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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
BIM
4926
Beach Investment Management
West Conshohocken,
Pennsylvania
| $55.6M | +$10.7M | +24% | 13.1% | 18.9% | 42 | 38.1% | 1.5 |
|
| 4927 |
4927
Crosspoint Capital Strategies
Orinda,
California
| $55.3M | +$53.9M | +3,968% | 29.2% | – | 52 | 75% | 0.4 |
|
| 4928 |
4928
Texas Capital Bancshares
Dallas,
Texas
| $55M | +$11M | +25% | 13.8% | 175% | 57 | 12.28% | 1.8 |
|
| 4929 |
4929
Value Monitoring
Menlo Park,
California
| $54.3M | – | – | 4.33% | – | 3 | – | 0.7 |
|
| 4930 |
AIFS
4930
A&I Financial Services
Lone Tree,
Colorado
| $54.2M | -$4.97M | -8% | 13.7% | – | 24 | 45.83% | 0.8 |
|
| 4931 |
4931
Consilium Investment Management
Ft. Lauderdale,
Florida
| $54.2M | +$4.91M | +10% | 4.32% | – | 7 | 14.29% | 0.2 |
|
| 4932 |
4932
Elite Wealth Management
Kirkland,
Washington
| $54M | -$48.6M | -47% | 18.2% | 142% | 49 | 42.86% | 3.4 |
|
| 4933 |
4933
Alken Asset Management
London,
United Kingdom
| $53.5M | +$4.81M | +10% | 8.15% | 2.19% | 19 | 5.26% | 0.1 |
|
| 4934 |
JDR
4934
Jay D. Rosenbaum
| $52.8M | +$5.64M | +12% | 13.7% | 12.9% | 52 | 7.69% | 3.1 |
|
| 4935 |
TMC
4935
Trellus Management Company
Delray Beach,
Florida
| $52.5M | +$8.25M | +19% | 19.8% | 268% | 72 | 56.94% | 1.2 |
|
| 4936 |
4936
Covalent Partners
Concord,
Massachusetts
| $52.5M | -$9.36M | -15% | 24.5% | 36.6% | 28 | 39.29% | 1.4 |
|
| 4937 |
4937
Camarda Financial Advisors
Fleming Island,
Florida
| $52.3M | -$31.8M | -38% | 11.7% | 196% | 582 | 75.77% | 0.6 |
|
| 4938 |
TC
4938
Teilinger Capital
Houston,
Texas
| $51.8M | – | – | 13.2% | 30.2% | 3 | – | 0 |
|
| 4939 |
4939
Boardman Bay Capital Management
New York
| $51.6M | +$3.01M | +6% | 16.2% | 145% | 61 | 49.18% | 0.8 |
|
| 4940 |
SCA
4940
SMH Capital Advisors
Fort Worth,
Texas
| $51.6M | +$2.33M | +5% | 3.18% | 10.7% | 36 | 13.89% | 0.9 |
|
| 4941 |
ER
4941
Enlightenment Research
Miami,
Florida
| $51.4M | -$29.1M | -36% | 18.3% | 195% | 834 | 94.84% | 0.1 |
|
| 4942 |
4942
ZPR Investment Management
Orange City,
Florida
| $50.7M | +$402K | +0.8% | 12.9% | 14.7% | 108 | 50% | 0.5 |
|
| 4943 |
4943
Yorktown Energy Partners XI
New York
| $50.6M | +$4.49M | +10% | 10.5% | 105% | 2 | 0% | 2.1 |
|
| 4944 |
4944
Foundation Capital
Palo Alto,
California
| $50.6M | -$621K | -1% | 12.7% | – | 4 | 0% | 2.6 |
|
| 4945 |
4945
Saban Capital Group
Los Angeles,
California
| $48.5M | +$942K | +2% | 18.9% | – | 23 | 43.48% | 0.2 |
|
| 4946 |
4946
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $47.9M | +$8.45M | +21% | 12.7% | – | 75 | 22.67% | 1.8 |
|
| 4947 |
4947
Axon Capital
New York
| $47.6M | +$4.36M | +10% | 9.37% | – | 10 | 40% | 1.9 |
|
| 4948 |
SH
4948
Scepter Holdings
Fort Worth,
Texas
| $47.5M | -$110M | -70% | 1.76% | – | 8 | 25% | 0.8 |
|
| 4949 |
4949
Durational Capital Management
New York
| $47.3M | -$44.7M | -49% | 11% | – | 2 | 50% | 0.3 |
|
| 4950 |
PM
4950
Parametrica Management
Wanchai,
Hong Kong
| $47.1M | -$34.8M | -43% | 18.1% | 584% | 362 | 83.43% | 0.1 |
|