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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
Teachers Insurance & Annuity Association of America
New York
| $83.8M | +$3.64M | +5% | 6.15% | – | 95 | 29.47% | 0.8 |
|
| 7752 |
7752
Sonoma Private Wealth
Sonoma,
California
| $83.7M | +$2.17M | +3% | 8.13% | 85.7% | 76 | 11.84% | 1.9 |
|
| 7753 |
7753
Working Capital Advisors (UK)
London,
United Kingdom
| $83.6M | +$8.71M | +12% | 17.4% | 24.8% | 4 | 50% | 1.7 |
|
| 7754 |
7754
Ecofi Investissements
Nanterre,
France
| $83.3M | -$6.74M | -7% | 4.18% | – | 21 | 9.52% | 1.1 |
|
| 7755 |
7755
L.M. Kohn & Company
Cincinnati,
Ohio
| $83.2M | -$288M | -78% | 7.92% | 97.9% | 283 | 58.3% | 2.7 |
|
| 7756 |
7756
Pictet Bank & Trust
Nassau,
Bahamas
| $83.2M | -$2.12M | -2% | 7.97% | 82.7% | 39 | 25.64% | 4.8 |
|
| 7757 |
7757
Marquette Associates
Chicago,
Illinois
| $83.1M | -$18.8M | -18% | 5.27% | – | 37 | 8.11% | 1.3 |
|
| 7758 |
7758
Elser Financial Planning
Indianapolis,
Indiana
| $83M | +$2.82M | +4% | 5.64% | – | 75 | 17.33% | 1 |
|
| 7759 |
7759
Red Tree Management
Redwood City,
California
| $82.9M | +$9.6M | +13% | 48.2% | – | 3 | 0% | 0.8 |
|
| 7760 |
KAM
7760
Kazazian Asset Management
Fort Lauderdale,
Florida
| $82.9M | +$10.1M | +14% | 18.2% | – | 54 | 25.93% | 2 |
|
| 7761 |
7761
Riverview Trust Company
Vancouver,
Washington
| $82.8M | +$2.43M | +3% | 6.6% | 87.6% | 225 | 9.33% | 3.1 |
|
| 7762 |
7762
Kirkoswald Asset Management
New York
| $82.8M | -$977M | -92% | – | – | 3 | 100% | 0 |
|
| 7763 |
7763
Capitol Family Office
Beaverton,
Oregon
| $82.4M | +$5.76M | +8% | 8.06% | 72% | 48 | 2.08% | 1.2 |
|
| 7764 |
7764
Yost Capital Management
Houston,
Texas
| $82.3M | +$9.35M | +13% | 8.51% | 125% | 13 | 7.69% | 1.2 |
|
| 7765 |
7765
SCF Partners
Houston,
Texas
| $82M | +$33.9M | +70% | 70.4% | 2.1% | 1 | 0% | 0.8 |
|
| 7766 |
BPC
7766
Bryce Point Capital
Scarsdale,
New York
| $81.9M | -$36.2M | -31% | 9.14% | – | 280 | 76.79% | 0.2 |
|
| 7767 |
7767
SkyKnight Capital
San Francisco,
California
| $81.8M | -$3.51M | -4% | 3.93% | 11% | 3 | 0% | 3.8 |
|
| 7768 |
MM
7768
MWG Management
Road Town, Tortola,
British Virgin Islands
| $81.3M | +$29.4M | +57% | 60.9% | 59.2% | 3 | 0% | 3.9 |
|
| 7769 |
7769
Blue Creek Capital Management
Hong Kong
| $81.3M | +$9.8M | +14% | 19.7% | – | 6 | 16.67% | 2.6 |
|
| 7770 |
7770
Column Group
San Francisco,
California
| $81M | +$15.2M | +23% | 62.2% | 95.1% | 5 | 0% | 4.5 |
|
| 7771 |
FF
7771
Formulate Financial
Boca Raton,
Florida
| $80.6M | – | – | 8.1% | – | 26 | – | 0 |
|
| 7772 |
7772
Brooklands Fund Management
London,
United Kingdom
| $80.6M | -$39.1M | -33% | – | – | 112 | 69.64% | 0.3 |
|
| 7773 |
7773
Wiser Advisor Group
Phoenix,
Arizona
| $80.4M | +$22.9M | +40% | 8.3% | – | 249 | 84.74% | 0.3 |
|
| 7774 |
7774
AMH Equity
Great Neck,
New York
| $80.3M | +$4.21M | +6% | 40.6% | 267% | 70 | 47.14% | 0.8 |
|
| 7775 |
7775
Bardin Hill Management Partners
New York
| $80.3M | -$89.4M | -53% | 12.7% | 214% | 42 | 88.1% | 3.8 |
|