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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7776 |
7776
Objective Capital Management
Pepper Pike,
Ohio
| $78.4M | -$71.2M | -48% | 3.3% | – | 142 | 48.59% | 2.3 |
|
| 7777 |
7777
Engine No 1 LLC
San Francisco,
California
| $78.3M | +$40.8M | +108% | 5.5% | 536% | 8 | 87.5% | 0.3 |
|
| 7778 |
WEO
7778
William E. Oberndorf
| $77.9M | +$18M | +30% | 7.94% | 36.2% | 8 | 25% | 1.6 |
|
| 7779 |
7779
Virtus Family Office
El Paso,
Texas
| $77.9M | -$1.89M | -2% | 6.34% | 60.9% | 40 | 2.5% | 1.6 |
|
| 7780 |
7780
Future Fund LLC
Chicago,
Illinois
| $77.8M | +$42.8M | +122% | 1.72% | 93.1% | 88 | 73.86% | 0.4 |
|
| 7781 |
7781
Katamaran Capital
London,
United Kingdom
| $77.8M | -$791K | -1% | 3.71% | – | 46 | 69.57% | 0.1 |
|
| 7782 |
HI
7782
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
| $77.6M | -$23.4M | -23% | 17.5% | 74.8% | 1 | 0% | 3.3 |
|
| 7783 |
7783
Windsor Advisory Group
Columbus,
Ohio
| $77.4M | -$8.63M | -10% | 5.19% | 48.2% | 83 | 38.55% | 1.6 |
|
| 7784 |
7784
Global Value Investment Corporation
Milwaukee,
Wisconsin
| $77.3M | -$16.9M | -18% | 11.1% | – | 24 | 12.5% | 0.2 |
|
| 7785 |
7785
Baer Investment Advisory
Corte Madera,
California
| $77.3M | -$15.5M | -17% | 5.55% | – | 27 | 18.52% | 0.2 |
|
| 7786 |
7786
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $77.2M | -$771K | -1% | 0.63% | 60.5% | 8 | 0% | 4.4 |
|
| 7787 |
7787
Phoenix Asset Management Partners
London,
| $77.1M | -$40.3M | -34% | 6.18% | 165% | 10 | 10% | 2 |
|
| 7788 |
7788
Blue Creek Capital Management
Hong Kong
| $77.1M | +$4.08M | +6% | 20.9% | – | 6 | 0% | 2.1 |
|
| 7789 |
7789
Kite Lake Capital Management (UK)
London,
United Kingdom
| $76.5M | +$8.55M | +13% | 1.26% | 337% | 9 | 55.56% | 0.4 |
|
| 7790 |
7790
Clearfield Capital Management
New York
| $76.2M | -$102M | -57% | 16.1% | 421% | 20 | 80% | 0.9 |
|
| 7791 |
KAM
7791
Kinney Asset Management
Chicago,
Illinois
| $76.2M | -$24M | -24% | 11.7% | 10.1% | 4 | 0% | 4.4 |
|
| 7792 |
SFO
7792
Standard Family Office
Sioux Falls,
South Dakota
| $76.2M | -$6.39M | -8% | 3.82% | 67.6% | 48 | 39.58% | 1.1 |
|
| 7793 |
7793
Financial Network Wealth Advisors
Murray,
Utah
| $76.2M | +$22.4M | +42% | 0.44% | 57.7% | 786 | 40.2% | 0.5 |
|
| 7794 |
7794
Sulzberger Capital Advisors
Miami,
Florida
| $76.1M | -$12.4M | -14% | 2.91% | – | 61 | 24.59% | 0.2 |
|
| 7795 |
7795
Bridgewealth Advisory Group
Fresno,
California
| $76.1M | -$278M | -79% | 1.24% | 40.3% | 118 | 59.32% | 1.5 |
|
| 7796 |
7796
Valued Retirements
Houston,
Texas
| $76.1M | +$1.84M | +2% | 0.71% | 84.6% | 89 | 20.22% | 0.9 |
|
| 7797 |
7797
FSR Wealth Management
Elmhurst,
Illinois
| $75.8M | -$3.79M | -5% | 1.78% | – | 47 | 29.79% | 0.2 |
|
| 7798 |
7798
Hicks Capital Management
Columbus,
Ohio
| $75.4M | – | – | 3.02% | – | 27 | – | 0 |
|
| 7799 |
7799
Pamalican Asset Management
Hong Kong
| $75.4M | -$151M | -67% | 0.33% | – | 40 | 97.5% | 0 |
|
| 7800 |
7800
Ibex Investors
Denver,
Colorado
| $75.3M | -$40.6M | -35% | 3.83% | 1.71% | 14 | 42.86% | 2.8 |
|