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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
SM
6701
Southport Management
Wilson,
Wyoming
| $20.6M | -$3M | -13% | 9.39% | 107% | 31 | 45.16% | 4.9 |
|
| 6702 |
CCM
6702
Ciovacco Capital Management
Atlanta,
Georgia
| $20.5M | -$13.5M | -40% | 5.02% | 88.5% | 24 | 29.17% | 4.2 |
|
| 6703 |
JCA
6703
Jade Capital Advisors
Essex Fells,
New Jersey
| $19.4M | +$542K | +3% | 8.78% | 28.9% | 46 | 69.57% | 2.2 |
|
| 6704 |
YU
6704
Yale University
New Haven,
Connecticut
| $18.7M | +$3.95M | +27% | 8.45% | 33.7% | 6 | 83.33% | 0.8 |
|
| 6705 |
OP
6705
Osmium Partners
Greenbrae,
California
| $18.6M | -$13M | -41% | 37% | 28.4% | 5 | 0% | 11.8 |
|
| 6706 |
AGC
6706
Alden Global Capital
Brandon,
Florida
| $18.5M | +$5.26M | +40% | 0.11% | 99.8% | 10 | 60% | 2.6 |
|
| 6707 |
AGDR
6707
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| $18.1M | -$69.3M | -79% | 4.55% | 10.7% | 5 | 60% | 4 |
|
| 6708 |
PFO
6708
PMC FIG Opportunities
Jerusalem,
Israel
| $18M | +$221K | +1% | 2.24% | 210% | 36 | 38.89% | 1.4 |
|
| 6709 |
WH
6709
Wolfswood Holdings
New York
| $17.9M | -$1.96M | -10% | 6.8% | 41.6% | 9 | 0% | 5 |
|
| 6710 |
BWM
6710
Blossom Wealth Management
San Ramon, Ca,
California
| $17.8M | -$1.98M | -10% | 4.47% | 89.7% | 44 | 11.36% | 5 |
|
| 6711 |
DI
6711
DUMAC Inc
Durham,
North Carolina
| $17.7M | -$10.2M | -36% | 30% | – | 19 | 36.84% | 7.5 |
|
| 6712 |
BS
6712
Biglari Sardar
| $17.7M | -$4.76M | -21% | 1.06% | 39.1% | 8 | 12.5% | 4 |
|
| 6713 |
WL
6713
WiL LLC
Palo Alto,
California
| $17.5M | -$14.9M | -46% | 34.5% | – | 3 | 66.67% | 1 |
|
| 6714 |
EP
6714
Essential Planning
Portsmouth,
New Hampshire
| $17.3M | – | – | 4.57% | 38.1% | 20 | – | 0 |
|
| 6715 |
ARCM
6715
Asia Research & Capital Management
Hong Kong
| $17M | -$41.1M | -71% | 18% | – | 5 | 20% | 1.8 |
|
| 6716 |
RCP
6716
RIT Capital Partners
London,
United Kingdom
| $17M | -$120M | -88% | 0.98% | 71.4% | 11 | 63.64% | 3.3 |
|
| 6717 |
EAM
6717
Empery Asset Management
New York
| $16.8M | -$1.66M | -9% | 3.78% | – | 94 | 26.6% | 2 |
|
| 6718 |
JM
6718
Jeneq Management
New York
| $16.3M | -$899K | -5% | 3.99% | 21.7% | 16 | 6.25% | 2.2 |
|
| 6719 |
SVGI
6719
Sozo Ventures GP I
Redwood City,
California
| $16.3M | -$1.88M | -10% | 10.4% | – | 1 | 0% | 3 |
|
| 6720 |
CHM
6720
Collaborative Holdings Management
New York
| $16.2M | -$66.4M | -80% | 1.47% | 591% | 30 | 83.33% | 0.5 |
|
| 6721 |
CBN
6721
Cadence Bank NA
Houston,
Texas
| $16.1M | -$292M | -95% | 4.66% | 33.3% | 205 | 82.93% | 21.1 |
|
| 6722 |
AWGLSCP
6722
ABG-WTT Global Life Science Capital Partners
Central, Hong Kong,
Hong Kong
| $16M | -$12.3M | -43% | 40.3% | 125% | 3 | 0% | 5.3 |
|
| 6723 |
BEP
6723
Brookside Equity Partners
Stamford,
Connecticut
| $16M | -$30.8M | -66% | 55.5% | 87.4% | 4 | 0% | 6 |
|
| 6724 |
MWM
6724
Moulton Wealth Management
Spokane,
Washington
| $15.9M | -$80.1M | -83% | 5.84% | 47.1% | 18 | 44.44% | 7.2 |
|
| 6725 |
VL
6725
Vorpal LLC
Nashville,
Tennessee
| $15.9M | -$394K | -2% | 2.42% | 39.7% | 1 | 0% | 15 |
|