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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
AIFS
4601
A&I Financial Services
Lone Tree,
Colorado
| $49.8M | +$9.25M | +23% | 4.59% | – | 21 | 28.57% | 0.4 |
|
| 4602 |
4602
Francisco Partners Management
San Francisco,
California
| $49.6M | +$4.17M | +9% | 12.6% | 14.3% | 4 | 50% | 2.4 |
|
| 4603 |
4603
Cranberry Lake Advisors
Houston,
Texas
| $49.3M | +$811K | +2% | 0.72% | 31.5% | 8 | 12.5% | 4.1 |
|
| 4604 |
4604
Dynasty Wealth Management
St. Petersburg,
Florida
| $48.3M | -$190M | -80% | 2.15% | – | 85 | 25.88% | 0.4 |
|
| 4605 |
ICP
4605
IBIS Capital Partners
London,
United Kingdom
| $48.2M | -$14.5M | -23% | 11.5% | 35.1% | 15 | 33.33% | 1.2 |
|
| 4606 |
4606
Pure Financial Advisors
San Diego,
California
| $48M | +$10.4M | +28% | 1.62% | 47.2% | 3 | 0% | 0.5 |
|
| 4607 |
EM
4607
Emancipation Management
New York
| $47.7M | -$8.85M | -16% | 8.89% | 45.8% | 37 | 24.32% | 1.5 |
|
| 4608 |
4608
Alken Asset Management
London,
United Kingdom
| $46.9M | -$8.05M | -15% | 0% | 2.19% | 1 | 0% | 1.3 |
|
| 4609 |
4609
Aegea Capital Management
Chicago,
Illinois
| $46.9M | -$136M | -74% | 3.09% | – | 1 | 0% | 1.5 |
|
| 4610 |
4610
Mariner Investment Group
Harrison,
New York
| $46.5M | -$55M | -54% | 0.54% | – | 83 | 51.81% | 0.4 |
|
| 4611 |
4611
Yorktown Energy Partners VI
New York
| $46.2M | -$60.5M | -57% | 15.3% | 8.46% | 5 | 0% | 0.5 |
|
| 4612 |
4612
Opus Point Partners Management
New York
| $46.1M | -$4.88M | -10% | 11.4% | 85.2% | 53 | 9.43% | 2.1 |
|
| 4613 |
4613
Texas Capital Bancshares
Dallas,
Texas
| $46.1M | +$3.64M | +9% | 3.79% | 175% | 53 | 15.09% | 1.5 |
|
| 4614 |
NAM
4614
Needelman Asset Management
Ladera Ranch,
California
| $46M | -$425K | -0.9% | 0.41% | 30.5% | 34 | 0% | 4.4 |
|
| 4615 |
PRHC
4615
P.R. Herzig & Co
Roslyn Heights,
New York
| $45.9M | -$3.8M | -8% | 4.87% | 49.9% | 45 | 8.89% | 3 |
|
| 4616 |
RAM
4616
Roumell Asset Management
Chevy Chase,
Maryland
| $44.9M | -$507K | -1% | 9.56% | 46.9% | 19 | 21.05% | 1.1 |
|
| 4617 |
4617
Acuitas Investments
Seattle,
Washington
| $44.9M | +$32.3M | +257% | 7.61% | 145% | 19 | 0% | 0.3 |
|
| 4618 |
4618
GCA Investment Management
New York
| $44.8M | -$488M | -92% | 4.04% | 27.3% | 36 | 5.56% | 1.5 |
|
| 4619 |
4619
SL Advisors
Westfield,
New Jersey
| $44.7M | -$5.58M | -11% | 9.76% | 74.1% | 53 | 13.21% | 1.8 |
|
| 4620 |
4620
Manifold Partners
San Francisco,
California
| $43.3M | -$54.7M | -56% | 2.01% | 24.9% | 21 | 80.95% | 0.2 |
|
| 4621 |
IPLA
4621
Ice Pond Lane Advisers
New York
| $42.9M | +$17.6M | +70% | 69.8% | – | 1 | 0% | 1.3 |
|
| 4622 |
DAL
4622
David A. Lorber
| $42.7M | -$216K | -0.5% | 3.34% | 44.6% | 46 | 39.13% | 0.8 |
|
| 4623 |
4623
Thompson Davis & Co
Richmond,
Virginia
| $42M | +$4.07M | +11% | 12.7% | 188% | 806 | 35.24% | 1.8 |
|
| 4624 |
4624
Tanaka Capital Management
New York
| $41.7M | -$122K | -0.3% | 4.17% | – | 55 | 10.91% | 3 |
|
| 4625 |
4625
EIG Management Company
Washington D.c.,
District of Columbia
| $41.1M | -$2.12M | -5% | 4.91% | – | 1 | 0% | 0.5 |
|