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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7251 |
7251
AtonRa Partners
Geneva,
Switzerland
| $50.2M | +$2.52M | +5% | 26.2% | 49% | 124 | 0% | 2 |
|
| 7252 |
7252
Kitching Partners
Conshohocken,
Pennsylvania
| $49.7M | – | – | 8.07% | – | 17 | – | 0 |
|
| 7253 |
7253
Bare Financial Services
Gap,
Pennsylvania
| $49.7M | – | – | 11.6% | – | 107 | – | 0 |
|
| 7254 |
7254
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
| $49.5M | – | – | 8.32% | – | 174 | – | 0 |
|
| 7255 |
7255
Verdad Advisers
Boston,
Massachusetts
| $49.3M | -$16.1M | -25% | 16.9% | – | 61 | 29.51% | 0.8 |
|
| 7256 |
7256
West Tower Group
Richmond,
Virginia
| $49.3M | -$141M | -74% | 13.7% | 120% | 815 | 69.2% | 0.2 |
|
| 7257 |
7257
AM Squared
Hong Kong
| $49.2M | -$16.6M | -25% | 1.81% | – | 87 | 81.61% | 0.5 |
|
| 7258 |
7258
Connective Portfolio Management
New York
| $49.1M | +$16.2M | +49% | 17.8% | 468% | 56 | 69.64% | 0.6 |
|
| 7259 |
7259
Heritage Wealth Partners
Dublin,
Ohio
| $49M | +$2.12M | +5% | 9.9% | – | 46 | 19.57% | 0.5 |
|
| 7260 |
GMEI
7260
Global Media & Entertainment Investments
Nassau,
Bahamas
| $48.4M | -$8.89M | -16% | 0% | 0% | 1 | 0% | 2 |
|
| 7261 |
7261
CVI Holdings
Wilmington,
Delaware
| $48.4M | -$2.23M | -4% | 12.7% | 25.8% | 252 | 34.92% | 1.3 |
|
| 7262 |
CAS
7262
CTC Alternative Strategies
Chicago,
Illinois
| $48.2M | -$4.79M | -9% | 8.82% | 111% | 138 | 94.2% | 0.1 |
|
| 7263 |
7263
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $47.4M | +$6.63M | +16% | 12.2% | 42% | 94 | 17.02% | 4.3 |
|
| 7264 |
7264
Trustees of Columbia University in the City of New York
New York
| $47.4M | -$6.96M | -13% | 4.16% | – | 18 | 50% | 1.6 |
|
| 7265 |
7265
SCF Partners
Houston,
Texas
| $47.3M | -$31.3M | -40% | 20.2% | 2.1% | 2 | 0% | 5.9 |
|
| 7266 |
7266
Prossimo Advisors
San Luis Obispo,
California
| $47.2M | +$4.82M | +11% | 9.51% | 78.4% | 62 | 14.52% | 0.8 |
|
| 7267 |
7267
Vista Finance
Clayton,
Missouri
| $47.2M | -$21.5M | -31% | 2.52% | 50.7% | 29 | 41.38% | 1.3 |
|
| 7268 |
LPARFS
7268
Leverage Partners Absolute Return Fund SPC
Cayman Islands Ky1-11111,
Cayman Islands
| $46.9M | -$18.6M | -28% | – | – | 51 | 68.63% | 0.3 |
|
| 7269 |
RAM
7269
Roumell Asset Management
Chevy Chase,
Maryland
| $46.5M | -$3.22M | -6% | 5.84% | 46.9% | 20 | 30% | 1.1 |
|
| 7270 |
7270
SL Advisors
Westfield,
New Jersey
| $46.5M | -$27.8M | -37% | 4.74% | 74.1% | 47 | 21.28% | 5.2 |
|
| 7271 |
7271
Riverwood Capital Management
Menlo Park,
California
| $46.4M | +$8.82M | +23% | 27.4% | 46.5% | 3 | 0% | 1.8 |
|
| 7272 |
SCA
7272
SMH Capital Advisors
Fort Worth,
Texas
| $46.1M | +$3.28M | +8% | 2.82% | 10.7% | 50 | 16% | 2.6 |
|
| 7273 |
7273
Addition One General Partner
New York
| $45.7M | -$4.65M | -9% | 29.9% | – | 1 | 0% | 2 |
|
| 7274 |
ECT
7274
Ebor Charitable Trust
Jackson,
Wyoming
| $45.7M | +$12.5M | +38% | 8.86% | 66.1% | 4 | 50% | 2 |
|
| 7275 |
NICM
7275
Neo Ivy Capital Management
New York
| $44.7M | -$183M | -80% | 9.55% | – | 489 | 80.78% | 0.2 |
|