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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7701 |
7701
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
| $93.1M | +$9.6M | +11% | 11.6% | – | 340 | 26.18% | 0.4 |
|
| 7702 |
7702
Kite Lake Capital Management (UK)
London,
United Kingdom
| $93.1M | +$8.71M | +10% | 113% | 337% | 8 | 50% | 0.9 |
|
| 7703 |
7703
Real Talk Capital
Franklin,
Tennessee
| $93M | +$9.7M | +12% | 6.64% | – | 91 | 8.79% | 0.7 |
|
| 7704 |
7704
Rip Road Capital Partners
Boston,
Massachusetts
| $92.9M | -$5.72M | -6% | 4.76% | 121% | 19 | 10.53% | 2 |
|
| 7705 |
7705
QVIDTVM Management
The Woodlands,
Texas
| $92.9M | -$6.93M | -7% | 3.56% | 19.5% | 8 | 0% | 1.9 |
|
| 7706 |
7706
Drum Hill Capital
Westport,
Connecticut
| $92.4M | +$1.94M | +2% | 9.07% | – | 50 | 8% | 0.7 |
|
| 7707 |
SFO
7707
Standard Family Office
Sioux Falls,
South Dakota
| $92.3M | +$6.93M | +8% | 8.17% | 67.6% | 29 | 0% | 1.6 |
|
| 7708 |
7708
York GP
Grand Cayman,
Cayman Islands
| $92M | -$12.4M | -12% | 11.4% | – | 3 | 0% | 1 |
|
| 7709 |
7709
Fortress Financial Solutions
Tucson,
Arizona
| $91.8M | +$12.1M | +15% | 9% | – | 72 | 29.17% | 0.6 |
|
| 7710 |
7710
Evolutionary Tree Capital Management
Alexandria,
Virginia
| $91.7M | -$2.44M | -3% | 2% | 139% | 31 | 22.58% | 2 |
|
| 7711 |
7711
Financial Network Wealth Advisors
Murray,
Utah
| $91.4M | +$9.19M | +11% | 5.75% | 57.7% | 860 | 7.09% | 0.9 |
|
| 7712 |
7712
Wedgewood Investors
Erie,
Pennsylvania
| $91.2M | +$4.36M | +5% | 7.41% | – | 109 | 11.01% | 7.2 |
|
| 7713 |
7713
October Effect
Virginia Beach,
Virginia
| $90.7M | +$7.79M | +9% | 6.99% | – | 60 | 21.67% | 0.2 |
|
| 7714 |
7714
Arrow Investment Advisors
Laurel,
Maryland
| $90.6M | -$14.4M | -14% | 2.89% | 36.3% | 70 | 44.29% | 0.9 |
|
| 7715 |
7715
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| $90.6M | -$1.71M | -2% | 1.45% | 34.5% | 29 | 24.14% | 3.4 |
|
| 7716 |
7716
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $90.5M | +$5.08M | +6% | 6.15% | 60.5% | 8 | 0% | 4.9 |
|
| 7717 |
7717
Sage Investment Counsel
Franklin,
Tennessee
| $90.3M | +$4.02M | +5% | 4.91% | – | 133 | 15.79% | 0.6 |
|
| 7718 |
7718
EnCap Energy Capital Fund VIII
Houston,
Texas
| $90M | -$3.97M | -4% | 4.21% | 6.16% | 2 | 0% | 2.6 |
|
| 7719 |
7719
Roberts Capital Advisors
Denver,
Colorado
| $89.9M | -$45.2M | -33% | 9.09% | – | 98 | 56.12% | 1.9 |
|
| 7720 |
7720
Pacific Capital Partners
London,
| $89.8M | -$16.9M | -16% | 1.05% | 61.4% | 51 | 56.86% | 1 |
|
| 7721 |
BV
7721
Boxwood Ventures
Chicago,
Illinois
| $89.8M | +$12.5M | +16% | 12.7% | 88% | 32 | 9.38% | 2.4 |
|
| 7722 |
7722
Ampfield Management
New York
| $89.7M | -$44.1M | -33% | 0.22% | 56.9% | 5 | 20% | 2.9 |
|
| 7723 |
7723
Sulzberger Capital Advisors
Miami,
Florida
| $89.7M | +$4.19M | +5% | 6.28% | – | 53 | 7.55% | 0.7 |
|
| 7724 |
7724
Credit Capital Investments
Livingston,
New Jersey
| $89.5M | +$18M | +25% | 31.4% | 500% | 58 | 58.62% | 1.3 |
|
| 7725 |
7725
PMG Family Office
Plano,
Texas
| $89.5M | – | – | 4.68% | – | 98 | – | 0 |
|