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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7126 |
7126
Dover Advisors
Richmond,
Virginia
| $76M | -$22.8M | -23% | 10.8% | 65% | 103 | 23.3% | 0.9 |
|
| 7127 |
7127
Institutional Venture Management XVI
Menlo Park,
California
| $76M | -$70.9M | -48% | 36.8% | 523% | 3 | 0% | 2.3 |
|
| 7128 |
7128
Ramsey Quantitative Systems
Louisville,
Kentucky
| $75.8M | +$4.89M | +7% | 9.42% | 51.1% | 2 | 0% | 2.1 |
|
| 7129 |
7129
Mercer Investments
Boston,
Massachusetts
| $75.7M | +$13.2M | +21% | 10.1% | 33.1% | 11 | 18.18% | 3.8 |
|
| 7130 |
7130
Serent Capital Management Company
San Francisco,
California
| $75.5M | – | – | 45.2% | – | 1 | – | 2 |
|
| 7131 |
7131
Saxony Capital Management
St. Louis,
Missouri
| $75.5M | – | – | 11.1% | 90% | 105 | – | 0 |
|
| 7132 |
7132
FreeGulliver LLC
New Orleans,
Louisiana
| $75.3M | – | – | 12.9% | – | 44 | – | 0 |
|
| 7133 |
AIM
7133
Alerce Investment Management
Chicago,
Illinois
| $75.2M | +$16.6M | +28% | 50.2% | 25.1% | 6 | 16.67% | 3 |
|
| 7134 |
CFG
7134
CMC Financial Group
Atlanta,
Georgia
| $74.8M | +$11.1M | +17% | 10% | 102% | 18 | 44.44% | 1.4 |
|
| 7135 |
7135
CAZ Investments
Houston,
Texas
| $74.8M | +$19.8M | +36% | 11.1% | 263% | 44 | 9.09% | 2.1 |
|
| 7136 |
ETIA
7136
Epic Trust Investment Advisors
Richland,
Washington
| $74.6M | +$11.1M | +17% | 10.7% | – | 104 | 18.27% | 1.1 |
|
| 7137 |
7137
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
| $73.8M | – | – | 9.3% | 110% | 30 | – | 0 |
|
| 7138 |
7138
Foresite Capital Management V
Larkspur,
California
| $73.4M | +$10.7M | +17% | 43% | 401% | 8 | 50% | 2.2 |
|
| 7139 |
7139
Foursixthree Capital
New York
| $73.2M | -$118M | -62% | 24.8% | – | 18 | 44.44% | 0.6 |
|
| 7140 |
7140
Monarch Alternative Capital
New York
| $73.2M | -$36.3M | -33% | 15.8% | 497% | 3 | 33.33% | 2.5 |
|
| 7141 |
7141
Varde Management
Minneapolis,
Minnesota
| $72.6M | -$93.6M | -56% | 13.1% | 149% | 4 | 25% | 2.8 |
|
| 7142 |
FTB
7142
First Trust Bank
Nassau,
Bahamas
| $72.4M | +$53.7M | +287% | 7.33% | 64.2% | 25 | 92% | 0 |
|
| 7143 |
7143
York GP
Grand Cayman,
Cayman Islands
| $72.3M | -$11.5M | -14% | 12.2% | – | 3 | 0% | 0.8 |
|
| 7144 |
7144
Groesbeck Investment Management
Paramus,
New Jersey
| $72.3M | +$6.26M | +9% | 15.5% | 147% | 85 | 14.12% | 5.1 |
|
| 7145 |
7145
Firsthand Capital Management
San Jose,
California
| $72.1M | +$2.77M | +4% | 16% | 265% | 58 | 29.31% | 3.2 |
|
| 7146 |
7146
University of Chicago
Chicago,
Illinois
| $72M | -$79.8M | -53% | 4.98% | 62.3% | 9 | 44.44% | 2.4 |
|
| 7147 |
TM
7147
Titan Managers
Scottsdale,
Arizona
| $71.8M | -$2.45M | -3% | 0.25% | 2.57% | 5 | 0% | 2.3 |
|
| 7148 |
7148
Credit Capital Investments
Livingston,
New Jersey
| $71.8M | -$3.68M | -5% | 10.3% | 500% | 65 | 61.54% | 1.3 |
|
| 7149 |
DC
7149
Dryden Capital
Miami,
Florida
| $71.7M | +$11.4M | +19% | 2.17% | – | 33 | 15.15% | 1.1 |
|
| 7150 |
VM
7150
Valinor Management
New York
| $71.5M | -$19.4M | -21% | 6.84% | 12.8% | 1 | 0% | 6.3 |
|