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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8601 |
WEO
8601
William E. Oberndorf
| $55M | +$1.68M | +3% | 13.9% | 36.2% | 9 | 33.33% | 1.2 |
|
| 8602 |
PFA
8602
Portland Financial Advisors
Port Washington,
New York
| $54.8M | +$6.72M | +14% | 8.32% | – | 89 | 13.48% | 1.1 |
|
| 8603 |
8603
Feynman Point Asset Management
New York
| $54.7M | -$26.4M | -33% | 53.6% | – | 44 | 81.82% | 0.1 |
|
| 8604 |
8604
Texas County & District Retirement System
Austin,
Texas
| $54.6M | -$6.15M | -10% | 10.1% | 27.9% | 1 | 0% | 3.5 |
|
| 8605 |
8605
Israel Discount Bank of New York
New York
| $54M | +$8.43M | +18% | 7.17% | 40.8% | 43 | 13.95% | 4.3 |
|
| 8606 |
HCM
8606
Harspring Capital Management
New York
| $53.7M | -$136M | -72% | 11.4% | 70.6% | 14 | 50% | 4.3 |
|
| 8607 |
8607
Investment Counsel Company of Nevada
Las Vegas,
Nevada
| $53.5M | +$9.1M | +20% | 12.2% | – | 195 | 63.59% | 0.5 |
|
| 8608 |
OM
8608
OV Management
Minneapolis,
Minnesota
| $53.5M | +$4.53M | +9% | 12.1% | – | 55 | 47.27% | 1.9 |
|
| 8609 |
8609
Crestline Management
Fort Worth,
Texas
| $53.5M | +$7.21M | +16% | 32.3% | 80.2% | 3 | 0% | 5.7 |
|
| 8610 |
8610
Evolutionary Tree Capital Management
Alexandria,
Virginia
| $53M | -$189K | -0.4% | 37.7% | 139% | 33 | 33.33% | 1.6 |
|
| 8611 |
8611
Prentice Capital Management
Greenwich,
Connecticut
| $52.9M | +$7.15M | +16% | 28.5% | 128% | 23 | 26.09% | 1.4 |
|
| 8612 |
8612
Teza Capital Management
Chicago,
Illinois
| $51.8M | +$24.5M | +90% | 54.4% | 133% | 155 | 74.19% | 0.5 |
|
| 8613 |
8613
Abdiel Capital Advisors
New York
| $51.8M | -$241K | -0.5% | 10.6% | 43.7% | 5 | 0% | 2.4 |
|
| 8614 |
CFG
8614
CMC Financial Group
Atlanta,
Georgia
| $51.6M | +$624K | +1% | 21.4% | 102% | 64 | 70.31% | 1 |
|
| 8615 |
8615
Notable Capital Management
Menlo Park,
California
| $51.6M | -$1.84M | -3% | 1.09% | – | 9 | 22.22% | 0.8 |
|
| 8616 |
8616
Spark Investment Management
New York
| $51.2M | +$9.6M | +23% | 38.4% | 459% | 77 | 70.13% | 0.7 |
|
| 8617 |
8617
Medici Capital
Newport Beach,
California
| $51M | -$30.2M | -37% | 18% | 127% | 11 | 27.27% | 1.8 |
|
| 8618 |
HEC
8618
Hudson Executive Capital
New York
| $50.9M | -$100M | -66% | 0.39% | 127% | 2 | 50% | 5 |
|
| 8619 |
8619
Hein Park Capital Management
New York
| $50.2M | -$11.1M | -18% | 23.7% | 122% | 2 | 50% | 0.6 |
|
| 8620 |
7IH
8620
72 Investment Holdings
Stamford,
Connecticut
| $50M | +$359K | +0.7% | 4.55% | 1,556% | 5 | 0% | 3.5 |
|
| 8621 |
FTB
8621
First Trust Bank
Nassau,
Bahamas
| $49.8M | -$1.05M | -2% | 2.52% | 64.2% | 9 | 33.33% | 0.5 |
|
| 8622 |
8622
Glaxis Capital Management
Sarasota,
Florida
| $49.8M | -$30.1M | -38% | 11.3% | 98.9% | 51 | 39.22% | 1.4 |
|
| 8623 |
8623
Goodwin Investment Advisory
Woodstock,
Georgia
| $49.7M | -$34.3M | -41% | 10.9% | 60.8% | 33 | 27.27% | 2.6 |
|
| 8624 |
8624
Lattice Capital Management
Kirkland,
Washington
| $49.5M | -$7.47M | -13% | 12.9% | 187% | 18 | 38.89% | 3.4 |
|
| 8625 |
8625
Altai Capital Management
West Hollywood,
California
| $49M | +$14M | +40% | 46.7% | 24.9% | 5 | 0% | 3.8 |
|