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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
SCA
5926
SMH Capital Advisors
Fort Worth,
Texas
| $39.5M | -$3.5M | -8% | 5.21% | 10.7% | 51 | 27.45% | 1.4 |
|
| 5927 |
NR
5927
Newfound Research
Wellesley Hills,
Massachusetts
| $38.9M | +$3.87M | +11% | 11.5% | 54.6% | 171 | 61.99% | 0.2 |
|
| 5928 |
EOCM
5928
Energy Opportunities Capital Management
Austin,
Texas
| $37.3M | +$9.79M | +36% | 44.2% | 211% | 38 | 15.79% | 1.9 |
|
| 5929 |
WIM
5929
Westside Investment Management
Santa Monica,
California
| $36.5M | -$183M | -83% | 10.1% | 114% | 703 | 8.11% | 2.8 |
|
| 5930 |
CP
5930
Covalent Partners
Concord,
Massachusetts
| $36.4M | +$13.7M | +61% | 17.9% | 36.6% | 26 | 57.69% | 0.7 |
|
| 5931 |
NPGCU
5931
Napier Park Global Capital (US)
New York
| $36M | -$39.3M | -52% | 6.86% | 237% | 11 | 63.64% | 0.4 |
|
| 5932 |
AC
5932
Alatus Capital
Geneva,
Switzerland
| $35.9M | -$51M | -59% | 24.7% | 33% | 1 | 0% | 3 |
|
| 5933 |
SPWG
5933
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $35.8M | – | – | 14.2% | 67.4% | 156 | – | 0 |
|
| 5934 |
LC
5934
Lubar & Co
Milwaukee,
Wisconsin
| $35.7M | -$13M | -27% | 27% | – | 6 | 0% | 5.5 |
|
| 5935 |
CIC
5935
Cincinnati Indemnity Company
Fairfield,
Ohio
| $35.5M | +$4.51M | +15% | 16.1% | 33.1% | 12 | 0% | 4.7 |
|
| 5936 |
LAM
5936
Lingohr Asset Management
Duesseldorf,
Germany
| $34.6M | +$6.33M | +22% | 33.6% | 141% | 98 | 9.18% | 1.3 |
|
| 5937 |
YF
5937
Yu Fan
| $34.4M | – | – | 60% | 42.7% | 4 | – | 0 |
|
| 5938 |
PAIA
5938
Park Avenue Institutional Advisers
New York
| $34.2M | +$15.6M | +84% | 3.96% | – | 8 | 12.5% | 0.7 |
|
| 5939 |
YEPI
5939
Yorktown Energy Partners IX
New York
| $33M | -$7.56M | -19% | 17.7% | 67.3% | 2 | 50% | 3.8 |
|
| 5940 |
AGA
5940
Accuvest Global Advisors
Provo,
Utah
| $32.9M | +$2.46M | +8% | 14.5% | 130% | 44 | 38.64% | 1.5 |
|
| 5941 |
CPR
5941
CSU Producer Resources
Fairfield,
Ohio
| $32.5M | +$2.56M | +9% | 13.1% | 82.3% | 24 | 4.17% | 3.6 |
|
| 5942 |
WWM
5942
WJ Wealth Management
Glendale,
Arizona
| $32.1M | +$1.27M | +4% | 9.58% | 90.6% | 38 | 21.05% | 0.7 |
|
| 5943 |
QT
5943
Quantamental Technologies
White Plains,
New York
| $32.1M | -$103M | -76% | 14.6% | 24.2% | 305 | 86.89% | 0.2 |
|
| 5944 |
BM
5944
Belfer Management
New York
| $32M | +$3.04M | +10% | 10.5% | 80.6% | 1 | 0% | 5.5 |
|
| 5945 |
PFM
5945
Probabilities Fund Management
White Plains,
New York
| $32M | +$1.74M | +6% | 20.5% | – | 14 | 28.57% | 1.9 |
|
| 5946 |
5946
Mesirow Financial Investment Management
Chicago,
Illinois
| $31.6M | +$8.29M | +36% | 43.8% | 70% | 128 | 46.09% | 0.7 |
|
| 5947 |
HJMC
5947
Hellman Jordan Management Company
Quincy,
Massachusetts
| $31.5M | -$21.1M | -40% | 52.7% | 203% | 28 | 64.29% | 0.4 |
|
| 5948 |
C
5948
Castlelake
Minneapolis,
Minnesota
| $31.4M | – | – | 30.9% | – | 1 | – | 0 |
|
| 5949 |
SA
5949
SL Advisors
Westfield,
New Jersey
| $30.9M | +$3.5M | +13% | 14.7% | 74.1% | 49 | 8.16% | 3.3 |
|
| 5950 |
OEP
5950
Ocean Endowment Partners
Chicago,
Illinois
| $30.9M | -$32.2M | -51% | 11.2% | – | 11 | 9.09% | 0.9 |
|