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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
5826
Macroview Investment Management
Bethesda,
Maryland
| $77.3M | +$2.69M | +4% | 0.69% | 76.6% | 494 | 34.41% | 1.9 |
|
| 5827 |
5827
Wedgewood Investors
Erie,
Pennsylvania
| $76.9M | -$2.48M | -3% | 1.97% | – | 95 | 3.16% | 5.7 |
|
| 5828 |
5828
Ocean Arete
Hong Kong
| $76M | -$5.97M | -7% | 33.9% | – | 12 | 41.67% | 0.5 |
|
| 5829 |
RAM
5829
Roumell Asset Management
Chevy Chase,
Maryland
| $75.5M | -$10.1M | -12% | 15.6% | 46.9% | 22 | 40.91% | 0.9 |
|
| 5830 |
5830
Grand Central Investment Group
Tampa,
Florida
| $75.4M | -$36.8M | -33% | 6.18% | – | 38 | 5.26% | 0.7 |
|
| 5831 |
5831
OneAscent Financial Services
Birmingham,
Alabama
| $75M | – | – | 0.39% | 63.8% | 91 | – | 1.1 |
|
| 5832 |
5832
AtlasMark Financial
Austin,
Texas
| $74.8M | -$1.52M | -2% | 1.25% | – | 39 | 0% | 1.8 |
|
| 5833 |
5833
Spinnaker Capital
Boston,
Massachusetts
| $74.7M | -$6.15M | -8% | 19.2% | 12.4% | 2 | 0% | 3.8 |
|
| 5834 |
5834
Atlassian
San Francisco,
California
| $74.6M | -$35.8M | -32% | 32.4% | – | 1 | 0% | 0.8 |
|
| 5835 |
5835
Billings Capital Management
Arlington,
Virginia
| $74.5M | -$4.15M | -5% | 4.43% | – | 7 | 0% | 2.2 |
|
| 5836 |
TI
5836
Telemetry Investments
New York
| $74.2M | +$1.49M | +2% | 2.18% | 77.4% | 206 | 54.85% | 0.5 |
|
| 5837 |
5837
Piper Sandler & Co
Minneapolis,
Minnesota
| $73.5M | -$34.1M | -32% | 1% | 0.05% | 21 | 52.38% | 0.2 |
|
| 5838 |
5838
Elm Ridge Management
Briarcliff Manor,
New York
| $72.7M | +$3.01M | +4% | 7.9% | 93.6% | 31 | 12.9% | 2.6 |
|
| 5839 |
5839
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $72.4M | -$1.5M | -2% | 2.27% | 72.3% | 179 | 11.17% | 0.7 |
|
| 5840 |
5840
Foresite Capital Management III
Larkspur,
California
| $72.1M | -$22.2M | -24% | 5.38% | 444% | 8 | 25% | 2.4 |
|
| 5841 |
CIM
5841
Coastal Investment Management
Los Angeles,
California
| $71.8M | +$9.7M | +16% | 7.56% | – | 17 | 35.29% | 0.6 |
|
| 5842 |
5842
ACAS LLC
Rancho Santa Fe,
California
| $71.8M | +$1.11M | +2% | 0.36% | – | 79 | 3.8% | 0.5 |
|
| 5843 |
5843
Hellman Jordan Management Company
Quincy,
Massachusetts
| $71.7M | +$15.4M | +27% | 1.68% | 205% | 64 | 26.56% | 0.5 |
|
| 5844 |
SAM
5844
Strategic Asset Management
Rochester,
Minnesota
| $71.1M | – | – | 0.88% | – | 467 | – | 0 |
|
| 5845 |
5845
Financial Council
Towson,
Maryland
| $70.9M | – | – | 0.18% | 80% | 42 | – | 0 |
|
| 5846 |
5846
Tanaka Capital Management
New York
| $70.1M | -$3.92M | -5% | 1.67% | – | 55 | 1.82% | 4.9 |
|
| 5847 |
5847
Panview Asian Equity Master Fund
Central,
Hong Kong
| $69.5M | -$56.4M | -45% | 0.24% | 145% | 12 | 41.67% | 0.5 |
|
| 5848 |
LC
5848
LNZ Capital
New York
| $69.4M | -$68.7M | -50% | 0.06% | 58.8% | 25 | 92% | 0.1 |
|
| 5849 |
5849
Oder Investment Management
Woodland Hills,
California
| $68.2M | -$8.49M | -11% | 0.36% | 97.5% | 85 | 12.94% | 0.7 |
|
| 5850 |
5850
Six Columns Capital
Dallas,
Texas
| $68M | -$475M | -87% | 5.95% | – | 51 | 84.31% | 0.4 |
|