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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7876 |
SM
7876
Sabby Management
Miami Beach,
Florida
| $76.9M | -$110M | -59% | 13.9% | 95.5% | 55 | 72.73% | 0.6 |
|
| 7877 |
7877
Anchor Pointe Wealth Management
Cape Girardeau,
Missouri
| $76.9M | – | – | 0.88% | – | 88 | – | 0 |
|
| 7878 |
7878
Groesbeck Investment Management
Paramus,
New Jersey
| $76.9M | +$8.8M | +13% | 0.37% | 155% | 92 | 33.7% | 4.4 |
|
| 7879 |
7879
Sage Investment Counsel
Franklin,
Tennessee
| $76.7M | – | – | 3.13% | – | 120 | – | 0 |
|
| 7880 |
7880
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $76.7M | -$47.9M | -38% | 3.7% | 38.4% | 9 | 11.11% | 2.4 |
|
| 7881 |
7881
Holland Advisory Services
Ormond Beach,
Florida
| $76.6M | +$104K | +0.1% | 0.22% | 63% | 45 | 2.22% | 2 |
|
| 7882 |
7882
Marathon Asset Management (New York)
New York
| $76.5M | -$126M | -62% | 4.4% | 490% | 10 | 20% | 1.2 |
|
| 7883 |
7883
Mayar Capital
London,
United Kingdom
| $76.4M | -$26.5M | -26% | 0.48% | 14.7% | 12 | 0% | 3.1 |
|
| 7884 |
ST
7884
Skorpios Trust
Limassol,
Cyprus
| $76.3M | -$33.3M | -30% | 10.2% | 174% | 2 | 0% | 3 |
|
| 7885 |
7885
Real Talk Capital
Franklin,
Tennessee
| $76.3M | – | – | 0.84% | – | 75 | – | 0 |
|
| 7886 |
7886
Capital CS Group
Irvine,
California
| $76.2M | -$8.38M | -10% | 2.09% | 27.8% | 100 | 61% | 1.1 |
|
| 7887 |
GGV
7887
GG Group Ventures
Orlando,
Florida
| $75.8M | +$7.23M | +11% | 6.82% | – | 56 | 16.07% | 0.4 |
|
| 7888 |
NVIM
7888
New Vernon Investment Management
Highland Park,
Illinois
| $75.7M | -$17.2M | -19% | 1.61% | 83.1% | 41 | 14.63% | 4.1 |
|
| 7889 |
7889
Teachers Insurance & Annuity Association of America
New York
| $75.7M | +$10.2M | +16% | 0.78% | – | 84 | 22.62% | 0.3 |
|
| 7890 |
PM
7890
Parametrica Management
Wanchai,
Hong Kong
| $75.7M | -$8.37M | -10% | 2.24% | 543% | 106 | 80.19% | 0.5 |
|
| 7891 |
JCP
7891
Jennifer C. Price
| $75.5M | -$14.4M | -16% | 14.9% | – | 32 | 18.75% | 1.8 |
|
| 7892 |
7892
Angel Oak Capital Advisors
Atlanta,
Georgia
| $75.2M | – | – | 1.88% | – | 28 | – | 0 |
|
| 7893 |
KL
7893
KCK Ltd
Hamilton,
Bermuda
| $75M | – | – | 38.6% | – | 3 | – | 3 |
|
| 7894 |
7894
Capitol Family Office
Beaverton,
Oregon
| $74.9M | -$5.84M | -7% | 0.38% | 72% | 19 | 15.79% | 1.7 |
|
| 7895 |
7895
New Leaf Venture Partners
New York
| $74.8M | -$22.5M | -23% | 11.6% | 3.91% | 10 | 10% | 5 |
|
| 7896 |
7896
SCF Partners
Houston,
Texas
| $74.8M | +$51.7M | +224% | 5% | 2.1% | 3 | 66.67% | 3.4 |
|
| 7897 |
BV
7897
Boxwood Ventures
Chicago,
Illinois
| $74.7M | +$10.1M | +16% | 5.44% | 88% | 29 | 17.24% | 2 |
|
| 7898 |
MM
7898
MWG Management
Road Town, Tortola,
British Virgin Islands
| $74.4M | -$15.9M | -18% | 10.1% | 59.2% | 3 | 0% | 3.2 |
|
| 7899 |
IP
7899
Isomer Partners
New York
| $74.3M | -$18.7M | -20% | 2.41% | 57.2% | 16 | 87.5% | 1.5 |
|
| 7900 |
7900
Valued Retirements
Houston,
Texas
| $74.2M | +$1.65M | +2% | 0.08% | 84.6% | 85 | 12.94% | 0.8 |
|