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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6651 |
6651
Dougherty Wealth Advisers
Wayzata,
Minnesota
| $66.3M | -$5.3M | -7% | 6% | 67.5% | 139 | 9.35% | 2.9 |
|
| 6652 |
6652
Craft Ventures GP I
San Francisco,
California
| $66M | -$100M | -60% | 60.3% | – | 1 | 0% | 0.3 |
|
| 6653 |
6653
Kingstown Capital Management
New York
| $65.9M | -$13.6M | -17% | 1.06% | 38.6% | 72 | 8.33% | 0.8 |
|
| 6654 |
BHIC
6654
Bassett Hargrove Investment Counsel
Greenville,
Delaware
| $65.6M | -$3.82M | -6% | 2.92% | – | 49 | 4.08% | 0.8 |
|
| 6655 |
WEO
6655
William E. Oberndorf
| $65.6M | -$19.6M | -23% | 30.2% | 36.2% | 7 | 28.57% | 1.2 |
|
| 6656 |
BC
6656
Breakline Capital
New York
| $65.1M | -$9M | -12% | 10.5% | – | 25 | 60% | 0.5 |
|
| 6657 |
6657
AJU IB Investment Company
Seoul,
South Korea
| $64.8M | -$7.02M | -10% | 29.9% | – | 7 | 14.29% | 0.8 |
|
| 6658 |
6658
Emergence GP Partners
San Francisco,
California
| $64.6M | -$5.44M | -8% | 5.93% | – | 2 | 0% | 0.5 |
|
| 6659 |
FSA
6659
Financial Services Advisory
Rockville,
Maryland
| $64.4M | -$249M | -79% | 0.7% | 75.8% | 53 | 67.92% | 0.6 |
|
| 6660 |
ETIA
6660
Epic Trust Investment Advisors
Richland,
Washington
| $64.2M | -$4.68M | -7% | 3.99% | – | 101 | 41.58% | 0.2 |
|
| 6661 |
SIO
6661
Strategic Investment Opportunities
Denver,
Colorado
| $63.9M | -$4.11M | -6% | 36.9% | – | 8 | 50% | 0.3 |
|
| 6662 |
6662
Collaborative Holdings Management
New York
| $63.8M | -$180M | -74% | 13.7% | 591% | 20 | 80% | 0.4 |
|
| 6663 |
HCVG
6663
H Capital V GP
Grand Cayman,
Cayman Islands
| $63.7M | -$37M | -37% | 32.5% | – | 2 | 0% | 0.3 |
|
| 6664 |
6664
Genoa Capital Gestora de Recursos
Sao Paulo,
| $63.6M | +$49.5M | +352% | 3.63% | – | 19 | 78.95% | 0.1 |
|
| 6665 |
TI
6665
Telemetry Investments
New York
| $63.4M | -$14.3M | -18% | 0.82% | 77.4% | 226 | 48.23% | 0.7 |
|
| 6666 |
JDR
6666
Jay D. Rosenbaum
| $63.3M | -$4.73M | -7% | 6.07% | 12.9% | 71 | 12.68% | 3.1 |
|
| 6667 |
SC
6667
Sarissa Consulting
Santa Monica,
California
| $63.2M | -$14.7M | -19% | 3.51% | – | 68 | 61.76% | 0.1 |
|
| 6668 |
6668
Smart Portfolios LLC
Seattle,
Washington
| $63.2M | -$68.3M | -52% | 5.51% | 41.3% | 60 | 21.67% | 1.4 |
|
| 6669 |
6669
Mercer Investments
Boston,
Massachusetts
| $63.1M | -$1.49M | -2% | 2.72% | 33.1% | 9 | 0% | 2.5 |
|
| 6670 |
6670
HealthInvest Partners
Stockholm,
Sweden
| $62.8M | -$8.16M | -11% | 3.64% | – | 18 | 61.11% | 1.4 |
|
| 6671 |
6671
Panview Asian Equity Master Fund
Central,
Hong Kong
| $62.6M | -$43K | -0.1% | 5.13% | 145% | 9 | 55.56% | 0.6 |
|
| 6672 |
TLCM
6672
Tiger Legatus Capital Management
New York
| $62.4M | -$23.6M | -27% | 1.05% | 19.1% | 14 | 35.71% | 1.3 |
|
| 6673 |
ACMH
6673
Andar Capital Management (HK)
Hong Kong
| $62.3M | -$46.7M | -43% | 16.8% | 983% | 18 | 83.33% | 0.3 |
|
| 6674 |
6674
Gavea Investimentos
Rj,
Brazil
| $62.2M | -$48.9M | -44% | 19.6% | 60.3% | 9 | 66.67% | 0.3 |
|
| 6675 |
KCGDR
6675
Kiron Capital Gestao de Recursos
Sao Paulo,
Brazil
| $62.1M | -$1.2M | -2% | 0.68% | – | 6 | 0% | 0.9 |
|