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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8501 |
WTCUG
8501
WD Thunder CV Ultimate GP
Houston,
Texas
| $82.1M | – | – | 26.2% | – | 1 | – | 0 |
|
| 8502 |
8502
Luminist Capital
Grand Rapids,
Michigan
| $81.1M | -$34.7M | -30% | 2.37% | – | 388 | 40.46% | 0.7 |
|
| 8503 |
BCM
8503
Beaumont Capital Management
Boston,
Massachusetts
| $81.1M | -$69.5M | -46% | 1.29% | 49.6% | 55 | 45.45% | 1 |
|
| 8504 |
8504
Emeth Value Capital
New Orleans,
Louisiana
| $81M | -$22.1M | -21% | 11.5% | – | 5 | 20% | 1 |
|
| 8505 |
8505
Bradyco Inc
Cambridge,
Massachusetts
| $80.6M | -$7.61M | -9% | 0.48% | – | 35 | 0% | 1 |
|
| 8506 |
8506
T3 Companies
New York
| $80.5M | – | – | 2.45% | – | 199 | – | 0 |
|
| 8507 |
8507
Cannae Holdings
Las Vegas,
Nevada
| $80.3M | -$109M | -58% | 40.3% | 88.6% | 4 | 50% | 4 |
|
| 8508 |
8508
GuideStone Capital Management
Dallas,
Texas
| $79.8M | +$5.06M | +7% | 6.77% | 49.2% | 1 | 0% | 6 |
|
| 8509 |
8509
Retireful LLC
Haslett,
Michigan
| $79.7M | -$23.8M | -23% | 10% | 437% | 145 | 71.72% | 0.3 |
|
| 8510 |
8510
DB&C Advisors
Holland,
Michigan
| $79.7M | – | – | 2.06% | – | 68 | – | 0 |
|
| 8511 |
8511
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $79.5M | +$30.3M | +62% | 2.74% | 2.88% | 4 | 0% | 4.1 |
|
| 8512 |
8512
JBGlobal.com
New York
| $79.4M | -$18.7M | -19% | 1.98% | – | 33 | 54.55% | 0.8 |
|
| 8513 |
8513
Ivy Lane Capital Management
Winter Park,
Florida
| $79.1M | -$10.3M | -12% | 5.78% | 101% | 14 | 57.14% | 2.2 |
|
| 8514 |
WEO
8514
William E. Oberndorf
| $79M | +$4.8M | +6% | 4.13% | 36.2% | 7 | 0% | 2.3 |
|
| 8515 |
8515
Tripletail Wealth Management
Orlando,
Florida
| $78.9M | -$5.61M | -7% | 3.72% | – | 347 | 29.68% | 0.3 |
|
| 8516 |
OWM
8516
Omnitrust Wealth Management
Jacksonville,
Florida
| $78.7M | – | – | 2.7% | – | 65 | – | 0.4 |
|
| 8517 |
8517
WMS Group
Folsom,
Louisiana
| $78.6M | – | – | 3.45% | – | 54 | – | 0 |
|
| 8518 |
YIM
8518
Yoffe Investment Management
Lemoyne,
Pennsylvania
| $78.3M | +$1.47M | +2% | 2.72% | – | 115 | 2.61% | 1 |
|
| 8519 |
8519
Conrad N. Hilton Foundation
Agoura Hills,
California
| $78.3M | -$6.95M | -8% | 2.34% | – | 2 | 50% | 1.3 |
|
| 8520 |
8520
Marquette Associates
Chicago,
Illinois
| $78.1M | -$5.03M | -6% | 1.25% | – | 36 | 22.22% | 1.5 |
|
| 8521 |
HCVG
8521
H Capital V GP
Grand Cayman,
Cayman Islands
| $78M | -$16M | -17% | 17.1% | – | 1 | 0% | 4 |
|
| 8522 |
8522
York GP
Grand Cayman,
Cayman Islands
| $78M | -$14M | -15% | 7.71% | – | 3 | 33.33% | 1.6 |
|
| 8523 |
8523
Stapp Wealth Management
Olympia,
Washington
| $77.7M | +$3.2M | +4% | 4.9% | 54.4% | 35 | 17.14% | 1.5 |
|
| 8524 |
CIS
8524
Continental Investors Services
Longview,
Washington
| $77.5M | +$10.2M | +15% | 2.01% | 76.6% | 74 | 5.41% | 2.5 |
|
| 8525 |
8525
ION Crossover Partners
Herzliya Pituach,
Israel
| $77.5M | – | – | 29.7% | – | 4 | – | 2.9 |
|