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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 |
5926
Seaport Global Asset Management
New York
| $51.3M | +$7.47M | +17% | 12.1% | – | 236 | 44.07% | 0.3 |
|
| 5927 |
CGIM
5927
Cannon Global Investment Management
Davie,
Florida
| $51.1M | -$7.76M | -13% | 5.59% | 136% | 119 | 88.24% | 0.1 |
|
| 5928 |
5928
Sound Point Capital Management
New York
| $51.1M | +$7.58M | +17% | 18.9% | 61.5% | 15 | 0% | 1.7 |
|
| 5929 |
5929
Verdad Advisers
Boston,
Massachusetts
| $51M | -$263M | -84% | 14.4% | – | 41 | 56.1% | 0.4 |
|
| 5930 |
WFO
5930
Wealthgate Family Office
Boulder,
Colorado
| $50.7M | -$22.8M | -31% | 6.25% | 28.7% | 39 | 64.1% | 0.5 |
|
| 5931 |
5931
Newfound Research
Wellesley Hills,
Massachusetts
| $50.5M | +$7.26M | +17% | 8.43% | 54.6% | 138 | 21.01% | 0.6 |
|
| 5932 |
5932
Castlelake
Minneapolis,
Minnesota
| $50.2M | +$3.35M | +7% | 6.88% | – | 1 | 0% | 0.5 |
|
| 5933 |
5933
Healthcare Value Capital
Woodcliff Lake,
New Jersey
| $50.2M | +$5.29M | +12% | 3.61% | 19% | 24 | 12.5% | 1 |
|
| 5934 |
5934
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $50.1M | +$4.61M | +10% | 9.37% | 42% | 97 | 6.19% | 2.9 |
|
| 5935 |
5935
Mittleman Investment Management
Melville,
New York
| $49.9M | +$5.52M | +12% | 21.7% | 11.6% | 5 | 0% | 3.4 |
|
| 5936 |
5936
Arlington Capital Management
Arlington Heights,
Illinois
| $49.9M | -$4.84M | -9% | 0.16% | 154% | 73 | 46.58% | 0.4 |
|
| 5937 |
AGC
5937
Alden Global Capital
Brandon,
Florida
| $49.8M | -$210M | -81% | 20.2% | 99.8% | 22 | 40.91% | 0.3 |
|
| 5938 |
SCA
5938
SMH Capital Advisors
Fort Worth,
Texas
| $49.7M | +$4.95M | +11% | 3.05% | 10.7% | 66 | 31.82% | 1.3 |
|
| 5939 |
CCP
5939
Camelot Capital Partners
Laguna Beach,
California
| $49.5M | -$3.58M | -7% | 6.74% | – | 1 | 0% | 1 |
|
| 5940 |
BC
5940
Breakline Capital
New York
| $49.4M | -$115M | -70% | 9.07% | – | 36 | 61.11% | 0.6 |
|
| 5941 |
1C
5941
1060 Capital
Denver,
Colorado
| $47.8M | -$26.9M | -36% | 28.2% | 301% | 29 | 79.31% | 0.4 |
|
| 5942 |
5942
RBA Wealth Management
Newport Beach,
California
| $47.1M | -$70.8M | -60% | 8.42% | 77.7% | 240 | 90.83% | 1.6 |
|
| 5943 |
5943
Mariner Investment Group
Harrison,
New York
| $46.1M | +$5.26M | +13% | 4.65% | – | 141 | 63.12% | 0.2 |
|
| 5944 |
5944
Mercer Investments
Boston,
Massachusetts
| $44.3M | +$22.9M | +107% | 8.35% | 33.1% | 7 | 42.86% | 2.4 |
|
| 5945 |
5945
Envoi LLC
Chanhassen,
Minnesota
| $43.3M | +$2.26M | +6% | 4.84% | 13.5% | 9 | 11.11% | 1.3 |
|
| 5946 |
5946
Fiduciary Counselling
Saint Paul,
Minnesota
| $43.2M | +$10.9M | +34% | 4.46% | 26.5% | 8 | 0% | 3.8 |
|
| 5947 |
5947
Westside Investment Management
Santa Monica,
California
| $43.1M | +$5.24M | +14% | 6.52% | 114% | 781 | 8.32% | 2.8 |
|
| 5948 |
MCP
5948
Moab Capital Partners
Southampton,
New York
| $42.5M | -$2.67M | -6% | 10% | 89.3% | 21 | 52.38% | 0.5 |
|
| 5949 |
DIM
5949
DC Investments Management
Mclean,
Virginia
| $42.5M | +$2.14M | +5% | 14.6% | 56.3% | 57 | 50.88% | 0.3 |
|
| 5950 |
5950
BCBSM Inc
Eagan,
Minnesota
| $42.4M | -$79.7M | -65% | 0.04% | – | 1 | 0% | 1.5 |
|