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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
WCP
2526
Waterfront Capital Partners
New York
| $230M | +$43.9M | +24% | 9.85% | 88.3% | 63 | 63.49% | 0.1 |
|
| 2527 |
GCM
2527
Grisanti Capital Management
New York
| $230M | -$2.92M | -1% | 1.71% | 17.9% | 70 | 38.57% | 0.4 |
|
| 2528 |
BO
2528
BRR OpCo
Columbus,
Ohio
| $229M | -$1.87M | -0.8% | 3% | 23.6% | 102 | 13.73% | 0.6 |
|
| 2529 |
OFM
2529
Okumus Fund Management
Grand Cayman,
Cayman Islands
| $229M | +$22.9M | +11% | 18.5% | 8.26% | 4 | 25% | 0.6 |
|
| 2530 |
SC
2530
Sureview Capital
Greenwich,
Connecticut
| $229M | -$623M | -73% | 4.78% | – | 58 | 89.66% | 0.2 |
|
| 2531 |
MFW
2531
Meristem Family Wealth
Minnetonka,
Minnesota
| $229M | -$15.1M | -6% | 0.37% | 67.7% | 116 | 9.48% | 0.7 |
|
| 2532 |
VCAM
2532
Van Cleef Asset Management
Beachwood,
Ohio
| $228M | +$1.2M | +0.5% | 0.05% | 87.3% | 98 | 5.1% | 0.7 |
|
| 2533 |
2533
Allworth Financial
Folsom,
California
| $228M | +$26.2M | +13% | 1.27% | 53.3% | 85 | 29.41% | 0.5 |
|
| 2534 |
MCP
2534
Moab Capital Partners
Southampton,
New York
| $228M | +$10.2M | +5% | 1.34% | 89.3% | 39 | 46.15% | 0.4 |
|
| 2535 |
SCM
2535
Salem Capital Management
Woburn,
Massachusetts
| $228M | -$3.42M | -1% | 3% | 32.3% | 75 | 1.33% | 0.7 |
|
| 2536 |
TI
2536
Trigran Investments
Northbrook,
Illinois
| $228M | +$1.89M | +0.8% | 4.85% | 30.2% | 28 | 32.14% | 0.5 |
|
| 2537 |
VE
2537
Vega Energy
New York
| $228M | +$74M | +48% | 8.04% | 12.1% | 14 | 42.86% | 0.4 |
|
| 2538 |
FV2GP
2538
Flagship Ventures 2007 General Partner
Cambridge,
Massachusetts
| $228M | +$71.1M | +45% | 58.4% | – | 5 | 40% | 0.2 |
|
| 2539 |
2539
Iconiq Capital
San Francisco,
California
| $228M | +$32.6M | +17% | 4.39% | 0.21% | 25 | 12% | 0.5 |
|
| 2540 |
SAM
2540
Shikiar Asset Management
New York
| $228M | -$2.17M | -0.9% | 3.72% | 97.8% | 129 | 29.46% | 0.5 |
|
| 2541 |
EAM
2541
Evanson Asset Management
Carmel,
California
| $228M | +$3.31M | +1% | 2.49% | 66.6% | 180 | 8.89% | 0.2 |
|
| 2542 |
ACM
2542
Artha Capital Management
Stamford,
Connecticut
| $228M | +$63.5M | +39% | 0.64% | – | 17 | 47.06% | 0.3 |
|
| 2543 |
AC
2543
Alexandria Capital
Arlington,
Virginia
| $228M | -$1.5M | -0.7% | 1.7% | 66.8% | 632 | 9.02% | 0.7 |
|
| 2544 |
NCM
2544
Nelson Capital Management
Menlo Park,
California
| $228M | +$2.65M | +1% | 1.22% | 121% | 267 | 10.49% | 0.6 |
|
| 2545 |
VIA
2545
Virtus Investment Advisers
Hartford,
Connecticut
| $227M | -$15.4M | -6% | 2.04% | 172% | 33 | 21.21% | 0.5 |
|
| 2546 |
RAM
2546
Roanoke Asset Management
Jersey City,
New Jersey
| $227M | +$9.24M | +4% | 3.18% | 50.3% | 121 | 9.92% | 0.5 |
|
| 2547 |
CC
2547
Cipher Capital
New York
| $227M | +$80.9M | +56% | 2.18% | – | 521 | 69.87% | 0.1 |
|
| 2548 |
SE
2548
Summit Equities
Parsippany,
New Jersey
| $226M | – | – | 1.5% | 40.7% | 21 | – | 0 |
|
| 2549 |
UFG
2549
United Fire Group
Cedar Rapids,
Iowa
| $226M | +$3.29M | +1% | 2.07% | 27.4% | 110 | 0.91% | 0.7 |
|
| 2550 |
AFS
2550
Aft Forsyth & Sober
Valrico,
Florida
| $226M | -$264M | -54% | 1.61% | 94.6% | 50 | 32% | 0.6 |
|