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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
Mount Vernon Associates
Baltimore,
Maryland
| $45.1M | -$558K | -1% | 0.19% | 119% | 54 | 1.85% | 2.4 |
|
| 4102 |
4102
Hayman Capital Management
Dallas,
Texas
| $44.6M | -$35.6M | -44% | 25.4% | 44.1% | 4 | 50% | 0.9 |
|
| 4103 |
4103
Tanaka Capital Management
New York
| $44.4M | -$2.01M | -4% | 2.43% | – | 93 | 39.78% | 1.5 |
|
| 4104 |
4104
Blum Capital Partners
San Francisco,
California
| $44.3M | -$3.48M | -7% | 7.27% | 47.9% | 1 | 0% | 1.3 |
|
| 4105 |
IWC
4105
Integrated Wealth Counsel
Carmel,
California
| $43.9M | -$18.8M | -30% | 3.34% | 8.52% | 92 | 29.35% | 1.8 |
|
| 4106 |
4106
HealthCor Partners Management
Charleston,
South Carolina
| $43.7M | -$57.9M | -57% | 44.3% | – | 2 | 0% | 0.3 |
|
| 4107 |
4107
Battery Partners VIII
Boston,
Massachusetts
| $43.6M | -$15.7M | -26% | 8.84% | – | 1 | 0% | 1.3 |
|
| 4108 |
BLA
4108
Balter Liquid Alternatives
Boston,
Massachusetts
| $43.5M | +$15.6M | +56% | 4% | 76.7% | 54 | 68.52% | 0.1 |
|
| 4109 |
4109
Axar Capital Management
New York
| $43M | -$284M | -87% | 8.9% | 680% | 17 | 82.35% | 0.1 |
|
| 4110 |
CC
4110
Consector Capital
New York
| $43M | -$5.1M | -11% | 10% | 0.05% | 21 | 38.1% | 0.7 |
|
| 4111 |
4111
FBL Investment Management Services
West Des Moines,
Iowa
| $43M | $0 | 0% | 1.4% | 16.6% | 24 | 0% | 2.3 |
|
| 4112 |
4112
Harrison Street Securities
Chicago,
Illinois
| $42.9M | +$7.1M | +20% | 5.96% | 41.2% | 45 | 20% | 0.9 |
|
| 4113 |
WEO
4113
William E. Oberndorf
| $41.8M | +$2.02M | +5% | 6.3% | 36.2% | 5 | 40% | 0.7 |
|
| 4114 |
4114
Lone Star Value Management
Old Greenwich,
Connecticut
| $41.5M | -$12.5M | -23% | 10.4% | – | 19 | 21.05% | 0.6 |
|
| 4115 |
4115
Norwest Venture Partners IX
Palo Alto,
California
| $41.4M | – | – | 3.49% | – | 1 | – | 0.8 |
|
| 4116 |
4116
IKOS CIF
Limassol,
Cyprus
| $41M | +$8.32M | +25% | 2.62% | 8.66% | 271 | 71.22% | 0.3 |
|
| 4117 |
4117
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $40.7M | -$65.3M | -62% | 1.12% | 88.9% | 50 | 72% | 0.3 |
|
| 4118 |
CAD
4118
Craig A. Drill
| $39.7M | -$37.7M | -49% | 3.89% | 67.1% | 24 | 54.17% | 1 |
|
| 4119 |
TBAM
4119
True Bearing Asset Management
San Francisco,
California
| $39.6M | -$10.3M | -21% | 5.19% | 66.3% | 71 | 43.66% | 1 |
|
| 4120 |
RAM
4120
Roumell Asset Management
Chevy Chase,
Maryland
| $39.4M | -$3.75M | -9% | 3.66% | 46.9% | 14 | 28.57% | 1.2 |
|
| 4121 |
4121
Hellman Jordan Management Company
Quincy,
Massachusetts
| $39.3M | -$375M | -91% | 5.96% | 205% | 52 | 48.08% | 0.8 |
|
| 4122 |
4122
Texas Capital Bancshares
Dallas,
Texas
| $39.2M | -$21.5M | -35% | 1.59% | 175% | 50 | 62% | 1.4 |
|
| 4123 |
ACM
4123
Asymmetry Capital Management
San Francisco,
California
| $38.4M | -$27.8M | -42% | 13.9% | 300% | 21 | 42.86% | 0.4 |
|
| 4124 |
4124
Corundum Group
Colorado Springs,
Colorado
| $38M | +$4.52M | +14% | 7.27% | 80.5% | 25 | 28% | 1.2 |
|
| 4125 |
4125
La Francaise Forum Securities
Old Greenwich,
Connecticut
| $37.8M | -$37.5M | -50% | 3.55% | 29.8% | 51 | 47.06% | 1.9 |
|