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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6451 |
6451
Versant Venture Management
San Francisco,
California
| $58.7M | -$6.58M | -10% | 2.89% | 409% | 8 | 0% | 3.7 |
|
| 6452 |
6452
AJU IB Investment Company
Seoul,
South Korea
| $58.4M | +$6.77M | +13% | 20.6% | – | 7 | 0% | 1.3 |
|
| 6453 |
ICM
6453
ISZO Capital Management
New York
| $58.3M | -$5.32M | -8% | 0.82% | 68.2% | 8 | 50% | 1 |
|
| 6454 |
6454
Guild Investment Management
Los Angeles,
California
| $58.3M | -$7.92M | -12% | 2.72% | 101% | 69 | 23.19% | 1.7 |
|
| 6455 |
6455
Lockheed Martin
Bethesda,
Maryland
| $58.3M | -$40.2M | -41% | 21.9% | – | 6 | 50% | 0.4 |
|
| 6456 |
6456
Foresight Capital Management Advisors
Saline,
Michigan
| $58M | -$7.38M | -11% | 6.61% | – | 51 | 15.69% | 0.5 |
|
| 6457 |
6457
Totem Point Management
New York
| $58M | +$11.6M | +25% | 0.51% | 577% | 16 | 56.25% | 1.2 |
|
| 6458 |
6458
Cohen & Co Financial Management
New York
| $57.9M | -$43.5M | -43% | 5.78% | – | 80 | 76.25% | 0.2 |
|
| 6459 |
6459
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| $57.9M | -$3.77M | -6% | 6.02% | 58.1% | 43 | 11.63% | 0.6 |
|
| 6460 |
SAM
6460
Strategic Asset Management
Rochester,
Minnesota
| $57.7M | -$4.63M | -7% | 4.58% | – | 645 | 11.63% | 0.8 |
|
| 6461 |
6461
Hellman Jordan Management Company
Quincy,
Massachusetts
| $57.6M | -$16.7M | -22% | 2.31% | 205% | 65 | 44.62% | 0.9 |
|
| 6462 |
6462
AH Equity Partners III (Parallel)
Menlo Park,
California
| $57.6M | +$15.4M | +36% | 36.9% | 33.1% | 2 | 0% | 0.9 |
|
| 6463 |
6463
Triad Investment Management
Newport Beach,
California
| $57.6M | -$9.9M | -15% | 4.14% | – | 64 | 20.31% | 2 |
|
| 6464 |
6464
Syncona Portfolio
St Peter Port,
Guernsey
| $57.5M | -$12.8M | -18% | 17.3% | 6.19% | 4 | 0% | 0.8 |
|
| 6465 |
TPL
6465
Tao Pro LLC
San Francisco,
California
| $57.4M | +$3.92M | +7% | 7.33% | – | 1 | 0% | 0.8 |
|
| 6466 |
6466
Ayrton Capital
Westport,
Connecticut
| $57M | -$4.55M | -7% | 4.84% | – | 131 | 16.79% | 0.6 |
|
| 6467 |
PL
6467
Portman Ltd
Grand Cayman,
Cayman Islands
| $56.9M | -$10.2M | -15% | 4.13% | – | 7 | 57.14% | 0.6 |
|
| 6468 |
6468
In-Depth Partners
Miami,
Florida
| $56.7M | +$1.93M | +4% | 0.95% | 157% | 14 | 0% | 0.7 |
|
| 6469 |
6469
Norwood Financial
Honesdale,
Pennsylvania
| $56.5M | -$2.2M | -4% | 2.38% | – | 280 | 4.64% | 0.7 |
|
| 6470 |
6470
Palantir Technologies
Aventura,
Florida
| $56.3M | -$41.3M | -42% | 34.3% | – | 21 | 4.76% | 0.6 |
|
| 6471 |
6471
Orser Capital Management
Southlake,
Texas
| $56.3M | -$20.7M | -27% | 4.04% | 128% | 48 | 16.67% | 3.6 |
|
| 6472 |
KSCM
6472
Key Square Capital Management
Stamford,
Connecticut
| $56.1M | -$136M | -71% | 8.35% | 50.2% | 24 | 87.5% | 0.3 |
|
| 6473 |
6473
Center Lake Capital Management
West Palm Beach,
Florida
| $56.1M | -$142M | -72% | 2% | 98.3% | 14 | 42.86% | 1.6 |
|
| 6474 |
6474
Primoris Wealth Advisors
North Palm Beach,
Florida
| $56.1M | -$13.5M | -19% | 4.34% | 182% | 82 | 32.93% | 0.6 |
|
| 6475 |
6475
Caspian Capital
New York
| $55.5M | -$16.8M | -23% | 6.67% | – | 20 | 10% | 0.5 |
|