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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
Marvin & Palmer Associates
Wilmington,
Delaware
| $67M | -$63.9M | -49% | 4.72% | 415% | 38 | 68.42% | 0.4 |
|
| 7852 |
7852
Irth Capital Management
New York
| $66.9M | +$16.3K | +0% | 0.02% | – | 1 | 0% | 0.3 |
|
| 7853 |
7853
Bancreek Capital Management
Santa Monica,
California
| $66.9M | -$35.7M | -35% | 8.42% | 33.6% | 22 | 40.91% | 1.8 |
|
| 7854 |
7854
Mosaic Advisors
Houston,
Texas
| $66.4M | -$18.7M | -22% | 0.31% | 50.9% | 21 | 52.38% | 1.8 |
|
| 7855 |
7855
Canaan Partners XI
Menlo Park,
California
| $66.4M | -$10.9M | -14% | 1.48% | 798% | 4 | 25% | 2.4 |
|
| 7856 |
7856
AMH Equity
Great Neck,
New York
| $66.3M | -$35.2M | -35% | 21.1% | 267% | 78 | 60.26% | 0.6 |
|
| 7857 |
7857
Maso Capital Partners
Hong Kong
| $66.2M | -$13M | -16% | 3.35% | 8.67% | 44 | 45.45% | 1.2 |
|
| 7858 |
7858
IDG China Capital Fund III Associates
Central Hong Kong,
China
| $66.1M | -$34.3M | -34% | 30.2% | – | 2 | 0% | 0.3 |
|
| 7859 |
7859
Lockerman Financial Group
Newport Beach,
California
| $66.1M | +$7.37M | +13% | 0.59% | 70.4% | 123 | 24.39% | 1.5 |
|
| 7860 |
7860
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
| $66.1M | – | – | 2.5% | – | 231 | – | 0 |
|
| 7861 |
7861
University of Chicago
Chicago,
Illinois
| $66M | -$40.5M | -38% | 3.01% | 62.3% | 13 | 69.23% | 0.9 |
|
| 7862 |
7862
Holland Advisory Services
Ormond Beach,
Florida
| $65.9M | -$10.7M | -14% | 3.44% | 63% | 46 | 8.7% | 2.3 |
|
| 7863 |
7863
Heritage Wealth Partners
Dublin,
Ohio
| $65.6M | -$14.1M | -18% | 0.87% | – | 78 | 30.77% | 1.1 |
|
| 7864 |
7864
Navigation Wealth Management
Fort Collins,
Colorado
| $65.5M | -$23.3M | -26% | 9.2% | 46.5% | 12 | 50% | 0.5 |
|
| 7865 |
7865
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $65.4M | -$40.1M | -38% | 1.35% | – | 140 | 8.57% | 4.1 |
|
| 7866 |
7866
CIBC Capital Markets (Europe)
Luxembourg
| $65.4M | -$7.55M | -10% | 6.96% | – | 10 | 0% | 0.3 |
|
| 7867 |
7867
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| $65.3M | +$8.58M | +15% | 34.7% | 82.7% | 2 | 0% | 3.4 |
|
| 7868 |
7868
GuideStone Capital Management
Dallas,
Texas
| $65.2M | -$8.31M | -11% | 11.3% | 49.2% | 1 | 0% | 5.3 |
|
| 7869 |
7869
Yost Capital Management
Houston,
Texas
| $65.2M | -$24.8M | -28% | 3.69% | 125% | 18 | 50% | 0.9 |
|
| 7870 |
7870
Turiya Advisors Asia
Hong Kong
| $65.2M | -$7.45M | -10% | 18.3% | 247% | 3 | 100% | 0 |
|
| 7871 |
7871
MAS Advisors
Miami,
Florida
| $65M | +$5.42M | +9% | 0.22% | 47.9% | 74 | 16.22% | 1.9 |
|
| 7872 |
7872
Stapp Wealth Management
Olympia,
Washington
| $64.9M | +$790K | +1% | 5.1% | 54.4% | 31 | 35.48% | 1.4 |
|
| 7873 |
7873
Wealthspring Capital
West Harrison,
New York
| $64.9M | -$1.33M | -2% | 2.38% | 22.6% | 110 | 40% | 0.5 |
|
| 7874 |
7874
Tikehau Investment Management
Paris,
France
| $64.7M | -$18.3M | -22% | 3.29% | 102% | 25 | 28% | 1.8 |
|
| 7875 |
BAS
7875
Breakthru Advisory Services
Muskego,
Wisconsin
| $64.7M | -$45.8M | -41% | 2.72% | – | 55 | 85.45% | 0.2 |
|