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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6526 |
6526
Legacy Wealth Planning
Reno,
Nevada
| $84.9M | -$2.74M | -3% | 5.24% | 14.6% | 108 | 16.67% | 1.6 |
|
| 6527 |
6527
Lancaster Investment Management
London,
United Kingdom
| $84.8M | +$8.21M | +11% | 11.5% | 0.78% | 6 | 33.33% | 0.5 |
|
| 6528 |
6528
S. Muoio & Co
New York
| $84.7M | -$167M | -66% | 8.98% | 327% | 114 | 51.75% | 2.2 |
|
| 6529 |
6529
AH Equity Partners IV (Parallel)
Menlo Park,
California
| $84.7M | -$33.2M | -28% | 26.6% | – | 3 | 33.33% | 0.6 |
|
| 6530 |
6530
Grand Central Investment Group
Tampa,
Florida
| $84.6M | +$961K | +1% | 12.9% | – | 39 | 12.82% | 1.1 |
|
| 6531 |
AGC
6531
Alden Global Capital
Brandon,
Florida
| $84.5M | +$44.2M | +110% | 17.1% | 99.8% | 34 | 73.53% | 0.2 |
|
| 6532 |
6532
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $84.5M | -$34.6M | -29% | 0.24% | 161% | 323 | 49.23% | 2.9 |
|
| 6533 |
6533
Lightspeed Ultimate General Partner IX
Menlo Park,
California
| $84.5M | -$24.3M | -22% | 22.3% | – | 1 | 0% | 0.3 |
|
| 6534 |
ICM
6534
ISZO Capital Management
New York
| $84.3M | -$106M | -56% | 32.1% | 68.2% | 8 | 50% | 1.1 |
|
| 6535 |
6535
Community Capital Management
Plantation,
Florida
| $84.3M | -$9.21M | -10% | 3.09% | 55.6% | 86 | 76.74% | 1 |
|
| 6536 |
6536
Silphium Asset Management
London,
United Kingdom
| $84.1M | -$23M | -21% | 2.77% | 128% | 73 | 54.79% | 0.3 |
|
| 6537 |
6537
Absolute Capital Management
Pittsburgh,
Pennsylvania
| $83.9M | -$24M | -22% | 4.01% | 98.2% | 551 | 91.11% | 0.2 |
|
| 6538 |
6538
BlackDiamond Wealth Management
New York
| $83.8M | -$3.36M | -4% | 2.47% | 70.8% | 126 | 29.37% | 0.2 |
|
| 6539 |
SPI
6539
Sutton Place Investors
Katonah,
New York
| $83.7M | -$3.31M | -4% | 2.18% | 84% | 83 | 21.69% | 0.2 |
|
| 6540 |
LDFO
6540
Louis-Dreyfus Family Office
Wilton,
Connecticut
| $83.6M | +$1.62M | +2% | 0.31% | – | 5 | 0% | 0.3 |
|
| 6541 |
LCM
6541
Lafitte Capital Management
Austin,
Texas
| $83.3M | -$84.6M | -50% | 2.38% | 55.2% | 10 | 40% | 4.5 |
|
| 6542 |
6542
Barington Capital Group
New York
| $83.1M | -$17M | -17% | 6.34% | 71.1% | 13 | 38.46% | 1.8 |
|
| 6543 |
6543
University of Maryland Foundation
Adelphi,
Maryland
| $83M | +$26.3M | +46% | 1.63% | 51.2% | 6 | 16.67% | 1.8 |
|
| 6544 |
6544
Guerra Pan Advisors
Montclair,
New Jersey
| $82.9M | -$18M | -18% | 4.9% | 135% | 109 | 10.09% | 0.3 |
|
| 6545 |
6545
Serent Capital Management Company
San Francisco,
California
| $82.8M | -$15.9M | -16% | 16.1% | – | 1 | 0% | 0.3 |
|
| 6546 |
6546
SV Health Investors
Boston,
Massachusetts
| $82.8M | -$71.9M | -46% | 23.2% | 97.4% | 6 | 16.67% | 3.2 |
|
| 6547 |
6547
Wedgewood Investors
Erie,
Pennsylvania
| $82.8M | -$2.02M | -2% | 1% | – | 100 | 8% | 5.8 |
|
| 6548 |
6548
Sonen Capital
San Francisco,
California
| $82.7M | -$20.6M | -20% | 7.52% | – | 114 | 28.07% | 0.2 |
|
| 6549 |
6549
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| $82.6M | -$4.33M | -5% | 4.6% | 79.7% | 100 | 17% | 0.2 |
|
| 6550 |
6550
Apis Capital Advisors
New York
| $82.6M | -$7.67M | -8% | 2.95% | 1,532% | 32 | 37.5% | 1 |
|