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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7876 |
7876
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $59M | +$20.1M | +51% | 2.01% | 42% | 9 | 11.11% | 8.4 |
|
| 7877 |
7877
KW Wealth Management
Sacramento,
California
| $58.7M | – | – | 7.68% | – | 78 | – | 0 |
|
| 7878 |
7878
IDG Technology Venture Investment IV
Hong Kong
| $58.3M | -$2.25M | -4% | 3.71% | 420% | 1 | 0% | 3.8 |
|
| 7879 |
7879
Alamut Investment Management
London,
| $58.3M | – | – | 9.29% | – | 3 | – | 0 |
|
| 7880 |
7880
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
| $58.2M | -$7.62M | -12% | 10.2% | 96.9% | 407 | 8.6% | 1.1 |
|
| 7881 |
7881
Crestline Management
Fort Worth,
Texas
| $58.1M | -$4.47M | -7% | 6.87% | 80.2% | 3 | 0% | 4.9 |
|
| 7882 |
7882
P.A.W. Capital
Greenwich,
Connecticut
| $57.9M | +$5.98M | +12% | 11.9% | 54.6% | 22 | 22.73% | 3.4 |
|
| 7883 |
7883
VanderPol Investments
Caledonia,
Michigan
| $57.7M | +$10.1M | +21% | 6.25% | – | 64 | 25% | 1.1 |
|
| 7884 |
7884
SkyBridge Capital II
New York
| $57.4M | -$14.2M | -20% | 61.5% | – | 4 | 50% | 0.3 |
|
| 7885 |
7885
Lingohr Asset Management
Duesseldorf,
Germany
| $57.3M | +$2.1M | +4% | 9.54% | 141% | 109 | 35.78% | 0.9 |
|
| 7886 |
AC
7886
AIFG Consultants
Halfmoon,
New York
| $56.7M | +$5.43M | +11% | 6.81% | 49.8% | 53 | 13.21% | 1.7 |
|
| 7887 |
7887
Bestgate Wealth Advisors
Frederick,
Maryland
| $56.6M | +$8.39M | +17% | 6.13% | – | 60 | 13.33% | 0.7 |
|
| 7888 |
7888
Connective Portfolio Management
New York
| $56.6M | +$9.9M | +21% | 17.3% | 468% | 44 | 45.45% | 0.9 |
|
| 7889 |
7889
Northwestern University
Evanston,
Illinois
| $56.6M | +$135K | +0.2% | 1.05% | 28.2% | 4 | 0% | 4.2 |
|
| 7890 |
7890
Great Mountain Partners
New Haven,
Connecticut
| $56.5M | -$28.4M | -33% | 33.4% | 95.3% | 1 | 0% | 5.3 |
|
| 7891 |
7891
New Century Financial Group
Princeton,
New Jersey
| $56.3M | -$29M | -34% | 4.23% | – | 122 | 59.02% | 0.9 |
|
| 7892 |
7892
Siguler Guff Advisers
New York
| $56.1M | -$13.8M | -20% | 18.9% | 37.7% | 2 | 0% | 3.6 |
|
| 7893 |
PAPAIJV
7893
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| $56.1M | -$6.88M | -11% | 23% | 168% | 18 | 50% | 3.3 |
|
| 7894 |
DVF
7894
Discovery Value Fund
Singapore
| $56M | +$4.42M | +9% | 20.6% | 210% | 3 | 0% | 3.3 |
|
| 7895 |
7895
Castle Creek Capital Partners VI
San Diego,
California
| $55.9M | +$2.1M | +4% | 3.98% | – | 2 | 0% | 1.8 |
|
| 7896 |
7896
Qiming U.S. Ventures Management
Bellevue,
Washington
| $55.6M | +$32M | +136% | 214% | 1,484% | 6 | 33.33% | 3.3 |
|
| 7897 |
7897
Tanaka Capital Management
New York
| $55.5M | – | – | 36.4% | – | 44 | – | 7.8 |
|
| 7898 |
7898
Riverpark Capital Management
New York
| $55.4M | -$6.28M | -10% | 5.56% | 152% | 37 | 2.7% | 5.3 |
|
| 7899 |
7899
Aurelius Capital Management
New York
| $55.2M | +$40.5M | +275% | 127% | – | 10 | 70% | 0.2 |
|
| 7900 |
7900
Kawa Capital Management
Hallandale Beach,
Florida
| $55.2M | +$292K | +0.5% | 15.6% | – | 6 | 16.67% | 0.7 |
|