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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
GOCM
4076
Green Owl Capital Management
New York
| $51.2M | -$33.7M | -40% | 10.8% | – | 115 | 78.26% | 0.2 |
|
| 4077 |
4077
Scion Asset Management
Saratoga,
California
| $51.1M | -$28.8M | -36% | 7.28% | 1.91% | 17 | 70.59% | 0.2 |
|
| 4078 |
MSTVIM
4078
Messner & Smith Theme Value Investment Management
San Diego,
California
| $50.7M | -$11.7M | -19% | 0.04% | 48.7% | 88 | 13.64% | 1.6 |
|
| 4079 |
CIA
4079
CSat Investment Advisory
Detroit,
Michigan
| $50.6M | -$66.5M | -57% | 1.74% | 87.4% | 22 | 27.27% | 0.7 |
|
| 4080 |
4080
Margaret A Cargill Foundation
Eden Prairie,
Minnesota
| $50.3M | +$224K | +0.4% | 0.25% | 42.6% | 4 | 0% | 0.9 |
|
| 4081 |
4081
Scale Management
Foster City,
California
| $50.2M | -$15.2M | -23% | 21.8% | – | 5 | 0% | 1.3 |
|
| 4082 |
KSCM
4082
Kamunting Street Capital Management
Miami Beach,
Florida
| $49.5M | +$21M | +74% | 6.19% | 7.47% | 22 | 36.36% | 0.4 |
|
| 4083 |
SJV
4083
Scott J. Vassalluzzo
| $49.5M | -$18.1M | -27% | 4.81% | – | 13 | 15.38% | 0.3 |
|
| 4084 |
4084
Pathstone Family Office
Englewood,
New Jersey
| $49.3M | +$27.8M | +130% | 0.42% | 38.9% | 195 | 60% | 0.7 |
|
| 4085 |
LCM
4085
Leonard Capital Management
Vero Beach,
Florida
| $49.2M | -$63M | -56% | 0.33% | – | 43 | 95.35% | 0.3 |
|
| 4086 |
4086
SteelBridge Private Wealth Advisors
Naples,
Florida
| $49.2M | – | – | 3.18% | – | 46 | – | 0 |
|
| 4087 |
CCP
4087
Centaur Capital Partners
Southlake,
Texas
| $48.9M | +$14.3M | +41% | 1.33% | 48.5% | 33 | 63.64% | 0.5 |
|
| 4088 |
4088
Portland Investment Counsel
Burlington,
Ontario, Canada
| $48.7M | +$1.57M | +3% | 10.8% | 108% | 39 | 12.82% | 1.6 |
|
| 4089 |
LCP
4089
LeVasseur Capital Partners
Newport Beach,
California
| $48.4M | -$34.7M | -42% | 1.93% | 38.8% | 6 | 16.67% | 1.7 |
|
| 4090 |
4090
Horan Securities
Cincinnati,
United States
| $47.9M | – | – | 1.41% | 50.1% | 27 | – | 0 |
|
| 4091 |
4091
Moody Aldrich Partners
Marblehead,
Massachusetts
| $47.5M | – | – | 3% | 336% | 86 | – | 0 |
|
| 4092 |
IM
4092
ISF Management
New York
| $47.4M | -$9.6M | -17% | 1.61% | – | 24 | 41.67% | 0.9 |
|
| 4093 |
4093
Rizvi Traverse Management
West Palm Beach,
Florida
| $47M | -$18.4M | -28% | 27.8% | – | 2 | 0% | 1 |
|
| 4094 |
SWM
4094
Strategic Wealth Management
Kirkland,
Washington
| $46.9M | -$52.3M | -53% | 0.44% | 52.8% | 23 | 73.91% | 0.5 |
|
| 4095 |
DRD
4095
Dennis R. Delaney
| $46.1M | +$1.36M | +3% | 3.98% | 84.3% | 53 | 9.43% | 0.2 |
|
| 4096 |
4096
Piper Sandler & Co
Minneapolis,
Minnesota
| $46.1M | +$6.69M | +17% | 3.94% | 0.04% | 34 | 73.53% | 0.4 |
|
| 4097 |
PRHC
4097
P.R. Herzig & Co
Roslyn Heights,
New York
| $45.6M | +$4.14M | +10% | 5.84% | 49.9% | 51 | 17.65% | 1.7 |
|
| 4098 |
HPA
4098
Hilltop Park Associates
New York
| $45.4M | +$15.4M | +51% | 5.38% | 293% | 40 | 90% | 0.1 |
|
| 4099 |
4099
Stuyvesant Capital Management
Armonk,
New York
| $45.4M | +$5.63M | +14% | 11.9% | 19.4% | 28 | 7.14% | 1.7 |
|
| 4100 |
COC
4100
Commonwealth Opportunity Capital
Los Angeles,
California
| $45.2M | -$128M | -74% | 0% | – | 9 | 88.89% | 0 |
|