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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
SM
6501
Selkirk Management
Chatham,
New Jersey
| $84.8M | +$11.1M | +15% | 25% | 245% | 15 | 33.33% | 5 |
|
| 6502 |
BCM
6502
Barrier Capital Management
San Francisco,
California
| $84.8M | +$17.3M | +26% | 27.3% | 216% | 19 | 36.84% | 0.5 |
|
| 6503 |
RAM
6503
Robocap Asset Management
London,
United Kingdom
| $84.7M | – | – | 21.2% | 259% | 25 | – | 0 |
|
| 6504 |
MVA
6504
Mount Vernon Associates
Baltimore,
Maryland
| $84.6M | +$6.75M | +9% | 14.9% | 119% | 51 | 1.96% | 6.8 |
|
| 6505 |
FCT
6505
First Community Trust
Dubuque,
Iowa
| $84.5M | -$1.49M | -2% | 8.97% | 128% | 313 | 7.35% | 1.2 |
|
| 6506 |
CAM
6506
Concorde Asset Management
Ann Arbor,
Michigan
| $84.3M | -$28M | -25% | 4.94% | – | 153 | 54.9% | 2.6 |
|
| 6507 |
JAIC
6507
Josh Arnold Investment Consultant
Edina,
Minnesota
| $84.3M | +$16M | +23% | 26.7% | 272% | 26 | 57.69% | 0.5 |
|
| 6508 |
CM
6508
CM Management
Gulf Breeze,
Florida
| $84.2M | +$472K | +0.6% | 6.74% | 110% | 75 | 21.33% | 1.7 |
|
| 6509 |
BGCI
6509
Bertram Growth Capital III
Foster City,
California
| $84.2M | +$40.6M | +93% | 93% | – | 1 | 0% | 1.3 |
|
| 6510 |
OC
6510
One01 Capital
Burlingame,
California
| $84.1M | +$49.7M | +144% | 19.6% | 123% | 22 | 77.27% | 0.1 |
|
| 6511 |
BG
6511
BRX Global
New York
| $84.1M | +$14.7M | +21% | 21.3% | 65.8% | 6 | 0% | 1.9 |
|
| 6512 |
DIM
6512
DC Investments Management
Mclean,
Virginia
| $84M | +$4.93M | +6% | 1.92% | 56.3% | 86 | 37.21% | 0.4 |
|
| 6513 |
DLPIC
6513
Davide Leone & Partners Investment Company
London,
United Kingdom
| $83.9M | -$106M | -56% | 18% | 64.1% | 6 | 83.33% | 1.8 |
|
| 6514 |
KCS
6514
Koonce Calvin Scott
| $83.8M | -$3.6M | -4% | 4.22% | 67.9% | 1 | 0% | 8.3 |
|
| 6515 |
FWM
6515
FMB Wealth Management
Westlake Village,
California
| $83.8M | +$6.13M | +8% | 6.51% | 71.1% | 59 | 20.34% | 0.2 |
|
| 6516 |
SIA
6516
Schear Investment Advisers
Cincinnati,
Ohio
| $83.6M | +$2.5M | +3% | 9.07% | 241% | 91 | 8.79% | 0.2 |
|
| 6517 |
WEPOG
6517
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
| $83.5M | +$22.1M | +36% | 4.44% | 82.2% | 49 | 22.45% | 2.1 |
|
| 6518 |
RFMS
6518
RWQ Financial Management Services
Naples,
Florida
| $83.4M | +$33M | +65% | 34.2% | 415% | 27 | 48.15% | 1.2 |
|
| 6519 |
LCAM
6519
Long Corridor Asset Management
Hong Kong
| $83.2M | -$6.25M | -7% | 23.1% | 73.6% | 17 | 23.53% | 0.8 |
|
| 6520 |
TP
6520
Teca Partners
Austin,
Texas
| $83.1M | +$12.7M | +18% | 11.5% | 66% | 14 | 21.43% | 0.7 |
|
| 6521 |
TGI
6521
TRV GP III
Boston,
Massachusetts
| $83M | -$44.6M | -35% | 35.4% | 170% | 5 | 40% | 3.3 |
|
| 6522 |
1IA
6522
1620 Investment Advisors
Plymouth,
Massachusetts
| $82.9M | +$369K | +0.4% | 3.4% | 68.9% | 148 | 21.62% | 0.9 |
|
| 6523 |
QUSVM
6523
Qiming U.S. Ventures Management
Bellevue,
Washington
| $82.6M | +$7.03M | +9% | 54.5% | 1,484% | 7 | 0% | 1.2 |
|
| 6524 |
RCM
6524
Regency Capital Management
Honolulu,
Hawaii
| $82.6M | -$4.38M | -5% | 2.68% | 92.1% | 42 | 50% | 1.1 |
|
| 6525 |
WAM
6525
Watershed Asset Management
San Francisco,
California
| $82.5M | +$3.57M | +5% | 7.16% | – | 156 | 51.28% | 0.5 |
|