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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 |
CIA
7126
Capital Impact Advisors
Boston,
Massachusetts
| $76.9M | +$843K | +1% | 20.9% | – | 101 | 17.82% | 1.6 |
|
| 7127 |
CM
7127
Crystalline Management
Montreal, Quebec,
Canada
| $76.7M | -$2.21M | -3% | 5.76% | – | 128 | 61.72% | 0.4 |
|
| 7128 |
CBNLCF
7128
Cognios Beta Neutral Large Cap Fund
Prairie Village,
Kansas
| $76.7M | +$53.2K | +0.1% | 6.59% | – | 107 | 18.69% | 3 |
|
| 7129 |
SGL
7129
Sonic GP LLC
Honolulu,
Hawaii
| $75.8M | -$11.3M | -13% | 5.58% | – | 17 | 17.65% | 1.2 |
|
| 7130 |
MFIMFI
7130
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $75.6M | +$8.68M | +13% | 8.11% | 26.9% | 13 | 7.69% | 2.8 |
|
| 7131 |
UONDDL
7131
University of Notre Dame du Lac
South Bend,
Indiana
| $74.8M | -$22.9M | -23% | 17.9% | – | 2 | 50% | 1.5 |
|
| 7132 |
SFO
7132
Standard Family Office
Sioux Falls,
South Dakota
| $74.7M | +$12.5M | +20% | 9.29% | 67.6% | 48 | 95.83% | 0.1 |
|
| 7133 |
PL
7133
Portman Ltd
Grand Cayman,
Cayman Islands
| $74.6M | -$15.2M | -17% | 3.03% | – | 11 | 63.64% | 0.9 |
|
| 7134 |
LAM
7134
Lummis Asset Management
Fort Worth,
Texas
| $74.6M | -$56.1M | -43% | 8.65% | – | 181 | 18.23% | 0.2 |
|
| 7135 |
BAM
7135
Broadcrest Asset Management
Winter Park,
Florida
| $74.4M | -$36.2M | -33% | 2.95% | 54.1% | 6 | 16.67% | 1.6 |
|
| 7136 |
ZCM
7136
Zenyatta Capital Management
Dover,
Delaware
| $74.4M | -$184M | -71% | 8.25% | – | 30 | 56.67% | 0.7 |
|
| 7137 |
RHCA
7137
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $74.4M | -$13.1M | -15% | 4.69% | 91.9% | 40 | 10% | 3.3 |
|
| 7138 |
CIR
7138
Clear Investment Research
Alpharetta,
Georgia
| $74.3M | +$3.29M | +5% | 7.91% | 48.5% | 273 | 22.34% | 3.6 |
|
| 7139 |
A
7139
Atomvest
Hong Kong
| $74.2M | -$36.3M | -33% | 7.26% | 90% | 3 | 0% | 2.6 |
|
| 7140 |
MVPGP
7140
Magma Venture Partners General Partner
Tel Aviv,
Israel
| $73.9M | +$36M | +95% | 95% | 4.7% | 3 | 0% | 2.3 |
|
| 7141 |
OCM
7141
Octahedron Capital Management
Burlingame,
California
| $73.5M | -$11.5M | -14% | 19.1% | 234% | 23 | 30.43% | 0.9 |
|
| 7142 |
PCU
7142
Palliser Capital (UK)
London,
United Kingdom
| $73.4M | +$8.47M | +13% | 9.56% | 57% | 11 | 54.55% | 0.5 |
|
| 7143 |
SIRP
7143
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $73.2M | -$29.6M | -29% | 7.99% | 60.5% | 8 | 0% | 3.4 |
|
| 7144 |
RCM
7144
Riverpark Capital Management
New York
| $72.9M | +$7.43M | +11% | 11.8% | 152% | 40 | 0% | 4 |
|
| 7145 |
ACM
7145
Athyrium Capital Management
New York
| $72.8M | +$3.96M | +6% | 1.01% | 25.1% | 3 | 0% | 2.4 |
|
| 7146 |
YF
7146
Yu Fan
| $72.5M | +$52.6M | +264% | 6.01% | 42.7% | 7 | 71.43% | 0.2 |
|
| 7147 |
CCP
7147
Crocodile Capital Partners
Ursensollen,
Germany
| $72.5M | -$11.7M | -14% | 0.35% | 126% | 7 | 0% | 0.8 |
|
| 7148 |
7148
Cable Car Capital
San Francisco,
California
| $72.4M | -$23.9M | -25% | 6.76% | – | 64 | 34.38% | 0.2 |
|
| 7149 |
RWA
7149
Redmont Wealth Advisors
Chicago,
Illinois
| $72.2M | +$3.55M | +5% | 7.11% | 46.1% | 324 | 79.94% | 0.3 |
|
| 7150 |
SC
7150
Sinecera Capital
Austin,
Texas
| $72.1M | -$12.2M | -14% | 3.16% | 13.7% | 30 | 13.33% | 1.5 |
|