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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
5251
Birch Grove Capital
New York
| $80.7M | -$54M | -40% | 0.78% | 2.66% | 26 | 46.15% | 0.6 |
|
| 5252 |
5252
Trust Investment Advisors
Indianapolis,
Indiana
| $80.3M | +$3M | +4% | 11.1% | 178% | 79 | 10.13% | 3.1 |
|
| 5253 |
5253
Hartree Partners
New York
| $80.2M | +$11.5M | +17% | 11.7% | 138% | 40 | 70% | 0.2 |
|
| 5254 |
GBA
5254
Garrison Bradford & Associates
New York
| $79.7M | +$6.41M | +9% | 14.1% | 63.5% | 57 | 7.02% | 3.5 |
|
| 5255 |
5255
Lucerne Capital Management
Greenwich,
Connecticut
| $79.2M | -$99M | -56% | 4.67% | – | 2 | 0% | 1.5 |
|
| 5256 |
5256
NovaQuest Capital Management
Raleigh,
North Carolina
| $79.2M | +$40.9M | +107% | 143% | 45.1% | 2 | 0% | 2 |
|
| 5257 |
5257
Appleton Group
Appleton,
Wisconsin
| $78.8M | -$7.33M | -9% | 7.14% | 58.3% | 35 | 22.86% | 2.5 |
|
| 5258 |
5258
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| $78.7M | -$15.4M | -16% | 4.05% | 35.7% | 6 | 50% | 0.8 |
|
| 5259 |
5259
MHI Funds
Woodstock,
New York
| $78.5M | -$7.44M | -9% | 6.75% | – | 62 | 45.16% | 1.4 |
|
| 5260 |
5260
Falcon Point Capital
San Francisco,
California
| $78.5M | -$104M | -57% | 16.2% | 119% | 118 | 16.1% | 1.9 |
|
| 5261 |
5261
Wheatland Advisors
Lancaster,
Pennsylvania
| $78.5M | -$31.7M | -29% | 6.21% | 30.5% | 100 | 14% | 4.8 |
|
| 5262 |
5262
Recurrent Investment Advisors
Houston,
Texas
| $78.4M | – | – | 0.1% | 99.7% | 44 | – | 0 |
|
| 5263 |
5263
SC XII Management
Menlo Park,
California
| $78.3M | -$100M | -56% | 2.71% | 73.4% | 1 | 0% | 4.3 |
|
| 5264 |
5264
Coe Capital Management
Highland Park,
Illinois
| $78.2M | -$12.1M | -13% | 8.64% | 84.4% | 83 | 16.87% | 3.8 |
|
| 5265 |
5265
Miller Equity Capital Advisors
Irving,
Texas
| $78.1M | – | – | 6.55% | 23.7% | 40 | – | 0 |
|
| 5266 |
DRD
5266
Dennis R. Delaney
| $78M | +$4.44M | +6% | 7.17% | 84.3% | 50 | 4% | 3.4 |
|
| 5267 |
5267
Axel Capital Management
New York
| $78M | -$63.3M | -45% | 8.71% | 194% | 19 | 68.42% | 1.4 |
|
| 5268 |
5268
FSI Group
Cincinnati,
Ohio
| $78M | +$5.49M | +8% | 13.8% | 44.1% | 40 | 25% | 1.3 |
|
| 5269 |
5269
Guild Investment Management
Los Angeles,
California
| $77.9M | +$5.48M | +8% | 8.15% | 101% | 60 | 48.33% | 0.7 |
|
| 5270 |
5270
J. Arnold Wealth Management
Youngstown,
Ohio
| $77.9M | – | – | 9.23% | 46.2% | 82 | – | 0 |
|
| 5271 |
5271
Asia Research & Capital Management
Hong Kong
| $77.5M | +$74M | +2,113% | 11.9% | – | 4 | 50% | 0.5 |
|
| 5272 |
5272
Apexium Financial
Dallas,
Texas
| $77.4M | – | – | 8.18% | 89.6% | 79 | – | 0.2 |
|
| 5273 |
5273
Raine Capital
New York
| $77.3M | -$1.25M | -2% | 8.48% | 119% | 10 | 10% | 1.8 |
|
| 5274 |
5274
Arch Venture Management
Chicago,
Illinois
| $76.7M | -$14.6M | -16% | 3.99% | 228% | 6 | 33.33% | 0.7 |
|
| 5275 |
5275
Stone House Capital Management
Bay Harbor Islands,
Florida
| $76.4M | +$23.2M | +44% | 27.8% | 151% | 3 | 66.67% | 1.3 |
|