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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
BIM
3926
Beach Investment Management
West Conshohocken,
Pennsylvania
| $71.1M | +$2.77M | +4% | 6.76% | 18.9% | 57 | 35.09% | 0.9 |
|
| 3927 |
3927
HRT Financial
New York
| $71.1M | – | – | 1.55% | 182% | 64 | – | 0 |
|
| 3928 |
3928
Cartica Management
Washington,
District of Columbia
| $71.1M | -$81.8M | -54% | 35.5% | 92.9% | 3 | 33.33% | 0.9 |
|
| 3929 |
HM
3929
Harvest Management
New York
| $70.9M | -$35.7M | -34% | 16.2% | 610% | 99 | 66.67% | 0.4 |
|
| 3930 |
3930
Triangle Peak Partners
Carmel,
California
| $70.5M | -$27.8M | -28% | 5.07% | – | 42 | 35.71% | 0.8 |
|
| 3931 |
GC
3931
Gruss & Co
West Palm Beach,
Florida
| $70.4M | -$10.2M | -13% | 1.99% | 163% | 59 | 52.54% | 0.9 |
|
| 3932 |
3932
Lombard Odier & Cie (Canada)
Montreal,
Quebec, Canada
| $70.3M | -$84.1M | -54% | 1.16% | 19.2% | 165 | 32.73% | 0.9 |
|
| 3933 |
3933
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
| $70.2M | +$9.9M | +16% | 1.07% | 15.7% | 45 | 26.67% | 0.9 |
|
| 3934 |
3934
Merriman Wealth Management
Seattle,
Washington
| $69.9M | -$7.27M | -9% | 3.73% | 18.3% | 52 | 44.23% | 0.4 |
|
| 3935 |
3935
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $69.5M | +$2.13M | +3% | 4.31% | 72.7% | 72 | 6.94% | 1.3 |
|
| 3936 |
3936
Zions Trust National Association
Salt Lake City,
Utah
| $69.4M | -$2.52M | -4% | 0.69% | – | 237 | 32.07% | 1.3 |
|
| 3937 |
ACM
3937
Argonaut Capital Management
New York
| $69.3M | -$4.41M | -6% | 8.48% | – | 33 | 48.48% | 0.6 |
|
| 3938 |
3938
Summit Rock Advisors
New York
| $69.1M | +$13.5M | +24% | 0.66% | – | 3 | 0% | 1.5 |
|
| 3939 |
CL
3939
CFS LLC
Oklahoma City,
Oklahoma
| $68.8M | -$50.1M | -42% | 3.04% | 12.5% | 119 | 64.71% | 1.2 |
|
| 3940 |
CMANY
3940
Capital Management Associates (New York)
New York
| $68.3M | +$1.89M | +3% | 6.67% | 205% | 146 | 15.07% | 1.1 |
|
| 3941 |
ACMM
3941
American Capital Mortgage Management
Bethesda,
Maryland
| $68.3M | +$2.28M | +3% | 4.03% | – | 2 | 50% | 0.5 |
|
| 3942 |
PP
3942
Pension Partners
New York
| $68.1M | -$46.2M | -40% | 7.09% | – | 22 | 86.36% | 0.3 |
|
| 3943 |
TMC
3943
Trellus Management Company
Delray Beach,
Florida
| $68.1M | -$49.4M | -42% | 4.1% | 268% | 134 | 55.97% | 0.8 |
|
| 3944 |
3944
Foresite Capital Management I
Larkspur,
California
| $67.9M | -$36.5M | -35% | 15.2% | 40.7% | 8 | 25% | 0.9 |
|
| 3945 |
3945
New England Professional Planning Group
Westerly,
Rhode Island
| $67.8M | – | – | 0.14% | 59% | 42 | – | 0 |
|
| 3946 |
3946
Burren Capital Advisors
Gibraltar
| $67.6M | -$38.7M | -36% | 9.46% | – | 29 | 82.76% | 0.2 |
|
| 3947 |
3947
Security National Bank of So Dak
Sioux City,
Iowa
| $67.5M | +$6.95M | +11% | 4.27% | 67.7% | 73 | 10.96% | 1.3 |
|
| 3948 |
3948
Founders Fund IV Management
San Francisco,
California
| $66.8M | – | – | 10.3% | – | 1 | – | 0 |
|
| 3949 |
3949
AH Equity Partners III
Menlo Park,
California
| $66.8M | – | – | 1.4% | 42.6% | 2 | – | 0 |
|
| 3950 |
3950
Mayfield XII Management
Menlo Park,
California
| $66.4M | – | – | 37.6% | – | 1 | – | 0 |
|