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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6626 |
6626
C.V. Starr & Co
New York
| $71.4M | +$44.3M | +163% | 65.2% | – | 2 | 0% | 3 |
|
| 6627 |
6627
Foresite Capital Opportunity Management V
Larkspur,
California
| $71.4M | -$77.7M | -52% | 43.8% | – | 10 | 10% | 0.2 |
|
| 6628 |
6628
DCVC Bio
Palo Alto,
California
| $71.2M | -$33.2M | -32% | 31.8% | – | 1 | 0% | 0.3 |
|
| 6629 |
YRHAM
6629
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $70.8M | -$55.8M | -44% | 22.4% | 2,310% | 17 | 64.71% | 0.6 |
|
| 6630 |
6630
Glaxis Capital Management
Sarasota,
Florida
| $70.8M | +$33M | +88% | 6.93% | 93.5% | 57 | 87.72% | 0.1 |
|
| 6631 |
6631
Dockyard Capital Management
Boston,
Massachusetts
| $70.6M | -$39.5M | -36% | 15.2% | – | 27 | 55.56% | 0.1 |
|
| 6632 |
SAM
6632
Strategic Asset Management
Rochester,
Minnesota
| $70.5M | -$1.18M | -2% | 3.42% | – | 559 | 13.24% | 0.4 |
|
| 6633 |
6633
Johnson Midwest Financial
Glidden,
Iowa
| $70.5M | -$62.9M | -47% | 0.27% | 58.6% | 319 | 13.79% | 1.1 |
|
| 6634 |
6634
Orcam Financial Group
Encinitas,
California
| $70.1M | -$2.91M | -4% | 6.02% | 40% | 38 | 15.79% | 0.2 |
|
| 6635 |
6635
Lattice Capital Management
Kirkland,
Washington
| $70.1M | -$1.33B | -95% | 12.8% | 187% | 81 | 14.81% | 0.2 |
|
| 6636 |
6636
Macroview Investment Management
Bethesda,
Maryland
| $70M | -$8.35M | -11% | 2.63% | 67.2% | 515 | 30.87% | 1.9 |
|
| 6637 |
6637
Ford Foundation
New York
| $69.4M | -$70.5M | -50% | 18.2% | – | 24 | 8.33% | 0.3 |
|
| 6638 |
6638
Spectrum Equity Management
San Francisco,
California
| $69M | -$7.52M | -10% | 9.84% | – | 2 | 0% | 1.8 |
|
| 6639 |
6639
Norwood Financial
Honesdale,
Pennsylvania
| $68.9M | -$3.17M | -4% | 0.72% | – | 277 | 7.22% | 0.2 |
|
| 6640 |
6640
Ocean Park Asset Management
Santa Monica,
California
| $68.5M | -$1.13B | -94% | 6.87% | 19.3% | 6 | 33.33% | 0.2 |
|
| 6641 |
6641
North Run Capital
Boston,
Massachusetts
| $68M | -$62.1M | -48% | 17.9% | 19.4% | 22 | 13.64% | 2 |
|
| 6642 |
6642
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| $67.8M | -$2.38M | -3% | 5.1% | 58.1% | 40 | 22.5% | 0.2 |
|
| 6643 |
6643
Palliser Capital (UK)
London,
United Kingdom
| $67.7M | -$50.4M | -43% | 15.3% | 57% | 13 | 76.92% | 0.1 |
|
| 6644 |
6644
Vista Finance
Clayton,
Missouri
| $67.5M | -$29.3M | -30% | 0.32% | 50.7% | 97 | 57.73% | 0.2 |
|
| 6645 |
6645
Meridian Financial Partners
Warrenton,
Virginia
| $67M | -$80.7M | -55% | 3.19% | 80.8% | 87 | 54.02% | 1.8 |
|
| 6646 |
LSC
6646
Lyon Street Capital
Sausalito,
California
| $67M | -$33.4M | -33% | 4.9% | – | 105 | 32.38% | 0.9 |
|
| 6647 |
6647
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| $66.9M | – | – | 3.58% | 58.2% | 53 | – | 0 |
|
| 6648 |
6648
Aquatic Capital Management
Chicago,
Illinois
| $66.9M | +$15.1M | +29% | 6.66% | 51.9% | 1,675 | 71.58% | 0.1 |
|
| 6649 |
6649
Safeguard Financial
Minocqua,
Wisconsin
| $66.9M | – | – | 4.36% | 21.9% | 48 | – | 0 |
|
| 6650 |
6650
Bruderman Asset Management
Locust Valley,
New York
| $66.3M | -$64.5M | -49% | 3.31% | 31.7% | 108 | 36.11% | 3.1 |
|