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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8626 |
8626
Oaktree Fund Advisors
Los Angles,
California
| $54M | -$262K | -0.5% | 10.6% | 132% | 19 | 15.79% | 1.8 |
|
| 8627 |
8627
Firsthand Capital Management
San Jose,
California
| $53.9M | -$5.71M | -10% | 0.22% | 265% | 49 | 8.16% | 3.5 |
|
| 8628 |
CAS
8628
CTC Alternative Strategies
Chicago,
Illinois
| $53.4M | -$8.67M | -14% | 2.54% | 111% | 107 | 89.72% | 0.1 |
|
| 8629 |
8629
Crestline Management
Fort Worth,
Texas
| $53.3M | -$4.76M | -8% | 13% | 80.2% | 3 | 0% | 5.2 |
|
| 8630 |
8630
Groesbeck Investment Management
Paramus,
New Jersey
| $53M | +$1.75M | +3% | 2.82% | 155% | 94 | 40.43% | 3.9 |
|
| 8631 |
8631
Pacific Excel Wealth Advisors
Walnut Creek,
California
| $52.9M | – | – | 2.3% | – | 90 | – | 0 |
|
| 8632 |
8632
Wells Financial Advisors
Framingham,
Massachusetts
| $52.6M | -$22.1M | -30% | 2.15% | 58.9% | 78 | 16.67% | 3 |
|
| 8633 |
8633
Mosaic Advisors
Houston,
Texas
| $52.2M | +$10.9M | +26% | 2% | 50.9% | 29 | 55.17% | 0.5 |
|
| 8634 |
8634
Lockerman Financial Group
Newport Beach,
California
| $52.1M | -$27.2M | -34% | 1.27% | 70.4% | 126 | 41.27% | 1.7 |
|
| 8635 |
8635
Riverpark Capital Management
New York
| $51.7M | -$3.63M | -7% | 2.38% | 152% | 37 | 2.7% | 5.6 |
|
| 8636 |
FCM
8636
Floyd Capital Management
Texarkana,
Texas
| $51.5M | -$149M | -74% | 2.36% | – | 1 | 0% | 1 |
|
| 8637 |
7IH
8637
72 Investment Holdings
Stamford,
Connecticut
| $50.6M | -$17.4M | -26% | 231% | 1,556% | 5 | 0% | 3 |
|
| 8638 |
SCA
8638
SMH Capital Advisors
Fort Worth,
Texas
| $49.1M | +$110K | +0.2% | 2.31% | 9.86% | 55 | 7.27% | 2.5 |
|
| 8639 |
8639
SL Advisors
Westfield,
New Jersey
| $48.8M | -$1.98M | -4% | 4.41% | 74.1% | 33 | 9.09% | 6.1 |
|
| 8640 |
8640
Northwest Financial Advisors
Herndon,
Virginia
| $48.6M | -$29.2M | -38% | 1.29% | 67% | 102 | 38.24% | 1.5 |
|
| 8641 |
GSC
8641
Ground Swell Capital
Folly Beach,
South Carolina
| $48.6M | +$2.88M | +6% | 3.1% | 71.1% | 206 | 94.17% | 0 |
|
| 8642 |
PAPAIJV
8642
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| $48.4M | -$7.68M | -14% | 8.65% | 168% | 13 | 15.38% | 3.5 |
|
| 8643 |
8643
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
| $48.4M | -$6.19M | -11% | 1.84% | 30.7% | 43 | 69.77% | 3.5 |
|
| 8644 |
8644
Biglari Sardar
| $48.3M | -$1.31M | -3% | 7.02% | 39.1% | 10 | 0% | 3.8 |
|
| 8645 |
8645
Spruce Point Capital Management
New York
| $48.1M | – | – | 2.75% | – | 15 | – | 0.5 |
|
| 8646 |
8646
Baypointe Partners
Stamford,
Connecticut
| $47.6M | -$171M | -78% | 10.2% | – | 27 | 59.26% | 0.4 |
|
| 8647 |
8647
PVG Asset Management
Golden,
Colorado
| $47.1M | +$19.9M | +73% | 5.67% | – | 115 | 62.61% | 0.6 |
|
| 8648 |
PFA
8648
Portland Financial Advisors
Port Washington,
New York
| $47M | +$117K | +0.2% | 0.69% | – | 79 | 3.8% | 0.9 |
|
| 8649 |
8649
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Warszawa,
Poland
| $47M | +$6.49M | +16% | 16.5% | – | 45 | 35.56% | 1.4 |
|
| 8650 |
8650
Total Wealth Planning
Cincinnati,
Ohio
| $46.7M | -$818M | -95% | 1.47% | 37.2% | 109 | 64.22% | 5 |
|