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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
Matrix VIII US Management
Cambridge,
Massachusetts
| $4.87M | +$185K | +4% | 3.94% | – | 2 | 0% | 2.3 |
|
| 5502 |
5502
HealthCor Partners Management
Charleston,
South Carolina
| $3.93M | – | – | 3.86% | – | 1 | – | 0 |
|
| 5503 |
5503
Odey Holdings (Switzerland)
Zurich, Switzerland,
Switzerland
| $2.86M | -$1.89M | -40% | 12.2% | 104% | 13 | 7.69% | 2.4 |
|
| 5504 |
5504
TradeLink Capital
Chicago,
Illinois
| $2.51M | -$11.8M | -82% | 11.2% | 73.7% | 29 | 100% | 0 |
|
| 5505 |
TCP
5505
Tyndall Capital Partners
New York
| $2.32M | -$388K | -14% | 6.07% | – | 3 | 33.33% | 3.1 |
|
| 5506 |
FM
5506
Factorial Management
Hong Kong
| $2.28M | -$3.13M | -58% | 4.64% | – | 3 | 33.33% | 0.4 |
|
| 5507 |
5507
Ruggie Capital Group
Tavares,
Florida
| $1.7M | -$73.7M | -98% | 7.4% | 22% | 116 | 84.48% | 1.2 |
|
| 5508 |
5508
Park Avenue Institutional Advisers
New York
| $1.61M | -$740K | -31% | 3.72% | – | 4 | 25% | 1.5 |
|
| 5509 |
5509
Emory University
Atlanta,
Georgia
| $1.6M | -$49.1M | -97% | 0.72% | – | 20 | 90% | 1.3 |
|
| 5510 |
5510
Legg Mason
Baltimore,
Maryland
| $1.34M | +$17K | +1% | 2.58% | 1.6% | 28 | 0% | 1.4 |
|
| 5511 |
5511
Marcato Capital Management
San Francisco,
California
| $1.2M | -$126M | -99% | 71.1% | 142% | 4 | 75% | 2 |
|
| 5512 |
TA
5512
Thor Advisors
New York
| $1.02M | -$86.5M | -99% | 31.2% | – | 289 | 98.96% | 0.3 |
|
| 5513 |
BRA
5513
Blue Rock Advisors
Wayzata,
Minnesota
| $785K | -$91K | -10% | 36.2% | – | 3 | 0% | 1.3 |
|
| 5514 |
CI
5514
CMT Investments
Chicago,
Illinois
| $688K | -$272K | -28% | 2.26% | 17.3% | 2 | 50% | 0.5 |
|
| 5515 |
5515
Symetra Life Insurance
Bellevue,
Washington
| $512K | +$2K | +0.4% | 0.38% | – | 1 | 0% | 0.3 |
|
| 5516 |
5516
American Beacon Advisors
Irving,
Texas
| $244K | +$32K | +15% | 19.1% | – | 8 | 50% | 0.4 |
|
| 5517 |
5517
Chessman Wealth Strategies RIA
Dallas,
Texas
| $211K | -$3.46M | -94% | 0.09% | – | 5 | 80% | 0.5 |
|
| 5518 |
5518
Silicon Hills Wealth Management
Austin,
Texas
| $131K | – | – | 6.79% | 30.9% | 315 | – | 0 |
|