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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6801 |
6801
SL Advisors
Westfield,
New Jersey
| $46.6M | +$1.47M | +3% | 1.31% | 74.1% | 51 | 1.96% | 5 |
|
| 6802 |
6802
Prentice Capital Management
Greenwich,
Connecticut
| $46.6M | -$45.2M | -49% | 13.1% | 128% | 34 | 52.94% | 0.8 |
|
| 6803 |
CCM
6803
Compton Capital Management
Providence,
Rhode Island
| $46.4M | -$92.2M | -67% | 11.5% | 75.6% | 78 | 38.46% | 8 |
|
| 6804 |
6804
G.F.W. Energy XII
Dallas,
Texas
| $46.4M | -$6.54M | -12% | 6.57% | 68.9% | 6 | 0% | 0.9 |
|
| 6805 |
6805
BSN Capital Partners
London,
United Kingdom
| $46M | -$1.37B | -97% | 44.7% | 183% | 23 | 95.65% | 0.1 |
|
| 6806 |
6806
Yale University
New Haven,
Connecticut
| $45.9M | +$8.61M | +23% | 1.22% | 33.7% | 6 | 66.67% | 0.4 |
|
| 6807 |
6807
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| $45.9M | -$186M | -80% | 9.6% | 0.74% | 3 | 66.67% | 1 |
|
| 6808 |
IFO
6808
Intrepid Family Office
Sarasota,
Florida
| $45.6M | +$5.77M | +14% | 11.3% | – | 29 | 44.83% | 0.7 |
|
| 6809 |
6809
Moulton Wealth Management
Spokane,
Washington
| $45.4M | +$16.2M | +56% | 1.46% | 47.8% | 16 | 25% | 1.7 |
|
| 6810 |
6810
P.A.W. Capital
Greenwich,
Connecticut
| $45.3M | +$8.67M | +24% | 17.6% | 54.6% | 27 | 22.22% | 3.1 |
|
| 6811 |
6811
Covalent Partners
Concord,
Massachusetts
| $44.8M | -$43.7M | -49% | 5.07% | 36.6% | 34 | 26.47% | 1.4 |
|
| 6812 |
BRA
6812
Blue Rock Advisors
Wayzata,
Minnesota
| $44.6M | – | – | 5% | – | 23 | – | 0 |
|
| 6813 |
6813
Hanseatic Management Services
Albuquerque,
New Mexico
| $44.5M | +$5.02M | +13% | 10.9% | – | 143 | 51.75% | 0.6 |
|
| 6814 |
6814
SevenOneSeven Capital Management
Lancaster,
Pennsylvania
| $44.4M | -$2.02M | -4% | 3.92% | 12.4% | 64 | 23.44% | 1.2 |
|
| 6815 |
RAM
6815
Roumell Asset Management
Chevy Chase,
Maryland
| $44.2M | +$3.77M | +9% | 8.95% | 46.9% | 27 | 48.15% | 1.3 |
|
| 6816 |
6816
ION Crossover Partners
Herzliya Pituach,
Israel
| $43.7M | +$1.1M | +3% | 3.02% | – | 3 | 0% | 1.6 |
|
| 6817 |
6817
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $43.5M | -$6.66M | -13% | 1.05% | – | 48 | 25% | 4.6 |
|
| 6818 |
SIP
6818
Scott Investment Partners
Henley-On-Thames,
United Kingdom
| $43.4M | +$1.96M | +5% | 5.31% | 44% | 43 | 0% | 2.2 |
|
| 6819 |
6819
Menard Financial Group
Houston,
Texas
| $43.2M | +$1.28M | +3% | 6.05% | 141% | 73 | 21.92% | 1.8 |
|
| 6820 |
6820
Zeal Asset Management
Central,
Hong Kong
| $43.2M | -$3.03M | -7% | 1.92% | 26.9% | 4 | 50% | 1.5 |
|
| 6821 |
6821
Syquant Capital SAS
Paris,
France
| $43.2M | +$2.48M | +6% | 5.9% | 160% | 20 | 95% | 0.3 |
|
| 6822 |
6822
Portland Hill Asset Management
London,
United Kingdom
| $42.9M | +$6.81M | +19% | 27.8% | 30.2% | 45 | 15.56% | 3.4 |
|
| 6823 |
6823
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
| $42.8M | -$1.76M | -4% | 4.33% | 75.6% | 262 | 11.45% | 1.2 |
|
| 6824 |
6824
General Equity Holdings
Brooklyn,
New York
| $42.5M | +$1.93M | +5% | 20.3% | 775% | 7 | 14.29% | 1.8 |
|
| 6825 |
RE
6825
ROB Exploration
New York
| $42.4M | +$485K | +1% | 1.16% | 35.6% | 1 | 0% | 0.3 |
|