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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8251 |
8251
American National Bank of Texas
Richardson,
Texas
| $110M | +$4.64M | +4% | 9.9% | – | 60 | 11.67% | 0.7 |
|
| 8252 |
8252
Q Fund Management (Hong Kong)
Hong Kong,
| $110M | +$67.8M | +163% | 208% | – | 32 | 53.13% | 0.4 |
|
| 8253 |
8253
Briggs Wealth Management
Glastonbury,
Connecticut
| $110M | +$15.3M | +16% | 13% | – | 65 | 16.92% | 0.4 |
|
| 8254 |
8254
Revelation Capital Management
Sausalito,
California
| $110M | +$42.1M | +63% | 74% | – | 2 | 0% | 0.5 |
|
| 8255 |
8255
Seven Six Capital Management
New York
| $110M | +$16.5M | +18% | 16.8% | – | 28 | 17.86% | 1.1 |
|
| 8256 |
8256
Rangeley Capital
New Canaan,
Connecticut
| $109M | +$6.53M | +6% | 34.1% | – | 212 | 49.06% | 0.4 |
|
| 8257 |
8257
Gumshoe Capital Management
New York
| $109M | -$13.7M | -11% | 8.63% | – | 8 | 37.5% | 0.4 |
|
| 8258 |
8258
Amitell Capital
Singapore
| $109M | +$47M | +75% | 13.1% | 196% | 30 | 66.67% | 0.5 |
|
| 8259 |
8259
Sensenig Capital Advisors
Collegeville,
Pennsylvania
| $109M | +$11.7M | +12% | 10.5% | – | 36 | 8.33% | 0.4 |
|
| 8260 |
S2L
8260
Sparta 24 Ltd
Tirat Hacarmel,
Israel
| $109M | +$21.5M | +25% | 0.95% | 83.7% | 24 | 75% | 0.2 |
|
| 8261 |
8261
Heronetta Management
New York
| $109M | -$637K | -0.6% | 0.48% | 59.7% | 16 | 6.25% | 8.6 |
|
| 8262 |
8262
LSP Investment Advisors
New York
| $109M | -$28.8M | -21% | 8.28% | 79.5% | 19 | 5.26% | 4.1 |
|
| 8263 |
8263
Samara Investment Management
Beaverton,
Oregon
| $109M | +$12.2M | +13% | 18% | – | 75 | 9.33% | 0.2 |
|
| 8264 |
8264
PMG Family Office
Plano,
Texas
| $109M | +$19M | +21% | 15.9% | – | 117 | 17.09% | 0.6 |
|
| 8265 |
8265
Unified Investment Management
Atlanta,
Georgia
| $108M | +$10.6M | +11% | 15.4% | – | 150 | 14% | 1.2 |
|
| 8266 |
8266
SCP Investment
Orinda,
California
| $108M | +$18.2M | +20% | 4.7% | 32.8% | 58 | 36.21% | 1.3 |
|
| 8267 |
8267
Grange Capital
Beaverton,
Oregon
| $108M | +$8.11M | +8% | 17.1% | – | 61 | 36.07% | 1 |
|
| 8268 |
8268
Corient IA
Miami,
Florida
| $108M | +$2.07M | +2% | 29.5% | – | 292 | 19.18% | 0.9 |
|
| 8269 |
8269
Red Reef Advisors
Boca Raton,
Florida
| $108M | +$12.9M | +13% | 26.6% | – | 194 | 13.4% | 0.4 |
|
| 8270 |
8270
Barden Capital Management
Austin,
Texas
| $108M | -$8.53M | -7% | 14.6% | 80.1% | 61 | 18.03% | 3.1 |
|
| 8271 |
8271
Yanni & Associates Investment Advisors
Wexford,
Pennsylvania
| $108M | +$11.9M | +12% | 13.6% | – | 34 | 0% | 0.5 |
|
| 8272 |
8272
Unify Financial Advisors
Clearwater,
Florida
| $108M | +$11.9M | +12% | 18.3% | – | 95 | 11.58% | 0.5 |
|
| 8273 |
SCLDSCCL
8273
Split Creek LLC DBA Split Creek Capital LLC
Charlottesville,
Virginia
| $108M | +$13M | +14% | 18.6% | – | 146 | 23.29% | 0.4 |
|
| 8274 |
8274
SPWM Advisors
Traverse City,
Michigan
| $108M | -$6.94M | -6% | 10.2% | – | 98 | 13.27% | 0.4 |
|
| 8275 |
8275
Michelson Medical Research Foundation
Los Angeles,
California
| $108M | +$9.7M | +10% | 12.8% | 52.2% | 23 | 17.39% | 2.1 |
|