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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6726 |
PGM
6726
Parian Global Management
Pound Ridge,
New York
| $48.5M | -$76M | -61% | 33.3% | 65.2% | 34 | 67.65% | 0.8 |
|
| 6727 |
6727
Fiduciary Counselling
Saint Paul,
Minnesota
| $48.4M | +$183K | +0.4% | 3.09% | 26.5% | 10 | 30% | 3.9 |
|
| 6728 |
6728
Snow Lake Capital
Central,
Hong Kong
| $48.3M | +$20.1M | +71% | 10.7% | – | 2 | 50% | 0.1 |
|
| 6729 |
6729
SevenOneSeven Capital Management
Lancaster,
Pennsylvania
| $48.3M | -$2.4M | -5% | 3.18% | 12.4% | 52 | 5.77% | 0.8 |
|
| 6730 |
BV
6730
Boxwood Ventures
Chicago,
Illinois
| $48M | -$892K | -2% | 1.56% | 88% | 25 | 16% | 0.5 |
|
| 6731 |
PL
6731
Portman Ltd
Grand Cayman,
Cayman Islands
| $47.9M | -$55.1M | -53% | 31% | – | 14 | 78.57% | 0.3 |
|
| 6732 |
6732
Strategic Vision Investment
Hong Kong
| $47.4M | -$11.6M | -20% | 22.4% | 95.6% | 17 | 52.94% | 0.6 |
|
| 6733 |
HCM
6733
Helios Capital Management
Singapore
| $47.3M | -$63M | -57% | 6.83% | 124% | 64 | 67.19% | 0.2 |
|
| 6734 |
6734
Afton Capital Management
Charlotte,
North Carolina
| $47M | -$3.98M | -8% | 20.4% | – | 23 | 78.26% | 0.1 |
|
| 6735 |
6735
Connective Portfolio Management
New York
| $46.8M | -$10.1M | -18% | 6.48% | 468% | 65 | 61.54% | 0.2 |
|
| 6736 |
6736
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $46.5M | -$373M | -89% | 5.87% | 64.5% | 156 | 90.38% | 0.7 |
|
| 6737 |
6737
Certares Management
New York
| $46.5M | -$240K | -0.5% | 0.51% | 26.4% | 1 | 0% | 0.3 |
|
| 6738 |
AIM
6738
Axiom Investment Management
New York
| $46M | -$57.2M | -55% | 1.42% | – | 155 | 54.84% | 1.8 |
|
| 6739 |
6739
NanoDimension
Woodside,
California
| $45.6M | -$65.9M | -59% | 54% | – | 4 | 0% | 0.3 |
|
| 6740 |
6740
Westside Investment Management
Santa Monica,
California
| $45.6M | +$1.72M | +4% | 2.95% | 114% | 836 | 9.21% | 3.2 |
|
| 6741 |
6741
Machina Capital
Paris,
France
| $45.5M | +$4.06M | +10% | 2.87% | 34.8% | 195 | 73.33% | 0.2 |
|
| 6742 |
6742
Ponoi II Management
San Francisco,
California
| $45.1M | -$10M | -18% | 13.7% | – | 4 | 0% | 1.3 |
|
| 6743 |
6743
Evolution Capital Management
Crystal Bay,
Nevada
| $44.4M | +$12.7M | +40% | 3.42% | – | 73 | 32.88% | 0.2 |
|
| 6744 |
6744
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| $43.7M | -$38.4M | -47% | 0.5% | 64.9% | 72 | 52.78% | 1.7 |
|
| 6745 |
6745
Zebra Capital Management
Stamford,
Connecticut
| $43.5M | -$19M | -30% | 1.32% | 142% | 193 | 59.59% | 0.9 |
|
| 6746 |
6746
Upfront Ventures Management
Santa Monica,
California
| $43.5M | +$3.78M | +10% | 44.5% | – | 3 | 33.33% | 0.2 |
|
| 6747 |
6747
PPM America
Chicago,
Illinois
| $43.3M | -$11.1M | -20% | 2.68% | 51.5% | 12 | 33.33% | 0.3 |
|
| 6748 |
6748
Vahanian & Associates Financial Planning
Saratoga Springs,
New York
| $43.3M | -$80.8M | -65% | 5.1% | – | 156 | 64.1% | 0.2 |
|
| 6749 |
LCM
6749
LH Capital Markets
New York
| $43.2M | -$789M | -95% | 14.9% | 12.2% | 62 | 74.19% | 0.5 |
|
| 6750 |
6750
Axon Capital
New York
| $43.1M | -$19.4M | -31% | 0.41% | – | 10 | 40% | 1.2 |
|