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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8451 |
8451
Children's Medical Center
Boston,
Massachusetts
| $79.7M | -$9.04M | -10% | 8.57% | – | 1 | 0% | 0.3 |
|
| 8452 |
8452
Kize Capital
New York
| $79.6M | -$5.13M | -6% | 3.6% | 34.7% | 6 | 0% | 3.2 |
|
| 8453 |
8453
SummitPoint Capital Management
Littleton,
Colorado
| $78.8M | – | – | 0.97% | – | 35 | – | 0 |
|
| 8454 |
8454
Centennial Advisors
Austin,
Texas
| $78.6M | +$1.64M | +2% | 0.6% | – | 98 | 33.67% | 0.2 |
|
| 8455 |
8455
Spahn Wealth & Retirement
Scottsdale,
Arizona
| $78.6M | -$82.6M | -51% | 4.6% | – | 41 | 48.78% | 0.8 |
|
| 8456 |
8456
Totem Point Management
New York
| $78.4M | -$21.9M | -22% | 5.13% | 577% | 22 | 59.09% | 1.1 |
|
| 8457 |
8457
Stapp Wealth Management
Olympia,
Washington
| $78.3M | +$675K | +0.9% | 6.23% | 54.4% | 36 | 27.78% | 1.5 |
|
| 8458 |
YIM
8458
Yoffe Investment Management
Lemoyne,
Pennsylvania
| $78.1M | -$279K | -0.4% | 1.87% | – | 114 | 3.51% | 1.2 |
|
| 8459 |
8459
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| $77.7M | -$13.5M | -15% | 14.8% | 26.4% | 1 | 0% | 0.8 |
|
| 8460 |
8460
Avory & Company
Miami,
Florida
| $77.3M | -$79M | -51% | 10.4% | 74.9% | 50 | 48% | 1.9 |
|
| 8461 |
OWM
8461
Omnitrust Wealth Management
Jacksonville,
Florida
| $77.2M | -$1.46M | -2% | 0.79% | – | 74 | 25.68% | 0.6 |
|
| 8462 |
8462
DB&C Advisors
Holland,
Michigan
| $77M | -$2.77M | -3% | 1.5% | – | 71 | 9.86% | 0.2 |
|
| 8463 |
8463
Natixis Investment Managers
Boston,
Massachusetts
| $76.9M | +$41.8M | +119% | 6.27% | – | 2 | 0% | 0.3 |
|
| 8464 |
8464
T3 Companies
New York
| $76.8M | -$3.73M | -5% | 7.25% | – | 279 | 71.33% | 0.1 |
|
| 8465 |
BG
8465
BRX Global
New York
| $76.7M | -$25.5M | -25% | 14.9% | 65.8% | 3 | 0% | 4.3 |
|
| 8466 |
8466
Eagle Point Credit Management
Greenwich,
Connecticut
| $76.5M | -$28.4M | -27% | 10.5% | – | 15 | 20% | 0.3 |
|
| 8467 |
8467
Linden Rose Investment
Sugar Land,
Texas
| $76.2M | -$44.1M | -37% | 0.04% | – | 10 | 70% | 0.8 |
|
| 8468 |
8468
Canaan Partners XI
Menlo Park,
California
| $76.1M | -$60.7M | -44% | 16.7% | 798% | 4 | 25% | 2.9 |
|
| 8469 |
8469
Pictet Bank & Trust
Nassau,
Bahamas
| $76.1M | -$7.31M | -9% | 6.54% | 82.7% | 35 | 17.14% | 4.5 |
|
| 8470 |
8470
Multicoin Capital Management
Austin,
Texas
| $75.9M | -$38.5M | -34% | 36.4% | – | 5 | 60% | 0.3 |
|
| 8471 |
8471
Applied Fundamental Research
Cambridge,
Massachusetts
| $75.8M | -$24.9M | -25% | 2.5% | 44.6% | 10 | 0% | 3.4 |
|
| 8472 |
8472
Harrison Street Private Wealth
Denver,
Colorado
| $75.5M | – | – | 14.1% | – | 21 | – | 0 |
|
| 8473 |
8473
Institutional Venture Management XV
Menlo Park,
California
| $75.5M | -$40M | -35% | 28.9% | 116% | 3 | 0% | 3.6 |
|
| 8474 |
8474
Meadowbrook Wealth Management
Garden City,
New York
| $75.5M | -$12.2M | -14% | 6.21% | – | 78 | 32.05% | 0.4 |
|
| 8475 |
OC
8475
Owlhouse Capital
New York
| $75.3M | -$15.1M | -17% | 6.47% | – | 26 | 42.31% | 0.2 |
|