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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
Long Corridor Asset Management
Hong Kong
| $85.4M | -$17.5M | -17% | 11% | 73.6% | 17 | 64.71% | 0.4 |
|
| 5802 |
CAM
5802
CIF Asset Management
Hong Kong
| $85.2M | -$19.4M | -19% | 18.2% | – | 9 | 11.11% | 0.5 |
|
| 5803 |
SCMU
5803
Steadfast Capital Management (UK)
London,
United Kingdom
| $85.1M | – | – | 2.08% | – | 36 | – | 0 |
|
| 5804 |
5804
OmniStar Financial Group
Wilmington,
North Carolina
| $84.6M | +$3.81M | +5% | 0.78% | 75.6% | 181 | 80.66% | 0.7 |
|
| 5805 |
5805
Echo Wealth Management
Plymouth,
Minnesota
| $84.4M | +$6.05M | +8% | 1.21% | 42.9% | 52 | 3.85% | 0.7 |
|
| 5806 |
5806
Asia Research & Capital Management
Hong Kong
| $84.1M | -$89M | -51% | 1.19% | – | 9 | 66.67% | 0.1 |
|
| 5807 |
5807
Brendel Financial Advisors
Hanover,
New Hampshire
| $83.8M | -$97.9M | -54% | 3.57% | 126% | 297 | 85.86% | 0.9 |
|
| 5808 |
5808
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| $83.8M | -$848K | -1% | 3.07% | – | 397 | 7.81% | 0.6 |
|
| 5809 |
5809
GuideStone Capital Management
Dallas,
Texas
| $83.3M | +$2.67M | +3% | 3.31% | 49.2% | 1 | 0% | 1.8 |
|
| 5810 |
HA
5810
Havens Advisors
New York
| $83.3M | -$42.7M | -34% | 9.76% | 460% | 65 | 61.54% | 0.3 |
|
| 5811 |
OFG
5811
OTA Financial Group
Purchase,
New York
| $83M | -$7.21M | -8% | 1.18% | 320% | 141 | 82.98% | 0.2 |
|
| 5812 |
5812
Danda Trouve Investment Management
Prairie Village,
Kansas
| $83M | -$1.26M | -1% | 1.3% | 13% | 205 | 39.02% | 1 |
|
| 5813 |
5813
Zebra Capital Management
Stamford,
Connecticut
| $82.5M | -$2.76M | -3% | 1.46% | 142% | 227 | 49.34% | 0.6 |
|
| 5814 |
WGA
5814
Weather Gauge Advisory
Williamsburg,
Virginia
| $82.4M | -$3.51M | -4% | 0.15% | 39.9% | 82 | 12.2% | 2.4 |
|
| 5815 |
5815
Adirondack Research & Management
Guilderland,
New York
| $82.2M | -$3.29M | -4% | 2.57% | 47.8% | 101 | 9.9% | 2.9 |
|
| 5816 |
5816
SRH Advisors
Salina,
Kansas
| $82.1M | +$1.87M | +2% | 1.12% | 55.7% | 315 | 6.98% | 4.5 |
|
| 5817 |
ER
5817
Enlightenment Research
Miami,
Florida
| $81.9M | +$3.33M | +4% | 2.2% | 195% | 222 | 85.59% | 0.1 |
|
| 5818 |
CFS
5818
Capital Financial Services
Clifton Park,
New York
| $81.8M | +$3M | +4% | 1.87% | – | 74 | 13.51% | 0.6 |
|
| 5819 |
HIH
5819
HRS Investment Holdings
New York
| $80.7M | +$169K | +0.2% | 0.21% | 21.5% | 1 | 0% | 2.8 |
|
| 5820 |
SCC
5820
Second Curve Capital
Radnor,
Pennsylvania
| $80.6M | +$2.19M | +3% | 6.11% | 160% | 25 | 28% | 1.2 |
|
| 5821 |
5821
MSD Capital
New York
| $80.2M | -$5.62M | -7% | 6.22% | 11.5% | 3 | 0% | 5.9 |
|
| 5822 |
7IH
5822
72 Investment Holdings
Stamford,
Connecticut
| $80.1M | +$16.6M | +26% | 6.39% | 1,556% | 4 | 50% | 0.3 |
|
| 5823 |
5823
Coalescence Partners Investment Management
New York
| $79.6M | +$8.77M | +12% | 38.8% | – | 9 | 66.67% | 0.3 |
|
| 5824 |
FTB
5824
First Trust Bank
Nassau,
Bahamas
| $79M | -$3.09M | -4% | 3.34% | 64.2% | 14 | 7.14% | 1.4 |
|
| 5825 |
5825
Blackcrane Capital
Bellevue,
Washington
| $78.5M | -$3.44M | -4% | 3.76% | 40% | 14 | 0% | 1.3 |
|