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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
ACM
4626
Alethea Capital Management
Mercer Island,
Washington
| $62.8M | -$22.3M | -26% | 7.45% | 275% | 107 | 58.88% | 3.9 |
|
| 4627 |
MC
4627
MSD Capital
New York
| $62.8M | -$174M | -74% | 7.93% | 11.5% | 5 | 40% | 16.3 |
|
| 4628 |
MSTVIM
4628
Messner & Smith Theme Value Investment Management
San Diego,
California
| $62.8M | -$1.29M | -2% | 5.51% | 48.7% | 93 | 17.2% | 9.3 |
|
| 4629 |
VCM
4629
Voce Capital Management
San Francisco,
California
| $62M | -$13.3M | -18% | 1.27% | 69.2% | 14 | 21.43% | 5.4 |
|
| 4630 |
EFEM
4630
Eos Focused Equity Management
New York
| $61.5M | -$5.57M | -8% | 2.6% | 55.7% | 27 | 25.93% | 4.3 |
|
| 4631 |
4631
CTC (Chicago Trading Company)
Chicago,
Illinois
| $61.5M | +$11M | +22% | 5.08% | 192% | 44 | 52.27% | 0.6 |
|
| 4632 |
LWM
4632
Lyons Wealth Management
Winter Park,
Florida
| $61.2M | -$5.47M | -8% | 6.43% | 40.1% | 67 | 52.24% | 4.4 |
|
| 4633 |
ASI
4633
All-Stars Investment
Hong Kong
| $60.8M | -$4.08M | -6% | 23.3% | 41.7% | 4 | 25% | 8 |
|
| 4634 |
BC
4634
Banced Corp
Edwardsville,
Illinois
| $60.4M | +$2.81M | +5% | 5.99% | 27.5% | 114 | 7.02% | 9.6 |
|
| 4635 |
EM
4635
Emancipation Management
New York
| $59.5M | -$10.3M | -15% | 2.61% | 45.8% | 49 | 32.65% | 5.1 |
|
| 4636 |
SCA
4636
SMH Capital Advisors
Fort Worth,
Texas
| $59.5M | – | – | 0.85% | 10.7% | 29 | – | 0 |
|
| 4637 |
XS
4637
XR Securities
Chicago,
Illinois
| $58.8M | – | – | 5.94% | 17% | 28 | – | 0 |
|
| 4638 |
SA
4638
SL Advisors
Westfield,
New Jersey
| $58.7M | -$161M | -73% | 1.52% | 76.1% | 59 | 13.56% | 5.3 |
|
| 4639 |
DWM
4639
Dynasty Wealth Management
St. Petersburg,
Florida
| $57.9M | – | – | 4.58% | – | 100 | – | 0 |
|
| 4640 |
AAM
4640
Alken Asset Management
London,
United Kingdom
| $57.8M | +$13.6M | +31% | 0.04% | 0.22% | 13 | 15.38% | 1.9 |
|
| 4641 |
GBCP
4641
Glade Brook Capital Partners
Greenwich,
Connecticut
| $57.8M | -$4.37M | -7% | 0.48% | – | 1 | 0% | 3 |
|
| 4642 |
DCM
4642
Dearborn Capital Management
Chicago,
Illinois
| $57.6M | -$600K | -1% | 2.08% | – | 15 | 0% | 3.7 |
|
| 4643 |
TNAM
4643
Terra Nova Asset Management
New York
| $57.6M | +$8.63M | +18% | 9.32% | 158% | 62 | 19.35% | 5.3 |
|
| 4644 |
RCP
4644
Rho Capital Partners
New York
| $57.5M | -$5.96M | -9% | 9.32% | – | 3 | 0% | 8 |
|
| 4645 |
LWIC
4645
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $57.4M | -$182M | -76% | 8.88% | 52.3% | 36 | 22.22% | 2.5 |
|
| 4646 |
GCM
4646
GeoSphere Capital Management
Miami Beach,
Florida
| $56.8M | +$18.7M | +49% | 16.5% | 446% | 35 | 65.71% | 1.8 |
|
| 4647 |
SF
4647
Schooner Foundation
Boston,
Massachusetts
| $55.8M | -$42.2M | -43% | 2.05% | 13.8% | 2 | 0% | 8 |
|
| 4648 |
NMM
4648
NGP MR Management
Dallas,
Texas
| $55.5M | -$53.4M | -49% | 2.22% | 21.9% | 2 | 0% | 12 |
|
| 4649 |
HC
4649
Hawkins Capital
Houston,
Texas
| $55.4M | -$186M | -77% | 1.81% | 8.54% | 62 | 70.97% | 10.1 |
|
| 4650 |
SCM
4650
Stuyvesant Capital Management
Armonk,
New York
| $55.3M | +$6.1M | +12% | 4.69% | 19.4% | 31 | 12.9% | 7.9 |
|