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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
KAM
3026
Krensavage Asset Management
New York
| $179M | – | – | 21% | 124% | 26 | – | 0 |
|
| 3027 |
ACM
3027
Altalis Capital Management
New York
| $179M | +$27.6M | +18% | 4.45% | 3.82% | 19 | 21.05% | 0.8 |
|
| 3028 |
MWVC
3028
Morgens Waterfall Vintiadis & Co
New York
| $179M | +$36.3M | +25% | 12.1% | 594% | 53 | 54.72% | 0.4 |
|
| 3029 |
MAP
3029
Managed Asset Portfolios
Rochester,
Michigan
| $179M | +$7.31M | +4% | 0.9% | 99.2% | 44 | 18.18% | 0.9 |
|
| 3030 |
FNBOMD
3030
First National Bank of Mount Dora
Mount Dora,
Florida
| $179M | +$8.16M | +5% | 6.03% | 84.5% | 104 | 8.65% | 1.3 |
|
| 3031 |
NCM
3031
Newland Capital Management
New York
| $179M | +$27.4M | +18% | 2.54% | – | 58 | 60.34% | 0.3 |
|
| 3032 |
RR
3032
Robotti Robert
| $178M | -$23.8M | -12% | 0.03% | 107% | 64 | 17.19% | 1.3 |
|
| 3033 |
PFBT
3033
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $178M | +$13.1M | +8% | 4.56% | 73.6% | 187 | 12.83% | 1.2 |
|
| 3034 |
CO
3034
Caldwell & Orkin
Norcross,
Georgia
| $178M | +$39.5M | +29% | 9.05% | 137% | 94 | 63.83% | 0.4 |
|
| 3035 |
RA
3035
RiverPark Advisors
New York
| $178M | -$21.6M | -11% | 3.39% | 87.5% | 53 | 16.98% | 1.1 |
|
| 3036 |
WCM
3036
Windsor Capital Management
Phoenix,
Arizona
| $178M | +$1.74M | +1% | 0.86% | 49.1% | 99 | 10.1% | 1.2 |
|
| 3037 |
ACM
3037
Azentus Capital Management
Hong Kong
| $178M | +$32.8M | +23% | 7.27% | – | 13 | 53.85% | 0.4 |
|
| 3038 |
PC
3038
Pomelo Capital
New York
| $177M | -$5.25M | -3% | 2.83% | 4.35% | 108 | 47.22% | 0.6 |
|
| 3039 |
AIA
3039
Arbor Investment Advisors
Winston Salem,
North Carolina
| $177M | -$1.1M | -0.6% | 1.03% | 44.3% | 48 | 8.33% | 1.3 |
|
| 3040 |
MA
3040
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $177M | +$15.2M | +9% | 8.67% | 166% | 80 | 10% | 1.3 |
|
| 3041 |
RCA
3041
Restructuring Capital Associates
Stamford,
Connecticut
| $177M | +$40.6M | +30% | 1.64% | 71.2% | 21 | 42.86% | 0.8 |
|
| 3042 |
VIA
3042
Vantage Investment Advisors
State College,
Pennsylvania
| $177M | +$12.1M | +7% | 5.43% | 56.3% | 849 | 16.49% | 0.8 |
|
| 3043 |
FTIM
3043
Flowering Tree Investment Management
Singapore
| $177M | +$17.9M | +11% | 1.45% | 47.4% | 4 | 0% | 1.1 |
|
| 3044 |
FLAM
3044
First Light Asset Management
Edina,
Minnesota
| $176M | +$30.3M | +21% | 16.7% | 364% | 67 | 8.96% | 0.9 |
|
| 3045 |
3045
Koshinski Asset Management
Decatur,
Illinois
| $176M | – | – | 3.36% | 76.5% | 237 | – | 0 |
|
| 3046 |
SIM
3046
Strategic Income Management
Seattle,
Washington
| $176M | – | – | 1.28% | – | 35 | – | 0 |
|
| 3047 |
MAS
3047
Madden Advisory Services
Jacksonville,
Florida
| $176M | -$17M | -9% | 3.16% | 52.3% | 406 | 27.59% | 1.2 |
|
| 3048 |
WKWM
3048
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $176M | +$5.18M | +3% | 3.44% | 92% | 149 | 10.74% | 0.7 |
|
| 3049 |
CZPM
3049
Capital Z Partners Management
New York
| $176M | +$48.2M | +38% | 14% | 48.2% | 5 | 60% | 0.5 |
|
| 3050 |
BOS
3050
Bank of Stockton
Stockton,
California
| $176M | +$6.57M | +4% | 5.62% | 92.3% | 112 | 8.04% | 1.3 |
|