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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6951 |
6951
Vahanian & Associates Financial Planning
Saratoga Springs,
New York
| $30.6M | +$1.53M | +5% | 7.84% | – | 66 | 28.79% | 0.5 |
|
| 6952 |
6952
Memorial Sloan Kettering Cancer Center
New York
| $30.3M | +$896K | +3% | 16.6% | 14.8% | 5 | 0% | 1.7 |
|
| 6953 |
6953
SC Israel IV Genpar
Herzelia,
Israel
| $30.3M | -$17.7M | -37% | 36.9% | – | 1 | 0% | 1 |
|
| 6954 |
6954
Olympus Peak Asset Management
Greenwich,
Connecticut
| $30.1M | -$83.1M | -73% | 3.37% | – | 4 | 50% | 0.8 |
|
| 6955 |
AA
6955
Antipodean Advisors
New York
| $29.9M | -$9.13M | -23% | 7.25% | 67.8% | 9 | 33.33% | 2.1 |
|
| 6956 |
6956
Chubb Ltd
Zurich,
Switzerland
| $29.9M | +$2.9M | +11% | 12.8% | 64.2% | 3 | 0% | 2.2 |
|
| 6957 |
OCM
6957
Ogborne Capital Management
San Francisco,
California
| $29.4M | -$56.6M | -66% | 39.8% | 251% | 5 | 20% | 1.1 |
|
| 6958 |
6958
Future Fund LLC
Chicago,
Illinois
| $29.3M | -$20.5M | -41% | 30.7% | 93.1% | 24 | 29.17% | 0.7 |
|
| 6959 |
6959
Moulton Wealth Management
Spokane,
Washington
| $29.2M | +$13.3M | +84% | 2.95% | 47.8% | 14 | 28.57% | 1.7 |
|
| 6960 |
6960
Evolution Capital Management
Crystal Bay,
Nevada
| $29M | -$39.2M | -57% | 8.3% | – | 67 | 44.78% | 0.7 |
|
| 6961 |
6961
Seaport Global Advisors
Boston,
Massachusetts
| $28.8M | +$4.28M | +17% | 7.45% | 127% | 124 | 12.1% | 0.8 |
|
| 6962 |
6962
Brandywine Managers
Hockessin,
Delaware
| $28.6M | -$1.78M | -6% | 0.85% | 96.3% | 41 | 14.63% | 3.1 |
|
| 6963 |
6963
Zebra Capital Management
Stamford,
Connecticut
| $28.6M | +$2.31M | +9% | 15.5% | 142% | 92 | 39.13% | 1 |
|
| 6964 |
6964
Envoi LLC
Chanhassen,
Minnesota
| $28.2M | -$1.66M | -6% | 3.83% | 13.5% | 9 | 11.11% | 2.6 |
|
| 6965 |
6965
Hudson Structured Capital Management
Stamford,
Connecticut
| $28M | -$4.32M | -13% | 8.58% | – | 5 | 0% | 0.9 |
|
| 6966 |
6966
VCU Investment Management
Richmond,
Virginia
| $27.4M | +$2.43M | +10% | 9.71% | – | 1 | 0% | 3 |
|
| 6967 |
6967
M Financial Asset Management
Portland,
Oregon
| $27.4M | +$4.03M | +17% | 13.8% | 7.58% | 21 | 0% | 2.2 |
|
| 6968 |
6968
Johnson Midwest Financial
Glidden,
Iowa
| $27.3M | +$1.12M | +4% | 6.58% | 58.6% | 412 | 21.36% | 1.3 |
|
| 6969 |
ECT
6969
Ebor Charitable Trust
Jackson,
Wyoming
| $27.3M | -$1.43M | -5% | 9.47% | 66.1% | 2 | 0% | 3 |
|
| 6970 |
FTB
6970
First Trust Bank
Nassau,
Bahamas
| $27.2M | -$35M | -56% | 0.82% | 64.2% | 17 | 100% | 0 |
|
| 6971 |
6971
Virginia National Bank
Charlottesville,
Virginia
| $27.1M | -$4.21M | -13% | 6.06% | – | 47 | 34.04% | 0.7 |
|
| 6972 |
6972
Essex Private Wealth Management
Topsfield,
Massachusetts
| $26.7M | +$1.62M | +6% | 6.38% | 29.3% | 30 | 3.33% | 2 |
|
| 6973 |
CPR
6973
CSU Producer Resources
Fairfield,
Ohio
| $26.6M | +$3.34M | +14% | 15.4% | 82.3% | 25 | 8% | 5 |
|
| 6974 |
6974
Varley Holdings
Tomago NSW,
Australia
| $26.3M | -$42.6M | -62% | 47.3% | – | 1 | 0% | 0.5 |
|
| 6975 |
6975
Evermore Global Advisors
Summit,
New Jersey
| $26.3M | -$16.2M | -38% | 25.9% | 133% | 11 | 36.36% | 3.3 |
|