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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7326 |
7326
Sage Rock Capital Management
New York
| $26.7M | +$2.06M | +8% | 0.97% | 13% | 49 | 24.49% | 1 |
|
| 7327 |
PL
7327
Portman Ltd
Grand Cayman,
Cayman Islands
| $26.5M | -$48.1M | -64% | 42.5% | – | 8 | 87.5% | 0.9 |
|
| 7328 |
7328
Zoom Communications
San Jose,
California
| $26.4M | +$2.36M | +10% | 9.82% | 10.7% | 1 | 0% | 2 |
|
| 7329 |
7329
M Financial Asset Management
Portland,
Oregon
| $25.9M | -$10M | -28% | 2.65% | 7.58% | 9 | 0% | 4.9 |
|
| 7330 |
7330
Elite Life Management
Sarasota,
Florida
| $25.8M | +$5.35M | +26% | 5.11% | – | 25 | 8% | 0.5 |
|
| 7331 |
7331
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
| $25.7M | -$17.8M | -41% | 31.2% | – | 4 | 25% | 1.5 |
|
| 7332 |
AH
7332
Aviva Holdings
New Providence,
Bahamas
| $25.7M | +$12.5M | +95% | 152% | 36.5% | 2 | 0% | 4.9 |
|
| 7333 |
BCM
7333
Bratton Capital Management
Fort Worth,
Texas
| $25.5M | -$16.3M | -39% | 39% | 152% | 1 | 0% | 5.5 |
|
| 7334 |
7334
Virtus Fund Advisers
Hartford,
Connecticut
| $25.3M | -$3.03M | -11% | 9.15% | – | 137 | 34.31% | 0.8 |
|
| 7335 |
7335
PVG Asset Management
Golden,
Colorado
| $25.2M | – | – | 1.38% | – | 36 | – | 0.9 |
|
| 7336 |
7336
Silver Rock Financial
Los Angeles,
California
| $25.1M | +$4.89M | +24% | 5.86% | 2.58% | 52 | 23.08% | 1.6 |
|
| 7337 |
SCA
7337
Sassicaia Capital Advisers
Jericho,
New York
| $24.7M | +$1.16M | +5% | 14.6% | 4,519% | 39 | 84.62% | 0.2 |
|
| 7338 |
7338
Crosspoint Financial
Tustin,
California
| $24.5M | +$12.8M | +109% | 2.11% | – | 21 | 52.38% | 0.6 |
|
| 7339 |
WWS
7339
Wellington Wealth Strategies
Indianapolis,
Indiana
| $23.8M | -$191M | -89% | 0.23% | – | 189 | 96.3% | 0.4 |
|
| 7340 |
7340
Atlas Wealth Partners
Wyomissing,
Pennsylvania
| $23.6M | +$5.16M | +28% | 13.7% | 145% | 22 | 18.18% | 0.9 |
|
| 7341 |
7341
WuXi AppTec
Shanghai,
China
| $23.3M | -$6.06M | -21% | 11.8% | – | 2 | 0% | 0.5 |
|
| 7342 |
7342
New Thinking Investment Management Company (HK)
Hong Kong
| $23.2M | +$13.2M | +133% | 19.3% | – | 6 | 66.67% | 0.1 |
|
| 7343 |
7343
Kennedy Lewis Management
New York
| $23.2M | +$68.8K | +0.3% | 3.14% | 70.2% | 8 | 12.5% | 1.8 |
|
| 7344 |
7344
Kabouter Management
Chicago,
Illinois
| $22.8M | -$891K | -4% | 6.57% | 12.9% | 15 | 40% | 2 |
|
| 7345 |
7345
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| $22.5M | -$161M | -88% | 2.29% | 219% | 62 | 56.45% | 0.9 |
|
| 7346 |
7346
Tarsadia Capital
New York
| $22.5M | -$9.8M | -30% | 6.29% | – | 2 | 0% | 0.8 |
|
| 7347 |
SM
7347
Southport Management
Wilson,
Wyoming
| $22.3M | -$4.83M | -18% | 3.86% | 107% | 39 | 35.9% | 1.5 |
|
| 7348 |
GIS
7348
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
| $22M | -$91.5M | -81% | 0.25% | 20.3% | 166 | 25.9% | 1.8 |
|
| 7349 |
7349
Cabana LLC
Fayetteville,
Arkansas
| $21.8M | -$1.64M | -7% | 0.97% | 58.3% | 26 | 80.77% | 0.2 |
|
| 7350 |
CGIM
7350
Cannon Global Investment Management
Davie,
Florida
| $21.5M | -$15.8M | -42% | 6.5% | 136% | 84 | 84.52% | 0.1 |
|