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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
HPA
3951
Hilltop Park Associates
New York
| $50.5M | -$4.08M | -7% | 14% | 293% | 46 | 82.61% | 0.1 |
|
| 3952 |
3952
Merriman Wealth Management
Seattle,
Washington
| $50.2M | -$48M | -49% | 0% | 18.3% | 48 | 52.08% | 0.8 |
|
| 3953 |
ACM
3953
Akanthos Capital Management
Woodland Hills,
California
| $49.9M | +$4.65M | +10% | 2.71% | 1.86% | 25 | 44% | 0.7 |
|
| 3954 |
SGC
3954
South Georgia Capital
Naperville,
Illinois
| $49.5M | -$3.59M | -7% | 0.65% | – | 219 | 20.55% | 1.1 |
|
| 3955 |
PRHC
3955
P.R. Herzig & Co
Roslyn Heights,
New York
| $49.4M | -$9.01M | -15% | 0% | 49.9% | 57 | 26.32% | 1.5 |
|
| 3956 |
NVPI
3956
Norwest Venture Partners IX
Palo Alto,
California
| $49.4M | – | – | 40.5% | – | 1 | – | 0 |
|
| 3957 |
KCS
3957
Koonce Calvin Scott
| $49.3M | -$26.2M | -35% | 34.6% | 67.9% | 1 | 0% | 0.5 |
|
| 3958 |
AA
3958
Altegris Advisors
La Jolla,
California
| $49.1M | +$18.5M | +60% | 0.64% | 6.88% | 21 | 57.14% | 0.3 |
|
| 3959 |
AC
3959
AYM Capital
New York
| $48.9M | -$37.4M | -43% | 5.58% | – | 36 | 22.22% | 1 |
|
| 3960 |
BBNB
3960
Baker Boyer National Bank
Walla Walla,
Washington
| $48M | -$969K | -2% | 0.23% | 44.7% | 52 | 5.77% | 1.7 |
|
| 3961 |
3961
Pacer Advisors
Malvern,
Pennsylvania
| $48M | -$337K | -0.7% | 1.1% | 58.4% | 143 | 5.59% | 1.4 |
|
| 3962 |
GBM
3962
Grace Brothers Management
Evanston,
Illinois
| $47.9M | -$36.4M | -43% | 0.19% | – | 32 | 25% | 0.6 |
|
| 3963 |
EI
3963
Excelsia Inc
Savannah,
Georgia
| $47.5M | -$4.44M | -9% | 2.97% | – | 25 | 28% | 1.1 |
|
| 3964 |
CCM
3964
Connective Capital Management
Palo Alto,
California
| $47.3M | -$16.5M | -26% | 11.1% | 188% | 49 | 53.06% | 0.6 |
|
| 3965 |
IVMX
3965
Institutional Venture Management XIV
Menlo Park,
California
| $46.9M | -$57.5M | -55% | 45.6% | 18.1% | 2 | 50% | 0.5 |
|
| 3966 |
RCI
3966
RRJ Capital II
Grand Cayman,
Cayman Islands
| $46.5M | +$3.36M | +8% | 7.79% | – | 1 | 0% | 1.5 |
|
| 3967 |
MVA
3967
Mount Vernon Associates
Baltimore,
Maryland
| $46.3M | +$41K | +0.1% | 0.66% | 119% | 56 | 12.5% | 1.7 |
|
| 3968 |
RCM
3968
Royal Capital Management
New York
| $46.3M | +$4.97M | +12% | 14.6% | – | 14 | 21.43% | 1.3 |
|
| 3969 |
KCM
3969
Keywise Capital Management
Grand Cayman,
Cayman Islands
| $46.1M | -$5.38M | -10% | 14.5% | 219% | 9 | 44.44% | 0.8 |
|
| 3970 |
LOCC
3970
Lombard Odier & Cie (Canada)
Montreal,
Quebec, Canada
| $46.1M | -$17.7M | -28% | 1.43% | 19.2% | 107 | 18.69% | 1.3 |
|
| 3971 |
SCM
3971
Stuyvesant Capital Management
Armonk,
New York
| $45.9M | +$1.94M | +4% | 1.65% | 19.4% | 34 | 5.88% | 1.4 |
|
| 3972 |
FIMS
3972
FBL Investment Management Services
West Des Moines,
Iowa
| $45.3M | -$3.03M | -6% | 1.66% | 16.6% | 31 | 22.58% | 1.6 |
|
| 3973 |
FCPV
3973
FS Capital Partners V
Los Angeles,
California
| $45M | -$37.6M | -46% | 45.5% | 89.8% | 1 | 0% | 2 |
|
| 3974 |
MAM
3974
Mercator Asset Management
Boca Raton,
Florida
| $44.6M | -$4.88M | -10% | 5.7% | – | 3 | 0% | 1.7 |
|
| 3975 |
LSA
3975
Liberty Street Advisors
New York
| $44.4M | +$4.87M | +12% | 6.4% | – | 48 | 27.08% | 0.3 |
|