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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7551 |
S2L
7551
Sparta 24 Ltd
Tirat Hacarmel,
Israel
| $109M | -$7.33M | -6% | 0.16% | 83.7% | 5 | 20% | 0.8 |
|
| 7552 |
7552
Surience Private Wealth
Yakima,
Washington
| $109M | +$2.93M | +3% | 13.8% | 169% | 44 | 65.91% | 0.4 |
|
| 7553 |
7553
CenturyLink Investment Management
Denver,
Colorado
| $109M | +$7.9M | +8% | 7.8% | – | 1 | 0% | 3.8 |
|
| 7554 |
BCM
7554
BML Capital Management
Zionsville,
Indiana
| $109M | -$23M | -17% | 23.2% | 349% | 28 | 42.86% | 1.3 |
|
| 7555 |
7555
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| $109M | +$13.5M | +14% | 3.45% | – | 55 | 10.91% | 0.6 |
|
| 7556 |
7556
Compass Planning Associates
Greenfield,
Massachusetts
| $109M | +$96.5K | +0.1% | 4.77% | – | 124 | 76.61% | 0.8 |
|
| 7557 |
7557
Connective Capital Management
Palo Alto,
California
| $109M | +$1.96M | +2% | 9.7% | 188% | 91 | 64.84% | 0.6 |
|
| 7558 |
7558
Aldebaran Capital
Carmel,
Indiana
| $109M | +$7.53M | +7% | 10.9% | 80.4% | 35 | 8.57% | 2.2 |
|
| 7559 |
7559
Foresite Capital Management V
Larkspur,
California
| $109M | +$28M | +35% | 42.1% | 401% | 6 | 0% | 2.2 |
|
| 7560 |
7560
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| $108M | +$5.74M | +6% | 7% | – | 921 | 19.87% | 0.6 |
|
| 7561 |
7561
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $108M | +$16.3M | +18% | 41.2% | 161% | 190 | 14.74% | 4 |
|
| 7562 |
7562
Roxbury Financial
Mount Arlington,
New Jersey
| $108M | +$5.65M | +6% | 7.17% | – | 375 | 5.6% | 0.7 |
|
| 7563 |
7563
Variant Private Wealth
Tysons,
Virginia
| $108M | +$11.9M | +12% | 13.4% | – | 38 | 2.63% | 0.7 |
|
| 7564 |
7564
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| $108M | +$5.75M | +6% | 5.71% | – | 85 | 11.76% | 0.6 |
|
| 7565 |
7565
Northstar Financial Companies
Conshohocken,
Pennsylvania
| $108M | +$11.9M | +12% | 8.32% | – | 112 | 21.43% | 0.6 |
|
| 7566 |
7566
Delphi Management
Brookline,
Massachusetts
| $108M | +$4.3M | +4% | 7.49% | 111% | 85 | 10.59% | 3.5 |
|
| 7567 |
7567
Divco West Real Estate Services
San Francisco,
California
| $108M | +$12.5M | +13% | 13.8% | 22.3% | 4 | 0% | 2.8 |
|
| 7568 |
7568
Yorktown Energy Partners X
New York
| $107M | +$52.1M | +94% | 132% | 95.9% | 3 | 0% | 4.9 |
|
| 7569 |
7569
Raffles Associates
New York
| $107M | +$11.4M | +12% | 17.7% | 50% | 55 | 23.64% | 2.9 |
|
| 7570 |
7570
New Covenant Trust Company
Jeffersonville,
Indiana
| $107M | -$4.52M | -4% | 8.05% | – | 88 | 6.82% | 1.3 |
|
| 7571 |
7571
Measured Risk Portfolios
San Diego,
California
| $107M | +$3.77M | +4% | 0.82% | – | 69 | 17.39% | 0.6 |
|
| 7572 |
SHC
7572
SALT Holding Corp
Wilmington,
Delaware
| $107M | +$41.9M | +64% | 4.74% | – | 18 | 66.67% | 0.2 |
|
| 7573 |
NVIM
7573
New Vernon Investment Management
Highland Park,
Illinois
| $107M | +$21.2M | +25% | 3.94% | 83.1% | 42 | 21.43% | 4 |
|
| 7574 |
7574
Verus Wealth Management
De Pere,
Wisconsin
| $107M | +$7.69M | +8% | 5.42% | – | 57 | 5.26% | 0.7 |
|
| 7575 |
7575
Virtus Family Office
El Paso,
Texas
| $107M | +$28.8M | +37% | 11.2% | 60.9% | 54 | 24.07% | 1.4 |
|