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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6576 |
6576
Sozo Ventures GP II
Redwood City,
California
| $51M | -$155M | -75% | 75.2% | 8.44% | 1 | 0% | 0.5 |
|
| 6577 |
WA
6577
Win Advisors
Palm Beach Gardens,
Florida
| $51M | -$330M | -87% | 1.3% | 226% | 223 | 33.63% | 0.3 |
|
| 6578 |
6578
Kids Capital Management
Los Angeles,
California
| $50.8M | -$44.1M | -46% | 33% | – | 12 | 33.33% | 0.4 |
|
| 6579 |
6579
Arrow Capital Management
New York
| $50.7M | -$52.4M | -51% | 24.6% | – | 11 | 45.45% | 3.7 |
|
| 6580 |
6580
Central Asset Investments & Management Holdings
Hong Kong
| $50.7M | -$102M | -67% | 2.05% | 3,210% | 66 | 54.55% | 1 |
|
| 6581 |
6581
Mercer Investments
Boston,
Massachusetts
| $50.1M | -$13M | -21% | 17.5% | 33.1% | 10 | 10% | 2.5 |
|
| 6582 |
6582
Merlin Capital
Newport,
Rhode Island
| $49.9M | -$25.8M | -34% | 31.4% | – | 76 | 7.89% | 0.4 |
|
| 6583 |
LCM
6583
Lafitte Capital Management
Austin,
Texas
| $49.5M | -$33.7M | -41% | 27.6% | 55.2% | 8 | 37.5% | 3.8 |
|
| 6584 |
6584
Smart Portfolios LLC
Seattle,
Washington
| $49.5M | -$13.7M | -22% | 8.95% | 41.3% | 56 | 32.14% | 1.6 |
|
| 6585 |
6585
St. James Investment Advisors
Port Jefferson,
New York
| $49.5M | -$75.3M | -60% | 7.28% | – | 114 | 40.35% | 0.3 |
|
| 6586 |
6586
Axel Capital Management
New York
| $49.5M | -$29.4M | -37% | 16.5% | 194% | 15 | 100% | 0 |
|
| 6587 |
6587
New Legacy Group
New York
| $49.3M | -$217M | -82% | 28% | – | 29 | 3.45% | 0.5 |
|
| 6588 |
6588
Eschler Asset Management
London,
United Kingdom
| $49.1M | -$57.6M | -54% | 17.2% | 274% | 63 | 47.62% | 0.3 |
|
| 6589 |
6589
North Run Capital
Boston,
Massachusetts
| $48.8M | -$19.2M | -28% | 21.9% | 19.4% | 24 | 12.5% | 2 |
|
| 6590 |
6590
Obvious Management Services
San Francisco,
California
| $48.7M | +$5.86M | +14% | 13.7% | – | 1 | 0% | 0.5 |
|
| 6591 |
6591
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
| $48.5M | -$4.98M | -9% | 14.6% | 71.3% | 724 | 2.21% | 0.5 |
|
| 6592 |
6592
Index Venture Life Associates VI
St. Helier,
Jersey
| $48.5M | -$40.8M | -46% | 45.7% | – | 1 | 0% | 0.5 |
|
| 6593 |
6593
Zeal Asset Management
Central,
Hong Kong
| $48.5M | -$28.2M | -37% | 15.7% | 26.9% | 6 | 16.67% | 1.6 |
|
| 6594 |
JI
6594
Jeereddi Investments
Los Angeles,
California
| $48.4M | -$47.8M | -50% | 12% | 37.7% | 56 | 46.43% | 1.6 |
|
| 6595 |
6595
First National Advisers
Omaha,
Nebraska
| $48.2M | – | – | 12.8% | 87.9% | 88 | – | 0 |
|
| 6596 |
6596
Accel Leaders Fund II Associates
Palo Alto,
California
| $47.9M | -$3.65M | -7% | 3.68% | – | 2 | 0% | 0.5 |
|
| 6597 |
6597
South Shore Capital Advisors
Cohasset,
Massachusetts
| $47.9M | -$13.5M | -22% | 13.9% | – | 110 | 26.36% | 1.2 |
|
| 6598 |
6598
Sender Company & Partners
New York
| $47.7M | -$45.9M | -49% | 33.2% | 69.8% | 68 | 88.24% | 0.1 |
|
| 6599 |
6599
Bertram Growth Capital III
Foster City,
California
| $47.6M | -$52.4M | -52% | 52.4% | – | 1 | 0% | 0.5 |
|
| 6600 |
6600
Newfound Research
Wellesley Hills,
Massachusetts
| $47.2M | -$29.7M | -39% | 12% | 54.6% | 157 | 31.21% | 0.9 |
|