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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
Matrix China Management IV
Grand Cayman,
Cayman Islands
| $47M | +$8.08M | +21% | 20.8% | – | 1 | 0% | 1.5 |
|
| 6827 |
6827
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $46.7M | +$4.43M | +10% | 5.02% | 64.5% | 76 | 11.84% | 1.3 |
|
| 6828 |
6828
Kalos Management
Alpharetta,
Georgia
| $46.6M | -$3.31M | -7% | 4.8% | 48.5% | 405 | 67.9% | 1.2 |
|
| 6829 |
SCA
6829
SMH Capital Advisors
Fort Worth,
Texas
| $46.2M | +$29.4M | +175% | 1.52% | 10.7% | 56 | 12.5% | 2.4 |
|
| 6830 |
6830
Magma Venture Partners General Partner
Tel Aviv,
Israel
| $45.2M | -$34.6M | -43% | 57.8% | 4.7% | 3 | 0% | 1.5 |
|
| 6831 |
6831
SevenOneSeven Capital Management
Lancaster,
Pennsylvania
| $44.5M | +$120K | +0.3% | 1.47% | 12.4% | 56 | 5.36% | 1.4 |
|
| 6832 |
6832
SL Advisors
Westfield,
New Jersey
| $44.5M | -$2.15M | -5% | 10.2% | 74.1% | 51 | 11.76% | 5.3 |
|
| 6833 |
SIP
6833
Scott Investment Partners
Henley-On-Thames,
United Kingdom
| $44.5M | +$1.1M | +3% | 3.3% | 44% | 43 | 0% | 2.5 |
|
| 6834 |
6834
Kite Lake Capital Management (UK)
London,
United Kingdom
| $44.5M | -$49.1M | -52% | 1.84% | 337% | 11 | 72.73% | 0.6 |
|
| 6835 |
6835
Mizuho Securities
Tokyo,
Japan
| $44.4M | +$12.2M | +38% | 17.7% | 109% | 94 | 40.43% | 2.2 |
|
| 6836 |
6836
Madryn Asset Management
New York
| $44.2M | -$31.5M | -42% | 6.22% | – | 5 | 0% | 1.3 |
|
| 6837 |
6837
ION Crossover Partners
Herzliya Pituach,
Israel
| $44M | +$305K | +0.7% | 3.06% | – | 5 | 40% | 1.1 |
|
| 6838 |
6838
Capitol Family Office
Beaverton,
Oregon
| $43.8M | -$6.87M | -14% | 5.03% | 72% | 18 | 33.33% | 0.8 |
|
| 6839 |
6839
Marlowe Partners
New York
| $42.8M | -$30.8M | -42% | 1.5% | 16.3% | 8 | 12.5% | 2.6 |
|
| 6840 |
6840
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $42.5M | +$5.49M | +15% | 13.3% | 42% | 85 | 11.76% | 4.3 |
|
| 6841 |
6841
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
| $42.4M | -$26.9M | -39% | 2.51% | 45.3% | 177 | 80.23% | 0.6 |
|
| 6842 |
6842
Portland Hill Asset Management
London,
United Kingdom
| $42.3M | -$528K | -1% | 9.24% | 30.2% | 45 | 13.33% | 3.3 |
|
| 6843 |
GSC
6843
Ground Swell Capital
Folly Beach,
South Carolina
| $41.5M | -$18.1M | -30% | 11.6% | 71.1% | 106 | 92.45% | 0.1 |
|
| 6844 |
6844
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
| $41.4M | -$6.48M | -14% | 8.39% | – | 26 | 15.38% | 0.8 |
|
| 6845 |
6845
Qualcomm Inc
San Diego,
California
| $41M | -$9.7M | -19% | 6.69% | – | 4 | 25% | 4.3 |
|
| 6846 |
6846
Park Avenue Institutional Advisers
New York
| $40.7M | -$33.3M | -45% | 1.28% | – | 8 | 37.5% | 1.4 |
|
| 6847 |
6847
IFS Advisors
Overland Park,
Kansas
| $40.5M | +$16M | +65% | 8.26% | 54.2% | 156 | 19.23% | 1.1 |
|
| 6848 |
6848
Windsor Advisory Group
Columbus,
Ohio
| $40.5M | -$1.31M | -3% | 5.58% | 48.2% | 73 | 26.03% | 0.4 |
|
| 6849 |
6849
Connective Portfolio Management
New York
| $40.3M | +$8.8M | +28% | 29.6% | 468% | 51 | 56.86% | 0.5 |
|
| 6850 |
6850
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
| $40.2M | -$2.56M | -6% | 5.52% | 71.3% | 235 | 83.4% | 1.3 |
|