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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7201 |
ST
7201
SAL Trading
Bala Cynwyd,
Pennsylvania
| $62.6M | -$8.76M | -12% | 9.22% | 18.9% | 35 | 62.86% | 0.6 |
|
| 7202 |
SFO
7202
Standard Family Office
Sioux Falls,
South Dakota
| $62.1M | +$5.86M | +10% | 10.5% | 67.6% | 2 | 0% | 1.3 |
|
| 7203 |
7203
Evoke Wealth
Los Angeles,
California
| $61.7M | -$2.78B | -98% | 9.62% | 65.2% | 385 | 78.96% | 2.3 |
|
| 7204 |
7204
Industry Ventures
San Francisco,
California
| $61.6M | -$14.2M | -19% | 3.3% | 77.4% | 13 | 61.54% | 0.4 |
|
| 7205 |
WEO
7205
William E. Oberndorf
| $61.4M | +$6.7M | +12% | 18.4% | 36.2% | 11 | 27.27% | 1.7 |
|
| 7206 |
AFA
7206
Atlas Financial Advisors
Oroville,
California
| $61.1M | -$66.8M | -52% | 11.5% | 5.34% | 46 | 41.3% | 0.8 |
|
| 7207 |
PM
7207
Parametrica Management
Wanchai,
Hong Kong
| $60.9M | +$1.5M | +3% | 18.2% | 584% | 37 | 40.54% | 0.9 |
|
| 7208 |
AC
7208
Anson Capital
Tyrone,
Georgia
| $60.6M | +$7.96M | +15% | 9.28% | 50.5% | 67 | 31.34% | 1.1 |
|
| 7209 |
DA
7209
DSC Advisors
Chicago,
Illinois
| $60.5M | -$17.4M | -22% | 2.98% | 3.18% | 37 | 40.54% | 2.4 |
|
| 7210 |
7210
Sonoma Private Wealth
Sonoma,
California
| $60.4M | +$5.57M | +10% | 10.7% | 85.7% | 91 | 32.97% | 0.7 |
|
| 7211 |
7211
Wiser Advisor Group
Phoenix,
Arizona
| $60.1M | – | – | 10.5% | – | 303 | – | 0 |
|
| 7212 |
7212
University of Wisconsin Foundation
Madison,
Wisconsin
| $60.1M | -$27.2M | -31% | 15.2% | 142% | 5 | 0% | 0.5 |
|
| 7213 |
7213
Virtus Family Office
El Paso,
Texas
| $59.7M | +$4.65M | +8% | 8.08% | 48.4% | 46 | 21.74% | 0.8 |
|
| 7214 |
7214
Lubert-Adler Management Company
Philadelphia,
Pennsylvania
| $59.7M | +$418K | +0.7% | 1.74% | 40.5% | 3 | 0% | 1.7 |
|
| 7215 |
7215
Jetstream Capital
Brentwood,
Tennessee
| $59.6M | -$80.2M | -57% | 34.8% | – | 25 | 68% | 0.3 |
|
| 7216 |
7216
Yost Capital Management
Houston,
Texas
| $59.6M | -$33.3M | -36% | 4.11% | 125% | 16 | 25% | 0.7 |
|
| 7217 |
7217
Stapp Wealth Management
Olympia,
Washington
| $59.6M | +$7.62M | +15% | 4.83% | 54.4% | 25 | 20% | 0.8 |
|
| 7218 |
7218
Capitol Family Office
Beaverton,
Oregon
| $59.4M | +$6.28M | +12% | 12.8% | 72% | 16 | 0% | 1.1 |
|
| 7219 |
7219
PATRIZIA Pty Ltd
Barton,
Australia
| $58.9M | -$45.8M | -44% | 11.8% | – | 16 | 37.5% | 3.8 |
|
| 7220 |
7220
P&S Credit Management
New York
| $58.9M | -$32M | -35% | 7.15% | – | 24 | 45.83% | 0.6 |
|
| 7221 |
LR
7221
Library Research
Hong Kong
| $58.1M | -$11.1M | -16% | 42.9% | 22.4% | 4 | 25% | 2.5 |
|
| 7222 |
7222
Valued Retirements
Houston,
Texas
| $57.7M | – | – | 8.47% | – | 68 | – | 0 |
|
| 7223 |
7223
Ursa Fund Management
Danville,
California
| $57.6M | +$37.2M | +183% | 10.4% | 93.5% | 49 | 69.39% | 0.2 |
|
| 7224 |
7224
Hanseatic Management Services
Albuquerque,
New Mexico
| $57.4M | +$3.68M | +7% | 17.2% | – | 149 | 46.98% | 0.6 |
|
| 7225 |
7225
Richmond Brothers
Jackson,
Michigan
| $57.4M | +$4.12M | +8% | 12.8% | 77.2% | 25 | 12% | 1.6 |
|