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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7751 |
7751
Baypointe Partners
Stamford,
Connecticut
| $85.3M | -$34.9M | -29% | 0.42% | – | 31 | 48.39% | 0.1 |
|
| 7752 |
7752
Pictet Bank & Trust
Nassau,
Bahamas
| $85.3M | +$3.49M | +4% | 10.1% | 82.7% | 37 | 8.11% | 5.4 |
|
| 7753 |
7753
SkyKnight Capital
San Francisco,
California
| $85.3M | -$12.8M | -13% | 13% | 11% | 3 | 0% | 3.5 |
|
| 7754 |
7754
New Century Financial Group
Princeton,
New Jersey
| $85.2M | -$1.26M | -1% | 10.9% | – | 177 | 64.97% | 0.7 |
|
| 7755 |
7755
Great Mountain Partners
New Haven,
Connecticut
| $84.9M | -$128M | -60% | 60% | 95.3% | 1 | 0% | 5 |
|
| 7756 |
OWM
7756
Omnitrust Wealth Management
Jacksonville,
Florida
| $84.8M | – | – | 11.5% | – | 68 | – | 0 |
|
| 7757 |
7757
SWP Investment Management
Independence,
Ohio
| $84.5M | +$4.43M | +6% | 14.3% | – | 52 | 21.15% | 0.2 |
|
| 7758 |
7758
Superstring Capital Management
New York
| $84.5M | +$408K | +0.5% | 14.9% | – | 48 | 54.17% | 0.5 |
|
| 7759 |
EVP
7759
Evergreen Venture Partners
Tel Aviv,
Israel
| $84.4M | +$16.4M | +24% | 24.1% | 88.4% | 1 | 0% | 3.5 |
|
| 7760 |
7760
Kite Lake Capital Management (UK)
London,
United Kingdom
| $84.3M | +$7.89M | +10% | 25.8% | 337% | 11 | 54.55% | 0.3 |
|
| 7761 |
7761
BXM Wealth
Englewood,
Colorado
| $84.2M | +$922K | +1% | 15.8% | – | 121 | 25.62% | 0.4 |
|
| 7762 |
7762
Clayton Financial Group
St. Louis,
Missouri
| $84.1M | -$189M | -69% | 9.39% | 69.8% | 119 | 75.63% | 1.4 |
|
| 7763 |
7763
Rangeley Capital
New Canaan,
Connecticut
| $83.8M | -$9.6M | -10% | 20.6% | – | 117 | 71.79% | 0.2 |
|
| 7764 |
7764
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
| $83.5M | +$17.4M | +26% | 7.54% | – | 324 | 38.27% | 0.2 |
|
| 7765 |
7765
Real Talk Capital
Franklin,
Tennessee
| $83.4M | +$9.15M | +12% | 9.65% | – | 86 | 11.63% | 0.4 |
|
| 7766 |
7766
BTS Asset Management
Lincoln,
Massachusetts
| $83M | -$5.52M | -6% | 1.4% | 8.8% | 52 | 67.31% | 0.4 |
|
| 7767 |
7767
October Effect
Virginia Beach,
Virginia
| $82.9M | – | – | 32.7% | – | 52 | – | 0 |
|
| 7768 |
7768
Fifth Lane Capital
Austin,
Texas
| $82.6M | +$59.6M | +259% | 10.4% | 80.4% | 84 | 79.76% | 0.1 |
|
| 7769 |
7769
Propel Bio Management
Los Angeles,
California
| $82.4M | -$3.68M | -4% | 11.8% | – | 20 | 30% | 1 |
|
| 7770 |
7770
Financial Network Wealth Advisors
Murray,
Utah
| $82.2M | +$6.09M | +8% | 6.37% | – | 850 | 12% | 0.7 |
|
| 7771 |
7771
Versant Venture Management
San Francisco,
California
| $82.1M | +$21.9M | +36% | 11.4% | 409% | 8 | 12.5% | 2.2 |
|
| 7772 |
7772
Liberty Street Advisors
New York
| $82.1M | – | – | 65.5% | – | 3 | – | 0 |
|
| 7773 |
7773
Sonoma Private Wealth
Sonoma,
California
| $81.6M | +$9.45M | +13% | 12.7% | 85.7% | 76 | 11.84% | 1.7 |
|
| 7774 |
RCP
7774
RPM Capital Partners
New York
| $81.3M | -$2.52M | -3% | 3% | 8.37% | 1 | 0% | 1.5 |
|
| 7775 |
7775
Evolution Wealth Management
Fort Myers,
Florida
| $81.2M | – | – | 9.15% | – | 579 | – | 0 |
|