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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 |
MA
7751
Marquette Associates
Chicago,
Illinois
| $83.1M | -$18.8M | -18% | 5.27% | – | 37 | 8.11% | 1.3 |
|
| 7752 |
EFP
7752
Elser Financial Planning
Indianapolis,
Indiana
| $83M | +$2.82M | +4% | 5.64% | – | 75 | 17.33% | 1 |
|
| 7753 |
RTM
7753
Red Tree Management
Redwood City,
California
| $82.9M | +$9.6M | +13% | 48.2% | – | 3 | 0% | 0.8 |
|
| 7754 |
KAM
7754
Kazazian Asset Management
Fort Lauderdale,
Florida
| $82.9M | +$10.1M | +14% | 18.2% | – | 54 | 25.93% | 2 |
|
| 7755 |
RTC
7755
Riverview Trust Company
Vancouver,
Washington
| $82.8M | +$2.43M | +3% | 6.6% | 87.6% | 225 | 9.33% | 3.1 |
|
| 7756 |
KAM
7756
Kirkoswald Asset Management
New York
| $82.8M | -$977M | -92% | – | – | 3 | 100% | 0 |
|
| 7757 |
CFO
7757
Capitol Family Office
Beaverton,
Oregon
| $82.4M | +$5.76M | +8% | 8.06% | 72% | 48 | 2.08% | 1.2 |
|
| 7758 |
YCM
7758
Yost Capital Management
Houston,
Texas
| $82.3M | +$9.35M | +13% | 8.51% | 125% | 13 | 7.69% | 1.2 |
|
| 7759 |
SP
7759
SCF Partners
Houston,
Texas
| $82M | +$33.9M | +70% | 70.4% | 2.1% | 1 | 0% | 0.8 |
|
| 7760 |
BPC
7760
Bryce Point Capital
Scarsdale,
New York
| $81.9M | -$36.2M | -31% | 9.14% | – | 280 | 76.79% | 0.2 |
|
| 7761 |
SC
7761
SkyKnight Capital
San Francisco,
California
| $81.8M | -$3.51M | -4% | 3.93% | 11% | 3 | 0% | 3.8 |
|
| 7762 |
MM
7762
MWG Management
Road Town, Tortola,
British Virgin Islands
| $81.3M | +$29.4M | +57% | 60.9% | 59.2% | 3 | 0% | 3.9 |
|
| 7763 |
BCCM
7763
Blue Creek Capital Management
Hong Kong
| $81.3M | +$9.79M | +14% | 19.7% | – | 6 | 16.67% | 2.6 |
|
| 7764 |
CG
7764
Column Group
San Francisco,
California
| $81M | +$15.2M | +23% | 62.2% | 95.1% | 5 | 0% | 4.5 |
|
| 7765 |
FF
7765
Formulate Financial
Boca Raton,
Florida
| $80.6M | – | – | 8.1% | – | 26 | – | 0 |
|
| 7766 |
BFM
7766
Brooklands Fund Management
London,
United Kingdom
| $80.6M | -$39.1M | -33% | – | – | 112 | 69.64% | 0.3 |
|
| 7767 |
WAG
7767
Wiser Advisor Group
Phoenix,
Arizona
| $80.4M | +$22.9M | +40% | 8.3% | – | 249 | 84.74% | 0.3 |
|
| 7768 |
AE
7768
AMH Equity
Great Neck,
New York
| $80.3M | +$4.21M | +6% | 40.6% | 267% | 70 | 47.14% | 0.8 |
|
| 7769 |
BHMP
7769
Bardin Hill Management Partners
New York
| $80.3M | -$89.4M | -53% | 12.7% | 214% | 42 | 88.1% | 3.8 |
|
| 7770 |
SCM
7770
Semanteon Capital Management
Newton,
Massachusetts
| $79.7M | +$13.4M | +20% | 12.3% | – | 242 | 88.84% | 0.1 |
|
| 7771 |
PIM
7771
Profit Investment Management
North Bethesda,
Maryland
| $79.5M | -$31.3M | -28% | 15.3% | 101% | 74 | 6.76% | 7.2 |
|
| 7772 |
LFG
7772
Lockerman Financial Group
Newport Beach,
California
| $79.3M | +$5.05M | +7% | 7.07% | 62.6% | 135 | 22.96% | 1.6 |
|
| 7773 |
ASM
7773
ATW SPAC Management
New York
| $79.2M | +$13.9M | +21% | 2.42% | 68.7% | 178 | 44.94% | 0.5 |
|
| 7774 |
MIRH
7774
Madison International Realty Holdings
New York
| $78.9M | – | – | 2.08% | – | 1 | – | 7.3 |
|
| 7775 |
KDIA
7775
KPCB DGF II Associates
Menlo Park,
California
| $78.6M | +$5.18M | +7% | 79.9% | 2.08% | 3 | 0% | 1.5 |
|