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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7701 |
LCM
7701
Lattice Capital Management
Kirkland,
Washington
| $90.8M | -$6.42M | -7% | 31% | 187% | 25 | 24% | 6.6 |
|
| 7702 |
KA
7702
Kore Advisors
Boynton Beach,
Florida
| $90.7M | -$24.9M | -22% | 7.25% | – | 19 | 47.37% | 2.3 |
|
| 7703 |
SV
7703
Sapphire Ventures
Austin,
Texas
| $90.5M | -$14.6M | -14% | 10.9% | 27.9% | 6 | 16.67% | 12.3 |
|
| 7704 |
WEO
7704
William E. Oberndorf
| $90.5M | +$12.6M | +16% | 19.5% | 36.2% | 10 | 40% | 6.4 |
|
| 7705 |
VMMC
7705
V.M. Manning & Co
Greenville,
South Carolina
| $90.5M | – | – | 28.1% | – | 47 | – | 0 |
|
| 7706 |
DHC
7706
Drum Hill Capital
Westport,
Connecticut
| $90.5M | +$4M | +5% | 6.33% | – | 51 | 13.73% | 1.7 |
|
| 7707 |
OCM
7707
Orchard Capital Management
Chicago,
Illinois
| $90.4M | -$55.8M | -38% | 12.7% | 140% | 43 | 16.28% | 11.1 |
|
| 7708 |
AF
7708
Aldebaran Financial
| $90.4M | +$8.53M | +10% | 9.35% | 89.7% | 73 | 4.11% | 23.3 |
|
| 7709 |
GBA
7709
Garrison Bradford & Associates
New York
| $90.3M | -$595K | -0.7% | 6.85% | 63.5% | 61 | 6.56% | 15.4 |
|
| 7710 |
RMF
7710
Red Mountain Financial
Fort Collins,
Colorado
| $90.1M | +$8.03M | +10% | 6.29% | – | 71 | 11.27% | 4.7 |
|
| 7711 |
GCWM
7711
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
| $90M | -$3.45M | -4% | 0.86% | 45.3% | 75 | 16% | 4.4 |
|
| 7712 |
EI
7712
Ecofi Investissements
Nanterre,
France
| $90M | -$67.3M | -43% | 13.5% | – | 43 | 51.16% | 3.6 |
|
| 7713 |
PIA
7713
Prakash Investment Advisors
Andover,
Massachusetts
| $89.6M | -$747K | -0.8% | 28% | – | 53 | 0% | 2 |
|
| 7714 |
FA
7714
Forefront Analytics
West Conshohocken,
Pennsylvania
| $89.5M | +$2.59M | +3% | 8.32% | 50.9% | 52 | 30.77% | 16.1 |
|
| 7715 |
UOWF
7715
University of Wisconsin Foundation
Madison,
Wisconsin
| $89.4M | -$28.5M | -24% | 15.3% | 142% | 8 | 37.5% | 6.6 |
|
| 7716 |
CS
7716
Crescent Sterling
Metairie,
Louisiana
| $89.4M | -$8.15M | -8% | 3.49% | 58.4% | 80 | 16.25% | 8.2 |
|
| 7717 |
HFA
7717
Hutchinson Financial Advisors
Glen Allen,
Virginia
| $89.3M | – | – | 10.5% | – | 58 | – | 0 |
|
| 7718 |
SCM
7718
Summerhill Capital Management
Toronto,
Ontario, Canada
| $89.1M | +$14.5M | +20% | 26.3% | – | 23 | 26.09% | 3.9 |
|
| 7719 |
OCM
7719
Objective Capital Management
Pepper Pike,
Ohio
| $89M | +$10.6M | +14% | 10.3% | – | 90 | 21.11% | 8.8 |
|
| 7720 |
BRF
7720
B. Riley Financial
Los Angeles,
California
| $89M | +$9.41M | +12% | 16.7% | 682% | 46 | 65.22% | 2.5 |
|
| 7721 |
VR
7721
Valued Retirements
Houston,
Texas
| $88.6M | +$12.5M | +16% | 10.1% | – | 96 | 21.88% | 4 |
|
| 7722 |
GAAM
7722
Grand Alliance Asset Management
Central,
Hong Kong
| $88.5M | +$1.98M | +2% | 56% | – | 8 | 12.5% | 3 |
|
| 7723 |
KCM
7723
Key Colony Management
Little Rock,
Arkansas
| $88.4M | +$24.4M | +38% | 54.1% | 113% | 8 | 25% | 9.1 |
|
| 7724 |
S
7724
Systrade
Vaduz,
Liechtenstein
| $88.3M | +$16.5M | +23% | 8.38% | 152% | 15 | 26.67% | 3 |
|
| 7725 |
BSTWA
7725
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
| $88.1M | +$139K | +0.2% | 5.44% | – | 118 | 19.49% | 2.7 |
|