We are live on
!
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7226 |
CI
7226
CAZ Investments
Houston,
Texas
| $55.2M | -$19.6M | -26% | 6% | 263% | 44 | 22.73% | 2.5 |
|
| 7227 |
BHH
7227
Baker Hughes Holdings
Houston,
Texas
| $55.1M | -$93.6M | -63% | 3.56% | 38.6% | 2 | 0% | 2 |
|
| 7228 |
LF
7228
LL Funds
Philadelphia,
Pennsylvania
| $54.1M | -$14.4M | -21% | 21% | 96.9% | 1 | 0% | 2.3 |
|
| 7229 |
LOF
7229
Lightspeed Opportunity Fund
Menlo Park,
California
| $54.1M | -$41.1M | -43% | 43.2% | – | 1 | 0% | 1 |
|
| 7230 |
RB
7230
Richmond Brothers
Jackson,
Michigan
| $54M | -$3.41M | -6% | 7.02% | 77.2% | 25 | 12% | 1.7 |
|
| 7231 |
GCM
7231
Glaxis Capital Management
Sarasota,
Florida
| $53.9M | +$25.2M | +88% | 12.3% | 93.5% | 73 | 71.23% | 0.3 |
|
| 7232 |
TM
7232
Triatomic Management
Palo Alto,
California
| $53.6M | -$25M | -32% | 3.51% | – | 40 | 52.5% | 1 |
|
| 7233 |
ASGS
7233
Alpha Square Group S
New York
| $53.5M | -$31.7M | -37% | 22% | 53.8% | 24 | 25% | 1.2 |
|
| 7234 |
MAM
7234
Maytree Asset Management
Hong Kong
| $53.2M | -$25.8M | -33% | 2.6% | 402% | 41 | 70.73% | 0.7 |
|
| 7235 |
RAM
7235
Roumell Asset Management
Chevy Chase,
Maryland
| $53.1M | +$6.62M | +14% | 10.6% | 46.9% | 18 | 22.22% | 1.1 |
|
| 7236 |
APM
7236
Advanced Portfolio Management
New York
| $53M | -$42M | -44% | 4.37% | 19.8% | 88 | 88.64% | 0.2 |
|
| 7237 |
NJBEST
7237
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $52.9M | +$5.51M | +12% | 14.7% | 42% | 97 | 7.22% | 4.4 |
|
| 7238 |
KP
7238
Kitching Partners
Conshohocken,
Pennsylvania
| $52.7M | +$2.93M | +6% | 4.26% | – | 18 | 5.56% | 0.2 |
|
| 7239 |
OP
7239
ORG Partners
Roanoke,
Indiana
| $52.6M | -$546M | -91% | 6.84% | 69.5% | 1,351 | 77.57% | 0.4 |
|
| 7240 |
LFG
7240
Lockerman Financial Group
Newport Beach,
California
| $52.3M | +$9.04M | +21% | 9.12% | 62.6% | 113 | 28.32% | 1.1 |
|
| 7241 |
MSWM
7241
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
| $51.9M | +$2.39M | +5% | 6.88% | – | 186 | 17.2% | 0.2 |
|
| 7242 |
IPWA
7242
International Private Wealth Advisors
San Diego,
California
| $51.8M | -$49.3M | -49% | 6.59% | – | 142 | 47.18% | 0.2 |
|
| 7243 |
1C
7243
1060 Capital
Denver,
Colorado
| $51.8M | +$16.3M | +46% | 4.14% | 301% | 17 | 88.24% | 0 |
|
| 7244 |
PA
7244
Prossimo Advisors
San Luis Obispo,
California
| $51.7M | +$4.48M | +9% | 18.4% | 78.4% | 64 | 14.06% | 1 |
|
| 7245 |
RCM
7245
Riverwood Capital Management
Menlo Park,
California
| $51.7M | +$5.27M | +11% | 13.2% | 46.5% | 3 | 0% | 2.1 |
|
| 7246 |
SVG
7246
Sun Valley Gold
Sun Valley,
Idaho
| $51.4M | +$11.3M | +28% | 37% | 160% | 4 | 25% | 8.2 |
|
| 7247 |
SA
7247
SL Advisors
Westfield,
New Jersey
| $50.8M | +$4.29M | +9% | 11.8% | 74.1% | 41 | 4.88% | 5.7 |
|
| 7248 |
GCM
7248
GuideStone Capital Management
Dallas,
Texas
| $50.3M | -$6.18M | -11% | 10.9% | 49.2% | 1 | 0% | 4.3 |
|
| 7249 |
SCMC
7249
Serent Capital Management Company
San Francisco,
California
| $50.2M | -$25.4M | -34% | 24.5% | – | 1 | 0% | 2.3 |
|
| 7250 |
BCP
7250
Berylson Capital Partners
Boston,
Massachusetts
| $50M | -$3.87M | -7% | 3.92% | 57.7% | 34 | 50% | 0.7 |
|