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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
5851
Ennismore Fund Management
London,
United Kingdom
| $71.7M | +$26.2M | +58% | 2.53% | – | 21 | 57.14% | 0.3 |
|
| 5852 |
5852
AtlasMark Financial
Austin,
Texas
| $71.6M | +$5.45M | +8% | 6.98% | – | 40 | 10% | 1.3 |
|
| 5853 |
5853
Olympus Peak Asset Management
Greenwich,
Connecticut
| $71.5M | -$542M | -88% | 1.57% | – | 15 | 26.67% | 0.2 |
|
| 5854 |
5854
University of Maryland Foundation
Adelphi,
Maryland
| $71.5M | -$693K | -1% | 6.63% | 54.9% | 5 | 0% | 1.2 |
|
| 5855 |
SCC
5855
Second Curve Capital
Radnor,
Pennsylvania
| $71M | +$23.1M | +48% | 29.8% | 160% | 21 | 33.33% | 1.4 |
|
| 5856 |
5856
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $70.8M | +$3.11M | +5% | 5.72% | 73.7% | 84 | 5.95% | 4.2 |
|
| 5857 |
5857
SRH Advisors
Salina,
Kansas
| $70.3M | +$9.8M | +16% | 7.87% | 55.7% | 310 | 7.42% | 4.3 |
|
| 5858 |
5858
Yorktown Energy Partners XI
New York
| $70M | +$53.9M | +335% | 65.2% | 105% | 2 | 50% | 2 |
|
| 5859 |
5859
Macroview Investment Management
Bethesda,
Maryland
| $69.8M | +$2.46M | +4% | 1.97% | 76.6% | 432 | 30.56% | 1.7 |
|
| 5860 |
5860
Groesbeck Investment Management
Paramus,
New Jersey
| $69.4M | +$8.36M | +14% | 10.6% | 155% | 94 | 14.89% | 3.1 |
|
| 5861 |
RAM
5861
Roumell Asset Management
Chevy Chase,
Maryland
| $69.2M | +$5.55M | +9% | 40% | 46.9% | 22 | 63.64% | 0.7 |
|
| 5862 |
5862
Hellman Jordan Management Company
Quincy,
Massachusetts
| $68.9M | +$37.4M | +119% | 15.5% | 205% | 65 | 83.08% | 0.2 |
|
| 5863 |
5863
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| $68.7M | -$27.9M | -29% | 0.99% | – | 371 | 14.82% | 0.2 |
|
| 5864 |
5864
ACME LLC
San Francisco,
California
| $68.3M | -$204M | -75% | 28.2% | 199% | 4 | 50% | 0.3 |
|
| 5865 |
GC
5865
Gratia Capital
Los Angeles,
California
| $67.6M | -$24.9M | -27% | 37.9% | 42.4% | 41 | 56.1% | 0.3 |
|
| 5866 |
5866
Corbett Road Capital Management
Mclean,
Virginia
| $67.2M | -$42.6M | -39% | 5.21% | – | 126 | 35.71% | 0.7 |
|
| 5867 |
5867
Dougherty Wealth Advisers
Wayzata,
Minnesota
| $66.3M | +$2.64M | +4% | 6.47% | 76.1% | 151 | 14.57% | 2.1 |
|
| 5868 |
5868
Fairpointe Capital
Chicago,
Illinois
| $66.3M | -$478M | -88% | 26.5% | 48.1% | 85 | 23.53% | 2.9 |
|
| 5869 |
FP
5869
Fiduciary Planning
Englewood,
Florida
| $66.2M | -$4.78M | -7% | 5.86% | 71.4% | 289 | 13.84% | 0.5 |
|
| 5870 |
7IH
5870
72 Investment Holdings
Stamford,
Connecticut
| $66.1M | -$676M | -91% | 34% | 1,556% | 3 | 66.67% | 0.1 |
|
| 5871 |
PAPAIJV
5871
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| $65.6M | +$579K | +0.9% | 19% | 168% | 12 | 25% | 2.2 |
|
| 5872 |
5872
Boardman Bay Capital Management
New York
| $65M | -$44.3M | -41% | 0.74% | 145% | 76 | 55.26% | 1 |
|
| 5873 |
5873
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $64.4M | -$11M | -15% | 0.47% | 2.88% | 6 | 16.67% | 3.7 |
|
| 5874 |
5874
ACAS LLC
Rancho Santa Fe,
California
| $63.8M | – | – | 3.65% | – | 75 | – | 0 |
|
| 5875 |
5875
Elm Ridge Management
Briarcliff Manor,
New York
| $63.8M | +$14.3M | +29% | 29.2% | 93.6% | 28 | 14.29% | 2.3 |
|