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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
Venor Capital Management
New York
| $146M | +$90.4M | +162% | 17.8% | – | 8 | 75% | 0.8 |
|
| 3302 |
LBS
3302
Lawrence B. Seidman
| $146M | -$4.03M | -3% | 4.74% | 12.3% | 30 | 13.33% | 1.4 |
|
| 3303 |
3303
Foresite Capital Management III
Larkspur,
California
| $146M | +$16.5M | +13% | 15.1% | 444% | 26 | 42.31% | 0.4 |
|
| 3304 |
CCM
3304
Contrarian Capital Management
Greenwich,
Connecticut
| $146M | -$30.2M | -17% | 7.93% | 29.4% | 36 | 61.11% | 0.8 |
|
| 3305 |
LFG
3305
LifePlan Financial Group
Dayton,
Ohio
| $146M | +$4.84M | +3% | 2.9% | 20.2% | 103 | 9.71% | 2 |
|
| 3306 |
3306
Eads & Heald Wealth Management
Atlanta,
Georgia
| $146M | +$989K | +0.7% | 3.52% | 84.4% | 137 | 8.76% | 2.4 |
|
| 3307 |
3307
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $145M | +$12.1M | +9% | 1.7% | 52.3% | 19 | 68.42% | 0.2 |
|
| 3308 |
3308
Quadrant Capital Group
Cincinnati,
Ohio
| $145M | -$8.93M | -6% | 2.95% | 118% | 2,245 | 16.35% | 0.6 |
|
| 3309 |
3309
Cook & Bynum Capital Management
Birmingham,
Alabama
| $145M | +$771K | +0.5% | 0.75% | 46.8% | 5 | 0% | 3 |
|
| 3310 |
RCP
3310
RPM Capital Partners
New York
| $145M | -$83.8M | -37% | 13.9% | 8.37% | 1 | 0% | 3 |
|
| 3311 |
3311
Starfire Investment Advisers
Southfield,
Michigan
| $145M | -$6.98M | -5% | 2.48% | 19.2% | 155 | 21.94% | 1 |
|
| 3312 |
PCMI
3312
Princeton Capital Management Inc
Princeton,
New Jersey
| $145M | +$924K | +0.6% | 4.31% | 57.9% | 81 | 14.81% | 2 |
|
| 3313 |
3313
Lipe & Dalton
Syracuse,
New York
| $145M | +$17.7M | +14% | 2.18% | 101% | 113 | 15.93% | 1.2 |
|
| 3314 |
BM
3314
Bislett Management
Palo Alto,
California
| $145M | -$2.91M | -2% | 1.63% | 19.8% | 25 | 12% | 2.1 |
|
| 3315 |
3315
Hollow Brook Wealth Management
Katonah,
New York
| $145M | -$23.2M | -14% | 2.57% | 92.8% | 55 | 32.73% | 2 |
|
| 3316 |
3316
Kellner Capital
New York
| $144M | -$31.1M | -18% | 19.6% | 390% | 62 | 54.84% | 0.4 |
|
| 3317 |
3317
Rational Advisors
Huntington,
New York
| $144M | -$8.38M | -5% | 4.64% | 37.7% | 319 | 72.73% | 0.4 |
|
| 3318 |
3318
Shaker Financial Services
Arlington,
Virginia
| $144M | +$6.43M | +5% | 2.21% | 12.9% | 135 | 51.85% | 0.6 |
|
| 3319 |
3319
Asset Dedication LLC
San Francisco,
California
| $144M | +$7.9M | +6% | 2.23% | 67.8% | 507 | 36.09% | 0.4 |
|
| 3320 |
IR
3320
IAT Reinsurance
New York
| $144M | -$6.98M | -5% | 0.46% | 60.2% | 126 | 18.25% | 1.2 |
|
| 3321 |
3321
La Financiere de L'Echiquier
Paris,
France
| $144M | +$5.92M | +4% | 3.47% | 28.1% | 42 | 4.76% | 0.2 |
|
| 3322 |
3322
Advisors Management Group
La Crosse,
Wisconsin
| $144M | +$6.44M | +5% | 6.44% | 125% | 63 | 4.76% | 0.5 |
|
| 3323 |
3323
L.J. Altfest & Co
New York
| $144M | +$46.4M | +48% | 2.93% | 90.3% | 133 | 44.36% | 1.1 |
|
| 3324 |
3324
NGP MR Management
Dallas,
Texas
| $143M | +$18.5M | +15% | 16.7% | 21.9% | 2 | 0% | 1.5 |
|
| 3325 |
3325
Orleans Capital Management
Mandeville,
Louisiana
| $143M | +$10.6M | +8% | 7.84% | 94.6% | 92 | 9.78% | 2.2 |
|