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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7726 |
7726
Circumference Group
Little Rock,
Arkansas
| $89.5M | -$6.91M | -7% | 5.05% | – | 28 | 32.14% | 1.1 |
|
| 7727 |
7727
Ivy Lane Capital Management
Winter Park,
Florida
| $89.4M | -$92.1M | -51% | 13.2% | 101% | 16 | 50% | 2.4 |
|
| 7728 |
7728
Stone House Capital Management
Bay Harbor Islands,
Florida
| $89.1M | -$30.6M | -26% | 40% | 151% | 4 | 0% | 1.9 |
|
| 7729 |
7729
Ursa Fund Management
Danville,
California
| $89.1M | +$8.88M | +11% | 13.2% | 93.5% | 45 | 91.11% | 0.2 |
|
| 7730 |
7730
BIOS Capital Management
Fort Worth,
Texas
| $88.9M | +$16.3M | +23% | 44.8% | – | 6 | 0% | 0.8 |
|
| 7731 |
7731
Valued Retirements
Houston,
Texas
| $88.6M | $0 | 0% | 8.12% | – | 89 | 0% | 1.3 |
|
| 7732 |
7732
Engine No 1 LLC
San Francisco,
California
| $88.6M | +$33.4M | +61% | 27.1% | 536% | 7 | 57.14% | 0.3 |
|
| 7733 |
7733
Bradyco Inc
Cambridge,
Massachusetts
| $88.2M | -$48.2M | -35% | 4.09% | – | 49 | 28.57% | 0.8 |
|
| 7734 |
7734
Corre Partners Management
New York
| $88.1M | +$9.18M | +12% | 6.61% | 109% | 4 | 0% | 2.6 |
|
| 7735 |
7735
Tepp RIA
Westfield,
New Jersey
| $88.1M | +$10.6M | +14% | 8.02% | – | 38 | 34.21% | 0.5 |
|
| 7736 |
7736
York Capital Management Global Advisors
New York
| $87.8M | -$6.45M | -7% | 18.6% | 74.1% | 6 | 0% | 2 |
|
| 7737 |
7737
Kize Capital
New York
| $87.7M | -$23.6M | -21% | 13.1% | 34.7% | 7 | 14.29% | 2.5 |
|
| 7738 |
7738
Members Capital Advisors Inc
Madison,
Wisconsin
| $87M | +$324K | +0.4% | 0.71% | – | 31 | 83.87% | 1.9 |
|
| 7739 |
7739
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| $86.7M | -$8.97M | -9% | 9.38% | 26.4% | 1 | 0% | 0.3 |
|
| 7740 |
7740
Miller Financial Services
Marshall,
Michigan
| $86.5M | +$8.07M | +10% | 7.32% | – | 116 | 10.34% | 0.6 |
|
| 7741 |
SM
7741
Sabby Management
Miami Beach,
Florida
| $86.4M | +$31.3M | +57% | 29.3% | 95.5% | 66 | 75.76% | 0.4 |
|
| 7742 |
IA
7742
Incentive AS
Oslo,
Norway
| $86.1M | -$14.1M | -14% | 1.34% | – | 1 | 0% | 1 |
|
| 7743 |
OWMIAS
7743
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
| $86.1M | +$8.47M | +11% | 12.5% | – | 51 | 7.84% | 1.5 |
|
| 7744 |
7744
Hein Park Capital Management
New York
| $85.5M | -$50.6M | -37% | 2.73% | 122% | 2 | 0% | 1.3 |
|
| 7745 |
7745
Conrad N. Hilton Foundation
Agoura Hills,
California
| $85.3M | -$8.86M | -9% | 6.34% | – | 3 | 33.33% | 0.6 |
|
| 7746 |
PCM
7746
Price Capital Management
Lafayette,
Louisiana
| $85.1M | +$83.7M | +5,881% | 9.62% | 124% | 10 | 100% | 0 |
|
| 7747 |
7747
Sapphire Ventures
Austin,
Texas
| $84.6M | -$5.86M | -6% | 3.38% | 27.9% | 6 | 0% | 3.3 |
|
| 7748 |
7748
Tripletail Wealth Management
Orlando,
Florida
| $84.6M | +$14.3M | +20% | 12.2% | – | 331 | 77.04% | 0.1 |
|
| 7749 |
7749
FSR Wealth Management
Elmhurst,
Illinois
| $84.5M | +$6.59M | +8% | 4.9% | – | 46 | 50% | 0.4 |
|
| 7750 |
7750
H&F Corporate Investors IX
San Francisco,
California
| $83.9M | -$8.04M | -9% | 8.75% | 62.7% | 1 | 0% | 2.8 |
|