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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
AF
3051
Aristotle Fund
Portland,
Maine
| $108M | -$16.5M | -13% | 6.88% | 3.11% | 6 | 16.67% | 0.3 |
|
| 3052 |
WIL
3052
Winifred I. Li
| $108M | +$477K | +0.4% | 6.35% | – | 400 | 8.75% | 0.2 |
|
| 3053 |
3053
Raffles Associates
New York
| $108M | +$11.3M | +12% | 5.23% | 50% | 53 | 11.32% | 0.2 |
|
| 3054 |
3054
EnTrustPermal Management
New York
| $107M | +$9.5M | +10% | 7.26% | 19.3% | 38 | 31.58% | 0.2 |
|
| 3055 |
FTB
3055
First Trust Bank
Nassau,
Bahamas
| $107M | +$1.8M | +2% | 8.37% | 64.2% | 22 | 50% | 0.2 |
|
| 3056 |
3056
Lenox Wealth Advisors
New York
| $107M | +$18.4M | +21% | 5.49% | 35.7% | 322 | 47.83% | 0.2 |
|
| 3057 |
3057
Siphron Capital Management
Beverly Hills,
California
| $107M | +$2.93M | +3% | 6.14% | – | 84 | 15.48% | 0.2 |
|
| 3058 |
3058
Lubar & Co
Milwaukee,
Wisconsin
| $107M | +$12M | +13% | 3.38% | – | 39 | 2.56% | 0.2 |
|
| 3059 |
TAA
3059
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $107M | +$16.2M | +18% | 57.3% | 312% | 12 | 16.67% | 0.2 |
|
| 3060 |
3060
Boyle Capital Management
West Des Moines,
Iowa
| $107M | -$103K | -0.1% | 4.23% | 19.5% | 29 | 13.79% | 0.3 |
|
| 3061 |
3061
Zeke Capital Advisors
Berwyn,
Pennsylvania
| $106M | -$16M | -13% | 6.51% | 41% | 62 | 30.65% | 0.2 |
|
| 3062 |
PIP
3062
Palisades Investment Partners
Santa Monica,
California
| $106M | +$5.64M | +6% | 8.14% | – | 84 | 25% | 0.2 |
|
| 3063 |
APAI
3063
Asia Pacific Associates III
Georgetown Grand Cayman,
British Columbia, Canada
| $106M | +$17.9M | +20% | 20.3% | – | 1 | 0% | 0.3 |
|
| 3064 |
CL
3064
CFS LLC
Oklahoma City,
Oklahoma
| $106M | -$2.1M | -2% | 6.32% | 12.5% | 124 | 17.74% | 0.2 |
|
| 3065 |
3065
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $106M | +$6.6M | +7% | 5.42% | – | 48 | 4.17% | 0.2 |
|
| 3066 |
SM
3066
SCFF Management
Menlo Park,
California
| $105M | +$20.6M | +24% | 25.4% | – | 3 | 0% | 0.3 |
|
| 3067 |
3067
Twin Focus Capital Partners
Boston,
Massachusetts
| $105M | +$7.7M | +8% | 21.7% | 92.5% | 85 | 12.94% | 0.2 |
|
| 3068 |
3068
Focused Wealth Management
Newburgh,
New York
| $105M | – | – | 4.39% | 73.9% | 626 | – | 0 |
|
| 3069 |
LWI
3069
Long Wharf Investors
Boston,
Massachusetts
| $105M | +$3.27M | +3% | 4.87% | – | 129 | 26.36% | 0.2 |
|
| 3070 |
3070
Mathes Company
New York
| $105M | +$13M | +14% | 10.2% | 121% | 85 | 10.59% | 0.2 |
|
| 3071 |
3071
Massachusetts Mutual Life Insurance
Springfield,
Massachusetts
| $105M | +$80.2M | +326% | 4.07% | – | 93 | 53.76% | 0.1 |
|
| 3072 |
SCMF
3072
Sage Capital Management (Florida)
Sarasota,
Florida
| $105M | +$8.91M | +9% | 0.4% | – | 59 | 57.63% | 0.2 |
|
| 3073 |
3073
Globe Life
Mckinney,
Texas
| $105M | +$1.53M | +1% | 2.68% | 60.1% | 27 | 29.63% | 0.2 |
|
| 3074 |
3074
Boyar Asset Management
New York
| $104M | +$4.04M | +4% | 4.74% | 75.5% | 63 | 7.94% | 0.2 |
|
| 3075 |
3075
Peregrine Asset Advisers
Portland,
Oregon
| $104M | +$7.38M | +8% | 15.2% | 182% | 181 | 40.88% | 0.2 |
|