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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7476 |
7476
Quantedge Capital
Singapore
| $109M | -$207M | -65% | 0.94% | 110% | 122 | 59.84% | 1.6 |
|
| 7477 |
7477
Sherwood Financial Partners
Westlake Village,
California
| $109M | +$6.1M | +6% | 7.03% | – | 10 | 40% | 0.3 |
|
| 7478 |
D
7478
Drystone
Ivy,
Virginia
| $109M | +$9.24M | +9% | 11.9% | – | 18 | 0% | 3.2 |
|
| 7479 |
7479
R.H. Investment Group
Scottsdale,
Arizona
| $109M | +$5.13M | +5% | 0.14% | – | 31 | 3.23% | 0.5 |
|
| 7480 |
7480
North Berkeley Wealth Management
Berkeley,
California
| $109M | +$13M | +13% | 7.89% | – | 70 | 21.43% | 0.4 |
|
| 7481 |
JCM
7481
JS Capital Management
New York
| $109M | -$56.5M | -34% | 34.1% | 52.4% | 1 | 0% | 6 |
|
| 7482 |
7482
Compass Planning Associates
Greenfield,
Massachusetts
| $109M | +$10M | +10% | 6.51% | – | 131 | 5.34% | 0.5 |
|
| 7483 |
7483
Lesa Sroufe & Co
Seattle,
Washington
| $109M | +$8.66M | +9% | 11.8% | – | 74 | 10.81% | 5.1 |
|
| 7484 |
7484
Stadium Capital Management
New Canaan,
Connecticut
| $109M | -$521K | -0.5% | 1.82% | 10.9% | 10 | 40% | 1.8 |
|
| 7485 |
7485
Northeast Planning Associates NH
Bedford,
New Hampshire
| $109M | -$11.9M | -10% | 5.48% | – | 51 | 17.65% | 0.4 |
|
| 7486 |
QAM
7486
QSM Asset Management
London,
United Kingdom
| $109M | -$24.6M | -18% | 3.64% | – | 21 | 33.33% | 0.4 |
|
| 7487 |
7487
Runnymede Capital Advisors
Dublin,
Ohio
| $109M | +$4.26M | +4% | 21.1% | – | 299 | 77.93% | 0.5 |
|
| 7488 |
7488
M Wealth Management LLC
San Diego,
California
| $108M | +$1.1M | +1% | 5.03% | – | 49 | 12.24% | 0.4 |
|
| 7489 |
7489
American Asset Management
Boca Raton,
Florida
| $108M | +$7.88M | +8% | 6.6% | 42.5% | 29 | 27.59% | 1.9 |
|
| 7490 |
7490
Lionshead Wealth Management
New York
| $108M | +$12.1M | +13% | 10% | – | 99 | 18.18% | 0.4 |
|
| 7491 |
7491
Mustico Financial Group
Elmira,
New York
| $108M | – | – | 6.73% | – | 32 | – | 0 |
|
| 7492 |
FFG
7492
Floyd Financial Group
Springfield,
Missouri
| $108M | -$2.35M | -2% | 21.5% | – | 62 | 29.03% | 0.4 |
|
| 7493 |
7493
Jordan Park Trust
Portsmouth,
New Hampshire
| $108M | +$2.29M | +2% | 4.46% | – | 13 | 15.38% | 0.4 |
|
| 7494 |
7494
Praetorian PR
Rincon,
Puerto Rico
| $108M | -$123M | -53% | 26% | 80.3% | 27 | 70.37% | 1.3 |
|
| 7495 |
7495
Traub Capital Management
Needham,
Massachusetts
| $108M | – | – | 6.15% | – | 550 | – | 0 |
|
| 7496 |
7496
Accel Growth Fund V Associates
Palo Alto,
California
| $108M | +$38.4M | +55% | 55.1% | 1.17% | 2 | 0% | 4.1 |
|
| 7497 |
PCM
7497
Park Capital Management
Madison,
Wisconsin
| $108M | +$22.4M | +26% | 15.6% | – | 79 | 30.38% | 0.3 |
|
| 7498 |
7498
Fjell Capital
Fargo,
North Dakota
| $108M | +$9.24M | +9% | 11.4% | – | 55 | 10.91% | 0.4 |
|
| 7499 |
SNPAM
7499
St. Nicholas Private Asset Management
Jacksonville,
Florida
| $108M | +$2.32M | +2% | 5.1% | – | 38 | 5.26% | 0.5 |
|
| 7500 |
7500
LM Asset (IM) Inc
Vancouver,
British Columbia, Canada
| $108M | +$10.2M | +11% | 9.18% | – | 12 | 25% | 0.4 |
|