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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8801 |
8801
Hoya Capital Real Estate
Rowayton,
Connecticut
| $6.19M | +$175K | +3% | 0.11% | 89.8% | 10 | 10% | 2.6 |
|
| 8802 |
OFC
8802
Oakland Financial Corp
| $6.04M | +$172K | +3% | 8.33% | – | 10 | 0% | 1 |
|
| 8803 |
8803
Belfer Management
New York
| $5.7M | -$1.49M | -21% | 1.05% | 80.6% | 19 | 26.32% | 2.4 |
|
| 8804 |
8804
Phillip James Consulting
Plymouth,
Minnesota
| $5.67M | – | – | 3.16% | – | 95 | – | 0 |
|
| 8805 |
8805
Gramercy Funds Management
Greenwich,
Connecticut
| $5.52M | +$1.78M | +48% | 16.2% | 87.6% | 1 | 0% | 2.3 |
|
| 8806 |
RJA
8806
Ross\Johnson & Associates
Plymouth,
Minnesota
| $5.38M | +$68.1K | +1% | 0.92% | – | 359 | 41.23% | 0.5 |
|
| 8807 |
8807
University of Maryland Foundation
Adelphi,
Maryland
| $5.32M | +$38K | +0.7% | 0.74% | 51.2% | 2 | 0% | 6 |
|
| 8808 |
FM
8808
Factorial Management
Hong Kong
| $4.84M | -$204K | -4% | 2.96% | – | 3 | 0% | 0.4 |
|
| 8809 |
8809
Berkshire Partners
Boston,
Massachusetts
| $4.75M | -$2M | -30% | 29.6% | 79% | 1 | 0% | 4 |
|
| 8810 |
8810
Amplify Investments
Lisle,
Illinois
| $4.32M | +$389K | +10% | 2.04% | – | 27 | 3.7% | 0.5 |
|
| 8811 |
8811
Marble Bar Asset Management LLP
London,
| $4.31M | – | – | 12.7% | – | 12 | – | 0 |
|
| 8812 |
8812
Caxton Corporation
Princeton,
New Jersey
| $4.28M | -$18.6M | -81% | 22.2% | 512% | 14 | 35.71% | 1.3 |
|
| 8813 |
8813
IA Venture Strategies Fund II
New York
| $4.08M | -$3.01M | -42% | 42.3% | 375% | 2 | 0% | 3.1 |
|
| 8814 |
EWML
8814
Eiger Wealth Management, LLC
San Diego,
California
| $3.77M | – | – | 16.2% | – | 16 | – | 0 |
|
| 8815 |
8815
Eurizon Asset Management Slovakia
Bratislava,
| $3.64M | – | – | 0.28% | – | 5 | – | 0 |
|
| 8816 |
WH
8816
Wolfswood Holdings
New York
| $3.6M | -$2.48M | -41% | 17.8% | 41.6% | 4 | 0% | 2.6 |
|
| 8817 |
8817
Protective Life
Birmingham,
Alabama
| $3.57M | -$39.6K | -1% | 1.1% | 38.4% | 1 | 0% | 7.3 |
|
| 8818 |
8818
Harbert Fund Advisors
Birmingham,
Alabama
| $3.49M | -$11.8M | -77% | 6.21% | 70.8% | 12 | 83.33% | 5.9 |
|
| 8819 |
8819
PayPay Securities
Tokyo,
Japan
| $3.41M | +$627K | +23% | 0.21% | 96.8% | 280 | 1.79% | 2.3 |
|
| 8820 |
8820
Innovator Capital Management
Wheaton,
Illinois
| $3.41M | -$644K | -16% | 4.77% | – | 9 | 0% | 1.1 |
|
| 8821 |
1IC
8821
1922 Investment Company
Houston,
Texas
| $3.34M | +$306K | +10% | 3.71% | – | 4 | 25% | 0.9 |
|
| 8822 |
8822
Price Financial Group Wealth Management
Portland,
Oregon
| $3.16M | – | – | 2.98% | – | 10 | – | 0 |
|
| 8823 |
8823
New York University
New York
| $3.05M | – | – | 2.45% | – | 1 | – | 0 |
|
| 8824 |
8824
Kiker Wealth Management
Jasper,
Georgia
| $3.01M | -$195M | -98% | 3.17% | – | 221 | 94.57% | 1 |
|
| 8825 |
VS
8825
VK Services
Menlo Park,
California
| $2.89M | -$401M | -99% | 51.6% | 1,605% | 3 | 33.33% | 2.3 |
|