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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6551 |
6551
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| $55M | -$11.9M | -18% | 11% | 58.2% | 57 | 24.56% | 0.2 |
|
| 6552 |
6552
Lattice Capital Management
Kirkland,
Washington
| $54.9M | -$15.2M | -22% | 22.8% | 187% | 70 | 15.71% | 0.5 |
|
| 6553 |
6553
Pluribus Labs
Mill Valley,
California
| $54.8M | +$29.6M | +118% | 16.1% | – | 92 | 58.7% | 0.2 |
|
| 6554 |
6554
In-Depth Partners
Miami,
Florida
| $54.8M | -$47.4M | -46% | 24% | 157% | 14 | 0% | 0.5 |
|
| 6555 |
GSC
6555
Ground Swell Capital
Folly Beach,
South Carolina
| $54.5M | +$15.6M | +40% | 16.7% | 71.1% | 197 | 95.43% | 0 |
|
| 6556 |
6556
Trustees of Princeton University
Princeton,
New Jersey
| $54.5M | -$99.4M | -65% | 21.2% | – | 3 | 0% | 2.4 |
|
| 6557 |
6557
KPCB XV Associates
Menlo Park,
California
| $54.2M | -$23.1M | -30% | 26.2% | – | 4 | 0% | 1.2 |
|
| 6558 |
6558
High Pines Wealth Management
Duxbury,
Massachusetts
| $54.2M | -$81.8M | -60% | 13.7% | 28.3% | 37 | 24.32% | 1.4 |
|
| 6559 |
AIM
6559
Alerce Investment Management
Chicago,
Illinois
| $53.9M | -$5.16M | -9% | 1.73% | 25.1% | 7 | 0% | 1.5 |
|
| 6560 |
6560
InterWest Venture Management
San Francisco,
California
| $53.8M | -$208M | -79% | 33.8% | 57.6% | 9 | 11.11% | 3.6 |
|
| 6561 |
6561
Springs Capital (HK)
Hong Kong
| $53.8M | +$22.6M | +72% | 34.3% | – | 10 | 20% | 0.4 |
|
| 6562 |
6562
Dougherty Wealth Advisers
Wayzata,
Minnesota
| $53.6M | -$12.7M | -19% | 16.8% | 67.5% | 133 | 9.02% | 3 |
|
| 6563 |
TPL
6563
Tao Pro LLC
San Francisco,
California
| $53.4M | -$33.2M | -38% | 38.3% | – | 1 | 0% | 0.5 |
|
| 6564 |
6564
Builders Union
London,
United Kingdom
| $53.2M | -$95.3M | -64% | 28.9% | – | 14 | 50% | 0.9 |
|
| 6565 |
HCM
6565
Helios Capital Management
Singapore
| $53M | +$5.73M | +12% | 13.8% | 124% | 35 | 20% | 0.4 |
|
| 6566 |
PIPST
6566
Prescott Investors Profit Sharing Trust
Boca Raton,
Florida
| $53M | -$25.3M | -32% | 25.8% | – | 8 | 0% | 2.8 |
|
| 6567 |
ETIA
6567
Epic Trust Investment Advisors
Richland,
Washington
| $52.9M | -$11.3M | -18% | 13.7% | – | 100 | 52% | 0.3 |
|
| 6568 |
6568
Matrix China Management III
Grand Cayman,
Cayman Islands
| $52.7M | – | – | 31% | – | 2 | – | 1.3 |
|
| 6569 |
6569
Kayak Investment Partners
San Francisco,
California
| $52.5M | -$60.6M | -54% | 33.4% | 27% | 21 | 14.29% | 2.1 |
|
| 6570 |
OTL
6570
Oak Thistle LLC
New York
| $51.8M | -$138M | -73% | 17.7% | 58.3% | 453 | 82.12% | 0.2 |
|
| 6571 |
JDR
6571
Jay D. Rosenbaum
| $51.7M | -$11.6M | -18% | 16.2% | 12.9% | 67 | 13.43% | 3.6 |
|
| 6572 |
6572
Corre Partners Management
New York
| $51.7M | -$126M | -71% | 27.5% | 109% | 6 | 16.67% | 1.4 |
|
| 6573 |
6573
AJU IB Investment Company
Seoul,
South Korea
| $51.6M | -$13.1M | -20% | 3.72% | – | 7 | 0% | 1 |
|
| 6574 |
RAM
6574
Roumell Asset Management
Chevy Chase,
Maryland
| $51.4M | -$10.5M | -17% | 25.4% | 46.9% | 22 | 18.18% | 1 |
|
| 6575 |
PAPAIJV
6575
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| $51.2M | -$2.47M | -5% | 12.7% | 168% | 11 | 36.36% | 2.1 |
|