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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Edgestream Partners
Princeton,
New Jersey
| $57.2M | -$87.8M | -61% | 1.3% | 41.7% | 115 | 64.35% | 0.5 |
|
| 3877 |
3877
WESPAC Advisors
Orinda,
California
| $57M | -$76.2M | -57% | 3.12% | 112% | 118 | 50% | 1.2 |
|
| 3878 |
3878
Polaris Venture Management Co IV
Boston,
Massachusetts
| $56.9M | -$39.2M | -41% | 28.8% | 52.2% | 4 | 0% | 1.3 |
|
| 3879 |
3879
Ramsey Asset Management
Reston,
Virginia
| $56.7M | -$21.3M | -27% | 5.81% | 30.6% | 38 | 28.95% | 1.8 |
|
| 3880 |
3880
Summit Rock Advisors
New York
| $56.5M | -$5.81M | -9% | 8.36% | – | 3 | 33.33% | 2.3 |
|
| 3881 |
3881
Keywise Capital Management
Grand Cayman,
Cayman Islands
| $56.1M | +$10M | +22% | 23% | 219% | 10 | 60% | 0.9 |
|
| 3882 |
TCM
3882
TAM Capital Management
Stamford,
Connecticut
| $55.8M | -$222M | -80% | 4.36% | 4.15% | 20 | 90% | 0.2 |
|
| 3883 |
3883
Triangle Peak Partners
Carmel,
California
| $55.3M | -$8.59M | -13% | 12.4% | – | 39 | 61.54% | 1.1 |
|
| 3884 |
3884
Wealthquest
Cincinnati,
Ohio
| $55.2M | -$13.1M | -19% | 7.28% | 52.1% | 55 | 25.45% | 0.6 |
|
| 3885 |
3885
Context Capital Management
Lajolla,
California
| $54.9M | -$2.87M | -5% | 1.3% | 3.38% | 40 | 22.5% | 0.4 |
|
| 3886 |
3886
Macroview Investment Management
Bethesda,
Maryland
| $54.7M | -$33.5M | -38% | 1.53% | 67.2% | 133 | 18.8% | 1.4 |
|
| 3887 |
SWM
3887
Strategic Wealth Management
Kirkland,
Washington
| $54.7M | -$31.7M | -37% | 6.76% | 52.8% | 44 | 79.55% | 1.2 |
|
| 3888 |
3888
University of Notre Dame du Lac
South Bend,
Indiana
| $54.6M | -$12.1M | -18% | 15.1% | – | 7 | 42.86% | 0.8 |
|
| 3889 |
3889
KERN Cobalt Co-Invest Partners
Calgary,
Alberta, Canada
| $54.4M | -$20.2M | -27% | 27.1% | – | 1 | 0% | 2.3 |
|
| 3890 |
BC
3890
Banced Corp
Edwardsville,
Illinois
| $54.3M | -$19.2M | -26% | 7.33% | 27.5% | 158 | 30.38% | 1.5 |
|
| 3891 |
3891
Liberty Street Advisors
New York
| $53.8M | +$9.47M | +21% | 2.19% | – | 54 | 35.19% | 0.4 |
|
| 3892 |
3892
Portland Investment Counsel
Burlington,
Ontario, Canada
| $53.6M | -$68.6M | -56% | 14.4% | 108% | 42 | 26.19% | 1.4 |
|
| 3893 |
3893
Institute for Wealth Management
Denver,
Colorado
| $52.6M | -$24.8M | -32% | 4.6% | 137% | 36 | 41.67% | 0.9 |
|
| 3894 |
3894
Norwest Venture Partners IX
Palo Alto,
California
| $52.5M | +$3.08M | +6% | 6.24% | – | 1 | 0% | 0.3 |
|
| 3895 |
3895
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $52.5M | -$33.6M | -39% | 5.18% | – | 154 | 64.29% | 1.6 |
|
| 3896 |
3896
Lone Star Value Management
Old Greenwich,
Connecticut
| $52.5M | -$16.8M | -24% | 11.9% | – | 23 | 21.74% | 0.2 |
|
| 3897 |
SVP
3897
Springbank Value Partners
Hampton Bays,
New York
| $52.1M | -$3.41M | -6% | 4.89% | 72.6% | 26 | 0% | 1.7 |
|
| 3898 |
3898
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $51.6M | -$8.47M | -14% | 7.93% | 80.6% | 38 | 18.42% | 1.2 |
|
| 3899 |
ACM
3899
Azentus Capital Management
Hong Kong
| $51.3M | +$39.7M | +342% | 35% | – | 10 | 90% | 0 |
|
| 3900 |
3900
Margaret A Cargill Foundation
Eden Prairie,
Minnesota
| $51M | -$103M | -67% | 31.6% | 42.6% | 3 | 0% | 0.8 |
|