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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
CPR
4701
CSU Producer Resources
Fairfield,
Ohio
| $22.8M | -$163K | -0.7% | 3.41% | 82.3% | 16 | 6.25% | 2.8 |
|
| 4702 |
4702
Seven Bridges Advisors
New York
| $21.7M | -$102M | -82% | 0.74% | – | 121 | 99.17% | 0.5 |
|
| 4703 |
4703
Sterling Global Strategies
Carlsbad,
California
| $21.4M | -$2.32M | -10% | 1.11% | 49.7% | 32 | 31.25% | 2 |
|
| 4704 |
4704
First Western Capital Management
Los Angeles,
California
| $21.1M | -$155M | -88% | 1.89% | 43% | 76 | 44.74% | 2.8 |
|
| 4705 |
4705
C.V. Starr & Co
New York
| $21M | +$1.24M | +6% | 1.2% | – | 11 | 9.09% | 2.9 |
|
| 4706 |
GWM
4706
GSB Wealth Management
Guilford,
Connecticut
| $20.7M | -$1.48M | -7% | 4.4% | 61.8% | 53 | 7.55% | 1.1 |
|
| 4707 |
RGNCM
4707
R.G. Niederhoffer Capital Management
New York
| $20.7M | – | – | 5.87% | – | 33 | – | 0.2 |
|
| 4708 |
4708
Prudence Asset Management
Hong Kong
| $20.2M | +$3.91M | +24% | 4.63% | 18% | 10 | 60% | 0.2 |
|
| 4709 |
EMB
4709
Elefante Mark B
| $19.9M | -$1.07M | -5% | 0.59% | – | 41 | 9.76% | 1.4 |
|
| 4710 |
4710
Pivot Point Capital Partners
San Francisco,
California
| $19.1M | -$11.7M | -38% | 16.1% | 30.3% | 3 | 33.33% | 2.6 |
|
| 4711 |
4711
Georgetown University
Washington,
District of Columbia
| $17.7M | -$24.9M | -58% | 1.22% | 79.9% | 3 | 66.67% | 0.3 |
|
| 4712 |
BRA
4712
Blue Rock Advisors
Wayzata,
Minnesota
| $17.3M | – | – | 4.27% | – | 28 | – | 0 |
|
| 4713 |
4713
Himalaya Capital Management
Seattle,
Washington
| $17.1M | +$10M | +139% | 5.14% | 116% | 4 | 25% | 0.8 |
|
| 4714 |
4714
Exelon Corporation
Chicago,
Illinois
| $16.8M | -$156K | -0.9% | 1.39% | – | 1 | 0% | 0.3 |
|
| 4715 |
FAM
4715
Fortaleza Asset Management
Chicago,
Illinois
| $16.5M | +$541K | +3% | 9.09% | 121% | 105 | 29.52% | 1.2 |
|
| 4716 |
KE
4716
KLP Enterprises
Branford,
Connecticut
| $16M | -$3.5M | -18% | 18% | – | 1 | 0% | 1.3 |
|
| 4717 |
4717
Solaris Asset Management
New York
| $15.2M | -$161M | -91% | 2.46% | 74% | 242 | 77.69% | 2.7 |
|
| 4718 |
CIG
4718
Candlewood Investment Group
Rye,
New York
| $14.6M | +$1.7M | +13% | 3.71% | 10.6% | 8 | 62.5% | 0.7 |
|
| 4719 |
4719
Spinnaker Capital (UK)
London England,
United Kingdom
| $14.5M | -$1.3M | -8% | 11.4% | – | 1 | 0% | 3 |
|
| 4720 |
4720
PT Asset Management
Chicago,
Illinois
| $13.1M | -$172M | -93% | 6.05% | 7.94% | 24 | 79.17% | 0.3 |
|
| 4721 |
4721
Lloyds Banking Group
London,
United Kingdom
| $12.9M | +$2.14M | +20% | 0.35% | 46.6% | 67 | 11.94% | 2.8 |
|
| 4722 |
4722
Truepoint Inc
Cincinnati,
Ohio
| $12.9M | -$1.05B | -99% | 2.35% | 43.4% | 112 | 25.89% | 1.9 |
|
| 4723 |
4723
Virtus Alternative Investment Advisers
Hartford,
Connecticut
| $12.7M | -$2.37M | -16% | 2.26% | 42.8% | 16 | 37.5% | 0.5 |
|
| 4724 |
4724
Sentinel Asset Management
Montpelier,
Vermont
| $12.7M | -$15.3M | -55% | 2.79% | 18.3% | 4 | 25% | 2.4 |
|
| 4725 |
4725
General Catalyst Group Management
Cambridge,
Massachusetts
| $12.6M | -$907K | -7% | 6.7% | 161% | 1 | 0% | 0.3 |
|