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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Bain Capital Credit
Boston,
Massachusetts
| $39.4M | -$48.6M | -55% | 4.39% | 14.4% | 4 | 50% | 0.3 |
|
| 3302 |
3302
Sky Investment Group
Hartford,
Connecticut
| $38.8M | – | – | 2.86% | 68% | 53 | – | 0 |
|
| 3303 |
SOM
3303
Stark Offshore Management
St. Francis,
Wisconsin
| $38.6M | +$23.9M | +163% | 6.05% | – | 13 | 69.23% | 0.1 |
|
| 3304 |
3304
Chicago Fundamental Investment Partners
Chicago,
Illinois
| $37.2M | -$9M | -20% | 16.6% | – | 11 | 27.27% | 0.2 |
|
| 3305 |
3305
Joshua Nash II
New York
| $36.8M | -$569K | -2% | 1.52% | – | 1 | 0% | 0.3 |
|
| 3306 |
3306
Kessler Investment Group
Columbus,
Indiana
| $36.6M | +$2.23M | +7% | 11.3% | 251% | 194 | 71.13% | 0.1 |
|
| 3307 |
3307
Advocacy Wealth Management Services
Atlanta,
Georgia
| $36.6M | +$11.5M | +46% | 2.67% | 48.3% | 336 | 38.1% | 0.2 |
|
| 3308 |
3308
Coupland Cardiff Asset Management
London,
United Kingdom
| $35.9M | -$6.08M | -14% | 32.6% | – | 5 | 80% | 0.1 |
|
| 3309 |
3309
Portland Investment Counsel
Burlington,
Ontario, Canada
| $35.6M | +$2.06M | +6% | 4.45% | 108% | 25 | 8% | 0.2 |
|
| 3310 |
3310
Thornmark Asset Management
Toronto,
Ontario, Canada
| $34.8M | -$64.5M | -65% | 6.72% | – | 61 | 55.74% | 0.2 |
|
| 3311 |
3311
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $34.4M | -$504K | -1% | 4.01% | 70.3% | 207 | 8.7% | 0.2 |
|
| 3312 |
3312
Banta Asset Management
Newport Beach,
California
| $33.9M | -$2.38M | -7% | 2.08% | – | 32 | 31.25% | 0.2 |
|
| 3313 |
3313
Mount Vernon Associates
Baltimore,
Maryland
| $32.8M | -$59.9M | -65% | 4.24% | 119% | 48 | 6.25% | 0.2 |
|
| 3314 |
TCM
3314
Touradji Capital Management
Boca Raton,
Florida
| $32.5M | +$5.69M | +21% | 18.9% | – | 106 | 70.75% | 0.1 |
|
| 3315 |
3315
Orinda Asset Management
Lafayette,
California
| $31.9M | +$1.33M | +4% | 8.15% | 28.4% | 188 | 55.85% | 0.1 |
|
| 3316 |
3316
Coghill Capital Management
Chicago,
Illinois
| $31.2M | -$5.01M | -14% | 16.7% | – | 5 | 20% | 0.3 |
|
| 3317 |
3317
CRCM LP
San Francisco,
California
| $30.6M | -$8.72M | -22% | 27.9% | – | 9 | 66.67% | 0.2 |
|
| 3318 |
PGAM
3318
Platinum Grove Asset Management
Purchase,
New York
| $30.3M | +$20.3M | +203% | 7.36% | – | 73 | 79.45% | 0.1 |
|
| 3319 |
V1I
3319
Victoria 1522 Investments
San Francisco,
California
| $30.2M | -$14.6M | -33% | 2.82% | – | 13 | 38.46% | 0.2 |
|
| 3320 |
VC
3320
Vicis Capital
New York
| $30.2M | -$8.97M | -23% | 3.81% | – | 4 | 75% | 0.3 |
|
| 3321 |
3321
Ibbotson Associates
Chicago,
Illinois
| $29.1M | +$11.2M | +63% | 4.37% | – | 21 | 0% | 0.3 |
|
| 3322 |
3322
Tanaka Capital Management
New York
| $29.1M | +$1.03M | +4% | 23.2% | – | 37 | 16.22% | 0.3 |
|
| 3323 |
BR
3323
BPV Resources
Orlando,
Florida
| $28.9M | -$106M | -79% | – | – | 5 | 60% | 0.3 |
|
| 3324 |
RRCMF
3324
Raven Rock Credit Master Fund
Grand Cayman,
Cayman Islands
| $28.6M | -$30.3M | -51% | 0.01% | – | 19 | 0% | 0.2 |
|
| 3325 |
NAM
3325
Needelman Asset Management
Ladera Ranch,
California
| $27.9M | +$532K | +2% | 4.93% | 30.5% | 39 | 7.69% | 0.2 |
|