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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7801 |
BV
7801
Boxwood Ventures
Chicago,
Illinois
| $77.3M | +$7.22M | +10% | 13.7% | 88% | 33 | 18.18% | 2.3 |
|
| 7802 |
7802
Capitol Family Office
Beaverton,
Oregon
| $76.7M | +$6.01M | +9% | 9.72% | 72% | 48 | 0% | 0.9 |
|
| 7803 |
RFL
7803
RD Finance Ltd
Limassol,
Cyprus
| $76.5M | -$48.2M | -39% | 7.69% | – | 31 | 38.71% | 0.2 |
|
| 7804 |
7804
Western Asset Management Company
Pasadena,
California
| $76.3M | +$28.6M | +60% | 4.08% | 2.29% | 13 | 30.77% | 1.7 |
|
| 7805 |
7805
AMH Equity
Great Neck,
New York
| $76.1M | +$9.8M | +15% | 15.3% | 267% | 63 | 31.75% | 0.8 |
|
| 7806 |
JC
7806
JCSD Capital
Walnut Creek,
California
| $75.9M | – | – | 8.76% | – | 26 | – | 1.1 |
|
| 7807 |
7807
Varde Management
Minneapolis,
Minnesota
| $75.5M | -$67.3M | -47% | 20.8% | 149% | 4 | 0% | 1.3 |
|
| 7808 |
VM
7808
Valinor Management
New York
| $75.3M | -$14.8M | -16% | 14.5% | 12.8% | 1 | 0% | 7.8 |
|
| 7809 |
7809
Working Capital Advisors (UK)
London,
United Kingdom
| $74.9M | -$25.7M | -26% | 14.7% | 24.8% | 4 | 50% | 2.3 |
|
| 7810 |
7810
Glaxis Capital Management
Sarasota,
Florida
| $74.8M | +$48.9M | +188% | 15.8% | 93.5% | 56 | 67.86% | 0.8 |
|
| 7811 |
7811
Kepos Capital
New York
| $74.6M | -$46.1M | -38% | 8.48% | 21.1% | 53 | 9.43% | 1.2 |
|
| 7812 |
7812
Lockerman Financial Group
Newport Beach,
California
| $74.3M | +$8.17M | +12% | 8.55% | 70.4% | 132 | 22.73% | 1.4 |
|
| 7813 |
KAM
7813
Kinney Asset Management
Chicago,
Illinois
| $74.3M | -$1.92M | -3% | 8.49% | 10.1% | 5 | 60% | 2.7 |
|
| 7814 |
TIM
7814
Timelo Investment Management
Aurora,
Ontario, Canada
| $74.2M | +$40.3M | +118% | 0.58% | 104% | 25 | 84% | 0.3 |
|
| 7815 |
7815
HGI Capital Management
New York
| $73.8M | -$6.36M | -8% | 1.56% | 47% | 32 | 59.38% | 0.6 |
|
| 7816 |
7816
KPCB DGF II Associates
Menlo Park,
California
| $73.4M | +$9.9M | +16% | 15.9% | 2.08% | 3 | 0% | 1.3 |
|
| 7817 |
7817
Red Tree Management
Redwood City,
California
| $73.3M | -$19.3M | -21% | 14.4% | – | 4 | 25% | 0.5 |
|
| 7818 |
YF
7818
Yu Fan
| $73.2M | -$24.1M | -25% | 19.5% | 42.7% | 9 | 44.44% | 0.6 |
|
| 7819 |
YIM
7819
Yoffe Investment Management
Lemoyne,
Pennsylvania
| $73.1M | +$5M | +7% | 8.44% | – | 116 | 5.17% | 0.5 |
|
| 7820 |
7820
Yost Capital Management
Houston,
Texas
| $72.9M | +$7.75M | +12% | 16.4% | 125% | 14 | 28.57% | 1 |
|
| 7821 |
7821
Wells Financial Advisors
Framingham,
Massachusetts
| $72.8M | +$231K | +0.3% | 8.21% | 54% | 79 | 6.33% | 2.9 |
|
| 7822 |
KAM
7822
Kazazian Asset Management
Fort Lauderdale,
Florida
| $72.7M | -$50.2M | -41% | 20.2% | – | 65 | 38.46% | 1.9 |
|
| 7823 |
7823
Wynnchurch Capital Partners IV
Rosemont,
Illinois
| $72.6M | -$570K | -0.8% | 0.78% | – | 1 | 0% | 0.5 |
|
| 7824 |
7824
BIOS Capital Management
Fort Worth,
Texas
| $72.6M | -$6.6M | -8% | 10.7% | – | 6 | 0% | 0.5 |
|
| 7825 |
7825
Northwest Financial Advisors
Herndon,
Virginia
| $71.7M | -$48.9M | -41% | 6.93% | – | 125 | 28.8% | 1.2 |
|