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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
Accuvest Global Advisors
Provo,
Utah
| $193M | -$76.7M | -28% | 10.2% | 130% | 155 | 50.32% | 0.9 |
|
| 3352 |
3352
Cheviot Value Management
Beverly Hills,
California
| $192M | -$20.8M | -10% | 5.45% | 77.8% | 73 | 26.03% | 3.1 |
|
| 3353 |
3353
C.V. Starr & Co Trust
New York
| $192M | -$35.4M | -16% | 14.1% | 51.7% | 30 | 10% | 4.2 |
|
| 3354 |
3354
Argus Investors Counsel
New York
| $192M | -$40.8M | -18% | 12.7% | 132% | 69 | 4.35% | 3.8 |
|
| 3355 |
3355
Waterton Global Resource Management
Toronto,
Ontario, Canada
| $191M | – | – | 7.28% | 21% | 4 | – | 0 |
|
| 3356 |
3356
Shikiar Asset Management
New York
| $191M | -$65.4M | -25% | 15.5% | 117% | 88 | 15.91% | 2.6 |
|
| 3357 |
3357
Perkins Coie Trust Company
Seattle,
Washington
| $191M | -$24.4M | -11% | 10.7% | 83.2% | 309 | 2.91% | 3.7 |
|
| 3358 |
3358
Sound Income Strategies
Ft Lauderdale,
Florida
| $191M | -$14.1M | -7% | 9% | 31.4% | 879 | 14.56% | 0.8 |
|
| 3359 |
3359
Caerus Investors
New York
| $191M | -$23.4M | -11% | 14.2% | – | 56 | 66.07% | 0.3 |
|
| 3360 |
ECM
3360
EagleClaw Capital Management
Boston,
Massachusetts
| $191M | -$37.7M | -16% | 14.4% | 104% | 125 | 12% | 3.5 |
|
| 3361 |
3361
Northstar Wealth Partners
West Hartford,
Connecticut
| $191M | -$18M | -9% | 10.2% | 36.2% | 186 | 17.2% | 1.1 |
|
| 3362 |
DLG
3362
Daniel L. Goodwin
| $191M | -$20.6M | -10% | 10.6% | 72.6% | 98 | 10.2% | 3.3 |
|
| 3363 |
3363
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $190M | -$26.7M | -12% | 11.8% | 74% | 67 | 4.48% | 2.7 |
|
| 3364 |
TC
3364
Tyvor Capital
Oak Brook,
Illinois
| $190M | -$324M | -63% | 17.8% | 20.6% | 45 | 57.78% | 0.3 |
|
| 3365 |
3365
First Sabrepoint Capital Management
Dallas,
Texas
| $190M | +$9.12M | +5% | 13.1% | 218% | 37 | 62.16% | 0.3 |
|
| 3366 |
3366
Advisors Management Group
La Crosse,
Wisconsin
| $190M | -$27.6M | -13% | 4.38% | 125% | 85 | 9.41% | 2.4 |
|
| 3367 |
3367
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $190M | -$50.3M | -21% | 4.94% | 39.2% | 4 | 25% | 0.5 |
|
| 3368 |
3368
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $190M | -$43.5M | -19% | 16.9% | 62.5% | 234 | 11.54% | 4 |
|
| 3369 |
3369
First Reserve GP XIII
Stamford,
Connecticut
| $190M | -$157M | -45% | 29.3% | 5.56% | 2 | 0% | 0.6 |
|
| 3370 |
3370
Atlas Venture Advisors
Boston,
Massachusetts
| $189M | – | – | 37.2% | 29.2% | 5 | – | 0 |
|
| 3371 |
3371
General Industrial Partners
London,
United Kingdom
| $189M | – | – | 18.5% | – | 6 | – | 0 |
|
| 3372 |
ECM
3372
Endurant Capital Management
San Mateo,
California
| $189M | -$35.6M | -16% | 18.8% | 18.4% | 84 | 55.95% | 1.3 |
|
| 3373 |
3373
Formidable Asset Management
Cincinnati,
Ohio
| $189M | -$64.8M | -26% | 10.6% | 52.2% | 166 | 51.2% | 3.2 |
|
| 3374 |
SCM
3374
Shoals Capital Management
Arlington,
Virginia
| $189M | – | – | 17.8% | – | 18 | – | 0 |
|
| 3375 |
3375
YorkBridge Wealth Partners
New York
| $189M | -$29.5M | -14% | 11.7% | 36.5% | 808 | 9.78% | 1.7 |
|