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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
Lagoda Investment Management
New York
| $78.6M | +$18.7M | +31% | 36.2% | 250% | 29 | 13.79% | 3.3 |
|
| 4827 |
4827
TTP Investments
San Jose,
California
| $78.6M | +$66.8M | +567% | 14.5% | 197% | 15 | 66.67% | 0.5 |
|
| 4828 |
4828
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $78.6M | -$14M | -15% | 16% | 68.3% | 77 | 66.23% | 1.4 |
|
| 4829 |
4829
Ascribe Capital
New York
| $78.4M | +$62.3M | +388% | 6.6% | 73.8% | 2 | 50% | 1.1 |
|
| 4830 |
4830
Trustees of Princeton University
Princeton,
New Jersey
| $78.3M | +$12.6M | +19% | 19.6% | – | 6 | 50% | 0.5 |
|
| 4831 |
4831
Lead Edge Capital Management
New York
| $78.3M | +$20.7M | +36% | 30.7% | 20.2% | 2 | 0% | 0.3 |
|
| 4832 |
4832
Stamos Capital Partners
Menlo Park,
California
| $78M | -$54.6M | -41% | 15.8% | 36.7% | 94 | 26.6% | 0.2 |
|
| 4833 |
4833
Sustainable Insight Capital Management
New York
| $77.7M | +$766K | +1% | 15% | 150% | 109 | 67.89% | 0.6 |
|
| 4834 |
4834
RHS Financial
San Francisco,
California
| $77.4M | +$8.15M | +12% | 8.98% | 65.6% | 65 | 13.85% | 0.2 |
|
| 4835 |
4835
Capital Asset Advisory Services
Williamston,
Michigan
| $77.3M | -$27.3M | -26% | 12.8% | 51% | 106 | 36.79% | 1.9 |
|
| 4836 |
EFEM
4836
Eos Focused Equity Management
New York
| $77.1M | +$8.79M | +13% | 19.9% | 55.7% | 34 | 55.88% | 0.7 |
|
| 4837 |
HR
4837
Hayden Royal
Charlotte,
North Carolina
| $76.7M | -$119M | -61% | 12.7% | 100% | 226 | 58.85% | 0.2 |
|
| 4838 |
4838
Guild Investment Management
Los Angeles,
California
| $76.7M | +$47.7M | +164% | 15.7% | 101% | 40 | 72.5% | 0.5 |
|
| 4839 |
4839
Mill Road Capital Management
Greenwich,
Connecticut
| $76.5M | -$2.44M | -3% | 0.24% | 85.1% | 12 | 16.67% | 3.1 |
|
| 4840 |
OTIP
4840
One Tusk Investment Partners
New York
| $75.9M | +$2.72M | +4% | 19.8% | – | 16 | 68.75% | 0.1 |
|
| 4841 |
INL
4841
IPC/NYCG LLC
New York
| $75.9M | -$13.6M | -15% | 15.2% | – | 1 | 0% | 0.3 |
|
| 4842 |
4842
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $75.8M | -$32.7M | -30% | 11.9% | 96.7% | 54 | 22.22% | 0.2 |
|
| 4843 |
4843
Concentrum Wealth Management
San Jose,
California
| $75.8M | +$17.2M | +29% | 22.5% | 174% | 41 | 34.15% | 0.2 |
|
| 4844 |
M
4844
MRCap
Roslyn,
New York
| $75.4M | +$1.53M | +2% | 16.5% | – | 17 | 82.35% | 0.1 |
|
| 4845 |
4845
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $75.3M | -$115M | -60% | 16.3% | 39.2% | 6 | 66.67% | 0.5 |
|
| 4846 |
4846
Capula Management
Grand Cayman,
Cayman Islands
| $75M | -$511M | -87% | 3.01% | 90.7% | 15 | 93.33% | 0.1 |
|
| 4847 |
4847
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $75M | -$3.11M | -4% | 14.6% | 42% | 208 | 35.1% | 1.8 |
|
| 4848 |
BCM
4848
Breiter Capital Management
Bradenton,
Florida
| $74.9M | +$25.5M | +52% | 12.3% | 109% | 129 | 51.16% | 0.6 |
|
| 4849 |
4849
Blackcrane Capital
Bellevue,
Washington
| $74.9M | +$1.89M | +3% | 18.7% | 40% | 11 | 54.55% | 0.2 |
|
| 4850 |
4850
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $74.9M | +$22.8M | +44% | 13.3% | 161% | 374 | 37.97% | 2 |
|