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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
NCA
3601
NCM Capital Advisers
Durham,
North Carolina
| $66.4M | -$1.11M | -2% | 0.34% | 45.4% | 101 | 8.91% | 1 |
|
| 3602 |
3602
Orrell Capital Management
Livermore,
California
| $66M | -$16.4M | -20% | 18.6% | – | 36 | 16.67% | 0.9 |
|
| 3603 |
ACMM
3603
American Capital Mortgage Management
Bethesda,
Maryland
| $66M | -$148M | -69% | 9.34% | – | 2 | 50% | 0.8 |
|
| 3604 |
MSP
3604
Madison Street Partners
Denver,
Colorado
| $66M | -$32.7M | -33% | 3.16% | – | 63 | 69.84% | 0.4 |
|
| 3605 |
GH
3605
Green Holdings
Hamilton,
Bermuda
| $63.5M | -$118M | -65% | 5.64% | – | 10 | 60% | 0.7 |
|
| 3606 |
3606
Trustees of Dartmouth College
Hanover,
New Hampshire
| $63.1M | -$76.6M | -55% | 1.66% | 52.5% | 4 | 25% | 0.8 |
|
| 3607 |
3607
TradeLink Capital
Chicago,
Illinois
| $62.2M | -$46.6M | -43% | 2.92% | 73.7% | 428 | 69.86% | 0.3 |
|
| 3608 |
3608
Occidental Asset Management
Burlingame,
California
| $60.7M | +$2.43M | +4% | 6.36% | 82.5% | 55 | 3.64% | 0.5 |
|
| 3609 |
3609
Security National Bank of So Dak
Sioux City,
Iowa
| $60.6M | -$291K | -0.5% | 0.31% | 67.7% | 69 | 5.8% | 1.1 |
|
| 3610 |
3610
Orinda Asset Management
Lafayette,
California
| $60.5M | +$8.46M | +16% | 3.94% | 28.4% | 141 | 48.94% | 0.5 |
|
| 3611 |
EI
3611
Excelsia Inc
Savannah,
Georgia
| $60.5M | -$17.4M | -22% | 4.08% | – | 44 | 29.55% | 0.9 |
|
| 3612 |
3612
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
| $60.3M | -$3.08M | -5% | 0.81% | 15.7% | 41 | 12.2% | 0.9 |
|
| 3613 |
3613
Seamans Capital Management
Boston,
Massachusetts
| $59.2M | -$12.3M | -17% | 7.82% | – | 87 | 41.38% | 0.5 |
|
| 3614 |
3614
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $59.1M | -$5.52M | -9% | 4.51% | 7.8% | 66 | 39.39% | 0.4 |
|
| 3615 |
PCP
3615
Perimeter Capital Partners
Atlanta,
Georgia
| $58.9M | -$137M | -70% | 2.82% | – | 192 | 56.77% | 0.7 |
|
| 3616 |
3616
Canaan Partners VII
Westport,
Connecticut
| $58.6M | -$30.2M | -34% | 31.7% | 20.7% | 4 | 50% | 0.5 |
|
| 3617 |
3617
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $57.8M | -$35.3M | -38% | 1.34% | – | 117 | 11.97% | 1.1 |
|
| 3618 |
3618
Afton Capital Management
Charlotte,
North Carolina
| $57.6M | -$43.9M | -43% | 8.13% | – | 45 | 66.67% | 0.5 |
|
| 3619 |
MSTVIM
3619
Messner & Smith Theme Value Investment Management
San Diego,
California
| $57.3M | -$5.99M | -9% | 2.95% | 48.7% | 77 | 12.99% | 0.9 |
|
| 3620 |
3620
Antonetti Capital Management
Naples,
Florida
| $57.1M | -$70.7M | -55% | 2.37% | – | 233 | 51.07% | 1.1 |
|
| 3621 |
3621
Kessler Investment Group
Columbus,
Indiana
| $56.9M | +$68K | +0.1% | 0.26% | 251% | 131 | 27.48% | 0.7 |
|
| 3622 |
3622
Value Partners
Hong Kong
| $56.8M | -$14.1M | -20% | 0.84% | – | 32 | 34.38% | 0.4 |
|
| 3623 |
ACM
3623
Accipiter Capital Management
Palm Beach Gardens,
Florida
| $55.8M | +$1.64M | +3% | 2.34% | 55.9% | 12 | 41.67% | 0.5 |
|
| 3624 |
3624
Summit Rock Advisors
New York
| $55.6M | -$22.4M | -29% | 2.21% | – | 3 | 0% | 1.3 |
|
| 3625 |
MG
3625
MWG GP
San Francisco,
California
| $55.2M | +$19.9M | +57% | – | – | 2 | 50% | 0.1 |
|