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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6601 |
6601
Ayrton Capital
Westport,
Connecticut
| $76.9M | -$29.2M | -28% | 0.99% | – | 142 | 32.39% | 0.2 |
|
| 6602 |
6602
Newfound Research
Wellesley Hills,
Massachusetts
| $76.9M | -$5.93M | -7% | 5.4% | 54.6% | 153 | 32.68% | 0.8 |
|
| 6603 |
6603
Zeal Asset Management
Central,
Hong Kong
| $76.7M | -$89.6M | -54% | 33.2% | 26.9% | 6 | 0% | 1.2 |
|
| 6604 |
6604
Yarger Wealth Strategies
Westerville,
Ohio
| $76.7M | -$16.1M | -17% | 4.22% | 55.1% | 53 | 18.87% | 0.2 |
|
| 6605 |
6605
Ratos AB
Stockholm,
Sweden
| $76.4M | -$12.9M | -14% | 14.5% | – | 1 | 0% | 1 |
|
| 6606 |
6606
Oslo Asset Management AS
Oslo,
Norway
| $76.1M | -$12.2M | -14% | 31.4% | 82.7% | 14 | 28.57% | 2.9 |
|
| 6607 |
6607
Merlin Capital
Newport,
Rhode Island
| $75.8M | -$10.7M | -12% | 11.4% | – | 86 | 27.91% | 0.2 |
|
| 6608 |
6608
Sage Investment Advisers
Wappingers Falls,
New York
| $75.5M | -$2.21M | -3% | 0.79% | – | 75 | 13.33% | 0.2 |
|
| 6609 |
ER
6609
Enlightenment Research
Miami,
Florida
| $75.2M | +$4.84M | +7% | 0.84% | 195% | 215 | 82.33% | 0.1 |
|
| 6610 |
6610
qPULA Trading Management
New York
| $74.8M | +$18.7M | +33% | 0.57% | 9.73% | 289 | 88.58% | 0.1 |
|
| 6611 |
6611
BetterWealth
San Jose,
California
| $74.7M | -$68M | -48% | 2.87% | 63.3% | 42 | 14.29% | 0.3 |
|
| 6612 |
6612
Carter Financial Group
Barrington,
Illinois
| $74.6M | – | – | 0.18% | – | 60 | – | 0 |
|
| 6613 |
6613
NuWave Investment Management
Parsippany,
New Jersey
| $74.5M | -$13.6M | -15% | 9% | 26.4% | 407 | 67.08% | 0.3 |
|
| 6614 |
JBFJ
6614
James B. Fleming Jr
| $74.3M | -$13.2M | -15% | 14.9% | – | 2 | 0% | 0.3 |
|
| 6615 |
SF
6615
Schaeffer Financial
Rockville,
Maryland
| $74.1M | -$4.94M | -6% | 4.73% | 52.2% | 12 | 8.33% | 0.3 |
|
| 6616 |
6616
Elm Advisors
Burlingame,
California
| $74.1M | -$106M | -59% | 4.95% | 50.5% | 90 | 50% | 6.4 |
|
| 6617 |
6617
ACAS LLC
Rancho Santa Fe,
California
| $74M | -$3.52M | -5% | 3.42% | – | 88 | 22.73% | 0.8 |
|
| 6618 |
6618
Athanor Capital
New York
| $73.2M | -$65.5M | -47% | 0.4% | 171% | 31 | 22.58% | 0.8 |
|
| 6619 |
6619
Vienna Asset Management
Saratoga,
California
| $72.3M | -$37.8M | -34% | 11.2% | – | 126 | 61.9% | 0.1 |
|
| 6620 |
6620
Appleton Group
Appleton,
Wisconsin
| $71.8M | -$27.9M | -28% | 5.57% | 58.3% | 60 | 43.33% | 1.6 |
|
| 6621 |
6621
VCU Investment Management
Richmond,
Virginia
| $71.7M | -$57.6M | -45% | 1.14% | – | 7 | 28.57% | 4.1 |
|
| 6622 |
NVIM
6622
New Vernon Investment Management
Highland Park,
Illinois
| $71.7M | +$9.32M | +15% | 6.45% | 83.1% | 37 | 16.22% | 3.3 |
|
| 6623 |
6623
Colrain Capital
Boston,
Massachusetts
| $71.7M | -$11.4M | -14% | 13.2% | – | 26 | 3.85% | 5.4 |
|
| 6624 |
SCM
6624
SCW Capital Management
Dallas,
Texas
| $71.6M | -$39.6M | -36% | 2.94% | 179% | 12 | 50% | 0.8 |
|
| 6625 |
SCMU
6625
Steadfast Capital Management (UK)
London,
United Kingdom
| $71.5M | -$11.7M | -14% | 6.56% | – | 41 | 58.54% | 0.3 |
|