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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $77.5M | +$3.87M | +5% | 1.53% | 115% | 29 | 3.45% | 0.7 |
|
| 3577 |
KSC
3577
Kendall Square Capital
San Francisco,
California
| $77.4M | -$1.75M | -2% | 0.27% | – | 52 | 78.85% | 0.2 |
|
| 3578 |
3578
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $76.9M | +$5.85M | +8% | 0.48% | 63.9% | 51 | 19.61% | 0.5 |
|
| 3579 |
3579
Burren Capital Advisors
Gibraltar
| $76.7M | +$49.2M | +179% | 7.71% | – | 21 | 100% | 0 |
|
| 3580 |
PRHC
3580
P.R. Herzig & Co
Roslyn Heights,
New York
| $76.3M | -$4.52M | -6% | 2.72% | 49.9% | 71 | 16.9% | 0.6 |
|
| 3581 |
3581
Smart Portfolios LLC
Seattle,
Washington
| $76.2M | +$1.3M | +2% | 2.75% | 41.3% | 30 | 46.67% | 0.4 |
|
| 3582 |
3582
Vista Equity Partners Management
San Francisco,
California
| $76.2M | +$49.8M | +189% | 20.9% | 3.45% | 2 | 50% | 0.4 |
|
| 3583 |
3583
Valley National Bancorp
New York
| $76M | -$26.1M | -26% | 2.02% | – | 200 | 6% | 0.2 |
|
| 3584 |
3584
Landscape Capital Management
Englewood,
New Jersey
| $75.7M | -$33.2M | -30% | 3.92% | 92.5% | 288 | 65.28% | 0.2 |
|
| 3585 |
SST
3585
S Squared Technology
New York
| $75.7M | +$11.4M | +18% | 5.67% | 223% | 53 | 37.74% | 0.5 |
|
| 3586 |
3586
Central Asset Investments & Management Holdings
Hong Kong
| $75.7M | -$81.8M | -52% | 15.4% | 3,210% | 52 | 69.23% | 0.2 |
|
| 3587 |
BIM
3587
Beach Investment Management
West Conshohocken,
Pennsylvania
| $75.7M | +$3.58M | +5% | 6.46% | 18.9% | 52 | 13.46% | 0.6 |
|
| 3588 |
3588
Seamans Capital Management
Boston,
Massachusetts
| $74.9M | -$6.68M | -8% | 22.9% | – | 82 | 58.54% | 0.2 |
|
| 3589 |
3589
Orrell Capital Management
Livermore,
California
| $74.7M | +$15.5M | +26% | 16.7% | – | 28 | 3.57% | 0.6 |
|
| 3590 |
3590
Zeke LP
Berwyn,
Pennsylvania
| $74.2M | -$9.6M | -11% | 0.86% | – | 62 | 20.97% | 0.6 |
|
| 3591 |
3591
Ramsey Asset Management
Reston,
Virginia
| $74.2M | +$3.93M | +6% | 4.93% | 30.6% | 45 | 8.89% | 0.7 |
|
| 3592 |
3592
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $74.2M | -$28.5M | -28% | 5.73% | 145% | 49 | 14.29% | 0.2 |
|
| 3593 |
3593
TIFF Advisory Services
Radnor,
Pennsylvania
| $74.1M | -$39M | -35% | 1.08% | 86.3% | 21 | 14.29% | 0.7 |
|
| 3594 |
3594
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
| $74M | +$4.38M | +6% | 0.52% | 15.7% | 47 | 14.89% | 0.4 |
|
| 3595 |
HMC
3595
Higher Moment Capital
Boston,
Massachusetts
| $73.8M | +$35.4M | +92% | 2.04% | 11.8% | 4 | 0% | 0.3 |
|
| 3596 |
EWP
3596
Edmunds White Partners
Richmond,
Virginia
| $73.1M | +$343K | +0.5% | 21.7% | – | 60 | 53.33% | 0.3 |
|
| 3597 |
BCM
3597
Blenheim Capital Management
Berkeley Heights,
New Jersey
| $72.8M | +$4M | +6% | 0.79% | – | 32 | 50% | 0.3 |
|
| 3598 |
BP
3598
BI Partners
Darien,
Connecticut
| $72.3M | +$15.6M | +27% | 8.96% | – | 21 | 28.57% | 0.6 |
|
| 3599 |
3599
Kokusai Asset Management
Tokyo,
Japan
| $72.2M | -$3.23M | -4% | 2.67% | – | 40 | 10% | 0.7 |
|
| 3600 |
EI
3600
Excelsia Inc
Savannah,
Georgia
| $72.1M | -$277K | -0.4% | 2.18% | – | 41 | 9.76% | 0.7 |
|