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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6926 |
6926
Arena Capital Advisors
Los Angeles,
California
| $96.7M | +$12M | +14% | 29.8% | 127% | 57 | 26.32% | 1.4 |
|
| 6927 |
6927
Walker Financial Services
Bowling Green,
Kentucky
| $96.7M | -$6.2M | -6% | 5.43% | 20.8% | 25 | 16% | 1.4 |
|
| 6928 |
6928
Quaero Capital
Geneve,
Switzerland
| $96.5M | -$8.6M | -8% | 9.25% | 62.4% | 78 | 30.77% | 1.2 |
|
| 6929 |
6929
Platt Investment Counsel
Lake Mary,
Florida
| $96.5M | +$12.7M | +15% | 12.5% | 62.9% | 10 | 10% | 2.2 |
|
| 6930 |
6930
University of Maryland Foundation
Adelphi,
Maryland
| $96.4M | +$12.8M | +15% | 10.6% | 51.2% | 6 | 0% | 3.5 |
|
| 6931 |
6931
Cable Car Capital
San Francisco,
California
| $96.3M | – | – | 11% | – | 50 | – | 0 |
|
| 6932 |
6932
Vernal Point Advisors
San Francisco,
California
| $96.3M | – | – | 5.36% | – | 20 | – | 0 |
|
| 6933 |
6933
Basso Capital Management
Stamford,
Connecticut
| $96.1M | +$5.73M | +6% | 8.69% | 89% | 81 | 18.52% | 0.7 |
|
| 6934 |
6934
Andrew Hill Investment Advisors
Naples,
Florida
| $96M | – | – | 15.5% | 269% | 46 | – | 0.7 |
|
| 6935 |
6935
Chico Wealth RIA
Chico,
California
| $96M | +$12.4M | +15% | 11% | 74.7% | 35 | 22.86% | 0.9 |
|
| 6936 |
6936
Yorktown Management & Research Company
Forest,
Virginia
| $95.8M | +$6.89M | +8% | 15.6% | 211% | 233 | 23.61% | 1.7 |
|
| 6937 |
6937
Farley Capital
New York
| $95.7M | +$2.97M | +3% | 9.73% | 105% | 13 | 7.69% | 5.3 |
|
| 6938 |
6938
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
| $95.4M | -$138M | -59% | 31.2% | 740% | 3 | 33.33% | 2 |
|
| 6939 |
6939
Apis Capital Advisors
New York
| $95.4M | +$18.2M | +24% | 11.2% | 1,532% | 36 | 61.11% | 1 |
|
| 6940 |
6940
HPS Investment Partners
New York
| $95.2M | -$32.3M | -25% | 22.2% | 55.9% | 7 | 0% | 1.5 |
|
| 6941 |
6941
Lightspeed Opportunity Fund
Menlo Park,
California
| $95.2M | -$38.3M | -29% | 10.9% | – | 2 | 50% | 0.8 |
|
| 6942 |
6942
Samson Rock Capital
London,
United Kingdom
| $95.2M | -$214M | -69% | 10.3% | 166% | 47 | 89.36% | 0.2 |
|
| 6943 |
6943
Alan B. Lancz & Associates
Toledo,
Ohio
| $95.2M | +$7.21M | +8% | 10.8% | – | 139 | 10.07% | 1.7 |
|
| 6944 |
6944
Advanced Portfolio Management
New York
| $95M | -$24M | -20% | 8.41% | 19.8% | 115 | 82.61% | 0.1 |
|
| 6945 |
6945
Legacy Advisory Services
Exton,
Pennsylvania
| $94.8M | – | – | 11.6% | 59.4% | 46 | – | 0 |
|
| 6946 |
6946
Twin Securities
New York
| $94.8M | -$316M | -77% | 63% | 506% | 21 | 90.48% | 0 |
|
| 6947 |
ABP
6947
Arthur B. Page
| $94.8M | -$1.64M | -2% | 9.93% | 40.4% | 42 | 2.38% | 7.3 |
|
| 6948 |
6948
Scion Asset Management
Saratoga,
California
| $94.6M | -$4.38M | -4% | 11.3% | 1.91% | 31 | 77.42% | 0.1 |
|
| 6949 |
6949
Florin Court Capital
London,
United Kingdom
| $94.6M | +$47.8M | +102% | 11.6% | 108% | 29 | 44.83% | 0.4 |
|
| 6950 |
SF
6950
Schaeffer Financial
Rockville,
Maryland
| $94.4M | – | – | 9.58% | 52.2% | 18 | – | 1.1 |
|