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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
4726
Bellwether Investment Group
Chattanooga,
Tennessee
| $24.9M | +$3.65M | +17% | 8.31% | – | 80 | 45% | 0.9 |
|
| 4727 |
4727
Deer VII & Co
Larchmont,
New York
| $24.7M | +$18.5M | +298% | 4.58% | 241% | 3 | 33.33% | 2.5 |
|
| 4728 |
4728
QCM Cayman
Houston,
Texas
| $24.1M | -$14.9M | -38% | 6.12% | 74% | 242 | 91.74% | 0.1 |
|
| 4729 |
4729
Mitsubishi UFJ Securities
Tokyo,
Japan
| $23.8M | +$2.9M | +14% | 7.52% | 81.1% | 251 | 24.3% | 1.4 |
|
| 4730 |
4730
Sterling Global Strategies
Carlsbad,
California
| $23.7M | -$796K | -3% | 4.76% | 49.7% | 36 | 30.56% | 1.8 |
|
| 4731 |
4731
Hillview Capital Advisors
Wayne,
Pennsylvania
| $23.6M | +$337K | +1% | 3.91% | 20.9% | 6 | 50% | 1.1 |
|
| 4732 |
CPR
4732
CSU Producer Resources
Fairfield,
Ohio
| $23M | +$1.85M | +9% | 11.2% | 82.3% | 16 | 6.25% | 2.7 |
|
| 4733 |
4733
Seven Post Investment Office
San Francisco,
California
| $22.8M | +$926K | +4% | 4.96% | 52.6% | 5 | 0% | 4.5 |
|
| 4734 |
4734
Salesforce Inc
San Francisco,
California
| $22.3M | – | – | 20.1% | 33.9% | 2 | – | 0 |
|
| 4735 |
GWM
4735
GSB Wealth Management
Guilford,
Connecticut
| $22.2M | +$1.07M | +5% | 3.77% | 61.8% | 55 | 10.91% | 0.9 |
|
| 4736 |
4736
Mesirow Financial Investment Management
Chicago,
Illinois
| $22.1M | +$841K | +4% | 7.05% | 70% | 63 | 25.4% | 0.4 |
|
| 4737 |
4737
Macroview Investment Management
Bethesda,
Maryland
| $21.1M | +$929K | +5% | 3.5% | 67.2% | 153 | 14.38% | 2.2 |
|
| 4738 |
EMB
4738
Elefante Mark B
| $21M | +$7.29M | +53% | 5.41% | – | 41 | 29.27% | 1.1 |
|
| 4739 |
4739
ORIX Corporation USA
Dallas,
Texas
| $20M | – | – | 16.2% | – | 2 | – | 0 |
|
| 4740 |
4740
C.V. Starr & Co
New York
| $19.8M | -$1.69M | -8% | 0.84% | – | 11 | 9.09% | 3 |
|
| 4741 |
KE
4741
KLP Enterprises
Branford,
Connecticut
| $19.5M | -$137K | -0.7% | 0.7% | – | 1 | 0% | 1 |
|
| 4742 |
FPCM
4742
Fox Point Capital Management
New York
| $19.2M | -$4.57M | -19% | 7.3% | 201% | 14 | 71.43% | 1 |
|
| 4743 |
4743
Solstein Capital
Menlo Park,
California
| $18.8M | – | – | 13.3% | 91.4% | 23 | – | 0 |
|
| 4744 |
4744
Garcia Hamilton & Associates
Houston,
Texas
| $18.4M | -$20.1M | -52% | 6.29% | 39.1% | 45 | 97.78% | 1 |
|
| 4745 |
4745
Exelon Corporation
Chicago,
Illinois
| $17M | – | – | 6.22% | – | 1 | – | 0 |
|
| 4746 |
4746
Burren Capital Advisors
Gibraltar
| $16.9M | +$8M | +90% | 0.4% | – | 8 | 75% | 0.3 |
|
| 4747 |
4747
Prudence Asset Management
Hong Kong
| $16.3M | -$8.58M | -34% | 12.5% | 18% | 13 | 69.23% | 0.4 |
|
| 4748 |
FAM
4748
Fortaleza Asset Management
Chicago,
Illinois
| $15.9M | -$38.8M | -71% | 11.2% | 121% | 159 | 50.31% | 1.2 |
|
| 4749 |
4749
Spinnaker Capital (UK)
London England,
United Kingdom
| $15.8M | -$5.48M | -26% | 3.35% | – | 1 | 0% | 2.8 |
|
| 4750 |
4750
Virtus Alternative Investment Advisers
Hartford,
Connecticut
| $15M | +$1.52M | +11% | 1.3% | 42.8% | 15 | 26.67% | 0.3 |
|