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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6476 |
MFG
6476
Menard Financial Group
Houston,
Texas
| $55.3M | -$5.81M | -10% | 2.59% | 141% | 105 | 39.05% | 5.2 |
|
| 6477 |
PCM
6477
Pinz Capital Management
New York
| $55.2M | -$90.7M | -62% | 1.86% | 199% | 264 | 76.89% | 1.3 |
|
| 6478 |
ICP
6478
ION Crossover Partners
Herzliya Pituach,
Israel
| $54.8M | -$40.1M | -42% | 11% | – | 4 | 0% | 4.5 |
|
| 6479 |
FVM
6479
Forerunner Ventures Management
San Francisco,
California
| $54.8M | +$10.3M | +23% | 23.2% | – | 2 | 0% | 2.5 |
|
| 6480 |
MIM
6480
Macroview Investment Management
Bethesda,
Maryland
| $54.8M | -$6.51M | -11% | 5.02% | 67.2% | 553 | 34.18% | 8.9 |
|
| 6481 |
OPPS
6481
Obsidian Personal Planning Solutions
Rockville,
Maryland
| $54.7M | -$4M | -7% | 6.5% | 58.2% | 44 | 15.91% | 0.9 |
|
| 6482 |
TWS
6482
Thomas W. Smith
| $54.5M | -$23.1M | -30% | 8.86% | – | 8 | 25% | 27.3 |
|
| 6483 |
IA
6483
IFS Advisors
Overland Park,
Kansas
| $54.5M | +$16.9M | +45% | 3.34% | 48.3% | 135 | 12.59% | 3 |
|
| 6484 |
DTIM
6484
Danda Trouve Investment Management
Prairie Village,
Kansas
| $54.1M | -$10.9M | -17% | 6.34% | 13% | 137 | 29.2% | 7 |
|
| 6485 |
NHSP
6485
NewView HMS SPV Partners
Burlingame,
California
| $53.9M | +$10.1M | +23% | 23.2% | – | 1 | 0% | 2 |
|
| 6486 |
CPWM
6486
Cypress Point Wealth Management
Dallas,
Texas
| $53.8M | -$3.17M | -6% | 3.34% | 226% | 27 | 22.22% | 4.3 |
|
| 6487 |
SF
6487
Schaeffer Financial
Rockville,
Maryland
| $53.8M | -$7.84M | -13% | 6.06% | – | 11 | 0% | 3 |
|
| 6488 |
PHAM
6488
Portland Hill Asset Management
London,
United Kingdom
| $53.6M | -$20.2M | -27% | 7.27% | 30.2% | 47 | 12.77% | 11.8 |
|
| 6489 |
DLDF
6489
Dan L. Duncan Foundation
Houston,
Texas
| $53.5M | -$12.6M | -19% | 8.86% | 11.8% | 2 | 0% | 7 |
|
| 6490 |
HCM
6490
Highline Capital Management
New York
| $53.5M | -$4.38M | -8% | 11% | 198% | 18 | 44.44% | 3.3 |
|
| 6491 |
SIS
6491
Susquehanna International Securities
Dublin,
Ireland
| $53.5M | -$83.4M | -61% | 7.71% | 2.8% | 36 | 55.56% | 2.6 |
|
| 6492 |
CC
6492
Caxton Corporation
Princeton,
New Jersey
| $53.2M | -$21.3M | -29% | 2.35% | 512% | 18 | 16.67% | 6.4 |
|
| 6493 |
JCM
6493
J2 Capital Management
Troy,
Michigan
| $52.7M | -$12.9M | -20% | 3.91% | – | 104 | 44.23% | 2 |
|
| 6494 |
BI
6494
Blooom Inc
Overland Park,
Kansas
| $52.7M | -$5.54M | -10% | 5.25% | – | 45 | 15.56% | 6.2 |
|
| 6495 |
HPWM
6495
High Pines Wealth Management
Duxbury,
Massachusetts
| $52.4M | -$1.82M | -3% | 5.52% | 28.3% | 32 | 12.5% | 5.9 |
|
| 6496 |
SIM
6496
Spark Investment Management
New York
| $52.3M | -$16.5M | -24% | 5.67% | 459% | 28 | 10.71% | 5.8 |
|
| 6497 |
HCM
6497
Helios Capital Management
Singapore
| $52.1M | -$920K | -2% | 0.42% | – | 42 | 30.95% | 1.9 |
|
| 6498 |
LM
6498
Lasry Marc
| $52M | -$13.7M | -21% | 3.69% | 14.8% | 11 | 0% | 4.8 |
|
| 6499 |
MI
6499
Mercer Investments
Boston,
Massachusetts
| $51.9M | +$1.83M | +4% | 4.41% | 33.1% | 10 | 0% | 10.8 |
|
| 6500 |
MCAI
6500
Meritech Capital Associates IV
Palo Alto,
California
| $51.9M | -$24.8M | -32% | 32.3% | – | 2 | 0% | 3 |
|