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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
OTL
2301
Oak Thistle LLC
New York
| $1.03B | +$310M | +43% | 3.59% | 58.3% | 661 | 58.85% | 0.4 |
|
| 2302 |
2302
Samsara BioCapital
Palo Alto,
California
| $1.03B | +$59.8M | +6% | 16.2% | 1,580% | 24 | 20.83% | 2.1 |
|
| 2303 |
MA
2303
Madrone Advisors
Menlo Park,
California
| $1.03B | -$589M | -36% | 27% | 10.4% | 5 | 0% | 1.8 |
|
| 2304 |
2304
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $1.03B | -$90.5M | -8% | 0.71% | 42.8% | 1,083 | 80.89% | 4.4 |
|
| 2305 |
2305
Global Strategic Investment Solutions
Scottsdale,
Arizona
| $1.03B | +$2.92M | +0.3% | 0.37% | 56.8% | 158 | 13.29% | 4.2 |
|
| 2306 |
2306
IMA Advisory Services
Denver,
Colorado
| $1.02B | -$17M | -2% | 1.02% | 74.5% | 1,080 | 11.2% | 0.8 |
|
| 2307 |
2307
Mason Street Advisors
Milwaukee,
Wisconsin
| $1.02B | +$6.87M | +0.7% | 0.36% | 32% | 17 | 23.53% | 2.4 |
|
| 2308 |
2308
Penn Davis McFarland
Dallas,
Texas
| $1.02B | -$21.5M | -2% | 0.93% | 100% | 78 | 7.69% | 4.5 |
|
| 2309 |
2309
Crosslink Capital
Menlo Park,
California
| $1.02B | -$269M | -21% | 15.6% | 135% | 25 | 36% | 3.1 |
|
| 2310 |
2310
Carret Asset Management
New York
| $1.02B | -$32.1M | -3% | 0.41% | 106% | 302 | 5.3% | 8.1 |
|
| 2311 |
2311
EQT Fund Management
Luxembourg
| $1.02B | -$91.3M | -8% | 7.93% | – | 5 | 20% | 0.4 |
|
| 2312 |
2312
Silicon Valley Capital Partners
San Jose,
California
| $1.02B | -$78.5M | -7% | 7.74% | 103% | 464 | 45.04% | 1.6 |
|
| 2313 |
2313
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| $1.02B | -$352M | -26% | 24.9% | 82.7% | 4 | 25% | 3.2 |
|
| 2314 |
2314
MV Capital Management
Bethesda,
Maryland
| $1.02B | -$21.4M | -2% | 2.14% | 73.3% | 1,255 | 10.36% | 3.8 |
|
| 2315 |
2315
West Virginia University Foundation
Morgantown,
West Virginia
| $1.02B | +$490M | +93% | 2.96% | – | 6 | 66.67% | 0.4 |
|
| 2316 |
2316
Connable Office Inc
Kalamazoo,
Michigan
| $1.02B | -$74.4M | -7% | 0.27% | 68.3% | 256 | 21.88% | 4.2 |
|
| 2317 |
2317
Versant Capital Management
Phoenix,
Arizona
| $1.01B | +$217M | +27% | 2.67% | 97.3% | 2,859 | 10.56% | 4.2 |
|
| 2318 |
2318
Melqart Asset Management
London,
United Kingdom
| $1.01B | -$1.56M | -0.2% | 8.08% | 250% | 60 | 56.67% | 0.6 |
|
| 2319 |
2319
Lodestar Private Asset Management
Alamo,
California
| $1.01B | +$17.3M | +2% | 0.93% | 64.4% | 236 | 6.78% | 2.6 |
|
| 2320 |
2320
Jacobs & Co
San Francisco,
California
| $1.01B | -$46.6M | -4% | 2.72% | 105% | 126 | 3.17% | 8.3 |
|
| 2321 |
2321
Wealth Alliance
Mellville,
New York
| $1.01B | -$8.9M | -0.9% | 0.82% | 75.7% | 599 | 16.53% | 3.2 |
|
| 2322 |
GA
2322
GRS Advisors
Chicago,
Illinois
| $1.01B | -$103M | -9% | 3.17% | 54.3% | 41 | 41.46% | 0.9 |
|
| 2323 |
LWANC
2323
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $1.01B | +$255M | +34% | 3.03% | 71.1% | 705 | 72.91% | 5.3 |
|
| 2324 |
2324
KWB Wealth
Redlands,
California
| $1.01B | -$44.9M | -4% | 1.92% | 54.8% | 175 | 5.14% | 2.4 |
|
| 2325 |
AG
2325
Artal Group
Luxembourg
| $1.01B | +$296M | +41% | 37.3% | 181% | 2 | 0% | 7.8 |
|