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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8576 |
8576
KW Wealth Management
Sacramento,
California
| $65.9M | +$7.22M | +12% | 2.68% | – | 86 | 12.79% | 0.2 |
|
| 8577 |
8577
Capital CS Group
Irvine,
California
| $64.9M | +$1.59M | +3% | 6.6% | 27.8% | 101 | 52.48% | 1.1 |
|
| 8578 |
PM
8578
Parametrica Management
Wanchai,
Hong Kong
| $64.9M | +$322K | +0.5% | 2.43% | 543% | 27 | 33.33% | 1.5 |
|
| 8579 |
8579
Sanders Morris Harris
Houston,
Texas
| $64.7M | -$693M | -91% | 0.06% | 85.8% | 312 | 90.38% | 1.3 |
|
| 8580 |
8580
Marathon Asset Management (New York)
New York
| $64.3M | -$10.8M | -14% | 3.41% | 490% | 19 | 42.11% | 0.7 |
|
| 8581 |
8581
AlpInvest Partners
Amsterdam,
Netherlands
| $64.2M | +$24.3M | +61% | 5.51% | 138% | 12 | 41.67% | 1 |
|
| 8582 |
8582
Man Investment Partners (US)
New York
| $63.9M | – | – | 13% | – | 5 | – | 0 |
|
| 8583 |
8583
PMC FIG Opportunities
Jerusalem,
Israel
| $63.7M | -$2.65M | -4% | 5.68% | 210% | 44 | 59.09% | 0.5 |
|
| 8584 |
8584
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
| $63.6M | – | – | 0.07% | – | 130 | – | 0 |
|
| 8585 |
8585
Prentice Capital Management
Greenwich,
Connecticut
| $63.5M | -$2.01M | -3% | 7.53% | 128% | 26 | 38.46% | 1.3 |
|
| 8586 |
BCM
8586
Bratton Capital Management
Fort Worth,
Texas
| $63.4M | +$8.54M | +16% | 15.6% | 203% | 1 | 0% | 7 |
|
| 8587 |
8587
8VC GP I
Austin,
Texas
| $63.3M | -$14.5M | -19% | 18.2% | – | 2 | 50% | 2 |
|
| 8588 |
8588
Irth Capital Management
New York
| $62.7M | -$15.7M | -20% | 20.1% | – | 1 | 0% | 1 |
|
| 8589 |
8589
Rip Road Capital Partners
Boston,
Massachusetts
| $62.5M | -$30.4M | -33% | 10.5% | 121% | 18 | 27.78% | 2 |
|
| 8590 |
8590
PCB Capital
East Brunswick,
New Jersey
| $62.4M | – | – | 3.18% | – | 97 | – | 0 |
|
| 8591 |
8591
Bain Capital Public Equity Management II
Boston,
Massachusetts
| $62.1M | -$2.08B | -97% | 5.56% | 201% | 21 | 85.71% | 2.8 |
|
| 8592 |
8592
FSC Wealth Advisors
Fishkill,
New York
| $61.6M | -$112M | -64% | 0.54% | 66.4% | 74 | 60.81% | 2.8 |
|
| 8593 |
8593
Elite Life Management
Sarasota,
Florida
| $61.6M | +$12.6M | +26% | 2.9% | – | 59 | 49.15% | 0.9 |
|
| 8594 |
8594
Alken Asset Management
London,
United Kingdom
| $61.3M | +$228K | +0.4% | 0.46% | 2.19% | 38 | 0% | 0.9 |
|
| 8595 |
8595
Samson Rock Capital
London,
United Kingdom
| $61.3M | +$23.7M | +63% | 14.7% | 166% | 5 | 80% | 0.1 |
|
| 8596 |
BWM
8596
Blossom Wealth Management
San Ramon, Ca,
California
| $60.6M | -$1.33M | -2% | 1.05% | 104% | 75 | 8% | 2.8 |
|
| 8597 |
8597
Clear Investment Research
Alpharetta,
Georgia
| $60.3M | -$14.4M | -19% | 2.48% | 48.5% | 252 | 79.76% | 6.7 |
|
| 8598 |
8598
Vesey Street Capital Partners
New York
| $60M | -$183M | -75% | 75.3% | 47.8% | 1 | 0% | 4 |
|
| 8599 |
PCM
8599
Perritt Capital Management
Chicago,
Illinois
| $59.8M | -$151M | -72% | 1.67% | 80.9% | 314 | 75.16% | 5.1 |
|
| 8600 |
8600
Liberty Street Advisors
New York
| $59.8M | -$4.75M | -7% | 22.4% | – | 4 | 25% | 0.4 |
|