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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7226 |
AIM
7226
Alerce Investment Management
Chicago,
Illinois
| $51M | -$44.1M | -46% | 34% | 25.1% | 6 | 33.33% | 2.8 |
|
| 7227 |
7227
SL Advisors
Westfield,
New Jersey
| $50.6M | -$184K | -0.4% | 7.99% | 74.1% | 39 | 17.95% | 5.8 |
|
| 7228 |
7228
Richmond Brothers
Jackson,
Michigan
| $50.6M | -$3.39M | -6% | 5.5% | 77.2% | 26 | 23.08% | 1.8 |
|
| 7229 |
7229
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $50M | -$2.94M | -6% | 2.71% | 42% | 96 | 72.92% | 7.6 |
|
| 7230 |
7230
Windsor Advisory Group
Columbus,
Ohio
| $49.9M | +$14.4M | +41% | 0.08% | 48.2% | 60 | 33.33% | 1.2 |
|
| 7231 |
7231
Collaborative Holdings Management
New York
| $49.2M | -$16.9M | -26% | 20.8% | 591% | 44 | 61.36% | 0.2 |
|
| 7232 |
7232
Davide Leone & Partners Investment Company
London,
United Kingdom
| $49M | -$16.9M | -26% | 15.7% | 64.1% | 4 | 50% | 0.3 |
|
| 7233 |
SGL
7233
Sonic GP LLC
Honolulu,
Hawaii
| $48.4M | -$27.3M | -36% | 20% | – | 16 | 12.5% | 1.3 |
|
| 7234 |
LPARFS
7234
Leverage Partners Absolute Return Fund SPC
Cayman Islands Ky1-11111,
Cayman Islands
| $48.1M | -$30.3M | -39% | – | – | 81 | 71.6% | 0.4 |
|
| 7235 |
BCM
7235
BlueMar Capital Management
Miami,
Florida
| $48M | -$11.5M | -19% | 2.31% | 27.4% | 22 | 9.09% | 2.6 |
|
| 7236 |
7236
LGT Financial Advisors
Dallas,
Texas
| $47.4M | -$38.7M | -45% | 1.47% | 63.3% | 874 | 21.05% | 0.7 |
|
| 7237 |
7237
Greylock 15
Menlo Park,
California
| $47M | -$12.6M | -21% | 12.5% | 17.8% | 3 | 0% | 1.8 |
|
| 7238 |
7238
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| $47M | +$194K | +0.4% | 1% | 32% | 80 | 38.75% | 0.7 |
|
| 7239 |
7239
Vazirani Asset Management
New York
| $46.9M | +$10.8M | +30% | 2.51% | 436% | 39 | 89.74% | 0.1 |
|
| 7240 |
ECT
7240
Ebor Charitable Trust
Jackson,
Wyoming
| $46.7M | +$550K | +1% | 1.32% | 66.1% | 4 | 0% | 2.5 |
|
| 7241 |
7241
Serent Capital Management Company
San Francisco,
California
| $46.6M | -$3.55M | -7% | 14.2% | – | 1 | 0% | 2.5 |
|
| 7242 |
7242
Medici Capital
Newport Beach,
California
| $46.4M | -$42M | -47% | 3.9% | 127% | 12 | 33.33% | 0.7 |
|
| 7243 |
7243
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
| $46.1M | +$5.66M | +14% | 14% | 40.8% | 1 | 0% | 2.5 |
|
| 7244 |
7244
Maiden Cove Capital
Cape Elizabeth,
Maine
| $46M | – | – | 2.96% | – | 47 | – | 0 |
|
| 7245 |
BWM
7245
Blossom Wealth Management
San Ramon, Ca,
California
| $45.9M | +$4.4M | +11% | 7.85% | 89.7% | 66 | 6.06% | 1.9 |
|
| 7246 |
7246
Vima LLC
Troy,
Michigan
| $45.9M | -$40.7M | -47% | 5.41% | – | 465 | 89.25% | 0.3 |
|
| 7247 |
1C
7247
1060 Capital
Denver,
Colorado
| $45.9M | -$5.86M | -11% | 3.97% | 301% | 20 | 80% | 0.1 |
|
| 7248 |
7248
Signal Advisors Wealth
Detroit,
Michigan
| $45.7M | -$357M | -89% | 3.36% | 70.5% | 305 | 79.34% | 0.4 |
|
| 7249 |
7249
Accuvest Global Advisors
Provo,
Utah
| $45M | -$184M | -80% | 3.62% | 130% | 116 | 87.07% | 1.8 |
|
| 7250 |
7250
Atalaya Capital Management
New York
| $45M | -$40.1M | -47% | 16.1% | 7.46% | 116 | 18.1% | 1.8 |
|