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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7901 |
7901
Strategic Wealth Investment Group
Louisville,
Kentucky
| $57.5M | -$848M | -94% | 1.05% | – | 135 | 67.41% | 3.2 |
|
| 7902 |
7902
IDG Technology Venture Investment IV
Hong Kong
| $57.3M | -$25.3M | -31% | 30.6% | 420% | 1 | 0% | 3.3 |
|
| 7903 |
7903
Prentice Capital Management
Greenwich,
Connecticut
| $57.2M | -$799K | -1% | 6.34% | 128% | 31 | 41.94% | 1 |
|
| 7904 |
7904
SL Advisors
Westfield,
New Jersey
| $57.2M | -$3.3M | -5% | 3.4% | 74.1% | 35 | 11.43% | 6 |
|
| 7905 |
HCM
7905
Helios Capital Management
Singapore
| $57.2M | -$114M | -67% | 12.2% | 124% | 47 | 48.94% | 2.4 |
|
| 7906 |
7906
Siemens Pension Trust
Munich Germany,
Germany
| $57M | -$130M | -69% | 69.5% | 25.4% | 1 | 0% | 2.3 |
|
| 7907 |
CGIM
7907
Cannon Global Investment Management
Davie,
Florida
| $57M | +$10.9M | +24% | 0.45% | 136% | 119 | 74.79% | 0.2 |
|
| 7908 |
7908
Solutions 4 Wealth
Southlake,
Texas
| $56.7M | +$1.44M | +3% | 4.48% | 54.9% | 52 | 1.92% | 1 |
|
| 7909 |
7909
Mayar Capital
London,
United Kingdom
| $56.4M | -$19.9M | -26% | 1.88% | 14.7% | 13 | 15.38% | 3 |
|
| 7910 |
ACM
7910
Aquilo Capital Management
San Francisco,
California
| $55.8M | -$10.5M | -16% | 14.1% | 6.84% | 16 | 25% | 2 |
|
| 7911 |
MAM
7911
Maytree Asset Management
Hong Kong
| $55.6M | +$11.3M | +26% | 13.1% | 441% | 18 | 33.33% | 0.5 |
|
| 7912 |
7912
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $54.9M | -$46.7M | -46% | 2.21% | 2.88% | 5 | 0% | 3.1 |
|
| 7913 |
MA
7913
McGrath & Associates
Asheville,
North Carolina
| $54.8M | +$5.26M | +11% | 1.24% | – | 43 | 9.3% | 0.2 |
|
| 7914 |
7914
VeriStar Capital Management
New York
| $54.7M | -$4.99M | -8% | 6.63% | 41% | 16 | 43.75% | 0.9 |
|
| 7915 |
7915
Riverpark Capital Management
New York
| $54.5M | -$2.69M | -5% | 6.8% | 152% | 37 | 0% | 5.1 |
|
| 7916 |
7916
Samson Rock Capital
London,
United Kingdom
| $53.6M | -$76.9M | -59% | 19.9% | 166% | 8 | 87.5% | 0.5 |
|
| 7917 |
7917
EnerVest
Houston,
Texas
| $53M | +$3.95M | +8% | 8.04% | 20.5% | 1 | 0% | 6.3 |
|
| 7918 |
7918
Pelion Inc
Salt Lake City,
Utah
| $52.9M | -$77.5M | -59% | 33.9% | 16.9% | 4 | 0% | 3.3 |
|
| 7919 |
7919
Yorktown Energy Partners VIII
New York
| $52.9M | -$26.4M | -33% | 11.6% | 15.2% | 2 | 0% | 5.5 |
|
| 7920 |
7920
O'Neil Global Advisors
Los Angeles,
California
| $52.9M | -$289M | -85% | 4.48% | 1,833% | 47 | 80.85% | 0.3 |
|
| 7921 |
7921
Charis Legacy Partners
Bryan,
Texas
| $52.8M | +$3.83M | +8% | 1% | – | 26 | 23.08% | 0.2 |
|
| 7922 |
7922
Worth Venture Partners
Fort Lee,
New Jersey
| $52.6M | +$42.5M | +419% | 1.34% | 105% | 52 | 53.85% | 0.5 |
|
| 7923 |
7923
Broadcrest Asset Management
Winter Park,
Florida
| $52.6M | -$14.2M | -21% | 7.03% | 54.1% | 4 | 0% | 2.6 |
|
| 7924 |
7924
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| $52.1M | -$3.32M | -6% | 1.7% | 32% | 83 | 51.81% | 0.7 |
|
| 7925 |
ACMH
7925
Andar Capital Management (HK)
Hong Kong
| $51.9M | -$25.6M | -33% | 18.7% | 863% | 23 | 65.22% | 0.5 |
|