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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Spark Management Partners III (AIV I)
Boston,
Massachusetts
| $10.1M | -$17.6M | -63% | 0.95% | – | 1 | 0% | 1.5 |
|
| 4152 |
4152
Altegris Advisors
La Jolla,
California
| $9.7M | +$1.05M | +12% | 2.06% | 6.88% | 10 | 40% | 0.8 |
|
| 4153 |
4153
Reliance Trust
Atlanta,
Georgia
| $9.6M | +$6.41M | +202% | 1.87% | 32.1% | 25 | 72% | 0.7 |
|
| 4154 |
DAL
4154
David A. Lorber
| $8.33M | -$7.55M | -48% | 17.4% | 44.6% | 44 | 65.91% | 0.6 |
|
| 4155 |
4155
NCM Capital Management Group
Durham,
North Carolina
| $8.24M | +$34K | +0.4% | 2.47% | 38.5% | 82 | 6.1% | 2.4 |
|
| 4156 |
4156
Hillview Capital Advisors
Wayne,
Pennsylvania
| $8.12M | -$33K | -0.4% | 4.13% | 20.9% | 6 | 50% | 1.2 |
|
| 4157 |
4157
Jetstream Capital
Brentwood,
Tennessee
| $7.47M | – | – | 36.2% | – | 13 | – | 0 |
|
| 4158 |
SR
4158
Summer Road
West Palm Beach,
Florida
| $7.17M | +$822K | +13% | 12.9% | 130% | 1 | 0% | 0.8 |
|
| 4159 |
4159
Morgenthaler Management Partners IX
Portola Valley,
California
| $7.03M | -$1.25M | -15% | 12.4% | – | 1 | 0% | 0.8 |
|
| 4160 |
EMB
4160
Elefante Mark B
| $6.19M | -$449K | -7% | 1% | – | 23 | 8.7% | 0.6 |
|
| 4161 |
EC
4161
Everest Capital
Miami,
Florida
| $5.95M | +$1.84M | +45% | 1.38% | – | 5 | 40% | 0.2 |
|
| 4162 |
4162
Highland Management Partners VII
Cambridge,
Massachusetts
| $5.57M | +$1.24M | +29% | 44.6% | 131% | 4 | 50% | 1.8 |
|
| 4163 |
OC
4163
Orange Capital
Manhasset,
New York
| $5.5M | -$776K | -12% | 13.7% | 38.5% | 1 | 0% | 2 |
|
| 4164 |
4164
Charles Stewart Mott Foundation
Flint,
Michigan
| $4.73M | +$3.42M | +262% | 2.99% | – | 3 | 100% | 0 |
|
| 4165 |
4165
Riverwood Capital Management
Menlo Park,
California
| $4.69M | +$615K | +15% | 15.1% | 46.5% | 1 | 0% | 0.8 |
|
| 4166 |
4166
SC XI Management
Menlo Park,
California
| $4.62M | +$116K | +3% | 2.58% | 117% | 1 | 0% | 3.3 |
|
| 4167 |
4167
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| $4.55M | -$333K | -7% | 0.94% | 26.4% | 3 | 66.67% | 0.1 |
|
| 4168 |
4168
Pleiad Investment Advisors
Hong Kong
| $4.34M | -$4.73M | -52% | 13.1% | – | 1 | 0% | 0.8 |
|
| 4169 |
4169
DST Global Advisors
Road Town, Tortola,
British Virgin Islands
| $4.22M | -$3.84M | -48% | 26.7% | – | 3 | 33.33% | 1.6 |
|
| 4170 |
AIM
4170
Ashford Investment Management
Dallas,
Texas
| $3.69M | -$293M | -99% | 49.2% | – | 3 | 100% | 0 |
|
| 4171 |
4171
Lakeside Wealth Management Group
| $3.15M | – | – | 2.03% | – | 9 | – | 0 |
|
| 4172 |
4172
Nebula Capital Management
Stamford,
Connecticut
| $2.93M | -$9.7M | -77% | 7.47% | 25.6% | 18 | 66.67% | 1.3 |
|
| 4173 |
4173
BSW Wealth Partners
Boulder,
Colorado
| $2.9M | -$179M | -98% | 7.5% | 75.4% | 72 | 9.72% | 2.1 |
|
| 4174 |
4174
Abacus FCF Advisors
Orlando,
Florida
| $2.49M | -$152M | -98% | 8.02% | 197% | 132 | 48.48% | 0.5 |
|
| 4175 |
4175
Biglari Sardar
| $2.36M | -$166K | -7% | 7.47% | 39.1% | 2 | 50% | 0.1 |
|