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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7151 |
7151
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
| $68.1M | +$3.34M | +5% | 1.36% | 71.3% | 50 | 14% | 2.2 |
|
| 7152 |
7152
Park Avenue Institutional Advisers
New York
| $67.2M | +$21.9M | +48% | 0.59% | – | 6 | 33.33% | 0.8 |
|
| 7153 |
CI
7153
CPMG Inc
Dallas,
Texas
| $66.9M | -$209M | -76% | 17.5% | 878% | 3 | 0% | 2.4 |
|
| 7154 |
7154
Hanseatic Management Services
Albuquerque,
New Mexico
| $66.6M | +$618K | +0.9% | 8.66% | – | 141 | 39.01% | 0.7 |
|
| 7155 |
7155
Cowen Investment Management
New York
| $66.3M | -$14.9M | -18% | 3.98% | 1.87% | 9 | 44.44% | 2.8 |
|
| 7156 |
7156
PMC FIG Opportunities
Jerusalem,
Israel
| $66.2M | -$444K | -0.7% | 0.37% | 210% | 44 | 56.82% | 0.5 |
|
| 7157 |
7157
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
| $66M | +$4.9M | +8% | 4.42% | – | 64 | 12.5% | 0.5 |
|
| 7158 |
7158
DCVC Opportunity Fund II
Palo Alto,
California
| $65.9M | -$5.52M | -8% | 3.11% | – | 3 | 0% | 2.3 |
|
| 7159 |
7159
Valliance Asset Management
Central,
Hong Kong
| $65.9M | +$24.9M | +61% | 8.54% | 2,198% | 19 | 78.95% | 0.1 |
|
| 7160 |
7160
Valued Retirements
Houston,
Texas
| $65.9M | +$3.36M | +5% | 2.03% | – | 79 | 20.25% | 0.4 |
|
| 7161 |
7161
JNE Partners
London,
United Kingdom
| $65.7M | -$3.22M | -5% | 4.61% | 100% | 4 | 0% | 2.3 |
|
| 7162 |
DLDF
7162
Dan L. Duncan Foundation
Houston,
Texas
| $65.5M | -$1.23M | -2% | 1.59% | 11.8% | 2 | 0% | 3.5 |
|
| 7163 |
7163
Vista Finance
Clayton,
Missouri
| $65.3M | +$25.1M | +63% | 2.4% | 47% | 26 | 23.08% | 1.2 |
|
| 7164 |
7164
Industry Ventures
San Francisco,
California
| $64.9M | +$3.73M | +6% | 12.4% | 77.4% | 10 | 50% | 0.6 |
|
| 7165 |
7165
Touchstone Capital
Pittsburgh,
Pennsylvania
| $63.7M | -$16M | -20% | 7.43% | – | 26 | 7.69% | 2 |
|
| 7166 |
TM
7166
Titan Managers
Scottsdale,
Arizona
| $63.7M | -$6.89M | -10% | 0% | 2.57% | 5 | 0% | 2.8 |
|
| 7167 |
7167
Redmont Wealth Advisors
Chicago,
Illinois
| $63.6M | -$8.59M | -12% | 0.01% | 46.1% | 354 | 13.56% | 0.5 |
|
| 7168 |
7168
Wiser Advisor Group
Phoenix,
Arizona
| $63.6M | -$240K | -0.4% | 2.96% | – | 321 | 10.59% | 0.5 |
|
| 7169 |
7169
PATRIZIA Pty Ltd
Barton,
Australia
| $63.5M | +$9.8K | +0% | 1.82% | – | 12 | 0% | 4 |
|
| 7170 |
7170
Pathway Capital Management
Irvine,
California
| $63.4M | -$43.9M | -41% | 4.53% | 629% | 13 | 92.31% | 0.1 |
|
| 7171 |
7171
State of New Jersey Common Pension Fund A
Trenton,
New Jersey
| $63.1M | – | – | 5.89% | – | 1 | – | 0 |
|
| 7172 |
CCP
7172
Crocodile Capital Partners
Ursensollen,
Germany
| $62.8M | -$9.7M | -13% | 4.29% | 126% | 7 | 0% | 1 |
|
| 7173 |
7173
Israel Discount Bank of New York
New York
| $62.8M | -$17.4M | -22% | 1.38% | 40.8% | 78 | 39.74% | 5.8 |
|
| 7174 |
7174
Global Assets Advisory
Orlando,
Florida
| $62.8M | -$103M | -62% | 6.2% | 85.9% | 557 | 89.77% | 0.4 |
|
| 7175 |
BV
7175
Boxwood Ventures
Chicago,
Illinois
| $62.3M | +$5.43M | +10% | 6.09% | 88% | 25 | 8% | 1.9 |
|