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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8526 |
8526
Yorktown Energy Partners X
New York
| $77.4M | -$30M | -28% | 31.9% | 95.9% | 4 | 25% | 3.9 |
|
| 8527 |
PWM
8527
Puff Wealth Management
Haddonfield,
New Jersey
| $77.4M | +$11.6M | +18% | 2.13% | – | 72 | 20.83% | 0.7 |
|
| 8528 |
8528
Centennial Advisors
Austin,
Texas
| $77M | – | – | 1.47% | – | 80 | – | 0 |
|
| 8529 |
8529
Yorktown Energy Partners IX
New York
| $75.7M | -$47.6M | -39% | 39.9% | 67.3% | 3 | 33.33% | 3.8 |
|
| 8530 |
GMEI
8530
Global Media & Entertainment Investments
Nassau,
Bahamas
| $75.5M | +$23.4M | +45% | 0% | 0% | 1 | 0% | 4 |
|
| 8531 |
8531
Working Capital Advisors (UK)
London,
United Kingdom
| $75M | -$8.67M | -10% | 12.1% | 17.1% | 3 | 33.33% | 2.6 |
|
| 8532 |
8532
BLKBRD Asset Management
Old Greenwich,
Connecticut
| $74.4M | -$284M | -79% | 2.8% | – | 30 | 36.67% | 0.4 |
|
| 8533 |
8533
Sapphire Ventures
Austin,
Texas
| $74.3M | -$10.3M | -12% | 19.7% | 27.9% | 6 | 33.33% | 4.3 |
|
| 8534 |
8534
Holland Advisory Services
Ormond Beach,
Florida
| $74.1M | +$1.3M | +2% | 1.69% | 63% | 48 | 12.5% | 2.8 |
|
| 8535 |
KFP
8535
Kerr Financial Planning
Fresno,
California
| $74M | +$2.99M | +4% | 2.12% | – | 606 | 23.76% | 0.2 |
|
| 8536 |
8536
BTS Asset Management
Lincoln,
Massachusetts
| $73.9M | -$4.07M | -5% | 1.02% | 8.8% | 41 | 48.78% | 0.6 |
|
| 8537 |
8537
Mayar Capital
London,
United Kingdom
| $73.7M | +$9.7M | +15% | 3.04% | 14.7% | 13 | 7.69% | 3.4 |
|
| 8538 |
8538
Notable Capital Management
Menlo Park,
California
| $73.3M | -$5.12M | -7% | 15.7% | – | 11 | 36.36% | 0.5 |
|
| 8539 |
MCL
8539
MWG Caph Ltd
Charlestown,
| $72.4M | – | – | 42.1% | – | 3 | – | 0 |
|
| 8540 |
8540
Courage Capital Management
Nashville,
Tennessee
| $72.4M | -$3.33M | -4% | 1.07% | 86.5% | 14 | 7.14% | 3 |
|
| 8541 |
8541
Gordian Capital (Singapore)
Singapore
| $72.3M | -$1.66M | -2% | 5.45% | 321% | 174 | 35.63% | 1.5 |
|
| 8542 |
8542
LDR Capital Management
New York
| $72.2M | +$4.07M | +6% | 2.84% | 28.4% | 49 | 46.94% | 1.1 |
|
| 8543 |
FCI
8543
Financial Counselors Inc
Overland Park,
Kansas
| $72.1M | -$3.05M | -4% | 2.25% | 84.8% | 15 | 13.33% | 10.6 |
|
| 8544 |
8544
Florin Court Capital
London,
United Kingdom
| $71.8M | -$55.8M | -44% | 4.49% | 129% | 37 | 29.73% | 1.6 |
|
| 8545 |
8545
Feynman Point Asset Management
New York
| $71.8M | – | – | 11.7% | – | 22 | – | 0 |
|
| 8546 |
8546
KDT Advisors
New York
| $71.3M | +$3.02M | +4% | 2.58% | – | 71 | 8.45% | 0.8 |
|
| 8547 |
8547
Lattice Capital Management
Kirkland,
Washington
| $71.3M | -$33M | -32% | 6.73% | 242% | 23 | 8.7% | 2.1 |
|
| 8548 |
IA
8548
Incentive AS
Oslo,
Norway
| $71.3M | -$14.8M | -17% | 9.16% | – | 1 | 0% | 1.3 |
|
| 8549 |
8549
Pursuit Wealth Strategies
Raleigh,
North Carolina
| $71.3M | – | – | 1.04% | – | 100 | – | 0 |
|
| 8550 |
8550
Abdiel Capital Advisors
New York
| $71M | -$260M | -79% | 7.35% | 43.7% | 7 | 14.29% | 2.6 |
|