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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8726 |
8726
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| $19.5M | -$32.5K | -0.2% | 5.06% | 32% | 10 | 20% | 2.4 |
|
| 8727 |
8727
IDG-Accel China Capital GP II Associates
Hong Kong
| $19.5M | -$10.3M | -35% | 34.4% | – | 1 | 0% | 0.5 |
|
| 8728 |
8728
Axon Enterprise
Scottsdale,
Arizona
| $19.1M | +$1.07M | +6% | 5.95% | – | 1 | 0% | 1.5 |
|
| 8729 |
8729
LGT Financial Advisors
Dallas,
Texas
| $18.9M | -$603K | -3% | 10.5% | 63.3% | 267 | 22.47% | 1.8 |
|
| 8730 |
BIMC
8730
Benson Investment Management Company
Roanoke,
Virginia
| $18.8M | +$7.52M | +67% | 9.97% | 99.8% | 9 | 22.22% | 0.6 |
|
| 8731 |
8731
Stone Ridge Holdings Group
New York
| $18.6M | -$422K | -2% | 2.13% | – | 12 | 0% | 1.3 |
|
| 8732 |
8732
Prossimo Advisors
San Luis Obispo,
California
| $17.3M | +$892K | +5% | 10.2% | 78.4% | 26 | 15.38% | 1.4 |
|
| 8733 |
8733
DCVC Opportunity Fund II
Palo Alto,
California
| $17.2M | +$3.33M | +24% | 29.8% | – | 2 | 0% | 2.5 |
|
| 8734 |
8734
Samsung C&T Corporation
Seoul,
South Korea
| $15.9M | -$1.28M | -7% | 7.47% | – | 1 | 0% | 1.5 |
|
| 8735 |
8735
BP
London,
United Kingdom
| $15.8M | -$1.89M | -11% | 25.1% | 20% | 2 | 50% | 6.5 |
|
| 8736 |
8736
PPM America
Chicago,
Illinois
| $15.1M | -$1.54M | -9% | 0.96% | 51.5% | 6 | 50% | 3.1 |
|
| 8737 |
IWM
8737
Immaculate Wealth Management
Mesa,
Arizona
| $14.8M | +$2.11M | +17% | 7.92% | – | 15 | 6.67% | 0.2 |
|
| 8738 |
CVV
8738
Curative Ventures V
Dallas,
Texas
| $14.6M | -$1.04M | -7% | 6.67% | 30.2% | 1 | 0% | 4.5 |
|
| 8739 |
8739
Protective Life
Birmingham,
Alabama
| $14M | -$16.1M | -53% | 7.53% | 38.4% | 155 | 72.26% | 0.4 |
|
| 8740 |
8740
American Beacon Advisors
Irving,
Texas
| $13.8M | +$8.74M | +172% | 0.59% | – | 3 | 66.67% | 0.3 |
|
| 8741 |
8741
Raine Capital
New York
| $13.5M | -$602K | -4% | 5.3% | 119% | 4 | 50% | 5.5 |
|
| 8742 |
8742
Cabana LLC
Fayetteville,
Arkansas
| $13.3M | +$528K | +4% | 11.3% | 58.3% | 12 | 8.33% | 0.8 |
|
| 8743 |
8743
MetLife
New York
| $13.1M | +$753K | +6% | 6.01% | 53.2% | 6 | 0% | 7.8 |
|
| 8744 |
8744
Mizuho Financial Group
Chiyoda-Ku, Tokyo,
Japan
| $11.8M | – | – | 2.01% | – | 14 | – | 0.9 |
|
| 8745 |
8745
BCI Securities
Miami,
Florida
| $11.6M | +$1.46M | +14% | 15.1% | – | 18 | 11.11% | 0.4 |
|
| 8746 |
8746
Transce3nd
Kyle,
Texas
| $11.3M | +$72.2K | +0.6% | 10.4% | – | 174 | 4.02% | 1.4 |
|
| 8747 |
8747
Declaration Partners
New York
| $11.3M | -$10.5M | -48% | 106% | – | 1 | 0% | 0.5 |
|
| 8748 |
8748
Park Square Financial Group
Roswell,
Georgia
| $11.1M | -$2.09M | -16% | 7.56% | – | 269 | 30.86% | 0.9 |
|
| 8749 |
8749
Wells Financial Advisors
Framingham,
Massachusetts
| $10.8M | -$11.2M | -51% | 9.84% | 54% | 55 | 25.45% | 3.6 |
|
| 8750 |
8750
SkyBridge Capital II
New York
| $10.4M | -$2.72M | -21% | 27% | – | 5 | 40% | 0.8 |
|