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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
SRCM
5276
Swift Run Capital Management
Charlottesville,
Virginia
| $76.3M | -$31M | -29% | 5.93% | 9.9% | 39 | 17.95% | 3.6 |
|
| 5277 |
5277
Copernicus Capital Management
San Francisco,
California
| $76.3M | -$31.2M | -29% | 31.7% | 126% | 20 | 45% | 0.7 |
|
| 5278 |
5278
AIA Group
Hong Kong
| $76.2M | -$386M | -84% | 19.4% | 82.6% | 29 | 6.9% | 2.5 |
|
| 5279 |
5279
Millennium TVP Management
New York
| $75.9M | -$3.04M | -4% | 10.7% | – | 5 | 20% | 5 |
|
| 5280 |
YRHAM
5280
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $75.3M | -$6.2M | -8% | 81.9% | 2,310% | 23 | 82.61% | 0.1 |
|
| 5281 |
APG
5281
Andrew P. Goldfarb
| $75.3M | -$21M | -22% | 19.8% | – | 2 | 50% | 1 |
|
| 5282 |
5282
Savior LLC
Wellesley Hills,
Massachusetts
| $74.9M | – | – | 13.2% | 82.8% | 931 | – | 0 |
|
| 5283 |
5283
Portland Investment Counsel
Burlington,
Ontario, Canada
| $74.9M | -$15.5M | -17% | 4.74% | 108% | 37 | 37.84% | 3.9 |
|
| 5284 |
OCP
5284
OCO Capital Partners
New York
| $74.9M | – | – | 9.26% | 679% | 4 | – | 0 |
|
| 5285 |
5285
Harbert Fund Advisors
Birmingham,
Alabama
| $74.8M | +$7.62M | +11% | 10.3% | 70.8% | 14 | 28.57% | 0.7 |
|
| 5286 |
5286
Schooner Capital
Vero Beach,
Florida
| $74.4M | -$21.7M | -23% | 1.61% | 31.1% | 1 | 0% | 6.5 |
|
| 5287 |
5287
Virtus Investment Advisers
Hartford,
Connecticut
| $74.1M | +$4M | +6% | 1.08% | 172% | 7 | 28.57% | 0.4 |
|
| 5288 |
5288
Stadium Capital Management
New Canaan,
Connecticut
| $74M | -$92.2M | -55% | 11.6% | 10.9% | 10 | 20% | 2.8 |
|
| 5289 |
5289
Osmium Partners
Greenbrae,
California
| $73.8M | -$6.05M | -8% | 1.18% | 28.4% | 18 | 33.33% | 3.4 |
|
| 5290 |
5290
Mount Vernon Associates
Baltimore,
Maryland
| $73.4M | +$6.59M | +10% | 11.7% | 119% | 50 | 2% | 4.7 |
|
| 5291 |
5291
Moon Capital Management
New York
| $73.3M | -$200M | -73% | 2.87% | 76.3% | 19 | 47.37% | 2.4 |
|
| 5292 |
CMANY
5292
Capital Management Associates (New York)
New York
| $72.4M | +$7.7M | +12% | 10.3% | 205% | 104 | 23.08% | 2.4 |
|
| 5293 |
5293
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| $72.2M | – | – | 5.48% | – | 100 | – | 0 |
|
| 5294 |
5294
Phoenician Capital
New York
| $72.1M | -$22.7M | -24% | 18.5% | 41.1% | 16 | 25% | 0.9 |
|
| 5295 |
5295
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| $72M | – | – | 10.7% | 34.5% | 53 | – | 0 |
|
| 5296 |
5296
PVG Asset Management
Golden,
Colorado
| $71.7M | -$20.4M | -22% | 2.86% | – | 104 | 66.35% | 0.8 |
|
| 5297 |
5297
Accel London III Associates
Palo Alto,
California
| $71.7M | +$14.6M | +26% | 25.7% | – | 1 | 0% | 0.3 |
|
| 5298 |
5298
Gemsstock Ltd
London,
United Kingdom
| $71.3M | – | – | 10.3% | 149% | 9 | – | 0 |
|
| 5299 |
5299
CVI Holdings
Wilmington,
Delaware
| $71M | +$26.4M | +59% | 16.4% | 25.8% | 60 | 70% | 0.5 |
|
| 5300 |
5300
Mudrick Capital Management
New York
| $70.8M | +$15.8M | +29% | 20.5% | 212% | 2 | 0% | 1.1 |
|