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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
LSC
5076
Lyon Street Capital
Sausalito,
California
| $62.9M | +$4.18M | +7% | 21.1% | – | 90 | 71.11% | 0.5 |
|
| 5077 |
5077
National Investment Services of America
Milwaukee,
Wisconsin
| $62.8M | -$29.6M | -32% | 26.8% | – | 92 | 25% | 0.2 |
|
| 5078 |
5078
Foresite Capital Management III
Larkspur,
California
| $62.8M | -$116M | -65% | 26.2% | 444% | 13 | 53.85% | 2.1 |
|
| 5079 |
5079
Yaupon Capital Management
New York
| $62.7M | -$96.7M | -61% | 31.4% | 122% | 38 | 50% | 0.5 |
|
| 5080 |
5080
Kite Lake Capital Management (UK)
London,
United Kingdom
| $62.7M | +$31.1M | +99% | 17.1% | 337% | 8 | 75% | 0.1 |
|
| 5081 |
5081
Hidden Lake Asset Management
New York
| $62.6M | -$371K | -0.6% | 4.4% | 849% | 22 | 90.91% | 0 |
|
| 5082 |
5082
Legacy Wealth Planning
Reno,
Nevada
| $62.5M | -$25.8M | -29% | 18.6% | 14.6% | 87 | 26.44% | 0.2 |
|
| 5083 |
5083
Tieton Capital Management
Yakima,
Washington
| $62.2M | -$62.8M | -50% | 41.2% | 155% | 30 | 13.33% | 3.7 |
|
| 5084 |
5084
Empirical Capital Management
Hendersonville,
Tennessee
| $62.1M | -$21.9M | -26% | 24.9% | 205% | 26 | 46.15% | 1.8 |
|
| 5085 |
HS
5085
Haafor (Singapore)
Singapore
| $62.1M | -$89M | -59% | 24.5% | – | 407 | 83.05% | 0.1 |
|
| 5086 |
5086
Amtrust Financial Services
New York
| $62M | -$38M | -38% | 19.2% | 61.9% | 65 | 66.15% | 0.6 |
|
| 5087 |
5087
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $61.9M | -$70.5M | -53% | 21.7% | 38.5% | 179 | 36.31% | 2.7 |
|
| 5088 |
5088
Zebra Capital Management
Stamford,
Connecticut
| $61.9M | -$50.7M | -45% | 26.7% | 142% | 311 | 33.12% | 1.3 |
|
| 5089 |
HM
5089
Harvest Management
New York
| $61.8M | +$11.4M | +23% | 9.78% | 610% | 68 | 70.59% | 0.5 |
|
| 5090 |
5090
Triton Wealth Management
Sun City,
Arizona
| $61.8M | – | – | 14.6% | – | 61 | – | 0 |
|
| 5091 |
5091
Norwest Venture Partners XI
Palo Alto,
California
| $61.5M | -$40.9M | -40% | 24.6% | – | 1 | 0% | 0.3 |
|
| 5092 |
5092
Sippican Capital Advisors
Boston,
Massachusetts
| $61.4M | -$28.5M | -32% | 27.8% | 81.1% | 107 | 13.08% | 4 |
|
| 5093 |
NICM
5093
Neo Ivy Capital Management
New York
| $61.4M | -$25.1M | -29% | 28.4% | – | 587 | 80.58% | 0.1 |
|
| 5094 |
5094
Strategic Wealth Investment Group
Louisville,
Kentucky
| $61.4M | -$35.1M | -36% | 9.16% | – | 59 | 32.2% | 0.2 |
|
| 5095 |
5095
KPCB DGF II Associates
Menlo Park,
California
| $61.1M | -$28.7M | -32% | 9.04% | 2.08% | 2 | 0% | 0.3 |
|
| 5096 |
5096
Moulton Wealth Management
Spokane,
Washington
| $61.1M | -$59.9M | -49% | 4.02% | 47.8% | 30 | 70% | 0.2 |
|
| 5097 |
5097
JFG Wealth Management
Denver,
Colorado
| $61.1M | -$46.3M | -43% | 24.7% | 65.2% | 14 | 28.57% | 1 |
|
| 5098 |
5098
Tempus Wealth Planning
Irvine,
California
| $61M | -$52.4M | -46% | 11.7% | 95% | 79 | 25.32% | 0.2 |
|
| 5099 |
5099
Alhambra Investment Management
Palmetto Bay,
Florida
| $61M | -$25.9M | -30% | 11% | 67.7% | 121 | 33.06% | 0.2 |
|
| 5100 |
YRHAM
5100
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $60.9M | -$14.4M | -19% | 37.8% | 1,944% | 24 | 83.33% | 0.1 |
|