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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8776 |
8776
SPG Advisors
Kirkland,
Washington
| $5.55M | -$1.02M | -15% | 9.9% | – | 12 | 33.33% | 0.8 |
|
| 8777 |
8777
PharVision Advisers
Boca Raton,
Florida
| $5.3M | -$4.55M | -46% | 6.82% | – | 139 | 85.61% | 0.2 |
|
| 8778 |
8778
Berkshire Partners
Boston,
Massachusetts
| $4.96M | -$575K | -10% | 10.4% | 79% | 1 | 0% | 4.5 |
|
| 8779 |
OFC
8779
Oakland Financial Corp
| $4.51M | -$1.82M | -29% | 20.1% | – | 10 | 40% | 1.5 |
|
| 8780 |
WH
8780
Wolfswood Holdings
New York
| $4.36M | +$1.52M | +53% | 12.5% | 41.6% | 5 | 20% | 2.5 |
|
| 8781 |
8781
Corebridge Financial
Houston,
Texas
| $4.25M | -$1.09B | -100% | 31.2% | – | 4 | 100% | 0 |
|
| 8782 |
8782
Compound Global Advisors
Mercer Island,
Washington
| $4.05M | +$827K | +26% | 26.4% | – | 46 | 50% | 0.8 |
|
| 8783 |
8783
Eurizon Asset Management Slovakia
Bratislava,
| $4.01M | +$604K | +18% | 24.7% | – | 5 | 0% | 0.5 |
|
| 8784 |
FM
8784
Factorial Management
Hong Kong
| $3.62M | -$206K | -5% | 1.53% | – | 3 | 0% | 0.9 |
|
| 8785 |
8785
Gramercy Funds Management
Greenwich,
Connecticut
| $3.37M | -$2.71M | -45% | 34.5% | 87.6% | 2 | 50% | 2.8 |
|
| 8786 |
8786
Dai-ichi Life International Holdings
Tokyo,
Japan
| $3.15M | +$1.63M | +107% | 11.2% | – | 13 | 92.31% | 0 |
|
| 8787 |
KI
8787
Khan Imran
| $2.95M | +$20.5K | +0.7% | 0.7% | – | 1 | 0% | 0.3 |
|
| 8788 |
8788
American International Group
New York
| $2.93M | -$606M | -100% | 63.9% | 161% | 2 | 50% | 2 |
|
| 8789 |
8789
PayPay Securities
Tokyo,
Japan
| $2.77M | -$122K | -4% | 27.6% | 91% | 296 | 0.34% | 2.6 |
|
| 8790 |
CPIH
8790
Consolidated Press International Holdings
Sydney,
Australia
| $2.61M | +$1.98M | +314% | 3.37% | – | 3 | 100% | 0 |
|
| 8791 |
SRB
8791
Sid R. Bass
| $2.6M | +$66.8K | +3% | 4.7% | – | 1 | 0% | 0.5 |
|
| 8792 |
DCM
8792
Dupont Capital Management
Wilmington,
Delaware
| $2.18M | -$877M | -100% | 33.8% | 100% | 101 | 59.41% | 3.4 |
|
| 8793 |
8793
Creekmur Asset Management
Morton,
Illinois
| $2.07M | +$740K | +56% | 13.1% | – | 6 | 16.67% | 1.3 |
|
| 8794 |
8794
MVM Partners
Boston,
Massachusetts
| $1.91M | -$8.85M | -82% | 82.1% | 77.3% | 1 | 0% | 3.5 |
|
| 8795 |
1IC
8795
1922 Investment Company
Houston,
Texas
| $1.89M | -$1.03M | -35% | 9.42% | – | 3 | 33.33% | 2 |
|
| 8796 |
8796
Caxton Corporation
Princeton,
New Jersey
| $1.85M | -$2.17M | -54% | 9.05% | 512% | 11 | 45.45% | 1 |
|
| 8797 |
HGCK
8797
HPC Germany & Co KG
Potsdam,
Germany
| $1.68M | +$198K | +13% | 13.4% | 233% | 1 | 0% | 3.3 |
|
| 8798 |
8798
Cohalo Advisory
Snoqualmie,
Washington
| $1.65M | +$241K | +17% | 6.92% | – | 15 | 20% | 1 |
|
| 8799 |
8799
Fifth Lane Capital
Austin,
Texas
| $1.63M | -$80.7M | -98% | 6.05% | 80.4% | 60 | 95% | 1.2 |
|
| 8800 |
8800
Evoke Wealth
Los Angeles,
California
| $1.56M | -$5.57B | -100% | 9.78% | 65.2% | 711 | 99.44% | 2 |
|