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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
4851
Strategic Blueprint
Atlanta,
Georgia
| $68.9M | – | – | 10.9% | 82.1% | 51 | – | 0 |
|
| 4852 |
BCC
4852
Baines Creek Capital
Austin,
Texas
| $68.8M | – | – | 51.8% | – | 35 | – | 0 |
|
| 4853 |
4853
Alethea Capital Management
Mercer Island,
Washington
| $68.7M | +$1.98M | +3% | 10.3% | 275% | 95 | 60% | 1.3 |
|
| 4854 |
EFEM
4854
Eos Focused Equity Management
New York
| $68.3M | -$14.8M | -18% | 15% | 55.7% | 31 | 38.71% | 0.7 |
|
| 4855 |
SCM
4855
Stormborn Capital Management
Greenwich,
Connecticut
| $68.2M | -$48.5M | -42% | 15% | 256% | 37 | 78.38% | 0.2 |
|
| 4856 |
4856
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $68.2M | – | – | 16.4% | 117% | 27 | – | 0 |
|
| 4857 |
4857
Rho Capital Partners
New York
| $68.1M | -$40.6M | -37% | 27.5% | – | 5 | 0% | 2.1 |
|
| 4858 |
4858
GCA Investment Management
New York
| $67.5M | -$9.13M | -12% | 20.6% | 27.3% | 33 | 42.42% | 1 |
|
| 4859 |
4859
Community Capital Management
Plantation,
Florida
| $67.5M | – | – | 13.4% | 55.6% | 140 | – | 0 |
|
| 4860 |
4860
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $67.2M | -$20.4M | -23% | 11.7% | 234% | 143 | 39.86% | 0.7 |
|
| 4861 |
4861
Svenska Handelsbanken
Stockholm,
Sweden
| $66.8M | -$10.9M | -14% | 15.8% | – | 47 | 4.26% | 2.4 |
|
| 4862 |
LCH
4862
Lee Capital Holdings
New York
| $66.8M | -$72.7M | -52% | 16.6% | 34.4% | 82 | 53.66% | 0.5 |
|
| 4863 |
4863
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $66.6M | -$9.8M | -13% | 12.3% | 73.7% | 234 | 12.82% | 3.3 |
|
| 4864 |
4864
Starwood Capital Group Management
Miami Beach,
Florida
| $66.4M | -$107M | -62% | 28.5% | 16.2% | 2 | 50% | 4 |
|
| 4865 |
SAM
4865
Shamrock Asset Management
Dallas,
Texas
| $66.2M | -$92.1M | -58% | 8.35% | 31% | 270 | 18.15% | 3 |
|
| 4866 |
4866
Sagard Capital Partners Management
New York
| $66M | -$19.8M | -23% | 24.8% | 37.4% | 7 | 28.57% | 1 |
|
| 4867 |
4867
MRA Associates USA
Phoenix,
Arizona
| $65.9M | – | – | 10.5% | – | 68 | – | 0 |
|
| 4868 |
4868
Trustees of Princeton University
Princeton,
New Jersey
| $65.7M | -$5.24M | -7% | 6.41% | – | 7 | 71.43% | 0.3 |
|
| 4869 |
4869
Econ Financial Services
Harrisburg,
Pennsylvania
| $65.7M | – | – | 11.2% | 16.9% | 71 | – | 0 |
|
| 4870 |
FCM
4870
Farmstead Capital Management
Ridgewood,
New Jersey
| $65.6M | -$1.53B | -96% | 21.1% | – | 8 | 37.5% | 1.3 |
|
| 4871 |
4871
KPCB DGF Associates
Menlo Park,
California
| $65M | -$397M | -86% | 42.5% | – | 4 | 50% | 3.5 |
|
| 4872 |
4872
Gator Capital Management
Tampa,
Florida
| $64.9M | -$31M | -32% | 20.4% | 245% | 97 | 36.08% | 1.3 |
|
| 4873 |
4873
New Vernon Capital Holdings II
Morristown,
New Jersey
| $64.7M | -$31.7M | -33% | 6.24% | 114% | 53 | 35.85% | 0.7 |
|
| 4874 |
DRD
4874
Dennis R. Delaney
| $64.7M | -$12.1M | -16% | 9.38% | 84.3% | 56 | 19.64% | 2.5 |
|
| 4875 |
4875
Summit Rock Advisors
New York
| $63.7M | -$27.2M | -30% | 13.3% | – | 6 | 50% | 2.1 |
|