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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 |
3026
Financial Management Professionals
Austin,
Texas
| $270M | +$21M | +8% | 3.02% | 67.3% | 344 | 19.19% | 2.6 |
|
| 3027 |
3027
Ferris Capital
Marlborough,
Massachusetts
| $270M | -$2.38M | -0.9% | 3.67% | 67% | 696 | 77.01% | 1.6 |
|
| 3028 |
IBT
3028
International Biotechnology Trust
London,
United Kingdom
| $270M | -$974K | -0.4% | 3.9% | 11.1% | 70 | 20% | 1.1 |
|
| 3029 |
MJP
3029
Michael J. Puzo
| $269M | +$12.7M | +5% | 3.57% | 90.3% | 89 | 13.48% | 3.9 |
|
| 3030 |
PH
3030
Pinnacle Holdings
Tulsa,
Oklahoma
| $269M | +$2M | +0.7% | 0.83% | 79.6% | 204 | 9.8% | 3.6 |
|
| 3031 |
3031
Delphi Financial Group
Wilmington,
Delaware
| $269M | +$4.83M | +2% | 4.03% | 66.3% | 23 | 8.7% | 1.6 |
|
| 3032 |
3032
Certified Advisory Corp
Altamonte Springs,
Florida
| $269M | +$30.9M | +13% | 3% | 58.2% | 863 | 17.27% | 1.2 |
|
| 3033 |
3033
Domani Wealth
Lancaster,
Pennsylvania
| $269M | +$20.3M | +8% | 3.27% | 48.6% | 112 | 3.57% | 2.8 |
|
| 3034 |
3034
Rikoon Group
Santa Fe,
New Mexico
| $269M | -$110K | -0% | 2.59% | 63.3% | 209 | 8.13% | 2.1 |
|
| 3035 |
3035
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $268M | -$5.86M | -2% | 2.82% | 94.5% | 29 | 31.03% | 0.3 |
|
| 3036 |
3036
Renaissance Investment Group
Lenox,
Massachusetts
| $268M | +$22.8M | +9% | 6.52% | 99.6% | 92 | 16.3% | 3.6 |
|
| 3037 |
3037
Steel Partners Holdings
New York
| $268M | +$32.4M | +14% | 16.1% | – | 6 | 0% | 3.5 |
|
| 3038 |
3038
White Pine Capital
Bloomington,
Minnesota
| $268M | -$3.73M | -1% | 0.7% | 143% | 241 | 11.2% | 3.7 |
|
| 3039 |
3039
Ellis Investment Partners
Berwyn,
Pennsylvania
| $268M | +$20.7M | +8% | 2.78% | 70.8% | 668 | 76.65% | 0.1 |
|
| 3040 |
3040
IMA Advisory Services
Denver,
Colorado
| $267M | +$9.9M | +4% | 2.79% | 74.5% | 319 | 24.14% | 1.7 |
|
| 3041 |
3041
Machina Capital
Paris,
France
| $267M | +$15.7M | +6% | 2.84% | 34.8% | 682 | 59.68% | 0.2 |
|
| 3042 |
KCP
3042
KDI Capital Partners
Raleigh,
North Carolina
| $267M | -$16.6M | -6% | 5.95% | 77.1% | 42 | 23.81% | 2.5 |
|
| 3043 |
WC
3043
Whitnell & Co
Oak Brook,
Illinois
| $267M | +$7.35M | +3% | 2.72% | 36.6% | 257 | 4.67% | 4.4 |
|
| 3044 |
3044
Brandywine Managers
Hockessin,
Delaware
| $267M | +$17.3M | +7% | 6.02% | 96.3% | 53 | 18.87% | 1.4 |
|
| 3045 |
3045
Gibson Capital
Wexford,
Pennsylvania
| $266M | -$31.4M | -11% | 2.81% | 67.2% | 37 | 16.22% | 4.5 |
|
| 3046 |
3046
DAFNA Capital Management
Los Angeles,
California
| $266M | +$34.2M | +15% | 0.59% | 313% | 93 | 22.58% | 1.7 |
|
| 3047 |
3047
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $266M | +$14.4M | +6% | 2.62% | 52.1% | 159 | 5.66% | 4 |
|
| 3048 |
GCMG
3048
Gyroscope Capital Management Group
Naples,
Florida
| $265M | +$3.33M | +1% | 3.04% | 24.8% | 136 | 16.91% | 1.5 |
|
| 3049 |
VM
3049
VPR Management
Houston,
Texas
| $265M | +$53.7M | +25% | 2.56% | 54.5% | 19 | 0% | 1.6 |
|
| 3050 |
3050
Alpha Capital Management
Austin,
Texas
| $265M | +$10.7M | +4% | 4.39% | 88% | 106 | 24.53% | 2.1 |
|