 82 | 15.85% | 2.3 |
|
| 7143 |
YEPV
7143
Yorktown Energy Partners VIII
New York
| $72.5M | -$9.01M | -11% | 11% | 15.2% | 2 | 0% | 20 |
|
| 7144 |
RQS
7144
Ramsey Quantitative Systems
Louisville,
Kentucky
| $72.5M | -$17M | -19% | 3.72% | 42% | 2 | 0% | 11.5 |
|
| 7145 |
VCM
7145
VeriStar Capital Management
New York
| $71.7M | -$95.1M | -57% | 6.77% | 41% | 12 | 25% | 4.6 |
|
| 7146 |
CP
7146
CPV Partners
Stamford,
Connecticut
| $71.3M | -$15.8M | -18% | 4.2% | 105% | 5 | 20% | 14.3 |
|
| 7147 |
CCP
7147
Crocodile Capital Partners
Ursensollen,
Germany
| $70.9M | +$8.06M | +13% | 4.72% | 126% | 7 | 0% | 5 |
|
| 7148 |
DLDF
7148
Dan L. Duncan Foundation
Houston,
Texas
| $70.6M | +$5.14M | +8% | 7.72% | 11.8% | 2 | 0% | 15 |
|
| 7149 |
A
7149
Atomvest
Hong Kong
| $70.5M | +$8.46M | +14% | 5.88% | 90% | 4 | 0% | 9.5 |
|
| 7150 |
HMS
7150
Hanseatic Management Services
Albuquerque,
New Mexico
| $70.5M | +$3.92M | +6% | 11.9% | – | 143 | 41.26% | 3.1 |
|