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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7351 |
VL
7351
Vorpal LLC
Nashville,
Tennessee
| $21.3M | +$637K | +3% | 0.69% | 39.7% | 1 | 0% | 5.5 |
|
| 7352 |
7352
National Mutual Funds Management
Sydney,
Australia
| $21M | +$2.09M | +11% | 1.65% | – | 1 | 0% | 1.3 |
|
| 7353 |
7353
Mass General Brigham
Somerville,
Massachusetts
| $20.5M | -$36.6M | -64% | 7.9% | – | 5 | 20% | 0.3 |
|
| 7354 |
7354
Trevian Wealth Management
Weston,
Massachusetts
| $20.1M | -$127M | -86% | 11.3% | 94.1% | 29 | 55.17% | 1.6 |
|
| 7355 |
GMEI
7355
Global Media & Entertainment Investments
Nassau,
Bahamas
| $19.8M | -$18.1M | -48% | 0% | 0% | 1 | 0% | 2.5 |
|
| 7356 |
7356
Caxton Corporation
Princeton,
New Jersey
| $19.7M | +$2.18M | +12% | 19.6% | 512% | 12 | 8.33% | 1.4 |
|
| 7357 |
CVV
7357
Curative Ventures V
Dallas,
Texas
| $19.5M | -$968K | -5% | 4.72% | 30.2% | 1 | 0% | 2.5 |
|
| 7358 |
7358
Savior LLC
Wellesley Hills,
Massachusetts
| $19.2M | +$588K | +3% | 3.35% | 82.8% | 17 | 35.29% | 1.5 |
|
| 7359 |
7359
Dakota Community Bank & Trust
Hebron,
North Dakota
| $18.6M | +$100K | +0.5% | 2.01% | 93.4% | 107 | 3.74% | 1.7 |
|
| 7360 |
GC
7360
Gruss & Co
West Palm Beach,
Florida
| $18.4M | +$324K | +2% | 10.8% | 163% | 24 | 41.67% | 2.9 |
|
| 7361 |
7361
Soundwatch Capital
Rowayton,
Connecticut
| $18.2M | -$495M | -96% | 4.96% | 68.6% | 18 | 50% | 1.5 |
|
| 7362 |
7362
Kirkoswald Asset Management
New York
| $18.2M | -$42.9M | -70% | 65.6% | – | 7 | 100% | 0 |
|
| 7363 |
7363
Rose Park Advisors
Boston,
Massachusetts
| $17.8M | +$1.01M | +6% | 17.8% | 11.8% | 1 | 0% | 2.5 |
|
| 7364 |
JDR
7364
Jay D. Rosenbaum
| $17.7M | +$61.2K | +0.3% | 1.55% | 12.9% | 33 | 18.18% | 2.7 |
|
| 7365 |
7365
Spark Investment Management
New York
| $16.7M | -$1.37M | -8% | 8.33% | 459% | 13 | 15.38% | 2.8 |
|
| 7366 |
7366
Tuttle Capital Management
Riverside,
Connecticut
| $16.6M | +$3.69M | +28% | 3.18% | 115% | 82 | 43.9% | 0.6 |
|
| 7367 |
7367
Peterson Financial Group
Des Moines,
Iowa
| $16.4M | +$1.08M | +7% | 2.84% | 32.4% | 37 | 35.14% | 1.3 |
|
| 7368 |
UID
7368
Union Investments & Development
Tel Aviv,
Israel
| $16.4M | -$5.62M | -26% | 0.47% | 17% | 38 | 26.32% | 1.9 |
|
| 7369 |
7369
HoldCo Asset Management
Fort Lauderdale,
Florida
| $16.3M | -$376K | -2% | 1.16% | – | 15 | 0% | 3 |
|
| 7370 |
7370
Dynamo Administracao de Recursos
Rio De Janeiro,
Brazil
| $16.2M | -$48.6M | -75% | 6.91% | 350% | 4 | 0% | 4.3 |
|
| 7371 |
7371
Trustees of the Smith College
Northampton,
Massachusetts
| $15.7M | -$10.2M | -39% | 2.62% | – | 2 | 0% | 2.3 |
|
| 7372 |
7372
Arctis Global
San Juan,
Puerto Rico
| $15.6M | -$7.43M | -32% | 32.3% | 69.5% | 1 | 0% | 3.3 |
|
| 7373 |
HSC
7373
Harbor Spring Capital
New York
| $15M | – | – | 27.2% | – | 1 | – | 0 |
|
| 7374 |
7374
Raine Group
New York
| $14.6M | -$285K | -2% | 1.22% | 59.7% | 4 | 0% | 1.4 |
|
| 7375 |
7375
Sea Otter Advisors
Miami,
Florida
| $14.4M | -$6.21M | -30% | 0.92% | – | 70 | 45.71% | 0.4 |
|