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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
EFL
2776
ERn Financial LLC
Middleton,
Wisconsin
| $667M | +$9.23M | +1% | 0.04% | 61.2% | 198 | 9.6% | 3.1 |
|
| 2777 |
2777
CDAM (UK)
London,
United Kingdom
| $666M | -$10.4M | -2% | 1.93% | 7.89% | 10 | 0% | 3.8 |
|
| 2778 |
CIA
2778
Covington Investment Advisors
Ligonier,
Pennsylvania
| $666M | +$1.1M | +0.2% | 3.43% | 100% | 75 | 9.33% | 6.2 |
|
| 2779 |
2779
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $666M | -$90.6M | -12% | 0.28% | 98.1% | 136 | 77.94% | 0.4 |
|
| 2780 |
2780
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $666M | -$70.7M | -10% | 3.44% | 84.5% | 578 | 40.48% | 3.4 |
|
| 2781 |
MI
2781
MMCAP International
Grand Cayman,
Cayman Islands
| $665M | -$54.1M | -8% | 5.72% | 184% | 182 | 31.87% | 1.3 |
|
| 2782 |
2782
Graham Holdings Co Master Retirement Trust
Arlington,
Virginia
| $665M | +$640K | +0.1% | 0.25% | 46% | 2 | 0% | 2.3 |
|
| 2783 |
2783
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $664M | -$33M | -5% | 4.89% | 174% | 259 | 17.37% | 4.9 |
|
| 2784 |
2784
EnCap Energy Capital Fund XI
Houston,
Texas
| $664M | -$60.6M | -8% | 7.14% | 21% | 2 | 0% | 0.6 |
|
| 2785 |
CPIH
2785
Consolidated Press International Holdings
Sydney,
Australia
| $663M | +$23.3M | +4% | 12.9% | – | 15 | 6.67% | 1 |
|
| 2786 |
2786
Waterfall Asset Management
New York
| $662M | -$219M | -25% | 1.34% | – | 6 | 16.67% | 0.6 |
|
| 2787 |
HCP
2787
Holt Capital Partners
Fort Worth,
Texas
| $662M | +$4.12M | +0.6% | 1.17% | 69.5% | 153 | 2.61% | 6.8 |
|
| 2788 |
2788
Archford Capital Strategies
Swansea,
Illinois
| $661M | -$2.62M | -0.4% | 1.15% | 87.4% | 273 | 9.52% | 4.6 |
|
| 2789 |
CBT
2789
Central Bank & Trust
Lexington,
Kentucky
| $661M | -$64.8M | -9% | 0.46% | 118% | 195 | 8.72% | 7.7 |
|
| 2790 |
2790
Teza Capital Management
Chicago,
Illinois
| $660M | -$251M | -28% | 0.31% | 133% | 745 | 59.73% | 0.5 |
|
| 2791 |
2791
Evermay Wealth Management
Arlington,
Virginia
| $660M | +$38M | +6% | 0.75% | 56.2% | 616 | 11.53% | 3.6 |
|
| 2792 |
2792
Shay Capital
New York
| $660M | -$58.3M | -8% | 21.7% | 166% | 480 | 70.42% | 0.5 |
|
| 2793 |
2793
Secure Asset Management
Troy,
Michigan
| $659M | +$65.8M | +11% | 3.35% | 97.2% | 353 | 22.66% | 1.5 |
|
| 2794 |
2794
Titan Global Capital Management USA
New York
| $659M | +$19.1M | +3% | 7.57% | 191% | 65 | 9.23% | 2.2 |
|
| 2795 |
2795
King Street Capital Management
New York
| $659M | +$514M | +355% | 0.6% | 140% | 16 | 37.5% | 0.5 |
|
| 2796 |
2796
Meridian Wealth Partners
Exton,
Pennsylvania
| $659M | +$16.1M | +3% | 1.03% | 54.2% | 115 | 13.91% | 3.1 |
|
| 2797 |
2797
Mainstay Capital Management
Grand Blanc,
Michigan
| $658M | +$60.3M | +10% | 5.13% | 131% | 117 | 15.38% | 2.7 |
|
| 2798 |
GA
2798
GFS Advisors
Houston,
Texas
| $658M | +$187M | +40% | 0.91% | 97.9% | 159 | 34.59% | 3.7 |
|
| 2799 |
2799
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $657M | +$10.9M | +2% | 1.08% | 81.7% | 268 | 9.33% | 4.6 |
|
| 2800 |
2800
Premier Path Wealth Partners
Madison,
New Jersey
| $656M | +$21.9M | +3% | 1.68% | 98.8% | 386 | 10.1% | 0.9 |
|