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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
IP
6376
Invenire Partners
Ridgefield,
Connecticut
| $65.4M | -$9.9M | -13% | 3.15% | – | 36 | 47.22% | 0.5 |
|
| 6377 |
6377
SBK Financial
Richmond,
Virginia
| $65.1M | -$11.4M | -15% | 5.91% | – | 69 | 10.14% | 0.7 |
|
| 6378 |
6378
Lewis Capital Management
Beverly Hills,
California
| $65.1M | -$4.93M | -7% | 5.3% | – | 60 | 5% | 0.7 |
|
| 6379 |
6379
Wedgewood Investors
Erie,
Pennsylvania
| $65M | -$5.71M | -8% | 2.88% | – | 90 | 7.78% | 6.9 |
|
| 6380 |
6380
Navis Wealth Advisors
Rye Brook,
New York
| $64.8M | -$28.6M | -31% | 3.74% | 107% | 99 | 21.21% | 1.5 |
|
| 6381 |
LDFO
6381
Louis-Dreyfus Family Office
Wilton,
Connecticut
| $64.7M | -$9.7M | -13% | 8.57% | – | 6 | 16.67% | 0.7 |
|
| 6382 |
BAM
6382
Bosun Asset Management
Chicago,
Illinois
| $64.7M | -$7.98M | -11% | 4.88% | 278% | 76 | 35.53% | 0.6 |
|
| 6383 |
6383
Yarra Square Partners
New York
| $64.4M | -$15M | -19% | 1.83% | 55.9% | 20 | 10% | 1.1 |
|
| 6384 |
6384
Stringer Asset Management
Memphis,
Tennessee
| $64.2M | +$17.5M | +38% | 4.6% | 16.4% | 36 | 47.22% | 1.5 |
|
| 6385 |
6385
OUP Management Company
Bala Cynwyd,
Pennsylvania
| $64.2M | -$8.44M | -12% | 1.12% | – | 15 | 0% | 0.8 |
|
| 6386 |
6386
Oaktree Fund Advisors
Los Angles,
California
| $64.2M | +$7.22M | +13% | 3.88% | 132% | 39 | 2.56% | 0.5 |
|
| 6387 |
6387
General Equity Holdings
Brooklyn,
New York
| $64.2M | -$16.3M | -20% | 3.51% | 775% | 14 | 35.71% | 0.8 |
|
| 6388 |
6388
Aristotle Pacific Capital
Newport Beach,
California
| $64.1M | -$73M | -53% | 1.53% | 1.84% | 12 | 50% | 1.4 |
|
| 6389 |
6389
Private Wealth Group
Tampa,
Florida
| $64M | -$16.8M | -21% | 5.13% | 52.9% | 42 | 4.76% | 2.5 |
|
| 6390 |
6390
Canaan Partners X
Menlo Park,
California
| $63.8M | +$5.96M | +10% | 11.6% | 55.4% | 3 | 33.33% | 1.9 |
|
| 6391 |
6391
Ativo Capital Management
Chicago,
Illinois
| $63.7M | -$84.8M | -57% | 7.84% | 63.8% | 128 | 66.41% | 2.1 |
|
| 6392 |
6392
USA Financial Formulas
Ada,
Michigan
| $63.5M | -$16.6M | -21% | 2.06% | 104% | 454 | 31.06% | 1.5 |
|
| 6393 |
BVLP
6393
Bailey Value Limited Partnership
Danvers,
Massachusetts
| $63.4M | -$13.1M | -17% | 7.95% | – | 11 | 9.09% | 0.8 |
|
| 6394 |
MPEM
6394
Marathon Partners Equity Management
New York
| $63.4M | +$1.6M | +3% | 12% | – | 23 | 43.48% | 1.6 |
|
| 6395 |
6395
Sage Investment Advisers
Wappingers Falls,
New York
| $63.3M | -$536K | -0.8% | 4.49% | – | 63 | 11.11% | 0.7 |
|
| 6396 |
6396
Coastwise Capital Group
La Jolla,
California
| $63.3M | -$18.8M | -23% | 5.4% | 88.8% | 107 | 17.76% | 0.5 |
|
| 6397 |
6397
Udine Wealth Management
Boca Raton,
Florida
| $63.3M | +$8.11M | +15% | 3.39% | 127% | 19 | 47.37% | 0.4 |
|
| 6398 |
FGIM
6398
First Growth Investment Manager
San Francisco,
California
| $63.2M | -$14.1M | -18% | 2.35% | – | 34 | 14.71% | 1.2 |
|
| 6399 |
6399
Madryn Asset Management
New York
| $63.2M | -$12.8M | -17% | 12.2% | – | 4 | 0% | 0.8 |
|
| 6400 |
6400
Commons Capital
Needham,
Massachusetts
| $63.2M | -$3M | -5% | 1.18% | 137% | 96 | 13.54% | 0.7 |
|