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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7951 |
DIG
7951
Dauntless Investment Group
Etna,
New Hampshire
| $127M | -$23.8M | -16% | 2.09% | – | 99 | 56.57% | 0.4 |
|
| 7952 |
RWIA
7952
Roger Wittlin Investment Advisory
San Francisco,
California
| $127M | +$5M | +4% | 12.1% | 61.3% | 45 | 17.78% | 2.5 |
|
| 7953 |
7953
Alliance Wealth Strategies
Lynchburg,
Virginia
| $127M | +$16M | +14% | 13.5% | – | 65 | 3.08% | 0.5 |
|
| 7954 |
7954
Canaan Partners XI
Menlo Park,
California
| $127M | +$51.2M | +67% | 92.9% | 798% | 3 | 0% | 3.2 |
|
| 7955 |
7955
Smith Asset Management
Chiefland,
Florida
| $127M | +$10.6M | +9% | 8.37% | – | 75 | 12% | 1.3 |
|
| 7956 |
7956
NWM Advisors
San Luis Obispo,
California
| $127M | +$17.2M | +16% | 16.7% | – | 24 | 8.33% | 0.5 |
|
| 7957 |
7957
Topor & Co Korea
Seoul,
| $127M | +$8.6M | +7% | 10.6% | – | 19 | 5.26% | 0.4 |
|
| 7958 |
7958
North Horizon Holdings
Toronto,
| $127M | +$9.26M | +8% | 14.8% | – | 1 | 0% | 0.5 |
|
| 7959 |
7959
Capital CS Group
Irvine,
California
| $127M | +$78.1M | +161% | 12.7% | 22.5% | 95 | 61.05% | 1.1 |
|
| 7960 |
7960
Leo H. Evart Inc
Redwood City,
California
| $127M | +$9.7M | +8% | 9.16% | – | 307 | 6.84% | 0.7 |
|
| 7961 |
7961
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $127M | -$62.7M | -33% | 16.4% | 75.2% | 20 | 30% | 1.8 |
|
| 7962 |
7962
Frankly Finances
Winter Park,
Florida
| $127M | +$16M | +14% | 8.76% | – | 93 | 34.41% | 0.3 |
|
| 7963 |
7963
Virtus Family Office
El Paso,
Texas
| $126M | +$9.29M | +8% | 8.32% | 48.4% | 78 | 26.92% | 1.3 |
|
| 7964 |
7964
Roxbury Financial
Mount Arlington,
New Jersey
| $126M | +$15.3M | +14% | 12.4% | – | 434 | 15.21% | 1.2 |
|
| 7965 |
7965
Lubar & Co
Milwaukee,
Wisconsin
| $126M | +$7.39M | +6% | 6.22% | – | 3 | 0% | 8.8 |
|
| 7966 |
7966
York GP
Grand Cayman,
Cayman Islands
| $126M | -$1.34M | -1% | 7.55% | – | 3 | 33.33% | 1.4 |
|
| 7967 |
7967
DRH Investments
Thousand Oaks,
California
| $126M | +$3.14M | +3% | 19.1% | 81.2% | 23 | 43.48% | 2.2 |
|
| 7968 |
7968
University of Wisconsin Foundation
Madison,
Wisconsin
| $126M | +$13.7M | +12% | 14.8% | 142% | 12 | 41.67% | 0.8 |
|
| 7969 |
7969
MeadowBrook Investment Advisors
Livonia,
Michigan
| $126M | +$13.2M | +12% | 18% | – | 200 | 9% | 1.9 |
|
| 7970 |
7970
Tenere Capital
New York
| $126M | -$10.5M | -8% | 27.2% | 131% | 30 | 50% | 0.8 |
|
| 7971 |
7971
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $126M | +$6.9M | +6% | 8.35% | 38.5% | 64 | 7.81% | 3.5 |
|
| 7972 |
7972
Midway Capital Research & Management
Chicago,
Illinois
| $126M | +$19.8M | +19% | 26.5% | – | 118 | 4.24% | 0.4 |
|
| 7973 |
7973
Clio Asset Management
Charlottesville,
Virginia
| $126M | +$6.46M | +5% | 5.38% | 60.6% | 18 | 27.78% | 1.6 |
|
| 7974 |
7974
Smith Partners Wealth Management
Greensboro,
North Carolina
| $126M | +$14.1M | +13% | 10.2% | – | 84 | 22.62% | 0.4 |
|
| 7975 |
7975
Heights Point Management
New York
| $126M | +$17.8M | +17% | 38% | – | 29 | 55.17% | 0.3 |
|