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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
5476
Capital Innovations
Pewaukee,
Wisconsin
| $14.1M | -$18.4M | -57% | 8.44% | – | 53 | 47.17% | 2.7 |
|
| 5477 |
PIM
5477
Partner Investment Management
San Francisco,
California
| $13.9M | -$44.5M | -76% | 25.2% | 168% | 80 | 66.25% | 0.8 |
|
| 5478 |
5478
Sequoia Wealth Management
Hoffman Estates,
Illinois
| $12.9M | -$36M | -74% | 7.64% | – | 56 | 66.07% | 1.3 |
|
| 5479 |
5479
M Financial Asset Management
Portland,
Oregon
| $12.9M | +$859K | +7% | 6.97% | 7.58% | 7 | 0% | 2 |
|
| 5480 |
ARIS
5480
Advanced Research Investment Solutions
Los Angeles,
California
| $12.8M | – | – | 1.04% | 13.1% | 21 | – | 0 |
|
| 5481 |
CIM
5481
Castleton Investment Management
Stamford,
Connecticut
| $12M | -$637K | -5% | 5.03% | 15.1% | 1 | 0% | 4 |
|
| 5482 |
5482
Alphadyne Asset Management
New York
| $11.9M | -$21M | -64% | 7.43% | 159% | 12 | 66.67% | 0.1 |
|
| 5483 |
VL
5483
Vorpal LLC
Nashville,
Tennessee
| $11.8M | -$278K | -2% | 1.47% | 39.7% | 1 | 0% | 1 |
|
| 5484 |
5484
StepStone Group
La Jolla,
California
| $9.8M | -$47.5M | -83% | 50.8% | 107% | 4 | 100% | 0 |
|
| 5485 |
5485
Kevin Tang
| $8.44M | +$5.62M | +200% | 17.8% | – | 2 | 0% | 0.8 |
|
| 5486 |
5486
Domini Impact Investments
New York
| $7.6M | +$1.15M | +18% | 12.6% | 231% | 24 | 20.83% | 1.6 |
|
| 5487 |
MCG
5487
Meru Capital Group
New York
| $7.41M | – | – | 4.88% | – | 3 | – | 0 |
|
| 5488 |
5488
Index Venture Associates IV
St. Helier, Channel Islands,
Jersey
| $7.37M | – | – | 8.26% | – | 1 | – | 0 |
|
| 5489 |
5489
Transamerica Financial Advisors
St. Petersburg,
Florida
| $7.22M | -$645K | -8% | 4.6% | 77.1% | 136 | 32.35% | 2.8 |
|
| 5490 |
5490
Spinnaker Capital (UK)
London England,
United Kingdom
| $7.21M | – | – | 12.6% | – | 2 | – | 0 |
|
| 5491 |
RG
5491
Raynor Geoffrey
| $6.83M | +$2.43M | +55% | 10.4% | 31% | 3 | 66.67% | 0.7 |
|
| 5492 |
5492
SpiderRock Advisors
Wilimington,
Delaware
| $6.71M | -$1.99M | -23% | – | – | 149 | 0% | 0.7 |
|
| 5493 |
5493
Virtus Alternative Investment Advisers
Hartford,
Connecticut
| $6.65M | +$2.01M | +43% | 3.96% | 42.8% | 250 | 97.6% | 0 |
|
| 5494 |
QCMA
5494
Quad Capital Management Advisors
New York
| $6.56M | -$193M | -97% | 10.8% | – | 83 | 92.77% | 0.2 |
|
| 5495 |
5495
Yorktown Energy Partners VI
New York
| $6.5M | -$463K | -7% | 5.75% | 8.46% | 5 | 0% | 1.7 |
|
| 5496 |
5496
First Western Capital Management
Los Angeles,
California
| $6.3M | -$118K | -2% | 5.28% | 43% | 25 | 8% | 3.9 |
|
| 5497 |
5497
Mercer Investments
Boston,
Massachusetts
| $5.76M | +$912K | +19% | 7.78% | 33.1% | 2 | 0% | 6.5 |
|
| 5498 |
5498
One William Street Capital Management
New York
| $5.66M | +$365K | +7% | 6.88% | 44% | 1 | 0% | 1 |
|
| 5499 |
5499
QCM Cayman
Houston,
Texas
| $5.47M | -$1.44M | -21% | 13.1% | 74% | 57 | 89.47% | 0.1 |
|
| 5500 |
SC
5500
Salzman & Co
Pittsford,
New York
| $5.08M | -$20.8M | -80% | 2.64% | 15.7% | 6 | 100% | 0 |
|