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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 |
DLDF
7151
Dan L. Duncan Foundation
Houston,
Texas
| $70.6M | +$5.14M | +8% | 7.72% | 11.8% | 2 | 0% | 3.8 |
|
| 7152 |
A
7152
Atomvest
Hong Kong
| $70.5M | +$8.46M | +14% | 5.88% | 90% | 4 | 0% | 2.4 |
|
| 7153 |
7153
Hanseatic Management Services
Albuquerque,
New Mexico
| $70.5M | +$3.92M | +6% | 11.9% | – | 143 | 41.26% | 0.8 |
|
| 7154 |
7154
Column Group
San Francisco,
California
| $69.6M | -$1.7M | -2% | 12.3% | 95.1% | 6 | 0% | 3 |
|
| 7155 |
7155
Mainsail Management Company
Austin,
Texas
| $69.3M | -$2.61M | -4% | 3.62% | 55% | 2 | 0% | 1.8 |
|
| 7156 |
7156
Rye Brook Capital
Greenwich,
Connecticut
| $69.3M | -$6.7M | -9% | 0.05% | 77.2% | 28 | 42.86% | 1.1 |
|
| 7157 |
7157
Elser Financial Planning
Indianapolis,
Indiana
| $68.9M | -$530M | -88% | 5.02% | – | 106 | 49.06% | 0.2 |
|
| 7158 |
7158
State of New Jersey Common Pension Fund A
Trenton,
New Jersey
| $68.8M | +$5.72M | +9% | 9.07% | – | 1 | 0% | 0.3 |
|
| 7159 |
GGV
7159
GG Group Ventures
Orlando,
Florida
| $68.6M | -$3.54M | -5% | 2.91% | – | 56 | 19.64% | 0.2 |
|
| 7160 |
7160
Yorktown Energy Partners IX
New York
| $68.5M | -$3.75M | -5% | 5.18% | 67.3% | 2 | 0% | 4.4 |
|
| 7161 |
7161
GuideStone Capital Management
Dallas,
Texas
| $68.4M | +$6.57M | +11% | 10.6% | 49.2% | 1 | 0% | 4.8 |
|
| 7162 |
7162
Avista Capital Holdings
New York
| $68.4M | +$6.22M | +10% | 11.4% | – | 2 | 0% | 0.8 |
|
| 7163 |
7163
International Private Wealth Advisors
San Diego,
California
| $68.2M | +$8.91M | +15% | 7.45% | – | 128 | 10.94% | 0.6 |
|
| 7164 |
7164
Groesbeck Investment Management
Paramus,
New Jersey
| $68.1M | -$4.13M | -6% | 7.55% | 147% | 71 | 7.04% | 5.8 |
|
| 7165 |
CFG
7165
CMC Financial Group
Atlanta,
Georgia
| $68M | +$7.9M | +13% | 5.58% | 102% | 22 | 45.45% | 1.5 |
|
| 7166 |
7166
PATRIZIA Pty Ltd
Barton,
Australia
| $67.3M | +$3.75M | +6% | 15.6% | – | 12 | 8.33% | 4 |
|
| 7167 |
7167
Israel Discount Bank of New York
New York
| $67.2M | +$4.43M | +7% | 6.12% | 40.8% | 52 | 19.23% | 5.7 |
|
| 7168 |
7168
Wiser Advisor Group
Phoenix,
Arizona
| $67M | +$3.41M | +5% | 6.85% | – | 305 | 15.08% | 0.7 |
|
| 7169 |
7169
Eschler Asset Management
London,
United Kingdom
| $67M | -$60.2M | -47% | 10.9% | 274% | 81 | 58.02% | 0.5 |
|
| 7170 |
7170
University of Notre Dame du Lac
South Bend,
Indiana
| $66.8M | -$5.5M | -8% | 13.1% | – | 1 | 0% | 2 |
|
| 7171 |
SP
7171
Saranac Partners
London,
| $66.3M | -$102M | -61% | 3.14% | 69% | 77 | 74.03% | 1.3 |
|
| 7172 |
7172
Emory University
Atlanta,
Georgia
| $66M | -$89.3M | -57% | 0.68% | – | 10 | 30% | 1.2 |
|
| 7173 |
7173
Touchstone Capital
Pittsburgh,
Pennsylvania
| $65.7M | +$2M | +3% | 0.15% | – | 27 | 18.52% | 2 |
|
| 7174 |
7174
Atlas Wealth Partners
Wyomissing,
Pennsylvania
| $65.6M | +$42M | +178% | 9.96% | 145% | 49 | 57.14% | 0.5 |
|
| 7175 |
7175
Teachers Insurance & Annuity Association of America
New York
| $65.4M | – | – | 7.54% | – | 73 | – | 0.2 |
|