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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4176 |
MGB
4176
Mass General Brigham
Somerville,
Massachusetts
| $71.6M | -$104M | -59% | 0.94% | – | 1 | 0% | 3 |
|
| 4177 |
RCP
4177
Rho Capital Partners
New York
| $71.6M | +$461K | +0.6% | 12.9% | – | 4 | 25% | 6.8 |
|
| 4178 |
MCO
4178
MAK Capital One
New York
| $71.4M | -$31.1M | -30% | 7.09% | 200% | 6 | 83.33% | 16 |
|
| 4179 |
VE
4179
Vega Energy
New York
| $71.3M | +$6.32M | +10% | 10.8% | 12.1% | 3 | 0% | 11.3 |
|
| 4180 |
LWM
4180
Lyons Wealth Management
Winter Park,
Florida
| $71.3M | -$23.6M | -25% | 0.62% | 40.1% | 64 | 39.06% | 4.6 |
|
| 4181 |
SPWA
4181
SteelBridge Private Wealth Advisors
Naples,
Florida
| $71.2M | +$5.23M | +8% | 2.92% | – | 70 | 12.86% | 3.3 |
|
| 4182 |
UL
4182
Ulys LLC
New York
| $71.1M | +$9.12M | +15% | 14.7% | 31.5% | 1 | 0% | 16 |
|
| 4183 |
DAC
4183
Dymon Asia Capital
Singapore
| $71M | +$53.6M | +307% | 12.2% | – | 7 | 71.43% | 1 |
|
| 4184 |
WSC
4184
White Square Capital
London,
United Kingdom
| $70.8M | -$167M | -70% | 5.75% | 542% | 9 | 88.89% | 2 |
|
| 4185 |
FCM
4185
Forester Capital Management
Lake Forest,
Illinois
| $70.8M | -$12M | -15% | 2.66% | 33.4% | 56 | 8.93% | 10.5 |
|
| 4186 |
PSW
4186
Portfolio Strategies (Washington)
Tacoma,
Washington
| $70.6M | -$8.86M | -11% | 2.82% | – | 86 | 33.72% | 2.3 |
|
| 4187 |
I
4187
INVST
Indianapolis,
Indiana
| $70.2M | – | – | 2.16% | 78.5% | 26 | – | 0 |
|
| 4188 |
NED
4188
Nancy E. Dempze
| $69.7M | +$4.39M | +7% | 4.04% | 83.1% | 82 | 13.41% | 5.1 |
|
| 4189 |
VIA
4189
Vantis Investment Advisers
Miami,
Florida
| $69.5M | -$140M | -67% | 6.8% | 39.6% | 17 | 64.71% | 0.9 |
|
| 4190 |
ACM
4190
Addison Clark Management
Stamford,
Connecticut
| $69.5M | +$10.9M | +19% | 5.79% | 14.3% | 22 | 36.36% | 3.3 |
|
| 4191 |
BCM
4191
Baltimore Capital Management
Baltimore,
Maryland
| $69.1M | -$6.11M | -8% | 1.33% | – | 75 | 18.67% | 0.9 |
|
| 4192 |
DCM
4192
Dearborn Capital Management
Chicago,
Illinois
| $68.5M | -$44.1M | -39% | 2.81% | – | 16 | 18.75% | 1.7 |
|
| 4193 |
TMC
4193
Trellus Management Company
Delray Beach,
Florida
| $68.1M | +$2.03M | +3% | 0.17% | 268% | 90 | 53.33% | 4.4 |
|
| 4194 |
CCM
4194
Consolidated Capital Management
Burbank,
California
| $67.4M | +$2.96M | +5% | 4.61% | 159% | 36 | 2.78% | 1.5 |
|
| 4195 |
TCM
4195
Trent Capital Management
Greensboro,
North Carolina
| $67.3M | – | – | 0.98% | – | 35 | – | 1.8 |
|
| 4196 |
NVCHI
4196
New Vernon Capital Holdings II
Morristown,
New Jersey
| $66.5M | +$12.1M | +22% | 4.83% | 114% | 32 | 25% | 2.5 |
|
| 4197 |
BIM
4197
Beach Investment Management
West Conshohocken,
Pennsylvania
| $66.4M | +$2.7M | +4% | 6.29% | 18.9% | 46 | 13.04% | 6.5 |
|
| 4198 |
CMANY
4198
Capital Management Associates (New York)
New York
| $66.3M | -$632K | -0.9% | 1.8% | 205% | 141 | 25.53% | 8.2 |
|
| 4199 |
SH
4199
Svenska Handelsbanken
Stockholm,
Sweden
| $66.2M | -$8.46M | -11% | 7.88% | – | 62 | 17.74% | 4.9 |
|
| 4200 |
BRA
4200
Blue Rock Advisors
Wayzata,
Minnesota
| $66.2M | +$44.3M | +202% | 2.13% | – | 64 | 78.13% | 0.2 |
|