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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 |
7201
Terra Nova Asset Management
New York
| $163M | +$28.2M | +21% | 23.6% | 172% | 98 | 20.41% | 3.2 |
|
| 7202 |
7202
Rexford Capital
Bellaire,
Texas
| $163M | +$23.1M | +16% | 24.1% | – | 330 | 13.03% | 0.9 |
|
| 7203 |
7203
Yorktown Management & Research Company
Forest,
Virginia
| $163M | +$43.7M | +37% | 35.3% | 211% | 296 | 43.58% | 1.3 |
|
| 7204 |
KFO
7204
Kopp Family Office
Bloomington,
Minnesota
| $163M | +$17.8M | +12% | 11.2% | 47.9% | 30 | 33.33% | 2.2 |
|
| 7205 |
7205
Atlantic Private Wealth
Chapel Hill,
North Carolina
| $163M | +$10.2M | +7% | 12.4% | 55.7% | 329 | 12.77% | 1.5 |
|
| 7206 |
7206
Nabity-Jensen Investment Management
Omaha,
Nebraska
| $163M | +$19M | +13% | 15.6% | 85.3% | 73 | 8.22% | 2.1 |
|
| 7207 |
GIA
7207
Gem Investment Advisors
Teaneck,
New Jersey
| $163M | +$61.4M | +60% | 84.4% | – | 37 | 8.11% | 0.4 |
|
| 7208 |
MCS
7208
Mercuria Capital Strategies
Houston,
Texas
| $163M | -$98.6M | -38% | 112% | – | 35 | 45.71% | 0.3 |
|
| 7209 |
7209
Generation Capital Management
Pittsford,
New York
| $163M | +$26.1M | +19% | 30.1% | – | 93 | 31.18% | 1 |
|
| 7210 |
7210
SLT Holdings
Scottsdale,
Arizona
| $163M | +$15M | +10% | 31.7% | – | 175 | 36.57% | 0.8 |
|
| 7211 |
7211
Arrington Capital Management
Miami,
Florida
| $163M | +$65.6M | +68% | 5.74% | – | 52 | 48.08% | 0.3 |
|
| 7212 |
7212
Gimbal Financial
Carmel,
Indiana
| $163M | – | – | 16.2% | – | 55 | – | 1.5 |
|
| 7213 |
7213
Versant Venture Management
San Francisco,
California
| $163M | +$21.2M | +15% | 30.4% | 409% | 8 | 0% | 2.2 |
|
| 7214 |
7214
Trium Capital
London,
United Kingdom
| $163M | +$20.6M | +14% | 3.48% | 215% | 80 | 55% | 0.7 |
|
| 7215 |
7215
Krane Financial Solutions
Calabasas,
California
| $162M | +$15.3M | +10% | 11.7% | – | 56 | 16.07% | 0.2 |
|
| 7216 |
7216
Value Base
Tel Aviv,
Israel
| $162M | +$35.5M | +28% | 36.6% | – | 7 | 14.29% | 1.5 |
|
| 7217 |
7217
Reicon Wealth Advisors
Atlanta,
Georgia
| $162M | +$30.5M | +23% | 11.9% | – | 95 | 26.32% | 0.3 |
|
| 7218 |
7218
Candelo Capital Management
New York
| $162M | +$41.2M | +34% | 28.5% | – | 44 | 52.27% | 0.4 |
|
| 7219 |
7219
Cornerstone Financial Group
Omaha,
Nebraska
| $162M | +$6.43M | +4% | 9.13% | – | 76 | 5.26% | 1.4 |
|
| 7220 |
7220
Cruiser Capital Advisors
Stamford,
Connecticut
| $162M | -$95.1M | -37% | 22.7% | 192% | 58 | 22.41% | 2.3 |
|
| 7221 |
7221
Exome Asset Management
New York
| $162M | -$31.2M | -16% | 28.5% | – | 71 | 47.89% | 0.7 |
|
| 7222 |
7222
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
| $162M | +$35.8M | +28% | 12.5% | 75.6% | 64 | 17.19% | 2.6 |
|
| 7223 |
7223
Macroview Investment Management
Bethesda,
Maryland
| $162M | +$18M | +12% | 11.3% | 76.6% | 114 | 20.18% | 4.5 |
|
| 7224 |
TF
7224
TME Financial
Huntington Beach,
California
| $162M | +$17.6M | +12% | 9.47% | – | 73 | 15.07% | 1.2 |
|
| 7225 |
7225
Tiptree Advisors
New York
| $162M | -$10.5M | -6% | 38.8% | – | 29 | 41.38% | 0.5 |
|