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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 |
AL
6551
ACAS LLC
Rancho Santa Fe,
California
| $80.8M | +$6.51M | +9% | 3.94% | – | 82 | 9.76% | 1.9 |
|
| 6552 |
CWA
6552
Clearview Wealth Advisors
Salem,
Oregon
| $80.8M | -$17.7M | -18% | 3.72% | 45.2% | 699 | 85.26% | 1.8 |
|
| 6553 |
ITVII
6553
IDG Technology Venture Investment IV
Hong Kong
| $80.6M | -$42.7M | -35% | 4.66% | 420% | 3 | 0% | 1.8 |
|
| 6554 |
LGG
6554
Luts & Greenleigh Group
Bethesda,
Maryland
| $80.6M | -$497K | -0.6% | 1.55% | – | 66 | 13.64% | 0.7 |
|
| 6555 |
MCAI
6555
Members Capital Advisors Inc
Madison,
Wisconsin
| $80.5M | -$17.1M | -18% | 2.87% | – | 69 | 11.59% | 2.7 |
|
| 6556 |
CCFP
6556
Charles Carroll Financial Partners
Kingston,
Massachusetts
| $80.5M | +$2.11M | +3% | 1.96% | – | 40 | 5% | 1.3 |
|
| 6557 |
BAM
6557
Banta Asset Management
Newport Beach,
California
| $80.3M | -$5.45M | -6% | 5.89% | – | 16 | 6.25% | 3.4 |
|
| 6558 |
OAM
6558
Odey Asset Management
London, United Kingdom,
United Kingdom
| $80.1M | -$192M | -71% | 2.36% | – | 42 | 47.62% | 0.2 |
|
| 6559 |
DIM
6559
DC Investments Management
Mclean,
Virginia
| $79.7M | -$7.19M | -8% | 1.97% | 56.3% | 89 | 13.48% | 0.8 |
|
| 6560 |
OCM
6560
Ovata Capital Management
Hong Kong
| $79.7M | +$3.76M | +5% | 6.51% | 69.1% | 26 | 69.23% | 0.6 |
|
| 6561 |
GAM
6561
Gritstone Asset Management
Bethesda,
Maryland
| $79.6M | -$1.94M | -2% | 2.23% | – | 146 | 27.4% | 0.5 |
|
| 6562 |
KA
6562
Kinnevik AB
Stockholm,
Sweden
| $79.6M | +$1.87M | +2% | 2.41% | 51.4% | 1 | 0% | 0.8 |
|
| 6563 |
ARC
6563
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| $79.4M | -$40.9M | -34% | 34% | 81.3% | 1 | 0% | 2.3 |
|
| 6564 |
AC
6564
AMANSA Capital
Raffles City Tower,
Singapore
| $79.3M | +$26.5M | +50% | 50.2% | 115% | 1 | 0% | 0.8 |
|
| 6565 |
SEA
6565
Stegent Equity Advisors
Houston,
Texas
| $79.1M | -$10.2M | -11% | 1.06% | 96.4% | 65 | 16.92% | 1.2 |
|
| 6566 |
JCM
6566
J2 Capital Management
Troy,
Michigan
| $79.1M | -$5.1M | -6% | 0.97% | – | 107 | 22.43% | 1 |
|
| 6567 |
CIM
6567
Cowen Investment Management
New York
| $78.8M | -$88.7M | -53% | 5.37% | 1.87% | 48 | 72.92% | 1.2 |
|
| 6568 |
CMU
6568
Carnegie Mellon University
Pittsburgh,
Pennsylvania
| $78.8M | +$7.75M | +11% | 11.3% | 61.6% | 7 | 14.29% | 1.5 |
|
| 6569 |
HAS
6569
Holland Advisory Services
Ormond Beach,
Florida
| $78.7M | +$219K | +0.3% | 4.17% | 57.1% | 37 | 21.62% | 1.3 |
|
| 6570 |
LFA
6570
LGT Financial Advisors
Dallas,
Texas
| $78.7M | -$15.3M | -16% | 3.16% | 63.3% | 950 | 80.32% | 0.1 |
|
| 6571 |
SP
6571
SCF Partners
Houston,
Texas
| $78.6M | -$35.8M | -31% | 2.64% | 2.1% | 2 | 0% | 5.6 |
|
| 6572 |
EFMFI
6572
EnCap Flatrock Midstream Fund IV
San Antonio,
Texas
| $78.5M | -$187M | -70% | 10.5% | – | 1 | 0% | 0.3 |
|
| 6573 |
ZC
6573
Zoom Communications
San Jose,
California
| $78.3M | -$11.2M | -12% | 11.8% | 10.7% | 2 | 0% | 1.5 |
|
| 6574 |
APCM
6574
Arbiter Partners Capital Management
New York
| $78.3M | -$15.1M | -16% | 1.22% | 378% | 47 | 8.51% | 2.9 |
|
| 6575 |
AWM
6575
Alterna Wealth Management
Houston,
Texas
| $78.2M | -$8.07M | -9% | 2.95% | 48% | 115 | 46.96% | 2.4 |
|