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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
LSC
5351
Lyon Street Capital
Sausalito,
California
| $58.7M | +$4.4M | +8% | 19.4% | – | 76 | 52.63% | 0.7 |
|
| 5352 |
5352
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $58.7M | -$12.9M | -18% | 10.8% | 42% | 181 | 50.28% | 2.3 |
|
| 5353 |
5353
ACME LLC
San Francisco,
California
| $58.6M | – | – | 2.68% | 199% | 2 | – | 0 |
|
| 5354 |
DCCA
5354
D.C. Capital Advisors
New York
| $58.2M | -$55.7M | -49% | 4.1% | 59.9% | 21 | 42.86% | 3.3 |
|
| 5355 |
5355
Alken Asset Management
London,
United Kingdom
| $58.2M | +$7.09M | +14% | 1.57% | 2.19% | 27 | 0% | 0.5 |
|
| 5356 |
VIA
5356
Vantis Investment Advisers
Miami,
Florida
| $57.8M | -$131M | -69% | 3.39% | 39.6% | 18 | 66.67% | 0.8 |
|
| 5357 |
5357
Yorktown Energy Partners IX
New York
| $57.4M | -$10M | -15% | 11.1% | 67.3% | 2 | 0% | 2.9 |
|
| 5358 |
5358
Atlas Venture Associates IX
Boston,
Massachusetts
| $57.4M | -$3.36M | -6% | 6.42% | 89.8% | 7 | 14.29% | 2.2 |
|
| 5359 |
5359
Security Benefit Life Insurance Company
Topeka,
Kansas
| $57.2M | +$4.66M | +9% | 2.55% | 60.6% | 6 | 0% | 0.9 |
|
| 5360 |
JDR
5360
Jay D. Rosenbaum
| $56.5M | +$4M | +8% | 9.3% | 12.9% | 49 | 2.04% | 3.7 |
|
| 5361 |
5361
Susquehanna International Group (Ireland)
Dublin,
Ireland
| $56.3M | +$2.42M | +4% | 12.6% | 5.26% | 36 | 63.89% | 0.3 |
|
| 5362 |
5362
Yorktown Energy Partners VIII
New York
| $55.9M | -$14.6M | -21% | 1.79% | 15.2% | 2 | 0% | 3.3 |
|
| 5363 |
5363
Spectrum Wealth Advisory Group
Granite Bay,
California
| $55.8M | +$5.53M | +11% | 7.09% | 67.9% | 27 | 3.7% | 0.7 |
|
| 5364 |
ACM
5364
Asymmetry Capital Management
San Francisco,
California
| $55.8M | +$9.14M | +20% | 25% | 300% | 44 | 75% | 0.4 |
|
| 5365 |
5365
FFL Partners
San Francisco,
California
| $55.2M | -$34.9M | -39% | 8.28% | 36.1% | 1 | 0% | 2 |
|
| 5366 |
CRM
5366
Capital Returns Management
Rye,
New York
| $54.9M | -$5.67M | -9% | 2.17% | 4.39% | 16 | 18.75% | 1.7 |
|
| 5367 |
5367
AB CarVal Investors
Minneapolis,
Minnesota
| $54.8M | -$38.3M | -41% | 0.09% | 24% | 4 | 50% | 1.3 |
|
| 5368 |
KLC
5368
Knowledge Leaders Capital
Denver,
Colorado
| $54.3M | +$27.8M | +105% | 1.84% | 51.6% | 32 | 43.75% | 0.5 |
|
| 5369 |
5369
Pinion Investment Advisors
Wichita,
Kansas
| $54M | +$5.12M | +10% | 6.27% | 75.4% | 115 | 6.09% | 1.5 |
|
| 5370 |
CC
5370
Carve Capital
Stockholm,
Sweden
| $53.3M | -$4.56M | -8% | 1.32% | 84.3% | 2 | 0% | 1.3 |
|
| 5371 |
5371
Mayfield XIII Management
Menlo Park,
California
| $53.2M | – | – | 5.34% | – | 1 | – | 0 |
|
| 5372 |
5372
Axar Capital Management
New York
| $53M | +$34.2M | +182% | 229% | 680% | 5 | 60% | 1.8 |
|
| 5373 |
5373
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
| $52.7M | +$3.1M | +6% | 6.24% | 47.7% | 1 | 0% | 2.5 |
|
| 5374 |
5374
Richmond Hill Investment Company
New York
| $52.6M | -$3.37M | -6% | 5.55% | 7.84% | 8 | 12.5% | 2.8 |
|
| 5375 |
5375
DG Capital Management
New York
| $52M | – | – | 1.11% | 76.7% | 9 | – | 1.1 |
|