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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
CD
2826
Carl Domino
West Palm Beach,
Florida
| $186M | -$14.6M | -7% | 0.86% | 38.3% | 181 | 11.05% | 1.1 |
|
| 2827 |
KCCIP
2827
KERN Cobalt Co-Invest Partners
Calgary,
Alberta, Canada
| $186M | -$64.9M | -26% | 25.9% | – | 1 | 0% | 1.3 |
|
| 2828 |
CBN
2828
Cadence Bank NA
Houston,
Texas
| $186M | -$449K | -0.2% | 1.17% | 33.3% | 166 | 6.63% | 0.9 |
|
| 2829 |
SIG
2829
Sky Investment Group
Hartford,
Connecticut
| $185M | +$17M | +10% | 1.61% | 68% | 79 | 13.92% | 0.8 |
|
| 2830 |
2830
Waverly Advisors
Birmingham,
Alabama
| $185M | -$55.5M | -23% | 1.11% | 67.6% | 815 | 13.37% | 0.7 |
|
| 2831 |
LCM
2831
Lionstone Capital Management
New York
| $185M | -$16.2M | -8% | 4.99% | 74.1% | 15 | 13.33% | 1 |
|
| 2832 |
TAG
2832
Tactical Allocation Group
Birmingham,
Michigan
| $185M | -$45.7M | -20% | 2.29% | 15.2% | 25 | 24% | 0.8 |
|
| 2833 |
KFA
2833
Kelleher Financial Advisors
New York
| $184M | -$7.17M | -4% | 4.03% | 72.4% | 117 | 5.98% | 1.1 |
|
| 2834 |
FCM
2834
Ferox Capital Management
London,
United Kingdom
| $184M | +$6.36M | +4% | 0% | 2.07% | 27 | 3.7% | 0.7 |
|
| 2835 |
GTC
2835
Ghost Tree Capital
New York
| $184M | +$42.5M | +30% | 6.99% | 265% | 99 | 74.75% | 0.2 |
|
| 2836 |
SCP
2836
Simon Charitable Public
Cleveland,
Ohio
| $184M | -$3.53M | -2% | 2.54% | – | 3 | 0% | 0.8 |
|
| 2837 |
2837
Dynamic Advisor Solutions
Phoenix,
Arizona
| $184M | +$17.4M | +10% | 0.37% | 70.9% | 229 | 30.13% | 0.5 |
|
| 2838 |
GHAM
2838
Gilman Hill Asset Management
New Canaan,
Connecticut
| $184M | -$8.99M | -5% | 2.3% | 54.2% | 172 | 9.88% | 0.9 |
|
| 2839 |
LGC
2839
Laurel Grove Capital
Los Angeles,
California
| $184M | +$3.06M | +2% | 1.54% | 59.2% | 98 | 12.24% | 1 |
|
| 2840 |
CCM
2840
Compton Capital Management
Providence,
Rhode Island
| $183M | -$1.92M | -1% | 2.18% | 75.6% | 144 | 6.25% | 1.1 |
|
| 2841 |
ACH
2841
Axis Capital Holdings
Pembroke,
| $183M | -$52.5M | -22% | 0.19% | 67% | 5 | 40% | 1.3 |
|
| 2842 |
PC
2842
Pomelo Capital
New York
| $183M | -$34M | -16% | 0.51% | 4.35% | 98 | 29.59% | 0.7 |
|
| 2843 |
2843
Northeast Financial Consultants
Westport,
Connecticut
| $182M | +$5.66M | +3% | 0.25% | 63.8% | 149 | 23.49% | 0.5 |
|
| 2844 |
AGPM
2844
ASA Gold & Precious Metals
Portland,
Maine
| $182M | -$41M | -18% | 16.8% | 7.34% | 18 | 5.56% | 1.1 |
|
| 2845 |
NRCM
2845
Northern Right Capital Management
Darien,
Connecticut
| $182M | +$19.7M | +12% | 8.7% | 187% | 30 | 40% | 0.5 |
|
| 2846 |
FCT
2846
Family Capital Trust
Peabody,
Massachusetts
| $182M | -$12.4M | -6% | 1.47% | 32.3% | 90 | 5.56% | 1.2 |
|
| 2847 |
KL
2847
Kinsight LLC
Birmingham,
Alabama
| $182M | +$12.9M | +8% | 1.98% | 15.7% | 35 | 22.86% | 1 |
|
| 2848 |
GPC
2848
Glacier Peak Capital
Bellevue,
Washington
| $181M | +$20.9M | +13% | 2.04% | 11.8% | 73 | 34.25% | 0.4 |
|
| 2849 |
PHK
2849
Point72 Hong Kong
Hong Kong
| $181M | +$153M | +543% | 3.42% | 396% | 522 | 99.04% | 0 |
|
| 2850 |
AIS
2850
American Investment Services
Great Barrington,
Massachusetts
| $181M | -$2.65M | -1% | 1.34% | 63.1% | 78 | 3.85% | 1 |
|