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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 |
3351
LS Power Partners II
New York
| $139M | -$107M | -43% | 4.84% | 27.3% | 1 | 0% | 2.8 |
|
| 3352 |
3352
Credit Capital Investments
Livingston,
New Jersey
| $139M | -$12M | -8% | 1.32% | 500% | 45 | 33.33% | 0.9 |
|
| 3353 |
3353
Amarillo National Bank
Amarillo,
Texas
| $139M | -$2.77M | -2% | 1.56% | 63.5% | 74 | 9.46% | 2.2 |
|
| 3354 |
3354
Versant Venture Management
San Francisco,
California
| $139M | -$32.4M | -19% | 12.1% | 409% | 7 | 0% | 1 |
|
| 3355 |
3355
Destrier Capital Management
New York
| $138M | -$126M | -48% | 2.58% | 5.28% | 35 | 48.57% | 0.5 |
|
| 3356 |
3356
Weatherstone Capital Management
Denver,
Colorado
| $138M | +$50.9M | +58% | 1.58% | 32% | 95 | 37.89% | 1 |
|
| 3357 |
3357
Berkeley Capital Partners
Milton,
Georgia
| $138M | +$15.3M | +12% | 4.55% | 62.8% | 133 | 36.84% | 0.2 |
|
| 3358 |
3358
Alpha Capital Management
Austin,
Texas
| $138M | +$11.7M | +9% | 0.78% | 88% | 89 | 37.08% | 1.4 |
|
| 3359 |
AC
3359
Apertura Capital
Dallas,
Texas
| $138M | -$126M | -48% | 4.05% | 41.5% | 56 | 71.43% | 0.1 |
|
| 3360 |
3360
La Financiere de L'Echiquier
Paris,
France
| $138M | – | – | 2.47% | 28.1% | 38 | – | 0 |
|
| 3361 |
3361
Davis Rea
Toronto,
Ontario, Canada
| $138M | -$23.6M | -15% | 4.59% | 66.9% | 44 | 11.36% | 2.1 |
|
| 3362 |
3362
Shaker Financial Services
Arlington,
Virginia
| $138M | -$6.52M | -5% | 1.42% | 12.9% | 128 | 53.91% | 0.7 |
|
| 3363 |
3363
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $137M | -$4.16M | -3% | 1.78% | 82.6% | 148 | 15.54% | 2.2 |
|
| 3364 |
3364
Bain Capital Venture Investors
Boston,
Massachusetts
| $137M | -$25.3M | -16% | 15.3% | 34.2% | 3 | 0% | 1.6 |
|
| 3365 |
3365
ETF Managers Group
Summit,
New Jersey
| $137M | – | – | 25.8% | 77.7% | 476 | – | 0 |
|
| 3366 |
3366
Advisors Management Group
La Crosse,
Wisconsin
| $137M | +$15.2M | +12% | 7.65% | 125% | 67 | 14.93% | 0.2 |
|
| 3367 |
FCM
3367
Force Capital Management
New York
| $137M | -$224M | -62% | 1.35% | 72.7% | 30 | 30% | 1.7 |
|
| 3368 |
3368
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $137M | +$5.65M | +4% | 2.46% | 24.5% | 88 | 15.91% | 0.9 |
|
| 3369 |
3369
Lucas Capital Management
Red Bank,
New Jersey
| $137M | -$18.7M | -12% | 1.71% | 44.5% | 125 | 8% | 2.3 |
|
| 3370 |
3370
NewFocus Financial Group
Vancouver,
Washington
| $137M | -$7.1M | -5% | 1.73% | 55.4% | 68 | 32.35% | 1.7 |
|
| 3371 |
3371
Summit Financial Strategies
Columbus,
Ohio
| $137M | +$8.1M | +6% | 0.85% | 59.4% | 49 | 18.37% | 1 |
|
| 3372 |
3372
Lumbard & Kellner
Hollis,
New Hampshire
| $136M | +$542K | +0.4% | 1.38% | 137% | 90 | 15.56% | 1.4 |
|
| 3373 |
3373
Washington Capital Management
Seattle,
Washington
| $136M | -$24.6M | -15% | 1.09% | 81.8% | 139 | 22.3% | 1.7 |
|
| 3374 |
3374
Sharkey, Howes & Javer
Denver,
Colorado
| $136M | -$7.1M | -5% | 0.9% | 60.2% | 273 | 15.02% | 0.7 |
|
| 3375 |
EGA
3375
Emerging Global Advisors
New York
| $136M | +$7.97M | +6% | 4.36% | 0.93% | 17 | 5.88% | 1.8 |
|