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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
NFG
3351
NewFocus Financial Group
Vancouver,
Washington
| $144M | +$13.6M | +10% | 5.01% | 55.4% | 70 | 21.43% | 1.2 |
|
| 3352 |
SCM
3352
Springhouse Capital Management
Westport,
Connecticut
| $144M | – | – | 1.65% | 52% | 30 | – | 0 |
|
| 3353 |
MCA
3353
Morris Capital Advisors
Malvern,
Pennsylvania
| $144M | – | – | 6.57% | 72.9% | 63 | – | 0 |
|
| 3354 |
CM
3354
Cartica Management
Washington,
District of Columbia
| $144M | +$53.6M | +60% | 4.59% | 92.9% | 3 | 0% | 1.5 |
|
| 3355 |
SHJ
3355
Sharkey, Howes & Javer
Denver,
Colorado
| $143M | +$13.6M | +10% | 4.86% | 54.6% | 279 | 30.82% | 0.5 |
|
| 3356 |
7A
3356
734 Agriculture
New York
| $143M | -$7.04M | -5% | 4.68% | 23.8% | 1 | 0% | 1.8 |
|
| 3357 |
MJP
3357
Michael J. Puzo
| $143M | +$2.41M | +2% | 6.5% | 90.3% | 123 | 42.28% | 1.9 |
|
| 3358 |
3358
Koshinski Asset Management
Decatur,
Illinois
| $143M | -$13.7M | -9% | 4.17% | 76.5% | 251 | 20.72% | 0.8 |
|
| 3359 |
VE
3359
Vega Energy
New York
| $143M | -$30.2M | -17% | 10.2% | 12.1% | 8 | 25% | 2.2 |
|
| 3360 |
HGI
3360
Hansberger Growth Investors
Madison,
Wisconsin
| $143M | +$3.1M | +2% | 1.17% | 36.4% | 43 | 2.33% | 0.9 |
|
| 3361 |
TCM
3361
Tuttle Capital Management
Riverside,
Connecticut
| $143M | +$3.26M | +2% | 1.88% | 115% | 37 | 67.57% | 0.3 |
|
| 3362 |
CV
3362
Clarus Ventures
Cambridge,
Massachusetts
| $143M | -$31.2M | -18% | 11.5% | 70.3% | 8 | 12.5% | 1.3 |
|
| 3363 |
SAIG
3363
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $143M | +$84K | +0.1% | 2.51% | 95.4% | 32 | 3.13% | 2.2 |
|
| 3364 |
QGI
3364
Quadrangle GP Investors
New York
| $143M | -$43.4M | -23% | 2.27% | 17.1% | 3 | 0% | 2.3 |
|
| 3365 |
KHLMTHM
3365
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $142M | -$11.9M | -8% | 3.38% | 80.8% | 38 | 10.53% | 0.8 |
|
| 3366 |
AI
3366
ArchPoint Investors
Coral Gables,
Florida
| $142M | -$2.07M | -1% | 6.7% | 111% | 208 | 59.13% | 1 |
|
| 3367 |
FPCM
3367
Fox Point Capital Management
New York
| $142M | +$57.7M | +68% | 20% | 201% | 28 | 71.43% | 0.3 |
|
| 3368 |
PCMI
3368
Princeton Capital Management Inc
Princeton,
New Jersey
| $142M | -$23.2M | -14% | 10.4% | 57.9% | 71 | 9.86% | 2 |
|
| 3369 |
NDSI
3369
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $142M | -$13.9M | -9% | 7.41% | 73.5% | 150 | 16% | 1.8 |
|
| 3370 |
GI
3370
Gavea Investimentos
Rj,
Brazil
| $142M | +$29.8M | +27% | 11.6% | 60.3% | 7 | 57.14% | 0.6 |
|
| 3371 |
FPA
3371
Fieldpoint Private Advisors
New York
| $142M | -$3.37M | -2% | 3.34% | 34% | 63 | 19.05% | 1.8 |
|
| 3372 |
ANB
3372
Amarillo National Bank
Amarillo,
Texas
| $141M | -$56.7M | -29% | 3.92% | 56.3% | 131 | 48.85% | 2 |
|
| 3373 |
BCM
3373
Blume Capital Management
Berkeley,
California
| $141M | +$18.1M | +15% | 5.64% | 96.9% | 269 | 19.33% | 1.4 |
|
| 3374 |
CMO
3374
Covenant Multifamily Offices
San Antonio,
Texas
| $141M | +$43.6M | +45% | 5.23% | 38.3% | 56 | 82.14% | 0.7 |
|
| 3375 |
HP
3375
Harvey Partners
Tarrytown,
New York
| $141M | -$20M | -12% | 2.88% | 174% | 49 | 53.06% | 0.9 |
|