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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7851 |
7851
Virtus Family Office
El Paso,
Texas
| $79.8M | +$4M | +5% | 6.94% | 60.9% | 49 | 24.49% | 1.4 |
|
| 7852 |
7852
Heritage Wealth Partners
Dublin,
Ohio
| $79.7M | -$5.32M | -6% | 4.6% | – | 74 | 18.92% | 1 |
|
| 7853 |
7853
H&F Corporate Investors VIII
San Francisco,
California
| $79.6M | +$38.5M | +93% | 93.5% | 33.8% | 1 | 0% | 4 |
|
| 7854 |
7854
FSR Wealth Management
Elmhurst,
Illinois
| $79.6M | – | – | 1.84% | – | 41 | – | 0 |
|
| 7855 |
7855
Yorktown Energy Partners VIII
New York
| $79.3M | +$6.74M | +9% | 22.1% | 15.2% | 2 | 0% | 5.3 |
|
| 7856 |
7856
Maso Capital Partners
Hong Kong
| $79.2M | -$27.6M | -26% | 4.65% | 8.67% | 41 | 29.27% | 1.3 |
|
| 7857 |
7857
Infini Capital Management
Central,
Hong Kong
| $79.1M | -$37.1M | -32% | 2.04% | – | 9 | 44.44% | 0.9 |
|
| 7858 |
7858
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
| $79.1M | +$976K | +1% | 0.45% | 75.6% | 44 | 2.27% | 2.6 |
|
| 7859 |
7859
Atlas Wealth Partners
Wyomissing,
Pennsylvania
| $79M | +$13.4M | +20% | 22% | 136% | 53 | 11.32% | 0.7 |
|
| 7860 |
7860
GK Wealth Management
Reno,
Nevada
| $79M | – | – | 6.85% | – | 128 | – | 0 |
|
| 7861 |
7861
Lummis Asset Management
Fort Worth,
Texas
| $78.9M | -$6.68M | -8% | 2.95% | – | 153 | 8.5% | 0.9 |
|
| 7862 |
7862
8VC GP I
Austin,
Texas
| $78.9M | +$5.82M | +8% | 61.6% | – | 3 | 33.33% | 1 |
|
| 7863 |
7863
Hanseatic Management Services
Albuquerque,
New Mexico
| $78.8M | +$8.22M | +12% | 11% | – | 143 | 39.16% | 0.8 |
|
| 7864 |
7864
Katamaran Capital
London,
United Kingdom
| $78.6M | – | – | 8.67% | – | 30 | – | 0 |
|
| 7865 |
7865
Quaero Capital
Geneve,
Switzerland
| $78.3M | -$4.84M | -6% | 1.21% | 62.4% | 57 | 12.28% | 1.3 |
|
| 7866 |
7866
Kitching Partners
Conshohocken,
Pennsylvania
| $78.2M | +$3.53M | +5% | 1.54% | 45.8% | 33 | 18.18% | 0.6 |
|
| 7867 |
7867
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $78M | -$2.77M | -3% | 1.47% | 60.5% | 8 | 0% | 4.2 |
|
| 7868 |
7868
Pacific Global Investment Management
Glendale,
California
| $77.8M | -$476M | -86% | 3.96% | 48% | 212 | 66.51% | 8.7 |
|
| 7869 |
7869
Clear Investment Research
Alpharetta,
Georgia
| $77.7M | +$812K | +1% | 2.33% | 53.7% | 230 | 5.22% | 4 |
|
| 7870 |
7870
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
| $77.5M | -$6.77M | -8% | 2.63% | 30.7% | 35 | 0% | 3.9 |
|
| 7871 |
ACMH
7871
Andar Capital Management (HK)
Hong Kong
| $77.5M | +$1.92M | +3% | 28.5% | 863% | 25 | 68% | 0.5 |
|
| 7872 |
7872
Surience Private Wealth
Yakima,
Washington
| $77.5M | -$20.4M | -21% | 14.3% | 169% | 38 | 68.42% | 0.4 |
|
| 7873 |
7873
Scion Asset Management
Saratoga,
California
| $77.4M | -$52.3M | -40% | 18.1% | 1.91% | 19 | 73.68% | 0.4 |
|
| 7874 |
7874
Canaan Partners XI
Menlo Park,
California
| $77.3M | -$40.8M | -35% | 21% | 798% | 3 | 0% | 3 |
|
| 7875 |
7875
Credit Capital Investments
Livingston,
New Jersey
| $77.1M | -$3.78M | -5% | 3.11% | 500% | 40 | 47.5% | 1.8 |
|