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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6401 |
6401
FourWorld Capital Management
New York
| $63.1M | +$259K | +0.4% | 8.6% | 132% | 16 | 18.75% | 0.4 |
|
| 6402 |
6402
IDG China Venture Capital Fund V Associates
Hong Kong
| $63.1M | -$64.9M | -51% | 50.7% | 7.34% | 1 | 0% | 0.8 |
|
| 6403 |
6403
S.C. Financial Services
Scottsdale,
Arizona
| $63M | -$2.02M | -3% | 5.41% | – | 131 | 27.48% | 0.6 |
|
| 6404 |
6404
VELT Partners Investimentos
Sao Paolo,
Brazil
| $62.8M | -$45.7M | -42% | 20.1% | 19.4% | 5 | 40% | 1.4 |
|
| 6405 |
6405
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| $62.8M | -$4.56M | -7% | 2.49% | – | 71 | 35.21% | 0.7 |
|
| 6406 |
6406
Rho Capital Partners
New York
| $62.7M | +$3.84M | +7% | 6.84% | – | 3 | 0% | 4.2 |
|
| 6407 |
6407
Lattice Capital Management
Kirkland,
Washington
| $62.5M | +$7.6M | +14% | 1.55% | 187% | 61 | 8.2% | 0.7 |
|
| 6408 |
6408
H.L. Ormond & Company
Greenville,
North Carolina
| $62.4M | +$597K | +1% | 4.53% | – | 93 | 8.6% | 0.7 |
|
| 6409 |
6409
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
| $62.3M | -$32.2M | -34% | 4.33% | 82.2% | 63 | 31.75% | 1.7 |
|
| 6410 |
FTB
6410
First Trust Bank
Nassau,
Bahamas
| $62.2M | -$5.8M | -9% | 0.3% | 64.2% | 15 | 6.67% | 1.4 |
|
| 6411 |
6411
Venator Capital Management
Toronto,
Ontario, Canada
| $62.2M | -$3.63M | -6% | 22.6% | 154% | 46 | 58.7% | 0.9 |
|
| 6412 |
CCFP
6412
Charles Carroll Financial Partners
Kingston,
Massachusetts
| $62M | -$14.5M | -19% | 4.69% | – | 48 | 25% | 0.5 |
|
| 6413 |
6413
Willner & Heller
Encino,
California
| $62M | -$2.3M | -4% | 5.06% | – | 119 | 6.72% | 0.7 |
|
| 6414 |
CGIM
6414
Cannon Global Investment Management
Davie,
Florida
| $61.9M | +$56.3M | +1,013% | 4.11% | 136% | 29 | 96.55% | 0 |
|
| 6415 |
AFG
6415
Alterity Financial Group
Bangor,
Maine
| $61.9M | -$5.34M | -8% | 5.07% | – | 86 | 13.95% | 1.3 |
|
| 6416 |
6416
F/M Investments
Washington,
District of Columbia
| $61.7M | -$64.8M | -51% | 4.12% | 101% | 89 | 89.89% | 0.4 |
|
| 6417 |
6417
Sonen Capital
San Francisco,
California
| $61.7M | -$8.25M | -12% | 1.89% | – | 110 | 14.55% | 0.6 |
|
| 6418 |
6418
Palliser Capital (UK)
London,
United Kingdom
| $61.6M | -$6.4M | -9% | 5.05% | 57% | 12 | 41.67% | 0.4 |
|
| 6419 |
6419
Forager Funds Management
Sydney,
Australia
| $61.3M | -$2.13M | -3% | 0.16% | – | 26 | 19.23% | 0.6 |
|
| 6420 |
AFA
6420
Atlas Financial Advisors
Oroville,
California
| $61.1M | -$26.5M | -30% | 4.68% | 5.34% | 23 | 47.83% | 0.6 |
|
| 6421 |
6421
Centerstone Investors
New York
| $61.1M | -$25.7M | -30% | 6.85% | 73.7% | 23 | 8.7% | 2.8 |
|
| 6422 |
6422
DHK Financial Advisors
Portsmouth,
New Hampshire
| $60.9M | -$43.6M | -42% | 7.74% | 46.1% | 46 | 41.3% | 0.6 |
|
| 6423 |
6423
Beecher Investors
Darien,
Connecticut
| $60.9M | -$8.26M | -12% | 3.03% | – | 16 | 25% | 0.8 |
|
| 6424 |
6424
Bregal Investments
New York
| $60.8M | -$16.6M | -21% | 21.4% | – | 1 | 0% | 1.8 |
|
| 6425 |
6425
Bregal North America General Partner Jersey
St. Helier,
Jersey
| $60.8M | -$16.6M | -21% | 21.4% | 71.3% | 1 | 0% | 1.8 |
|