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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
Serent Capital Management Company
San Francisco,
California
| $50.2M | -$25.4M | -34% | 24.5% | – | 1 | 0% | 2.3 |
|
| 7252 |
BCP
7252
Berylson Capital Partners
Boston,
Massachusetts
| $50M | -$3.87M | -7% | 3.92% | 57.7% | 34 | 50% | 0.7 |
|
| 7253 |
7253
Shotwell Rutter Baer
Lansing,
Michigan
| $49.3M | -$55.5M | -53% | 6.15% | 45.5% | 35 | 51.43% | 0.2 |
|
| 7254 |
7254
Seaport Global Advisors
Boston,
Massachusetts
| $49.3M | +$7.53M | +18% | 35.9% | 127% | 65 | 29.23% | 1.1 |
|
| 7255 |
7255
Heritage Wealth Partners
Dublin,
Ohio
| $49M | $0 | 0% | 7.99% | – | 44 | 0% | 0.8 |
|
| 7256 |
7256
Spartan Fund Management
Toronto, Ontario,
Canada
| $49M | -$32.5M | -40% | 4.53% | 25% | 243 | 66.67% | 0.6 |
|
| 7257 |
7257
Ursa Fund Management
Danville,
California
| $48.7M | -$8.88M | -15% | 1.18% | 93.5% | 44 | 63.64% | 0.4 |
|
| 7258 |
7258
Certares Management
New York
| $47.6M | +$10.7M | +29% | 29.1% | 26.4% | 1 | 0% | 2.3 |
|
| 7259 |
7259
Repertoire Partners
New York
| $47.6M | -$22.8M | -32% | 4.73% | 37.5% | 20 | 45% | 1 |
|
| 7260 |
7260
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| $46.9M | -$82.9M | -64% | 3.5% | 32% | 94 | 48.94% | 0.6 |
|
| 7261 |
RE
7261
ROB Exploration
New York
| $46.8M | -$36.3M | -44% | 43.7% | 35.6% | 1 | 0% | 1.3 |
|
| 7262 |
7262
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| $46.3M | -$18.5M | -29% | 28.6% | 81.3% | 1 | 0% | 2.8 |
|
| 7263 |
ECT
7263
Ebor Charitable Trust
Jackson,
Wyoming
| $46.2M | +$491K | +1% | 6.54% | 66.1% | 4 | 0% | 2.3 |
|
| 7264 |
7264
P.A.W. Capital
Greenwich,
Connecticut
| $45.5M | +$4.32M | +10% | 1.98% | 54.6% | 20 | 25% | 3.6 |
|
| 7265 |
7265
Park Avenue Institutional Advisers
New York
| $45.3M | +$17.3M | +62% | 2.25% | – | 5 | 60% | 0.6 |
|
| 7266 |
FTB
7266
First Trust Bank
Nassau,
Bahamas
| $44.7M | -$27.7M | -38% | 4.52% | 64.2% | 26 | 80.77% | 0.3 |
|
| 7267 |
SCM
7267
Stonehill Capital Management
New York
| $44.6M | -$6.34M | -12% | 8.81% | 117% | 9 | 44.44% | 2.8 |
|
| 7268 |
7268
Steel Partners Holdings
New York
| $44.5M | +$14.9M | +50% | 10.3% | – | 10 | 50% | 1 |
|
| 7269 |
7269
EnCap Flatrock Midstream Fund IV
San Antonio,
Texas
| $44M | +$5.4M | +14% | 14% | – | 1 | 0% | 0.8 |
|
| 7270 |
7270
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
| $43.5M | +$7.1M | +19% | 20.3% | – | 4 | 25% | 0.9 |
|
| 7271 |
7271
Bank of Korea
Seoul,
South Korea
| $43.1M | -$227M | -84% | 1.57% | – | 3 | 66.67% | 1.3 |
|
| 7272 |
7272
Varde Management
Minneapolis,
Minnesota
| $43M | -$29.6M | -41% | 1.63% | 149% | 2 | 0% | 3.6 |
|
| 7273 |
TA
7273
TLS Advisors
Miami,
Florida
| $43M | +$12.8M | +43% | 1.65% | 36.1% | 16 | 12.5% | 1 |
|
| 7274 |
7274
Envoi LLC
Chanhassen,
Minnesota
| $42.4M | +$13.4M | +46% | 10.1% | 13.5% | 31 | 64.52% | 0.6 |
|
| 7275 |
CIS
7275
Continental Investors Services
Longview,
Washington
| $42.2M | +$3.72M | +10% | 6.34% | 76.6% | 59 | 8.47% | 1.5 |
|