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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8301 |
8301
Board of the Pension Protection Fund
Croydon,
United Kingdom
| $105M | -$3.31M | -3% | 8.1% | – | 201 | 67.66% | 0.5 |
|
| 8302 |
8302
Villanova Investment Management
Wayne,
Pennsylvania
| $105M | +$7.79M | +8% | 9.8% | – | 59 | 10.17% | 1.5 |
|
| 8303 |
8303
Generations Wealth LLC
Mason,
Ohio
| $105M | +$2.33M | +2% | 12.1% | – | 37 | 24.32% | 0.4 |
|
| 8304 |
8304
Succession Financial
Mckinney,
Texas
| $105M | – | – | 29% | – | 50 | – | 0 |
|
| 8305 |
8305
Cogent Strategic Wealth
Chicago,
Illinois
| $105M | +$7.59M | +8% | 13.8% | – | 61 | 13.11% | 0.4 |
|
| 8306 |
8306
22NW LP
Seattle,
Washington
| $105M | -$41.2M | -28% | 27.5% | 138% | 17 | 23.53% | 1.7 |
|
| 8307 |
8307
IDG China Venture Capital Fund V Associates
Hong Kong
| $105M | -$21.1M | -17% | 13.6% | 7.34% | 1 | 0% | 4.5 |
|
| 8308 |
8308
Indie Asset Partners
Carmel,
Indiana
| $104M | +$16.7M | +19% | 12.8% | 119% | 90 | 12.22% | 2.6 |
|
| 8309 |
8309
Verdad Advisers
Boston,
Massachusetts
| $104M | +$15.6M | +18% | 21.1% | – | 276 | 59.06% | 0.3 |
|
| 8310 |
JRSI
8310
Jeter Robert S II
| $104M | +$3.96M | +4% | 12.5% | – | 48 | 12.5% | 0.2 |
|
| 8311 |
8311
Strategic Financial Group
Grand Haven,
Michigan
| $104M | +$7.23M | +7% | 8% | – | 19 | 5.26% | 0.2 |
|
| 8312 |
TPW
8312
TOP Private Wealth
Glastonbury,
Connecticut
| $104M | – | – | 13.6% | – | 139 | – | 0 |
|
| 8313 |
8313
AIHC Capital Management
Central,
| $104M | -$15.4M | -13% | 43.6% | – | 5 | 20% | 0.4 |
|
| 8314 |
8314
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
| $104M | -$193M | -65% | 26.9% | – | 6 | 50% | 0.7 |
|
| 8315 |
8315
Xena Financial Planning
Portland,
Oregon
| $104M | +$15.6M | +18% | 11.1% | – | 38 | 13.16% | 0.4 |
|
| 8316 |
8316
Kachkovsky & Fisher Inc
San Diego,
California
| $104M | – | – | 20.1% | – | 64 | – | 0 |
|
| 8317 |
8317
Gritstone Asset Management
Bethesda,
Maryland
| $104M | +$10.3M | +11% | 3.35% | – | 208 | 42.31% | 0.5 |
|
| 8318 |
8318
Mozayyx Management
Austin,
Texas
| $104M | +$5.29M | +5% | 32.6% | – | 29 | 79.31% | 0.1 |
|
| 8319 |
8319
Sapphire Ventures
Austin,
Texas
| $104M | +$4.36M | +4% | 13.1% | 27.9% | 4 | 0% | 3.5 |
|
| 8320 |
8320
Parrish Capital
Kennesaw,
Georgia
| $104M | -$8.47M | -8% | 21.1% | – | 94 | 15.96% | 0.5 |
|
| 8321 |
XC
8321
XY Capital
Central,
Hong Kong
| $104M | +$2.8M | +3% | 6.94% | 52.8% | 142 | 82.39% | 0.2 |
|
| 8322 |
8322
SaddleRock Capital Management
New York
| $104M | +$8.83M | +9% | 25.4% | – | 22 | 45.45% | 0.4 |
|
| 8323 |
8323
Reality Financial Planning Services
Sarasota,
Florida
| $104M | -$14.2K | -0% | 9.55% | – | 20 | 10% | 0.5 |
|
| 8324 |
KA
8324
Kailix Advisors
Fort Lauderdale,
Florida
| $104M | -$10.8M | -9% | 0.97% | 16.3% | 14 | 50% | 0.9 |
|
| 8325 |
KFP
8325
Kroeger Financial Partners
Grass Valley,
California
| $103M | – | – | 8.74% | – | 141 | – | 0 |
|