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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
5776
Lucas Capital Management
Red Bank,
New Jersey
| $85.7M | +$11M | +15% | 13% | 44.5% | 47 | 19.15% | 4.4 |
|
| 5777 |
5777
Global Strategic Management
San Juan,
Puerto Rico
| $84.9M | +$7.06M | +9% | 9.73% | – | 38 | 28.95% | 1.2 |
|
| 5778 |
5778
FirstMark Capital OF II
New York
| $84.7M | – | – | 20.9% | – | 1 | – | 0 |
|
| 5779 |
5779
Lesa Sroufe & Co
Seattle,
Washington
| $83.7M | +$11.8M | +16% | 22% | – | 69 | 7.25% | 3.2 |
|
| 5780 |
5780
Yorktown Energy Partners VIII
New York
| $83.4M | +$36.2M | +77% | 80.8% | 15.2% | 2 | 0% | 4.3 |
|
| 5781 |
5781
First Reserve GP XIII
Stamford,
Connecticut
| $83.2M | +$10.6M | +15% | 14.6% | 5.56% | 1 | 0% | 3 |
|
| 5782 |
5782
Community Capital Management
Plantation,
Florida
| $83.1M | +$8.04M | +11% | 18.4% | 55.6% | 108 | 38.89% | 1.1 |
|
| 5783 |
5783
Mayo Clinic
Rochester,
Minnesota
| $83.1M | +$8.92M | +12% | 32.1% | – | 10 | 20% | 0.7 |
|
| 5784 |
5784
Green Alpha Advisors
Niwot,
Colorado
| $82.7M | – | – | 37% | 316% | 101 | – | 0 |
|
| 5785 |
5785
Sanctuary Wealth Management
Pocatello,
Idaho
| $82.3M | -$20.6M | -20% | 15.3% | – | 38 | 15.79% | 1.4 |
|
| 5786 |
GBA
5786
Garrison Bradford & Associates
New York
| $82.1M | +$11.1M | +16% | 15.5% | 62.2% | 59 | 16.95% | 3.9 |
|
| 5787 |
CAM
5787
CIF Asset Management
Hong Kong
| $82M | – | – | 51.7% | – | 9 | – | 0 |
|
| 5788 |
5788
Danda Trouve Investment Management
Prairie Village,
Kansas
| $81.9M | +$8.56M | +12% | 7.7% | 13% | 203 | 33% | 0.7 |
|
| 5789 |
5789
Goodwin Investment Advisory
Woodstock,
Georgia
| $81.7M | – | – | 12.3% | 60.8% | 94 | – | 0 |
|
| 5790 |
5790
Steinberg Asset Management
New York
| $81.6M | +$17.2M | +27% | 33% | 108% | 33 | 6.06% | 3.1 |
|
| 5791 |
5791
JNE Partners
London,
United Kingdom
| $81.5M | -$33M | -29% | 16.1% | 100% | 6 | 33.33% | 0.6 |
|
| 5792 |
5792
UG Investment Advisers
Taipei,
Taiwan
| $81.4M | – | – | 19% | 183% | 14 | – | 0.4 |
|
| 5793 |
RM
5793
Rudius Management
New York
| $80.8M | – | – | 15.4% | 0.71% | 3 | – | 0 |
|
| 5794 |
3LCM
5794
3D/L Capital Management
Hartford,
Connecticut
| $80.7M | – | – | 11.8% | 13.9% | 109 | – | 0 |
|
| 5795 |
5795
Lead Edge Capital Management
New York
| $80.6M | -$86.4M | -52% | 7.32% | 20.2% | 11 | 81.82% | 0.6 |
|
| 5796 |
5796
Opal Wealth Advisors
Jericho,
New York
| $79.8M | – | – | 12% | 62.3% | 73 | – | 0 |
|
| 5797 |
LBS
5797
Lawrence B. Seidman
| $79.8M | +$14.5M | +22% | 38.1% | 12.3% | 26 | 7.69% | 2.1 |
|
| 5798 |
5798
Alterna Wealth Management
Houston,
Texas
| $79.3M | +$10.3M | +15% | 10.6% | 52.9% | 105 | 32.38% | 1 |
|
| 5799 |
5799
Zebra Capital Management
Stamford,
Connecticut
| $78.8M | +$14.1M | +22% | 32.4% | 142% | 171 | 7.02% | 0.9 |
|
| 5800 |
5800
Yost Capital Management
Houston,
Texas
| $78.4M | -$38.2M | -33% | 33.4% | 125% | 16 | 68.75% | 0.4 |
|