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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
Chessman Wealth Strategies RIA
Dallas,
Texas
| $18.4M | -$98.5M | -84% | 2.87% | – | 24 | 58.33% | 1 |
|
| 5002 |
5002
UG Investment Advisers
Taipei,
Taiwan
| $18.3M | -$17.9M | -49% | 12.2% | 172% | 5 | 40% | 1.3 |
|
| 5003 |
5003
Snow Park Capital Partners
New York
| $18.1M | -$20.6M | -53% | 18.4% | – | 24 | 62.5% | 0.5 |
|
| 5004 |
5004
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
| $17.5M | +$4.38M | +33% | 5.2% | – | 4 | 0% | 2.8 |
|
| 5005 |
5005
Johns Hopkins University
Baltimore,
Maryland
| $17.2M | +$10M | +139% | 8.01% | 30.6% | 2 | 50% | 0.3 |
|
| 5006 |
RGNCM
5006
R.G. Niederhoffer Capital Management
New York
| $17.2M | +$6.2M | +56% | 3.65% | – | 40 | 82.5% | 0.1 |
|
| 5007 |
TCM
5007
TVR Capital Management
Stamford,
Connecticut
| $16.3M | -$53.4M | -77% | 31.5% | – | 21 | 80.95% | 0.4 |
|
| 5008 |
PRC
5008
Pearl River Capital
Niles,
Michigan
| $15.7M | -$24.6M | -61% | 1.28% | 20.3% | 535 | 87.29% | 0.1 |
|
| 5009 |
5009
Solstein Capital
Menlo Park,
California
| $15.6M | -$2.11M | -12% | 7.3% | 91.4% | 49 | 51.02% | 0.4 |
|
| 5010 |
AC
5010
Argentiere Capital
Zug,
Switzerland
| $15.4M | -$215M | -93% | 0.02% | 1.96% | 39 | 94.87% | 0.3 |
|
| 5011 |
SM
5011
Southport Management
Wilson,
Wyoming
| $14.8M | -$6.69M | -31% | 5.27% | 107% | 28 | 42.86% | 1.8 |
|
| 5012 |
5012
Gresham Partners
Chicago,
Illinois
| $14.6M | -$3.74M | -20% | 1.2% | – | 10 | 30% | 1.6 |
|
| 5013 |
CCONH
5013
Crosby Company of New Hampshire
Salem,
New Hampshire
| $13.7M | +$1.97M | +17% | 17.4% | – | 1 | 0% | 1.5 |
|
| 5014 |
5014
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $12.9M | +$1.05M | +9% | 1.16% | 84.8% | 31 | 25.81% | 1 |
|
| 5015 |
5015
Burren Capital Advisors
Gibraltar
| $12.3M | -$4.05M | -25% | 18.1% | – | 9 | 77.78% | 0.1 |
|
| 5016 |
VL
5016
Vorpal LLC
Nashville,
Tennessee
| $12.2M | +$89K | +0.7% | 0.79% | 39.7% | 1 | 0% | 0.5 |
|
| 5017 |
5017
M Financial Asset Management
Portland,
Oregon
| $12M | -$1.09M | -8% | 1.04% | 7.58% | 7 | 0% | 1.5 |
|
| 5018 |
CIM
5018
Castleton Investment Management
Stamford,
Connecticut
| $11.6M | -$281M | -96% | 17.9% | 15.1% | 46 | 97.83% | 3.5 |
|
| 5019 |
5019
Manifold Partners
San Francisco,
California
| $10.4M | -$9.5M | -48% | 2.36% | 24.9% | 8 | 0% | 0.3 |
|
| 5020 |
5020
Athyrium Capital Management
New York
| $8.51M | -$89.3M | -91% | 22.9% | 25.1% | 1 | 0% | 0.5 |
|
| 5021 |
5021
SpiderRock Advisors
Wilimington,
Delaware
| $8.03M | +$2.75M | +52% | – | – | 105 | 0% | 0.5 |
|
| 5022 |
5022
Odey Holdings (Switzerland)
Zurich, Switzerland,
Switzerland
| $7.85M | -$131K | -2% | 3.65% | 104% | 19 | 10.53% | 1.7 |
|
| 5023 |
5023
First Western Capital Management
Los Angeles,
California
| $7.54M | +$504K | +7% | 5.24% | 43% | 27 | 18.52% | 3.2 |
|
| 5024 |
SH
5024
Scepter Holdings
Fort Worth,
Texas
| $7.34M | -$40.1M | -85% | 0% | – | 3 | 66.67% | 2 |
|
| 5025 |
5025
Domini Impact Investments
New York
| $7.21M | +$691K | +11% | 8.76% | 231% | 24 | 20.83% | 1.5 |
|