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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8476 |
NVIM
8476
New Vernon Investment Management
Highland Park,
Illinois
| $81.7M | -$12.5M | -13% | 9.15% | 83.1% | 44 | 27.27% | 3.9 |
|
| 8477 |
8477
Lotus Technology Management
Orlando,
Florida
| $81.5M | +$54.5M | +201% | 53.3% | – | 104 | 89.42% | 0 |
|
| 8478 |
8478
Rithm Capital
New York
| $81.4M | +$14M | +21% | 24.8% | – | 41 | 14.63% | 1.1 |
|
| 8479 |
8479
Charis Legacy Partners
Bryan,
Texas
| $81.3M | +$13M | +19% | 18.5% | – | 29 | 10.34% | 1.3 |
|
| 8480 |
8480
Robert Wood Johnson Foundation
Princeton,
New Jersey
| $81M | -$43.8M | -35% | 17.3% | 3.79% | 2 | 0% | 3.5 |
|
| 8481 |
RCI
8481
Ridgeback Capital Investments
Miami Beach,
Florida
| $80.9M | – | – | 44.7% | – | 1 | – | 0 |
|
| 8482 |
8482
ProCore Advisors
Newport Beach,
California
| $80.7M | +$15.5M | +24% | 28.4% | – | 88 | 21.59% | 0.4 |
|
| 8483 |
8483
Avory & Company
Miami,
Florida
| $80M | +$2.75M | +4% | 14.1% | 74.9% | 35 | 11.43% | 2.2 |
|
| 8484 |
8484
Capital Advisor Network
Lafayette,
Indiana
| $79.9M | +$8.47M | +12% | 10.8% | – | 197 | 31.98% | 0.2 |
|
| 8485 |
8485
General Motors Holdings
Detroit,
Michigan
| $79.8M | -$10.7M | -12% | 9.52% | 4.78% | 4 | 0% | 2.4 |
|
| 8486 |
8486
WestBridge Capital Management
Trianon,
Mauritius
| $79.5M | -$27.9M | -26% | 26% | 21.9% | 1 | 0% | 4 |
|
| 8487 |
8487
Angel Oak Capital Advisors
Atlanta,
Georgia
| $79.3M | -$10.7M | -12% | 4.45% | – | 33 | 9.09% | 1.2 |
|
| 8488 |
8488
Carnegie Mellon University
Pittsburgh,
Pennsylvania
| $78.9M | +$14.6M | +23% | 22.9% | 61.6% | 5 | 0% | 3.6 |
|
| 8489 |
8489
Littlejohn & Co
Greenwich,
Connecticut
| $78.6M | -$27M | -26% | 12.2% | 56.2% | 19 | 52.63% | 2.7 |
|
| 8490 |
8490
Data Collective IV
Palo Alto,
California
| $78.6M | +$22.6M | +40% | 82.8% | 317% | 4 | 0% | 3.4 |
|
| 8491 |
8491
Steel Partners Holdings
New York
| $78M | -$18.4M | -19% | 1.99% | – | 11 | 27.27% | 0.9 |
|
| 8492 |
8492
Oceanic Investment Management
Douglas,
Isle Of Man
| $77.9M | -$40M | -34% | 3.08% | – | 56 | 76.79% | 0.5 |
|
| 8493 |
GMEI
8493
Global Media & Entertainment Investments
Nassau,
Bahamas
| $77.8M | +$24.9M | +47% | 0% | 0% | 1 | 0% | 4.5 |
|
| 8494 |
8494
Kize Capital
New York
| $77.8M | -$1.88M | -2% | 17% | 34.7% | 6 | 16.67% | 3.9 |
|
| 8495 |
CMANY
8495
Capital Management Associates (New York)
New York
| $77.7M | +$17.5M | +29% | 33.4% | 205% | 44 | 18.18% | 3.1 |
|
| 8496 |
8496
WMS Group
Folsom,
Louisiana
| $77.5M | +$8.76M | +13% | 12.3% | – | 62 | 27.42% | 0.4 |
|
| 8497 |
8497
Solutions 4 Wealth
Southlake,
Texas
| $77.5M | +$11M | +17% | 12.6% | – | 60 | 11.67% | 1.7 |
|
| 8498 |
8498
VCU Investment Management
Richmond,
Virginia
| $77.1M | +$8.53M | +12% | 14.3% | – | 2 | 0% | 3.4 |
|
| 8499 |
8499
Bayhunt Capital
Mill Valley,
California
| $77.1M | -$28.5M | -27% | 17.1% | – | 29 | 51.72% | 0.3 |
|
| 8500 |
8500
Pursuit Wealth Strategies
Raleigh,
North Carolina
| $76.9M | +$4.94M | +7% | 11.1% | – | 122 | 17.21% | 0.4 |
|