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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6901 |
6901
swisspartners Advisors
Zurich,
Switzerland
| $109M | +$9.7M | +10% | 5.67% | 73.2% | 31 | 22.58% | 2.8 |
|
| 6902 |
LI
6902
Latash Investments
Anchorage,
Alaska
| $109M | -$14.8M | -12% | 0.25% | 110% | 18 | 11.11% | 4.1 |
|
| 6903 |
6903
Altai Capital Management
West Hollywood,
California
| $109M | -$10.9M | -9% | 5.6% | 24.9% | 6 | 0% | 2.9 |
|
| 6904 |
6904
Waycross Investment Management
Bellingham,
Washington
| $109M | +$4.98M | +5% | 6.44% | 49.6% | 58 | 27.59% | 1.2 |
|
| 6905 |
BFM
6905
Blacksheep Fund Management
Co. Dublin,
Ireland
| $109M | -$21.5M | -17% | 23.3% | 71.5% | 4 | 0% | 2.8 |
|
| 6906 |
6906
Montchanin Asset Management
Montchanin,
Delaware
| $109M | +$2.69M | +3% | 5.43% | – | 59 | 13.56% | 1.7 |
|
| 6907 |
6907
Somerset Group
Wayzata,
Minnesota
| $108M | -$4.27M | -4% | 8.5% | 84.6% | 63 | 4.76% | 6.5 |
|
| 6908 |
6908
Inherent Group
New York
| $108M | -$5.6M | -5% | 11.7% | 61.7% | 13 | 46.15% | 2.3 |
|
| 6909 |
6909
Precision Wealth Strategies
Saint Louis,
Missouri
| $108M | +$11.2M | +12% | 9.61% | 106% | 124 | 31.45% | 1 |
|
| 6910 |
6910
Barrier Capital Management
San Francisco,
California
| $108M | +$5.35M | +5% | 2.09% | 216% | 16 | 37.5% | 0.7 |
|
| 6911 |
6911
AtlasMark Financial
Austin,
Texas
| $108M | – | – | 5.07% | – | 40 | – | 3.5 |
|
| 6912 |
6912
LRT Capital Management
Austin,
Texas
| $108M | +$699K | +0.7% | 7.87% | 76.2% | 95 | 30.53% | 1.3 |
|
| 6913 |
6913
Anchor Capital Management Company
Raleigh,
North Carolina
| $107M | +$13.2M | +14% | 7.98% | – | 10 | 40% | 0.5 |
|
| 6914 |
6914
Arrow Investment Advisors
Laurel,
Maryland
| $107M | -$2.28M | -2% | 3.93% | 36.3% | 58 | 37.93% | 1.2 |
|
| 6915 |
6915
C2C Wealth Management
Scottsdale,
Arizona
| $107M | +$5.15M | +5% | 6.4% | 77.2% | 88 | 9.09% | 2.4 |
|
| 6916 |
6916
GGV Capital
Menlo Park,
California
| $107M | -$28.1M | -21% | 3.02% | 49.3% | 11 | 27.27% | 2.2 |
|
| 6917 |
6917
Williams & Novak
Westlake Village,
California
| $107M | -$262K | -0.2% | 5.05% | 61.6% | 140 | 15.71% | 0.5 |
|
| 6918 |
6918
Lesa Sroufe & Co
Seattle,
Washington
| $107M | +$4.18M | +4% | 7.02% | – | 77 | 11.69% | 4.7 |
|
| 6919 |
6919
Cyr Financial
Hennepin,
Illinois
| $107M | +$6.97M | +7% | 5.76% | – | 48 | 25% | 0.2 |
|
| 6920 |
6920
Cooksen Wealth
The Woodlands,
Texas
| $107M | +$7.86M | +8% | 6.05% | 70.7% | 45 | 2.22% | 0.7 |
|
| 6921 |
6921
Invesco Senior Secured Management
New York
| $107M | -$38.3M | -26% | 5.55% | 18.1% | 8 | 0% | 2.2 |
|
| 6922 |
6922
Velan Capital Investment Management
Alpharetta,
Georgia
| $107M | -$67.6M | -39% | 4.42% | 2,395% | 23 | 47.83% | 0.8 |
|
| 6923 |
KAM
6923
Kinney Asset Management
Chicago,
Illinois
| $107M | -$24.2M | -18% | 2.81% | 10.1% | 4 | 0% | 3.9 |
|
| 6924 |
6924
Maso Capital Partners
Hong Kong
| $107M | +$10.8M | +11% | 7.88% | 8.67% | 46 | 60.87% | 1.1 |
|
| 6925 |
6925
Safe Harbor Fiduciary
Pensacola,
Florida
| $107M | – | – | 8.18% | – | 212 | – | 0 |
|