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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
Cove Street Capital
El Segundo,
California
| $358M | -$38.6M | -10% | 4.75% | 84.2% | 88 | 15.91% | 3 |
|
| 3077 |
3077
Kelly Lawrence W & Associates
Pasadens,
California
| $358M | -$7.11M | -2% | 1.81% | 123% | 187 | 7.49% | 3.6 |
|
| 3078 |
3078
Fagan Associates
Troy,
New York
| $358M | -$16.6M | -4% | 3.7% | 127% | 123 | 7.32% | 3.9 |
|
| 3079 |
JC
3079
Joho Capital
New York
| $358M | -$79.9M | -18% | 0.51% | 80.2% | 15 | 26.67% | 2.1 |
|
| 3080 |
3080
12th Street Asset Management Company
Nashville,
Tennessee
| $358M | -$39M | -10% | 0.28% | 106% | 30 | 13.33% | 2.9 |
|
| 3081 |
ECM
3081
EagleClaw Capital Management
Boston,
Massachusetts
| $357M | -$11.2M | -3% | 2.91% | 104% | 131 | 9.16% | 5.5 |
|
| 3082 |
3082
Hahn Capital Management
Walnut Creek,
California
| $357M | -$21.2M | -6% | 2.85% | 53.6% | 35 | 0% | 6 |
|
| 3083 |
3083
Dudley & Shanley
Palm Beach,
Florida
| $357M | -$89M | -20% | 2.58% | 67.9% | 33 | 18.18% | 3.5 |
|
| 3084 |
3084
Strategic Point Investment Advisors
Providence,
Rhode Island
| $357M | -$2.48M | -0.7% | 5.84% | 51.9% | 31 | 16.13% | 3.4 |
|
| 3085 |
3085
Iron Gate Global Advisors
Nsl,
Utah
| $357M | -$5.58M | -2% | 3.07% | 106% | 107 | 32.71% | 2.3 |
|
| 3086 |
3086
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $357M | -$33.4M | -9% | 8.18% | 99.9% | 67 | 0% | 4.9 |
|
| 3087 |
3087
Huber Capital Management
El Segundo,
California
| $357M | -$1.16M | -0.3% | 0.69% | 70.4% | 108 | 10.19% | 4.7 |
|
| 3088 |
IIA
3088
IPG Investment Advisors
San Diego,
California
| $357M | -$43.1M | -11% | 6.57% | 106% | 187 | 36.9% | 1.8 |
|
| 3089 |
3089
Bright Rock Capital Management
Hanover,
Massachusetts
| $356M | -$14M | -4% | 4.15% | 53.1% | 85 | 8.24% | 4.2 |
|
| 3090 |
EWA
3090
ERTS Wealth Advisors
Marquette,
Michigan
| $356M | +$4.18M | +1% | 4.68% | 39.3% | 90 | 6.67% | 2.6 |
|
| 3091 |
3091
TenCore Partners
New York
| $356M | -$98.1M | -22% | 8.01% | 50.4% | 13 | 0% | 1.9 |
|
| 3092 |
3092
JMAC Enterprises
Newtown,
Pennsylvania
| $356M | -$32.1M | -8% | 5.33% | 65% | 183 | 9.84% | 0.7 |
|
| 3093 |
GTC
3093
Ghost Tree Capital
New York
| $356M | +$164M | +86% | 40.2% | 265% | 52 | 51.92% | 0.8 |
|
| 3094 |
3094
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $356M | +$30.1M | +9% | 4.47% | 72.5% | 102 | 30.39% | 2.3 |
|
| 3095 |
3095
Prestige Wealth Management Group
Flemington,
New Jersey
| $356M | -$12.9M | -4% | 4.96% | 55.8% | 1,117 | 10.47% | 2.4 |
|
| 3096 |
BPIH
3096
Broad Peak Investment Holdings
Singapore
| $356M | +$22.3M | +7% | 4.44% | 52.2% | 10 | 60% | 0.6 |
|
| 3097 |
3097
Hein Park Capital Management
New York
| $356M | -$659M | -65% | 9.9% | 122% | 13 | 15.38% | 1 |
|
| 3098 |
3098
Meridian Wealth Advisors
Austin,
Texas
| $355M | -$21.2M | -6% | 3.43% | 79.9% | 198 | 6.57% | 2.7 |
|
| 3099 |
3099
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| $355M | -$87.7M | -20% | 4.88% | 75.5% | 493 | 0.2% | 1.2 |
|
| 3100 |
3100
Stonnington Group
Pasadena,
California
| $355M | -$21.1M | -6% | 2.05% | – | 231 | 19.48% | 1.2 |
|