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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
BCBSM Inc
Eagan,
Minnesota
| $42.4M | -$43K | -0.1% | 0.16% | – | 1 | 0% | 1.8 |
|
| 5927 |
5927
Kelso & Company
New York
| $42.3M | -$117M | -74% | 21.2% | – | 1 | 0% | 0.5 |
|
| 5928 |
SCIM
5928
Spring Creek Investment Management
Philadelphia,
Pennsylvania
| $42.3M | -$30.5M | -42% | 0.74% | 45.9% | 12 | 41.67% | 0.9 |
|
| 5929 |
5929
Lancaster Investment Management
London,
United Kingdom
| $42.3M | +$40M | +1,724% | 1.29% | 0.78% | 6 | 66.67% | 0.2 |
|
| 5930 |
5930
Scion Asset Management
Saratoga,
California
| $41.7M | -$2.04B | -98% | 2.94% | 1.91% | 25 | 88% | 0.3 |
|
| 5931 |
BRA
5931
Blue Rock Advisors
Wayzata,
Minnesota
| $41.7M | -$18.5M | -31% | 5.44% | – | 40 | 62.5% | 0.4 |
|
| 5932 |
5932
RBA Wealth Management
Newport Beach,
California
| $41.5M | -$5.62M | -12% | 0.91% | 77.7% | 24 | 16.67% | 1.9 |
|
| 5933 |
MCP
5933
Moab Capital Partners
Southampton,
New York
| $41M | -$1.51M | -4% | 1.56% | 89.3% | 25 | 36% | 0.7 |
|
| 5934 |
VM
5934
Valinor Management
New York
| $41M | -$39.8M | -49% | 32.7% | 12.8% | 1 | 0% | 4 |
|
| 5935 |
5935
Seaport Global Asset Management
New York
| $39.9M | -$11.4M | -22% | 19.7% | – | 243 | 34.16% | 0.4 |
|
| 5936 |
5936
SevenOneSeven Capital Management
Lancaster,
Pennsylvania
| $39.6M | +$1.12M | +3% | 1.06% | 12.4% | 49 | 0% | 0.4 |
|
| 5937 |
5937
L2 Asset Management
Wayland,
Massachusetts
| $39.6M | -$68.3M | -63% | 0.81% | 128% | 101 | 49.5% | 0.9 |
|
| 5938 |
5938
SL Advisors
Westfield,
New Jersey
| $39.6M | +$266K | +0.7% | 1.62% | 74.1% | 50 | 2% | 4 |
|
| 5939 |
NCP
5939
NexWave Capital Partners
New York
| $38.8M | -$13.3M | -26% | 0.02% | – | 37 | 8.11% | 0.8 |
|
| 5940 |
EOCM
5940
Energy Opportunities Capital Management
Austin,
Texas
| $38.8M | -$479K | -1% | 0.69% | 211% | 42 | 9.52% | 2.3 |
|
| 5941 |
5941
Wealth CMT
Cherry Hill,
New Jersey
| $38.5M | -$115M | -75% | 1.72% | 25% | 16 | 87.5% | 0.9 |
|
| 5942 |
5942
Cincinnati Indemnity Company
Fairfield,
Ohio
| $38.5M | -$745K | -2% | 1.64% | 33.1% | 12 | 0% | 4.8 |
|
| 5943 |
5943
UG Investment Advisers
Taipei,
Taiwan
| $38.5M | -$13.1M | -25% | 25.9% | 172% | 20 | 50% | 0.4 |
|
| 5944 |
5944
Wilshire Advisors
Santa Monica,
California
| $37.6M | -$1.53M | -4% | 2.37% | 118% | 11 | 36.36% | 3.1 |
|
| 5945 |
5945
Lingohr Asset Management
Duesseldorf,
Germany
| $37.5M | -$2.22M | -6% | 2.09% | 141% | 81 | 6.17% | 1.6 |
|
| 5946 |
5946
Mariner Investment Group
Harrison,
New York
| $36.9M | -$9.18M | -20% | 1.02% | – | 160 | 48.13% | 0.3 |
|
| 5947 |
5947
QCM Cayman
Houston,
Texas
| $36.6M | -$2.14M | -6% | 3.61% | 74% | 194 | 84.54% | 0.1 |
|
| 5948 |
5948
Genworth Financial
Glen Allen,
Virginia
| $36.2M | +$9.7M | +37% | 0.03% | 73.6% | 2 | 50% | 0.4 |
|
| 5949 |
CCP
5949
Camelot Capital Partners
Laguna Beach,
California
| $35.8M | -$13.7M | -28% | 27.7% | – | 1 | 0% | 1.3 |
|
| 5950 |
GC
5950
Gruss & Co
West Palm Beach,
Florida
| $35.8M | +$8.2M | +30% | 1.67% | 163% | 32 | 31.25% | 2 |
|