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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7101 |
7101
Cowen Investment Management
New York
| $81.2M | -$555K | -0.7% | 3.89% | 1.87% | 11 | 27.27% | 2 |
|
| 7102 |
ETIA
7102
Epic Trust Investment Advisors
Richland,
Washington
| $81.1M | +$6.53M | +9% | 8.25% | – | 110 | 10% | 1.3 |
|
| 7103 |
7103
O'Neil Global Advisors
Los Angeles,
California
| $81.1M | -$90.9M | -53% | 61.1% | 1,833% | 68 | 72.06% | 0.3 |
|
| 7104 |
7104
Credit Capital Investments
Livingston,
New Jersey
| $80.9M | +$9.13M | +13% | 10.4% | 500% | 52 | 59.62% | 1.3 |
|
| 7105 |
7105
Keyframe Capital Partners
New York
| $80.6M | -$4.68M | -5% | 3.85% | 6.45% | 6 | 16.67% | 1.1 |
|
| 7106 |
VM
7106
Valinor Management
New York
| $80.4M | +$8.92M | +12% | 19.1% | 12.8% | 1 | 0% | 6.5 |
|
| 7107 |
7107
Arch Venture Management
Chicago,
Illinois
| $80.3M | -$83.2M | -51% | 0.33% | 228% | 9 | 33.33% | 1.3 |
|
| 7108 |
7108
Israel Discount Bank of New York
New York
| $80.2M | -$47.5M | -37% | 4.84% | 40.8% | 88 | 13.64% | 4.9 |
|
| 7109 |
7109
Carnegie Mellon University
Pittsburgh,
Pennsylvania
| $80.1M | -$2.86M | -3% | 1.3% | 61.6% | 6 | 0% | 2 |
|
| 7110 |
7110
Touchstone Capital
Pittsburgh,
Pennsylvania
| $79.7M | -$25.6M | -24% | 8.58% | – | 32 | 37.5% | 1.6 |
|
| 7111 |
PCP
7111
Perbak Capital Partners
London,
United Kingdom
| $79.6M | – | – | 13.4% | – | 11 | – | 0 |
|
| 7112 |
7112
Talisman Wealth Advisors
Mountainside,
New Jersey
| $79.5M | +$12.1M | +18% | 9.59% | 70.8% | 92 | 10.87% | 1 |
|
| 7113 |
7113
Ramsey Quantitative Systems
Louisville,
Kentucky
| $79.5M | +$3.71M | +5% | 6.83% | 51.1% | 2 | 0% | 2.4 |
|
| 7114 |
7114
Arbiter Partners Capital Management
New York
| $79.4M | -$8.48M | -10% | 59.8% | 378% | 46 | 28.26% | 3.6 |
|
| 7115 |
7115
Venrock Management VI
Palo Alto,
California
| $79.1M | -$38.8M | -33% | 32.9% | – | 1 | 0% | 3.8 |
|
| 7116 |
7116
Saltoro Capital
Dallas,
Texas
| $78.9M | +$41.4M | +111% | 7.67% | 130% | 46 | 82.61% | 0.5 |
|
| 7117 |
7117
8VC GP I
Austin,
Texas
| $78.6M | -$19.1M | -20% | 19.2% | – | 3 | 0% | 0.3 |
|
| 7118 |
LPARFS
7118
Leverage Partners Absolute Return Fund SPC
Cayman Islands Ky1-11111,
Cayman Islands
| $78.4M | +$31.5M | +67% | – | – | 74 | 67.57% | 0.3 |
|
| 7119 |
7119
Guild Investment Management
Los Angeles,
California
| $78.2M | +$15.3M | +24% | 17.1% | 101% | 58 | 34.48% | 1.8 |
|
| 7120 |
7120
TCG Capital Management
Playa Vista,
California
| $78.1M | -$18.7M | -19% | 19.3% | 45.7% | 1 | 0% | 1.3 |
|
| 7121 |
7121
Meridian Financial Partners
Warrenton,
Virginia
| $77.8M | -$19.7M | -20% | 7.57% | 80.8% | 55 | 29.09% | 2.9 |
|
| 7122 |
7122
Ibex Investors
Denver,
Colorado
| $77.5M | -$5.16M | -6% | 6.72% | 16.6% | 18 | 38.89% | 1.5 |
|
| 7123 |
7123
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| $77.5M | +$8.7M | +13% | 7.4% | 58.2% | 62 | 17.74% | 1.3 |
|
| 7124 |
7124
Flight Deck Capital
San Francisco,
California
| $77.4M | -$4.39M | -5% | 6.42% | 379% | 18 | 55.56% | 1 |
|
| 7125 |
7125
Capitol Family Office
Beaverton,
Oregon
| $77.3M | +$17.9M | +30% | 6.32% | 72% | 17 | 17.65% | 1.3 |
|