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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
AGC
3501
Alden Global Capital
Brandon,
Florida
| $153M | -$139M | -48% | 25.2% | 99.8% | 13 | 69.23% | 1 |
|
| 3502 |
KCMRT
3502
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $153M | -$6.55M | -4% | 6.44% | 21.9% | 97 | 10.31% | 2.6 |
|
| 3503 |
HA
3503
Havens Advisors
New York
| $153M | +$3.1M | +2% | 9.42% | 460% | 47 | 55.32% | 0.5 |
|
| 3504 |
CIG
3504
Candlewood Investment Group
Rye,
New York
| $153M | +$82.1M | +116% | 17.5% | 10.6% | 7 | 42.86% | 0.4 |
|
| 3505 |
BGC
3505
Blue Granite Capital
Charleston,
South Carolina
| $153M | +$12.2M | +9% | 5.63% | – | 110 | 8.18% | 0.2 |
|
| 3506 |
NFG
3506
Noven Financial Group
Denver,
Colorado
| $153M | +$6.79M | +5% | 4.1% | 45.1% | 32 | 3.13% | 1.9 |
|
| 3507 |
SAM
3507
Solaris Asset Management
New York
| $153M | -$2.5M | -2% | 5.25% | 74% | 308 | 20.45% | 1.6 |
|
| 3508 |
WGCA
3508
Wolf Group Capital Advisors
Fairfax,
Virginia
| $152M | +$3.63M | +2% | 3.9% | 28.2% | 104 | 12.5% | 1.5 |
|
| 3509 |
KAS
3509
Kemnay Advisory Services
New York
| $152M | +$12.5M | +9% | 9.62% | 167% | 46 | 0% | 2.5 |
|
| 3510 |
NME
3510
Notis-McConarty Edward
| $152M | +$7.17M | +5% | 5.65% | 91.2% | 98 | 7.14% | 2.8 |
|
| 3511 |
MKC
3511
M. Kraus & Co
Shelburne,
Vermont
| $152M | +$6.07M | +4% | 4.97% | 51.8% | 51 | 9.8% | 2.7 |
|
| 3512 |
SFG
3512
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $152M | +$14.5M | +11% | 5.78% | 81.7% | 709 | 13.26% | 0.7 |
|
| 3513 |
RA
3513
Rational Advisors
Huntington,
New York
| $152M | +$47.4M | +45% | 1.33% | 37.7% | 325 | 62.15% | 0.3 |
|
| 3514 |
LWA
3514
Lowe Wealth Advisors
Columbia,
Maryland
| $152M | +$5.86M | +4% | 5.07% | 63.3% | 253 | 9.49% | 1.8 |
|
| 3515 |
EECFV
3515
EnCap Energy Capital Fund VIII
Houston,
Texas
| $152M | -$7.76M | -5% | 4.87% | 6.16% | 1 | 0% | 0.3 |
|
| 3516 |
PPCP
3516
Pivot Point Capital Partners
San Francisco,
California
| $152M | -$14.4M | -9% | 2% | 30.3% | 12 | 33.33% | 1.7 |
|
| 3517 |
RAA
3517
RWC Asset Advisors
Miami,
Florida
| $151M | +$12.5M | +9% | 18.4% | 268% | 17 | 11.76% | 1.5 |
|
| 3518 |
PO
3518
Private Ocean
San Rafael,
California
| $151M | +$3.49M | +2% | 2.52% | 2.82% | 188 | 11.7% | 2.6 |
|
| 3519 |
CPA
3519
Clear Perspective Advisors
Aurora,
Illinois
| $151M | +$516K | +0.3% | 4.1% | 88.5% | 439 | 7.29% | 0.2 |
|
| 3520 |
SIAS
3520
Shine Investment Advisory Services
Lone Tree,
Colorado
| $151M | +$30.4M | +25% | 4.64% | 29% | 89 | 62.92% | 0.7 |
|
| 3521 |
OAM
3521
Occidental Asset Management
Burlingame,
California
| $151M | +$12M | +9% | 6.42% | 82.5% | 144 | 22.92% | 1.4 |
|
| 3522 |
NG
3522
Northstar Group
New York
| $151M | +$5.88M | +4% | 4.51% | 63.9% | 111 | 9.01% | 1.9 |
|
| 3523 |
IF
3523
Ironwood Financial
Tucson,
Arizona
| $151M | +$8.36M | +6% | 2.83% | 48.8% | 291 | 4.47% | 2 |
|
| 3524 |
KLC
3524
Knowledge Leaders Capital
Denver,
Colorado
| $151M | -$171M | -53% | 6.64% | 51.6% | 63 | 58.73% | 0.5 |
|
| 3525 |
CMO
3525
Covenant Multifamily Offices
San Antonio,
Texas
| $151M | -$12.4M | -8% | 5.96% | 38.3% | 40 | 42.5% | 0.7 |
|