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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
Mountaineer Partners Management
New York
| $217M | +$99.5M | +85% | 6.29% | 158% | 17 | 41.18% | 0.3 |
|
| 3402 |
3402
Stadium Capital Management
New Canaan,
Connecticut
| $217M | +$28.4M | +15% | 8.15% | 10.9% | 14 | 21.43% | 1.9 |
|
| 3403 |
3403
First Bankers Trust
Louisville,
Kentucky
| $216M | +$6.08M | +3% | 3.02% | 78.9% | 137 | 9.49% | 4.5 |
|
| 3404 |
3404
Shine Investment Advisory Services
Lone Tree,
Colorado
| $216M | +$730K | +0.3% | 3.43% | 29% | 735 | 10.48% | 1.7 |
|
| 3405 |
3405
Pacifica Capital Investments
Leander,
Texas
| $216M | +$7.48M | +4% | 3.34% | 70.4% | 21 | 4.76% | 4.1 |
|
| 3406 |
3406
Cornerstone Management
Duluth,
Georgia
| $216M | +$10.9M | +5% | 2.55% | 43.6% | 41 | 12.2% | 2.8 |
|
| 3407 |
3407
NewFocus Financial Group
Vancouver,
Washington
| $216M | +$15.6M | +8% | 3.49% | 55.4% | 96 | 13.54% | 2.5 |
|
| 3408 |
3408
TSP Capital Management Group
Summit,
New Jersey
| $215M | +$14.3M | +7% | 10.9% | 186% | 56 | 0% | 0 |
|
| 3409 |
3409
Berkeley Capital Partners
Milton,
Georgia
| $214M | +$12.2M | +6% | 3.49% | 62.8% | 136 | 13.24% | 2 |
|
| 3410 |
MHP
3410
Manatuck Hill Partners
Westport,
Connecticut
| $214M | +$3.6M | +2% | 14.7% | 556% | 127 | 44.88% | 1.3 |
|
| 3411 |
3411
VHCP Management III
New York
| $214M | +$42.6M | +25% | 34.7% | – | 17 | 5.88% | 0.6 |
|
| 3412 |
3412
Taylor Wealth Management Partners
Boston,
Massachusetts
| $214M | +$13.2M | +7% | 9.21% | 62% | 52 | 17.31% | 2.1 |
|
| 3413 |
3413
Janiczek Wealth Management
Denver,
Colorado
| $214M | +$2.13M | +1% | 2.4% | 16.4% | 210 | 26.19% | 0.9 |
|
| 3414 |
3414
Chou Associates Management
Toronto,
Ontario, Canada
| $214M | -$21.8M | -9% | 0.28% | 66.4% | 26 | 11.54% | 3.3 |
|
| 3415 |
3415
Buckley Wealth Management
Las Vegas,
Nevada
| $214M | +$2.55M | +1% | 3.04% | 88% | 158 | 12.66% | 1.2 |
|
| 3416 |
3416
SC XII Management
Menlo Park,
California
| $214M | +$53.9M | +34% | 33.8% | 73.4% | 1 | 0% | 3.8 |
|
| 3417 |
3417
Hendley & Co
Zanesville,
Ohio
| $213M | +$18.2M | +9% | 7.1% | 54.8% | 61 | 9.84% | 3.6 |
|
| 3418 |
3418
Mountain Lake Investment Management
Boca Raton,
Florida
| $213M | -$59.8M | -22% | 6.51% | 64% | 26 | 30.77% | 1.2 |
|
| 3419 |
3419
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $213M | +$27.9M | +15% | 2.68% | 76.7% | 81 | 13.58% | 1.1 |
|
| 3420 |
3420
Old West Investment Management
Los Angeles,
California
| $212M | -$64.3M | -23% | 15.1% | 242% | 76 | 6.58% | 1.8 |
|
| 3421 |
3421
Wellington Shields & Co
New York
| $212M | +$15.6M | +8% | 6.75% | 109% | 184 | 14.13% | 2.9 |
|
| 3422 |
3422
Avalon Global Asset Management
San Francisco,
California
| $212M | +$24.4M | +13% | 0.98% | 278% | 45 | 51.11% | 2 |
|
| 3423 |
3423
KPCB DGF Associates
Menlo Park,
California
| $212M | +$126M | +146% | 6.18% | – | 3 | 66.67% | 1.8 |
|
| 3424 |
NME
3424
Notis-McConarty Edward
| $212M | +$4.73M | +2% | 3.5% | 91.2% | 103 | 5.83% | 4 |
|
| 3425 |
3425
White Pine Investment Company
Livonia,
Michigan
| $212M | +$11.9M | +6% | 2.97% | 73.3% | 61 | 16.39% | 3.2 |
|