We are live on !
Find out more
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 |
8501
VCU Investment Management
Richmond,
Virginia
| $68.6M | -$16.5M | -19% | 8.61% | – | 3 | 66.67% | 3.1 |
|
| 8502 |
8502
Charis Legacy Partners
Bryan,
Texas
| $68.4M | +$617K | +0.9% | 0.26% | – | 27 | 3.7% | 1.1 |
|
| 8503 |
MA
8503
McGrath & Associates
Asheville,
North Carolina
| $68M | -$2.47M | -4% | 3.28% | – | 43 | 4.65% | 1.2 |
|
| 8504 |
SCH
8504
Shengqi Capital (HK)
Hong Kong
| $67.6M | +$39.7M | +142% | 18.4% | – | 6 | 100% | 0 |
|
| 8505 |
BWM
8505
Blossom Wealth Management
San Ramon, Ca,
California
| $67.4M | +$6.83M | +11% | 0.62% | 104% | 82 | 20.73% | 2.9 |
|
| 8506 |
8506
Revelation Capital Management
Sausalito,
California
| $67.4M | -$16.1M | -19% | 18.3% | – | 2 | 0% | 0.3 |
|
| 8507 |
8507
Rithm Capital
New York
| $67.4M | +$24.4M | +57% | 7.71% | – | 38 | 18.42% | 0.9 |
|
| 8508 |
8508
Samson Rock Capital
London,
United Kingdom
| $67M | +$5.74M | +9% | 21.9% | 166% | 4 | 75% | 0.1 |
|
| 8509 |
8509
Mosaic Advisors
Houston,
Texas
| $66.8M | +$14.7M | +28% | 2.18% | 50.9% | 47 | 53.19% | 0.3 |
|
| 8510 |
8510
Myriad Asset Management US
West Palm Beach,
Florida
| $66.7M | +$6.97M | +12% | 3.53% | – | 67 | 52.24% | 0.3 |
|
| 8511 |
8511
Solutions 4 Wealth
Southlake,
Texas
| $66.5M | +$306K | +0.5% | 0.84% | 54.9% | 63 | 22.22% | 1.6 |
|
| 8512 |
8512
SIP Global Opportunity Manager
Portsmouth,
New Hampshire
| $66.3M | -$38M | -36% | 36.4% | – | 1 | 0% | 0.3 |
|
| 8513 |
8513
Stronghold Wealth Management
Tampa,
Florida
| $66.2M | -$1.52M | -2% | 1.14% | – | 129 | 15.5% | 0.2 |
|
| 8514 |
8514
Ivy Lane Capital Management
Winter Park,
Florida
| $66.1M | -$12.9M | -16% | 5.2% | 101% | 15 | 60% | 2.1 |
|
| 8515 |
8515
Emeth Value Capital
New Orleans,
Louisiana
| $66M | -$15.1M | -19% | 19.6% | – | 5 | 40% | 0.9 |
|
| 8516 |
8516
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
| $65.5M | -$3.53M | -5% | 0.74% | 96.9% | 501 | 35.13% | 1.5 |
|
| 8517 |
8517
ProCore Advisors
Newport Beach,
California
| $65.2M | -$32.3M | -33% | 0.94% | – | 99 | 35.35% | 0.2 |
|
| 8518 |
8518
H&F Corporate Investors IX
San Francisco,
California
| $65.2M | -$19.3M | -23% | 22.9% | 62.7% | 1 | 0% | 3.3 |
|
| 8519 |
JAWA
8519
John A. Wolfe & Associates
Portage,
Michigan
| $65.1M | -$120M | -65% | 1.11% | – | 48 | 45.83% | 0.2 |
|
| 8520 |
8520
PMC FIG Opportunities
Jerusalem,
Israel
| $65M | +$1.39M | +2% | 2.49% | 210% | 42 | 57.14% | 0.6 |
|
| 8521 |
MVF
8521
Markin Volterra Fund
Rye,
New York
| $65M | +$10M | +18% | 34.2% | – | 51 | 50.98% | 0.2 |
|
| 8522 |
8522
Norwood Investment Partners
Mill Valley,
California
| $65M | -$23.8M | -27% | 5.85% | 25.2% | 18 | 33.33% | 1.3 |
|
| 8523 |
8523
Corre Partners Management
New York
| $64.9M | -$27.9M | -30% | 10% | 109% | 4 | 25% | 3.3 |
|
| 8524 |
8524
13D Management
New York
| $64.5M | -$19.5M | -23% | 4.89% | 157% | 17 | 29.41% | 1.9 |
|
| 8525 |
8525
Carnegie Mellon University
Pittsburgh,
Pennsylvania
| $64.3M | -$25M | -28% | 23.1% | 61.6% | 5 | 0% | 3.3 |
|