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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
Addition Three General Partner
New York
| $45.4M | -$29.4M | -39% | 119% | – | 1 | 0% | 0.8 |
|
| 6552 |
PCM
6552
Price Capital Management
Lafayette,
Louisiana
| $45.3M | – | – | 0.02% | 124% | 2 | – | 0 |
|
| 6553 |
ER
6553
Enlightenment Research
Miami,
Florida
| $45.2M | -$1.4M | -3% | 5.49% | 195% | 167 | 89.22% | 0.1 |
|
| 6554 |
6554
Bertram Growth Capital III
Foster City,
California
| $44.5M | -$3.05M | -6% | 6.4% | – | 1 | 0% | 0.8 |
|
| 6555 |
BV
6555
Boxwood Ventures
Chicago,
Illinois
| $44.3M | +$2.03M | +5% | 4.73% | 88% | 29 | 31.03% | 0.7 |
|
| 6556 |
6556
Linden Rose Investment
Sugar Land,
Texas
| $44.2M | -$1.01M | -2% | 1.39% | – | 4 | 0% | 1.3 |
|
| 6557 |
JI
6557
Jeereddi Investments
Los Angeles,
California
| $44.1M | -$4.26M | -9% | 8.28% | 37.7% | 41 | 21.95% | 1.7 |
|
| 6558 |
SCM
6558
SCW Capital Management
Dallas,
Texas
| $44M | -$2.72M | -6% | 79.4% | 179% | 9 | 44.44% | 1.3 |
|
| 6559 |
EVP
6559
Evergreen Venture Partners
Tel Aviv,
Israel
| $43.9M | -$17.5M | -28% | 28.5% | 88.4% | 1 | 0% | 0.8 |
|
| 6560 |
GF
6560
Genesis Fortune
Grand Cayman,
Cayman Islands
| $43.9M | -$18.8M | -30% | 27.7% | – | 2 | 50% | 0.8 |
|
| 6561 |
DIM
6561
DC Investments Management
Mclean,
Virginia
| $43.7M | -$414K | -0.9% | 5.59% | 56.3% | 47 | 51.06% | 0.7 |
|
| 6562 |
6562
Ocean Arete
Hong Kong
| $43.4M | +$33M | +318% | 7.12% | – | 6 | 50% | 0.8 |
|
| 6563 |
JDR
6563
Jay D. Rosenbaum
| $43.4M | -$8.32M | -16% | 4.65% | 12.9% | 63 | 19.05% | 4 |
|
| 6564 |
6564
Merlin Capital
Newport,
Rhode Island
| $43.2M | -$6.78M | -14% | 7.06% | – | 77 | 11.69% | 0.6 |
|
| 6565 |
6565
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $43.1M | -$3.15M | -7% | 6.04% | 58.6% | 157 | 5.73% | 2.6 |
|
| 6566 |
6566
South Shore Capital Advisors
Cohasset,
Massachusetts
| $42.9M | -$4.91M | -10% | 5.81% | – | 89 | 17.98% | 1.5 |
|
| 6567 |
6567
SevenOneSeven Capital Management
Lancaster,
Pennsylvania
| $42.8M | -$249K | -0.6% | 5.22% | 12.4% | 64 | 34.38% | 1 |
|
| 6568 |
CFG
6568
CMC Financial Group
Atlanta,
Georgia
| $42.5M | -$16.2M | -28% | 2.99% | 102% | 22 | 36.36% | 1.8 |
|
| 6569 |
6569
Evermore Global Advisors
Summit,
New Jersey
| $42.5M | -$15.3M | -26% | 1.59% | 133% | 12 | 8.33% | 2.5 |
|
| 6570 |
6570
Obvious Management Services
San Francisco,
California
| $42.4M | -$6.26M | -13% | 30.7% | – | 1 | 0% | 0.8 |
|
| 6571 |
RCM
6571
Ratan Capital Management
Miami Beach,
Florida
| $42.2M | -$76.8M | -65% | 6.69% | 616% | 32 | 28.13% | 2.2 |
|
| 6572 |
6572
Brendel Financial Advisors
Hanover,
New Hampshire
| $42.1M | -$72.7M | -63% | 3.63% | 126% | 95 | 66.32% | 1.6 |
|
| 6573 |
GECH
6573
Garnet Equity Capital Holdings
New York
| $41.9M | -$17.1M | -29% | 9.68% | 302% | 43 | 48.84% | 0.8 |
|
| 6574 |
6574
Westside Investment Management
Santa Monica,
California
| $41.8M | -$2.35M | -5% | 1.86% | 114% | 881 | 8.85% | 3.3 |
|
| 6575 |
6575
Matrix China Management IV
Grand Cayman,
Cayman Islands
| $41.8M | -$69.3M | -62% | 62.4% | – | 1 | 0% | 0.8 |
|