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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6826 |
6826
Smart Portfolios LLC
Seattle,
Washington
| $50.1M | – | – | 6.26% | 41.3% | 39 | – | 1.9 |
|
| 6827 |
6827
Collaborative Holdings Management
New York
| $50M | +$33.8M | +209% | 27.5% | 591% | 27 | 77.78% | 0.2 |
|
| 6828 |
6828
Brendel Financial Advisors
Hanover,
New Hampshire
| $49.9M | +$7.76M | +18% | 11.7% | 126% | 41 | 21.95% | 1.7 |
|
| 6829 |
6829
Indus Capital Partners
New York
| $49.8M | -$88M | -64% | 0.94% | 117% | 20 | 80% | 2.9 |
|
| 6830 |
6830
Trustees of Princeton University
Princeton,
New Jersey
| $49.5M | +$8.66M | +21% | 9.48% | – | 2 | 0% | 4 |
|
| 6831 |
6831
Foresite Capital Management II
Larkspur,
California
| $49.5M | -$435K | -0.9% | 27.9% | 66.2% | 1 | 0% | 3.3 |
|
| 6832 |
6832
Capitol Family Office
Beaverton,
Oregon
| $49.4M | -$17.3M | -26% | 13.6% | 72% | 19 | 47.37% | 0.7 |
|
| 6833 |
6833
KPCB DGF Associates
Menlo Park,
California
| $49.2M | -$22.5M | -31% | 9.81% | – | 3 | 66.67% | 0.8 |
|
| 6834 |
PM
6834
Parametrica Management
Wanchai,
Hong Kong
| $48.8M | -$174K | -0.4% | 8.56% | 543% | 86 | 69.77% | 0.6 |
|
| 6835 |
6835
Trustees of Columbia University in the City of New York
New York
| $48.5M | – | – | 10.8% | – | 15 | – | 1 |
|
| 6836 |
6836
Versant Venture Management
San Francisco,
California
| $48.3M | -$10.3M | -18% | 3.62% | 409% | 8 | 12.5% | 3.4 |
|
| 6837 |
6837
University of Wisconsin Foundation
Madison,
Wisconsin
| $48.3M | – | – | – | 142% | 2 | – | 0 |
|
| 6838 |
6838
Qualcomm Inc
San Diego,
California
| $48.2M | -$37.5M | -44% | 4.99% | – | 9 | 33.33% | 2.4 |
|
| 6839 |
SI
6839
Schusterman Interests
Tulsa,
Oklahoma
| $48.1M | -$63M | -57% | 37.5% | 344% | 11 | 9.09% | 0.9 |
|
| 6840 |
6840
Axel Capital Management
New York
| $47.4M | -$12.8M | -21% | 9.9% | 194% | 11 | 63.64% | 0.3 |
|
| 6841 |
6841
Jetstream Capital
Brentwood,
Tennessee
| $47.4M | +$334K | +0.7% | 13.6% | – | 33 | 66.67% | 0.3 |
|
| 6842 |
6842
Talisman Wealth Advisors
Mountainside,
New Jersey
| $47M | – | – | 11.3% | 70.8% | 72 | – | 0 |
|
| 6843 |
6843
Connective Portfolio Management
New York
| $46.9M | +$15.5M | +49% | 16% | 468% | 63 | 66.67% | 0.3 |
|
| 6844 |
OTL
6844
Oak Thistle LLC
New York
| $46.6M | +$18.8M | +68% | 5.52% | 58.3% | 241 | 93.78% | 0 |
|
| 6845 |
6845
Scion Asset Management
Saratoga,
California
| $46.5M | +$5.24M | +13% | 9.3% | 1.91% | 13 | 84.62% | 0.1 |
|
| 6846 |
6846
SevenOneSeven Capital Management
Lancaster,
Pennsylvania
| $46.4M | +$3.65M | +9% | 6.16% | 12.4% | 61 | 22.95% | 1 |
|
| 6847 |
JDR
6847
Jay D. Rosenbaum
| $46.3M | +$2.89M | +7% | 8.93% | 12.9% | 57 | 12.28% | 4.4 |
|
| 6848 |
6848
LL Funds
Philadelphia,
Pennsylvania
| $46.2M | -$75.1M | -62% | 61.9% | 96.9% | 1 | 0% | 1 |
|
| 6849 |
6849
Zeal Asset Management
Central,
Hong Kong
| $46.2M | +$16.8M | +57% | 39.8% | 26.9% | 4 | 25% | 1.4 |
|
| 6850 |
6850
Tyrus Capital S.A.M.
Monaco
| $45.9M | – | – | 2.94% | – | 45 | – | 0 |
|