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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 |
BAM
3301
Brave Asset Management
Summit,
New Jersey
| $131M | -$12.1M | -8% | 7.86% | 76.3% | 462 | 10.82% | 1.5 |
|
| 3302 |
SM
3302
SLS Management
New York
| $131M | -$37M | -22% | 9.41% | 11.3% | 27 | 55.56% | 0.8 |
|
| 3303 |
CCM
3303
Courage Capital Management
Nashville,
Tennessee
| $131M | -$52.6M | -29% | 14.2% | 86.5% | 37 | 24.32% | 0.9 |
|
| 3304 |
AAM
3304
Augustine Asset Management
Jacksonville,
Florida
| $131M | -$3.17M | -2% | 8.04% | 316% | 66 | 16.67% | 1.5 |
|
| 3305 |
BI
3305
Boulegeris Investments
Sandy Springs,
Georgia
| $131M | -$8.64M | -6% | 6.77% | 39.1% | 46 | 4.35% | 0.9 |
|
| 3306 |
GCG
3306
Giovine Capital Group
Santa Monica,
California
| $130M | -$10.9M | -8% | 7.51% | – | 45 | 4.44% | 1.6 |
|
| 3307 |
CC
3307
Cassaday & Co
Mclean,
Virginia
| $130M | +$46M | +55% | 12.4% | 62.5% | 33 | 33.33% | 0.5 |
|
| 3308 |
NFG
3308
NewFocus Financial Group
Vancouver,
Washington
| $130M | -$25M | -16% | 7.17% | 55.4% | 66 | 22.73% | 1.2 |
|
| 3309 |
TWM
3309
Torch Wealth Management
Cincinnati,
Ohio
| $130M | -$14.4M | -10% | 7.11% | 48.8% | 105 | 10.48% | 1.2 |
|
| 3310 |
SHJ
3310
Sharkey, Howes & Javer
Denver,
Colorado
| $130M | -$2.72M | -2% | 6.88% | 54.6% | 244 | 28.69% | 0.3 |
|
| 3311 |
TCMV
3311
Technology Crossover Management V
Menlo Park,
California
| $130M | -$762K | -0.6% | 0.48% | 2.5% | 2 | 0% | 2.3 |
|
| 3312 |
DSAM
3312
Dock Street Asset Management
Palm Beach,
Florida
| $130M | -$36.5M | -22% | 2.36% | 175% | 43 | 27.91% | 1.9 |
|
| 3313 |
3313
Tiedemann Advisors
New York
| $130M | +$32.1M | +33% | 11.3% | 31.5% | 44 | 31.82% | 1.2 |
|
| 3314 |
AMAL
3314
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $130M | -$9.89M | -7% | 12.6% | 124% | 32 | 15.63% | 1.2 |
|
| 3315 |
P3I
3315
Progeny 3 Inc
Kirkland,
Washington
| $129M | -$19.2M | -13% | 13.1% | 96.8% | 13 | 30.77% | 1 |
|
| 3316 |
MCM
3316
McMillion Capital Management
Greensboro,
North Carolina
| $129M | -$31.3M | -19% | 6.16% | 59.3% | 69 | 23.19% | 1.7 |
|
| 3317 |
WAM
3317
Wilsey Asset Management
San Diego,
California
| $129M | +$4.71M | +4% | 9.58% | 55% | 19 | 10.53% | 1.4 |
|
| 3318 |
VP
3318
Value Partners
Hong Kong
| $129M | -$72.7M | -36% | 20% | – | 23 | 60.87% | 0.3 |
|
| 3319 |
GOCM
3319
Green Owl Capital Management
New York
| $129M | -$11.3M | -8% | 19.1% | – | 147 | 75.51% | 0.2 |
|
| 3320 |
KSA
3320
Ken Stern & Associates
San Diego,
California
| $129M | -$9.49M | -7% | 5.97% | 39.4% | 80 | 33.75% | 0.5 |
|
| 3321 |
QAM
3321
Quantres Asset Management
Cayman,
Cayman Islands
| $129M | +$2.05M | +2% | 7.63% | 11% | 222 | 78.38% | 0.2 |
|
| 3322 |
CHP
3322
Cable Hill Partners
Portland,
Oregon
| $129M | -$4.03M | -3% | 6.94% | 20.3% | 798 | 21.8% | 0.6 |
|
| 3323 |
SCM
3323
SkyTop Capital Management
Rutherford,
New Jersey
| $129M | +$20.1M | +19% | 4.71% | 50.2% | 18 | 66.67% | 0.6 |
|
| 3324 |
HKIM
3324
Hayek Kallen Investment Management
Fairhope,
Alabama
| $129M | -$5.34M | -4% | 4.47% | 71.9% | 63 | 22.22% | 1.7 |
|
| 3325 |
BFC
3325
Blue Fin Capital
Warren,
Rhode Island
| $129M | -$10.5M | -8% | 5.32% | 125% | 138 | 13.04% | 1.5 |
|