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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7651 |
7651
Arrowpoint Investment Partners
Singapore
| $100M | -$12.5M | -11% | 27% | – | 138 | 96.38% | 0 |
|
| 7652 |
7652
Aldebaran Financial
| $100M | +$9.6M | +11% | 7.23% | 89.7% | 80 | 12.5% | 5.7 |
|
| 7653 |
7653
Propel Bio Management
Los Angeles,
California
| $100M | +$17.5M | +21% | 17.4% | – | 21 | 47.62% | 0.9 |
|
| 7654 |
7654
Whitford Management
New York
| $100M | +$5.29M | +6% | 3.56% | 76.2% | 24 | 45.83% | 0.6 |
|
| 7655 |
7655
Park Avenue Institutional Advisers
New York
| $100M | – | – | 0.66% | – | 1 | – | 0 |
|
| 7656 |
7656
Fifth Lane Capital
Austin,
Texas
| $100M | +$17M | +21% | 3.95% | 80.4% | 135 | 72.59% | 0.2 |
|
| 7657 |
7657
Magma Venture Partners General Partner
Tel Aviv,
Israel
| $99M | -$7.81M | -7% | 7.32% | 4.7% | 3 | 0% | 3.8 |
|
| 7658 |
ACMH
7658
Andar Capital Management (HK)
Hong Kong
| $98.9M | +$13.3M | +16% | 37.6% | 983% | 29 | 65.52% | 0.5 |
|
| 7659 |
7659
Fulcrum Equity Management
Plano,
Texas
| $98.7M | +$1.36M | +1% | 8.91% | 116% | 127 | 45.67% | 1.4 |
|
| 7660 |
7660
KDK Private Wealth Management
Houston,
Texas
| $98.7M | +$5.01M | +5% | 6.86% | – | 59 | 10.17% | 0.7 |
|
| 7661 |
7661
Mustico Financial Group
Elmira,
New York
| $98.7M | -$9.6M | -9% | 6.28% | – | 39 | 20.51% | 0.2 |
|
| 7662 |
PC
7662
Payne Capital
Lake Oswego,
Oregon
| $98.6M | – | – | 6.87% | – | 55 | – | 0 |
|
| 7663 |
7663
J. Team Financial
Abilene,
Texas
| $98.6M | – | – | 8.01% | – | 84 | – | 0 |
|
| 7664 |
7664
Red Mountain Financial
Fort Collins,
Colorado
| $98.5M | +$8.45M | +9% | 7.54% | – | 76 | 6.58% | 1.3 |
|
| 7665 |
7665
Aozora Bank
Tokyo,
Japan
| $98.4M | +$1.41M | +1% | 1.45% | 5.45% | 2 | 0% | 4.3 |
|
| 7666 |
7666
JBGlobal.com
New York
| $98.2M | +$1.95M | +2% | 3.99% | – | 30 | 10% | 0.7 |
|
| 7667 |
7667
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
| $98.2M | +$8.13M | +9% | 3.8% | 50.6% | 80 | 23.75% | 1.2 |
|
| 7668 |
7668
Terra Alpha Investments
Washington,
District of Columbia
| $98.1M | +$1.91M | +2% | 3.97% | – | 33 | 21.21% | 0.6 |
|
| 7669 |
7669
Inkwell Capital
Miami,
Florida
| $98.1M | +$4.69M | +5% | 3.78% | – | 31 | 12.9% | 0.7 |
|
| 7670 |
7670
Waycross Investment Management
Bellingham,
Washington
| $98M | +$1.88M | +2% | 4.04% | 49.6% | 43 | 11.63% | 2 |
|
| 7671 |
7671
Atlas Wealth Partners
Wyomissing,
Pennsylvania
| $98M | +$11.3M | +13% | 6.73% | 145% | 62 | 16.13% | 1.1 |
|
| 7672 |
7672
QSV Equity Investors
Naperville,
Illinois
| $97.9M | +$1.92M | +2% | 3.5% | – | 96 | 10.42% | 1.3 |
|
| 7673 |
7673
Evolution Wealth Management
Fort Myers,
Florida
| $97.4M | +$16.3M | +20% | 6.31% | – | 696 | 31.9% | 0.2 |
|
| 7674 |
7674
Gritstone Asset Management
Bethesda,
Maryland
| $97.2M | -$3.82M | -4% | 0.73% | – | 156 | 43.59% | 0.4 |
|
| 7675 |
IC
7675
Immersion Capital
London,
United Kingdom
| $97.2M | -$2.2M | -2% | 1.29% | 63.4% | 12 | 25% | 1.4 |
|