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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Samsung Asset Management (New York)
New York
| $85M | -$998K | -1% | 7.54% | 37.6% | 75 | 21.33% | 0.2 |
|
| 3152 |
MSP
3152
Madison Street Partners
Denver,
Colorado
| $85M | -$10.7M | -11% | 10.5% | – | 53 | 79.25% | 0.1 |
|
| 3153 |
KCM
3153
Karsch Capital Management
New York
| $84.5M | -$1.09B | -93% | 12% | – | 47 | 89.36% | 0.1 |
|
| 3154 |
3154
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $84.4M | +$18.2M | +28% | 4.98% | 63.2% | 98 | 32.65% | 0.2 |
|
| 3155 |
OFM
3155
Okumus Fund Management
Grand Cayman,
Cayman Islands
| $84.4M | -$90.8M | -52% | 0.06% | 8.26% | 4 | 25% | 0.3 |
|
| 3156 |
3156
Revelation Capital Management (Bermuda)
Hamilton,
Bermuda
| $84.4M | -$14M | -14% | 1.17% | – | 18 | 50% | 0.2 |
|
| 3157 |
3157
New Harbor Financial Group
Worcester,
Massachusetts
| $84.3M | +$17.5M | +26% | 6.27% | 80.6% | 113 | 25.66% | 0.2 |
|
| 3158 |
3158
Wedgewood Investors
Erie,
Pennsylvania
| $84.3M | +$6.5M | +8% | 1.24% | – | 124 | 10.48% | 0.2 |
|
| 3159 |
3159
Horan Capital Advisors
Cincinnati,
Ohio
| $84.1M | +$18.3M | +28% | 5.3% | 26.6% | 65 | 27.69% | 0.2 |
|
| 3160 |
3160
Seamans Capital Management
Boston,
Massachusetts
| $83.9M | -$9.12M | -10% | 21.8% | – | 66 | 65.15% | 0.1 |
|
| 3161 |
3161
Westend Partners
San Francisco,
California
| $83.8M | – | – | 20.1% | – | 106 | – | 0 |
|
| 3162 |
3162
Seven Post Investment Office
San Francisco,
California
| $83.3M | +$8.12M | +11% | 5.02% | 52.6% | 6 | 0% | 0.3 |
|
| 3163 |
3163
Litman Gregory Wealth Management
Larkspur,
California
| $83.3M | -$6.36M | -7% | 4.03% | 55.5% | 13 | 23.08% | 0.3 |
|
| 3164 |
3164
Merit Investment Management
Wilmington,
Delaware
| $83.1M | -$27.4M | -25% | 2.59% | – | 58 | 31.03% | 0.2 |
|
| 3165 |
GC
3165
Gruss & Co
West Palm Beach,
Florida
| $82.8M | +$3.62M | +5% | 5.58% | 163% | 62 | 30.65% | 0.2 |
|
| 3166 |
3166
First United Bank & Trust
Oakland,
Maryland
| $82.7M | +$8.26M | +11% | 4.93% | 69.2% | 77 | 2.6% | 0.2 |
|
| 3167 |
3167
Beaconlight Capital
New York
| $82.7M | -$10.6M | -11% | 6.52% | 282% | 38 | 50% | 0.2 |
|
| 3168 |
3168
Cincinnati Casualty Company
Fairfield,
Ohio
| $82.7M | +$3.52M | +4% | 4.9% | 56% | 23 | 0% | 0.3 |
|
| 3169 |
NVIM
3169
New Vernon Investment Management
Highland Park,
Illinois
| $82.3M | -$2.5M | -3% | 9.04% | 83.1% | 40 | 22.5% | 0.2 |
|
| 3170 |
3170
IKOS CIF
Limassol,
Cyprus
| $82.2M | +$28.5M | +53% | 4.55% | 8.66% | 298 | 72.15% | 0.1 |
|
| 3171 |
3171
Guild Investment Management
Los Angeles,
California
| $81.8M | -$20.5M | -20% | 10.4% | 101% | 61 | 86.89% | 0.1 |
|
| 3172 |
3172
William & Flora Hewlett Foundation
Menlo Park,
California
| $81.8M | -$70.1M | -46% | 5.67% | – | 2 | 0% | 0.3 |
|
| 3173 |
3173
Braeside Investments
Dallas,
Texas
| $81.6M | -$9.03M | -10% | 4.15% | – | 18 | 5.56% | 0.3 |
|
| 3174 |
3174
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $81.5M | +$2.81M | +4% | 5.78% | 72.9% | 89 | 12.36% | 0.2 |
|
| 3175 |
3175
Jacob Asset Management of New York
Hermosa Beach,
California
| $80.9M | +$7.05M | +10% | 20% | 22.7% | 120 | 17.5% | 0.2 |
|