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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7976 |
7976
Financial Network Wealth Advisors
Murray,
Utah
| $53.8M | -$67.3M | -56% | 0.45% | – | 869 | 51.32% | 0.5 |
|
| 7977 |
YF
7977
Yu Fan
| $53.2M | +$20.8M | +64% | 6.85% | 42.7% | 7 | 14.29% | 0.6 |
|
| 7978 |
7978
Syncona Portfolio
St Peter Port,
Guernsey
| $53M | -$27.8M | -34% | 24.2% | 6.19% | 3 | 0% | 2.2 |
|
| 7979 |
7979
Alken Asset Management
London,
United Kingdom
| $53M | +$2.94M | +6% | 1.25% | 2.19% | 37 | 8.11% | 0.6 |
|
| 7980 |
7980
Sandia Investment Management
Boston,
Massachusetts
| $53M | -$9.33M | -15% | 6.69% | 20.5% | 164 | 64.02% | 0.3 |
|
| 7981 |
GIS
7981
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
| $52.5M | -$11.5M | -18% | 2.14% | 20.3% | 133 | 33.83% | 1.4 |
|
| 7982 |
7982
P.A.W. Capital
Greenwich,
Connecticut
| $52.4M | +$8.06M | +18% | 26.7% | 54.6% | 19 | 21.05% | 4 |
|
| 7983 |
7983
Old Well Partners
Charlotte,
North Carolina
| $52.4M | +$6.07M | +13% | 13.6% | 97.8% | 18 | 27.78% | 2.7 |
|
| 7984 |
7984
Yorktown Energy Partners X
New York
| $52.3M | -$3.11M | -6% | 3.07% | 95.9% | 3 | 0% | 4.2 |
|
| 7985 |
7985
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $52M | -$847K | -2% | 0.81% | 42% | 36 | 22.22% | 6.1 |
|
| 7986 |
BWM
7986
Blossom Wealth Management
San Ramon, Ca,
California
| $52M | +$2.36M | +5% | 1.64% | 89.7% | 73 | 12.33% | 2.1 |
|
| 7987 |
7987
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
| $51.4M | -$11.9M | -19% | 1.82% | – | 520 | 60.58% | 0.3 |
|
| 7988 |
7988
Yorktown Energy Partners IX
New York
| $51.3M | -$17.2M | -25% | 10.3% | 67.3% | 2 | 0% | 4.6 |
|
| 7989 |
7989
Qiming U.S. Ventures Management
Bellevue,
Washington
| $51.1M | -$218K | -0.4% | 3.04% | 1,484% | 6 | 0% | 2.6 |
|
| 7990 |
1C
7990
1060 Capital
Denver,
Colorado
| $50.5M | -$4M | -7% | 22% | 301% | 14 | 64.29% | 0.3 |
|
| 7991 |
CIS
7991
Continental Investors Services
Longview,
Washington
| $50.4M | +$1.76M | +4% | 5.92% | 76.6% | 69 | 17.39% | 2 |
|
| 7992 |
7992
Bestgate Wealth Advisors
Frederick,
Maryland
| $49.8M | – | – | 0.41% | – | 56 | – | 0 |
|
| 7993 |
7993
Atairos Partners
Bryn Mawr,
Pennsylvania
| $49.7M | +$12M | +32% | 19.7% | 29.8% | 2 | 50% | 0.9 |
|
| 7994 |
MA
7994
McGrath & Associates
Asheville,
North Carolina
| $49.5M | – | – | 3.9% | – | 40 | – | 0 |
|
| 7995 |
7IH
7995
72 Investment Holdings
Stamford,
Connecticut
| $49.1M | +$2.6M | +6% | 15.2% | 1,556% | 7 | 0% | 2 |
|
| 7996 |
7996
EnerVest
Houston,
Texas
| $49.1M | -$2.18M | -4% | 4.26% | 20.5% | 1 | 0% | 6 |
|
| 7997 |
7997
Charis Legacy Partners
Bryan,
Texas
| $49M | – | – | 2.07% | – | 20 | – | 0 |
|
| 7998 |
7998
Courage Capital Management
Nashville,
Tennessee
| $48.5M | +$8.1M | +20% | 19.1% | 86.5% | 13 | 23.08% | 2.7 |
|
| 7999 |
7999
Lingohr Asset Management
Duesseldorf,
Germany
| $48.2M | +$6.96M | +17% | 3.75% | 141% | 98 | 63.27% | 0.9 |
|
| 8000 |
8000
Firsthand Capital Management
San Jose,
California
| $48.1M | -$2.62M | -5% | 15.9% | 265% | 52 | 21.15% | 3.8 |
|