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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 |
HGCK
6726
HPC Germany & Co KG
Potsdam,
Germany
| $64.1M | +$3.25M | +5% | 7.31% | 233% | 13 | 0% | 0.7 |
|
| 6727 |
6727
Prysm Capital
Princeton,
New Jersey
| $64M | -$50.3M | -44% | 44% | 46.6% | 1 | 0% | 1 |
|
| 6728 |
6728
Triad Investment Management
Newport Beach,
California
| $63.9M | +$6.33M | +11% | 11.6% | – | 59 | 11.86% | 2.1 |
|
| 6729 |
6729
Texas County & District Retirement System
Austin,
Texas
| $63.9M | – | – | 14.9% | 27.9% | 1 | – | 0 |
|
| 6730 |
6730
Yarra Square Partners
New York
| $63.8M | -$584K | -0.9% | 13.9% | 55.9% | 22 | 45.45% | 1.2 |
|
| 6731 |
6731
Cypress Point Wealth Management
Dallas,
Texas
| $63.8M | +$10M | +19% | 0.96% | 226% | 39 | 41.03% | 0.8 |
|
| 6732 |
6732
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $63.7M | +$8.26M | +15% | 8.31% | 26.9% | 11 | 9.09% | 2.1 |
|
| 6733 |
6733
Gordian Capital (Singapore)
Singapore
| $63.6M | -$11.8M | -16% | 3.64% | 321% | 131 | 17.56% | 0.8 |
|
| 6734 |
6734
Norwood Financial
Honesdale,
Pennsylvania
| $63.5M | +$7.01M | +12% | 15.4% | – | 281 | 0.71% | 1 |
|
| 6735 |
6735
Moneda USA
New York
| $63.4M | -$16.3M | -20% | 10.6% | – | 8 | 0% | 0.7 |
|
| 6736 |
TI
6736
Telemetry Investments
New York
| $63.3M | -$14.8M | -19% | 4.92% | 77.4% | 220 | 53.18% | 1 |
|
| 6737 |
KSCM
6737
Kamunting Street Capital Management
Miami Beach,
Florida
| $63.1M | +$2.34M | +4% | 2.68% | 7.47% | 43 | 72.09% | 0.7 |
|
| 6738 |
6738
SBK Financial
Richmond,
Virginia
| $63.1M | -$2.08M | -3% | 8.53% | – | 63 | 3.17% | 1 |
|
| 6739 |
6739
Syncona Portfolio
St Peter Port,
Guernsey
| $63M | +$5.46M | +9% | 21% | 6.19% | 4 | 0% | 1 |
|
| 6740 |
6740
BlueDrive Global Investors
London,
United Kingdom
| $62.9M | -$40.2M | -39% | 6.85% | 25.6% | 7 | 28.57% | 1.9 |
|
| 6741 |
TCM
6741
TORQ Capital Management
Hong Kong
| $62.7M | – | – | 9.04% | – | 6 | – | 0.4 |
|
| 6742 |
6742
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| $62.7M | +$4.81M | +8% | 6.45% | 58.1% | 44 | 18.18% | 0.8 |
|
| 6743 |
6743
Obsidian Personal Planning Solutions
Rockville,
Maryland
| $62.3M | +$7.67M | +14% | 10.1% | 58.2% | 42 | 11.9% | 0.5 |
|
| 6744 |
CFG
6744
CMC Financial Group
Atlanta,
Georgia
| $62.3M | +$19.7M | +46% | 4.48% | 102% | 24 | 50% | 1.7 |
|
| 6745 |
6745
IDG Technology Venture Investment IV
Hong Kong
| $62M | -$50.7M | -45% | 44.9% | 420% | 3 | 0% | 1 |
|
| 6746 |
AFG
6746
Alterity Financial Group
Bangor,
Maine
| $61.7M | -$178K | -0.3% | 7.44% | – | 83 | 10.84% | 1.5 |
|
| 6747 |
CCA
6747
Covey Capital Advisors
Atlanta,
Georgia
| $61.4M | +$2.42M | +4% | 9.99% | 118% | 31 | 3.23% | 3.6 |
|
| 6748 |
6748
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
| $61.3M | -$1.01M | -2% | 7.32% | 82.2% | 59 | 32.2% | 1.7 |
|
| 6749 |
6749
Resonate Capital
San Francisco,
California
| $61.3M | -$5.71M | -9% | 2.52% | – | 22 | 9.09% | 0.9 |
|
| 6750 |
6750
OUP Management Company
Bala Cynwyd,
Pennsylvania
| $61.3M | -$2.96M | -5% | 21.9% | – | 16 | 18.75% | 0.9 |
|