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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6851 |
6851
Northpond Ventures
Bethesda,
Maryland
| $34.7M | -$25.5M | -42% | 39.4% | 67.3% | 4 | 25% | 1.7 |
|
| 6852 |
6852
Cheyne Capital Management (UK)
London,
United Kingdom
| $34.7M | +$7.56M | +28% | 7.8% | 35.6% | 27 | 40.74% | 0.5 |
|
| 6853 |
6853
Magma Venture Partners General Partner
Tel Aviv,
Israel
| $34.3M | -$10.9M | -24% | 24.1% | 4.7% | 3 | 0% | 1.8 |
|
| 6854 |
6854
Corundum Trust Company
Sioux Falls,
South Dakota
| $33.5M | -$3.11M | -9% | 3.59% | – | 41 | 14.63% | 0.2 |
|
| 6855 |
6855
Seaport Global Advisors
Boston,
Massachusetts
| $33.3M | -$639K | -2% | 0.22% | 127% | 111 | 31.53% | 1.3 |
|
| 6856 |
ECT
6856
Ebor Charitable Trust
Jackson,
Wyoming
| $33.2M | +$8.16M | +33% | 4.16% | 66.1% | 2 | 0% | 3.8 |
|
| 6857 |
CIS
6857
Continental Investors Services
Longview,
Washington
| $33M | -$51.4M | -61% | 2.65% | 76.6% | 65 | 33.85% | 1.4 |
|
| 6858 |
6858
Connective Portfolio Management
New York
| $32.9M | -$7.49M | -19% | 5.65% | 468% | 57 | 64.91% | 0.7 |
|
| 6859 |
6859
Marlowe Partners
New York
| $32.6M | -$10.2M | -24% | 12.5% | 16.3% | 9 | 55.56% | 2.8 |
|
| 6860 |
6860
Prentice Capital Management
Greenwich,
Connecticut
| $32.5M | +$1.19M | +4% | 8.9% | 128% | 25 | 36% | 1.1 |
|
| 6861 |
WFO
6861
Wealthgate Family Office
Boulder,
Colorado
| $32.2M | -$2.02M | -6% | 5.65% | 28.7% | 18 | 0% | 2.1 |
|
| 6862 |
6862
Qualcomm Inc
San Diego,
California
| $32.1M | -$8.9M | -22% | 6.7% | – | 3 | 66.67% | 10 |
|
| 6863 |
6863
Amia Capital
London,
United Kingdom
| $32.1M | +$16.1M | +101% | 4.17% | 30.1% | 7 | 100% | 0 |
|
| 6864 |
6864
Pariax
Newport Beach,
California
| $32M | +$188K | +0.6% | 3.92% | – | 15 | 26.67% | 1.1 |
|
| 6865 |
6865
Fiduciary Counselling
Saint Paul,
Minnesota
| $31.4M | -$1.65M | -5% | 4.74% | 26.5% | 9 | 0% | 5.4 |
|
| 6866 |
6866
Covalent Partners
Concord,
Massachusetts
| $31.3M | +$3.63M | +13% | 2.48% | 36.6% | 28 | 21.43% | 1.5 |
|
| 6867 |
BWM
6867
Blossom Wealth Management
San Ramon, Ca,
California
| $31.2M | +$3.92M | +14% | 3.7% | 89.7% | 62 | 17.74% | 1.5 |
|
| 6868 |
6868
Vahanian & Associates Financial Planning
Saratoga Springs,
New York
| $31.1M | -$502K | -2% | 2.31% | – | 67 | 32.84% | 0.8 |
|
| 6869 |
PAPAIJV
6869
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| $30.5M | -$18.4M | -38% | 4.49% | 168% | 15 | 46.67% | 2.9 |
|
| 6870 |
6870
Sandbar Asset Management
London,
United Kingdom
| $30.5M | -$5.99M | -16% | 0.07% | 128% | 53 | 39.62% | 0.6 |
|
| 6871 |
6871
M Financial Asset Management
Portland,
Oregon
| $29.6M | -$1.4M | -5% | 1.92% | 7.58% | 9 | 0% | 4.1 |
|
| 6872 |
6872
Glade Brook Capital Partners
Greenwich,
Connecticut
| $29.5M | – | – | 11.9% | – | 1 | – | 0 |
|
| 6873 |
6873
Courage Capital Management
Nashville,
Tennessee
| $29.5M | -$6.95M | -19% | 0.83% | 86.5% | 17 | 29.41% | 2.3 |
|
| 6874 |
6874
Essex Private Wealth Management
Topsfield,
Massachusetts
| $29.3M | +$181K | +0.6% | 4.32% | 29.3% | 28 | 7.14% | 2.7 |
|
| 6875 |
6875
Foresite Capital Management II
Larkspur,
California
| $29.2M | -$10.3M | -26% | 26.1% | 66.2% | 1 | 0% | 4 |
|