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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
SVI
5876
Strategic Vision Investment
Hong Kong
| $62.1M | -$228M | -79% | 0.59% | 95.6% | 23 | 73.91% | 2.2 |
|
| 5877 |
NAM
5877
Newfleet Asset Management
Hartford,
Connecticut
| $62.1M | -$188M | -75% | 0.09% | – | 13 | 23.08% | 0.8 |
|
| 5878 |
SWG
5878
Summit Wealth Group
White River Junction,
Vermont
| $62.1M | -$97.3M | -61% | 0.72% | 53% | 225 | 94.22% | 0.2 |
|
| 5879 |
SCIM
5879
Spring Creek Investment Management
Philadelphia,
Pennsylvania
| $61.3M | -$2.54M | -4% | 8.59% | 45.9% | 13 | 53.85% | 3 |
|
| 5880 |
SOW
5880
State of Wyoming
Cheyenne,
Wyoming
| $61M | – | – | 6.49% | 131% | 569 | – | 0 |
|
| 5881 |
NVIM
5881
New Vernon Investment Management
Highland Park,
Illinois
| $60.4M | +$7.72M | +15% | 13.9% | 83.1% | 38 | 5.26% | 10.8 |
|
| 5882 |
ACI
5882
Amazon.com Inc
Seattle,
Washington
| $60.3M | +$19.8M | +49% | 10.7% | 32.2% | 2 | 50% | 0.5 |
|
| 5883 |
CGIM
5883
Cannon Global Investment Management
Davie,
Florida
| $58.9M | +$50.6M | +607% | 11.9% | 136% | 97 | 98.97% | 0 |
|
| 5884 |
OH
5884
Oikos Holdings
New York
| $58.8M | -$77.1M | -57% | 6.03% | 5.54% | 3 | 66.67% | 3 |
|
| 5885 |
MWC
5885
MKD Wealth Coaches
Troy,
Michigan
| $58.6M | -$3.8M | -6% | 7.86% | – | 26 | 23.08% | 4.4 |
|
| 5886 |
HCM
5886
Horton Capital Management
Philadelphia,
Pennsylvania
| $58.4M | -$28.3M | -33% | 24.1% | – | 7 | 14.29% | 5 |
|
| 5887 |
JDR
5887
Jay D. Rosenbaum
| $58.3M | +$797K | +1% | 4.7% | 12.9% | 45 | 0% | 16.2 |
|
| 5888 |
WH
5888
Wolfswood Holdings
New York
| $58.3M | +$33.2M | +133% | 2.57% | 41.6% | 26 | 96.15% | 0 |
|
| 5889 |
SPWG
5889
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $57.9M | +$22.1M | +62% | 11.2% | 67.4% | 168 | 9.52% | 0.9 |
|
| 5890 |
SNN
5890
Shen Neil Nanpeng
| $57.8M | +$2.54M | +5% | 7.08% | 50.3% | 8 | 50% | 1.7 |
|
| 5891 |
CIM
5891
Coastal Investment Management
Los Angeles,
California
| $57.4M | +$3.3M | +6% | 2.07% | – | 28 | 64.29% | 0.8 |
|
| 5892 |
CP
5892
Covalent Partners
Concord,
Massachusetts
| $57.4M | +$21M | +58% | 14.1% | 36.6% | 56 | 76.79% | 1.1 |
|
| 5893 |
CC
5893
Cedar Capital
Barrington,
Illinois
| $56.9M | +$2M | +4% | 7.33% | 98% | 60 | 31.67% | 3.5 |
|
| 5894 |
FNBSF
5894
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $56.4M | +$10.4M | +23% | 8.74% | 65.4% | 88 | 15.91% | 14 |
|
| 5895 |
MAG
5895
Mayfair Advisory Group
Birmingham,
Alabama
| $55.9M | +$4.84M | +9% | 7.47% | 64.6% | 96 | 21.88% | 2.5 |
|
| 5896 |
FRM
5896
Fox Run Management
Greenwich,
Connecticut
| $55.5M | +$5.93M | +12% | 13.7% | 64% | 348 | 91.95% | 0.2 |
|
| 5897 |
CIR
5897
Clear Investment Research
Alpharetta,
Georgia
| $55.3M | -$10K | -0% | 5.64% | 48.5% | 134 | 6.72% | 11.4 |
|
| 5898 |
MCMI
5898
Matrix China Management III
Grand Cayman,
Cayman Islands
| $55.1M | – | – | 104% | – | 2 | – | 0 |
|
| 5899 |
ACM
5899
Arlington Capital Management
Arlington Heights,
Illinois
| $54.7M | -$18.6M | -25% | 0.71% | 154% | 86 | 53.49% | 1.3 |
|
| 5900 |
AGFIA
5900
Accel Growth Fund IV Associates
Palo Alto,
California
| $54.5M | -$1.67M | -3% | 2.89% | 61.4% | 2 | 0% | 3 |
|