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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
TMC
4526
Trellus Management Company
Delray Beach,
Florida
| $69.1M | +$1.33M | +2% | 3.87% | 268% | 80 | 51.25% | 1.1 |
|
| 4527 |
4527
Clear Investment Research
Alpharetta,
Georgia
| $69.1M | -$83.7M | -55% | 1.93% | 48.5% | 458 | 86.9% | 0.3 |
|
| 4528 |
4528
Makena Capital Management
Menlo Park,
California
| $68.8M | -$6.9M | -9% | 0.23% | 78.7% | 16 | 0% | 2.9 |
|
| 4529 |
4529
Boardman Bay Capital Management
New York
| $68.4M | +$1.48M | +2% | 12.5% | 145% | 62 | 46.77% | 0.9 |
|
| 4530 |
4530
CTC (Chicago Trading Company)
Chicago,
Illinois
| $68.3M | +$6.82M | +11% | 5.3% | 192% | 42 | 14.29% | 0.8 |
|
| 4531 |
4531
Oasis Management Company
Grand Cayman,
Cayman Islands
| $68.3M | +$5.27M | +8% | 1.23% | 368% | 19 | 52.63% | 0.6 |
|
| 4532 |
4532
Mount Vernon Associates
Baltimore,
Maryland
| $67.9M | +$3.76M | +6% | 8.61% | 119% | 57 | 10.53% | 3.9 |
|
| 4533 |
BRA
4533
Blue Rock Advisors
Wayzata,
Minnesota
| $67.8M | +$28.5M | +72% | 3.28% | – | 88 | 47.73% | 0.2 |
|
| 4534 |
4534
Alethea Capital Management
Mercer Island,
Washington
| $66.7M | +$8.16M | +14% | 4.12% | 275% | 99 | 64.65% | 0.9 |
|
| 4535 |
4535
Deer VII & Co
Larchmont,
New York
| $66.7M | -$17.1M | -20% | 6.26% | 241% | 4 | 0% | 2.5 |
|
| 4536 |
4536
Kaleidoscope Capital
Boston,
Massachusetts
| $66.6M | +$2.57M | +4% | 4.28% | – | 3 | 0% | 0.8 |
|
| 4537 |
4537
NuWave Investment Management
Parsippany,
New Jersey
| $66.3M | -$10.3M | -13% | 5.59% | 26.4% | 440 | 16.14% | 1.3 |
|
| 4538 |
4538
Terra Nova Asset Management
New York
| $66.1M | +$8.15M | +14% | 8.17% | 172% | 64 | 29.69% | 1.6 |
|
| 4539 |
4539
ZPR Investment Management
Orange City,
Florida
| $66M | -$8.68M | -12% | 0.32% | 14.7% | 102 | 52.94% | 0.5 |
|
| 4540 |
4540
Axon Capital
New York
| $65.6M | -$12.2M | -16% | 3.88% | – | 14 | 28.57% | 1.3 |
|
| 4541 |
BOIA
4541
Bush ODonnell Investment Advisors
St Louis,
Missouri
| $65.2M | +$6.02M | +10% | 10% | 45.9% | 26 | 3.85% | 4.3 |
|
| 4542 |
4542
Andesa Financial Management
Allentown,
Pennsylvania
| $65.2M | +$3.28M | +5% | 7.53% | 73.6% | 64 | 15.63% | 0.6 |
|
| 4543 |
4543
SCHF (GPE)
Wilson,
Wyoming
| $65.1M | +$25.5M | +64% | 64.3% | – | 1 | 0% | 0.3 |
|
| 4544 |
FC
4544
Fayerweather Charles
| $64.8M | +$2.29M | +4% | 10.5% | 47.5% | 55 | 7.27% | 3.7 |
|
| 4545 |
4545
Waterstone Capital Management
St. Louis Park,
Minnesota
| $64.7M | -$32.8M | -34% | 3.6% | 23.4% | 13 | 38.46% | 1.5 |
|
| 4546 |
BIM
4546
Beach Investment Management
West Conshohocken,
Pennsylvania
| $64.1M | +$3.58M | +6% | 8.82% | 18.9% | 45 | 31.11% | 1.7 |
|
| 4547 |
4547
GeoSphere Capital Management
Miami Beach,
Florida
| $63.9M | +$46.7M | +271% | 2.34% | 446% | 42 | 52.38% | 0.6 |
|
| 4548 |
TG
4548
TLP Group
Evanston,
Illinois
| $63.3M | -$2.59M | -4% | 4.77% | 42.7% | 597 | 61.81% | 0.5 |
|
| 4549 |
4549
Wedgewood Investors
Erie,
Pennsylvania
| $63.1M | +$4.59M | +8% | 7.81% | – | 88 | 7.95% | 4.2 |
|
| 4550 |
4550
Castle Rock Wealth Management
Walnut Creek,
California
| $62.9M | -$10.4M | -14% | 5.72% | 115% | 137 | 29.2% | 0.5 |
|