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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 |
3601
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $114M | +$92.6M | +426% | 4.09% | 135% | 64 | 84.38% | 0 |
|
| 3602 |
3602
Monarch Alternative Capital
New York
| $114M | -$126M | -52% | 15% | 497% | 7 | 28.57% | 1.8 |
|
| 3603 |
3603
Daily Journal Corp
Los Angeles,
California
| $114M | -$17.3M | -13% | 12.9% | 108% | 4 | 0% | 2.3 |
|
| 3604 |
BCA
3604
Benchmark Capital Advisors
New York
| $114M | -$4.18M | -4% | 0.6% | 29.5% | 133 | 15.04% | 1.8 |
|
| 3605 |
3605
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $114M | +$3.71M | +3% | 0.79% | 70.3% | 39 | 7.69% | 1 |
|
| 3606 |
BOCM
3606
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $114M | +$8.46M | +8% | 3.37% | 49.6% | 39 | 53.85% | 0.7 |
|
| 3607 |
3607
Boltwood Capital Management
Walnut Creek,
California
| $114M | +$4.51M | +4% | 1.27% | 63% | 103 | 9.71% | 1.9 |
|
| 3608 |
3608
SCGF III Management
Menlo Park,
California
| $114M | -$17.3M | -13% | 13% | – | 2 | 0% | 2.5 |
|
| 3609 |
AMAL
3609
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $114M | -$5.94M | -5% | 1.09% | 124% | 28 | 7.14% | 1.7 |
|
| 3610 |
3610
Doliver Advisors
Houston,
Texas
| $113M | -$13.2M | -10% | 3.37% | 92.3% | 206 | 47.57% | 0.7 |
|
| 3611 |
3611
Kassirer Asset Management
Toronto,
Ontario, Canada
| $113M | -$39.5M | -26% | 14.3% | 577% | 120 | 71.67% | 0.2 |
|
| 3612 |
GA
3612
Gagnon Advisors
New York
| $113M | -$21.7M | -16% | 3.85% | 129% | 24 | 8.33% | 1.8 |
|
| 3613 |
3613
Trafelet Capital Management
New York
| $113M | -$17.2M | -13% | 2.41% | 101% | 14 | 28.57% | 1.6 |
|
| 3614 |
3614
Arlington Capital Management
Arlington Heights,
Illinois
| $113M | +$27.4M | +32% | 37.7% | 154% | 26 | 65.38% | 0.2 |
|
| 3615 |
3615
St. Johns Investment Management
Jacksonville,
Florida
| $113M | +$1.78M | +2% | 1.91% | 80.9% | 190 | 22.11% | 1.5 |
|
| 3616 |
3616
Crestone Asset Management
Boulder,
Colorado
| $113M | +$12.4M | +12% | 2.58% | 6.65% | 26 | 15.38% | 0.2 |
|
| 3617 |
3617
Covenant Multifamily Offices
San Antonio,
Texas
| $113M | -$28.7M | -20% | 0.75% | 38.3% | 21 | 61.9% | 1.3 |
|
| 3618 |
PLCM
3618
Plymouth Lane Capital Management
New York
| $113M | +$19.2M | +20% | 3.78% | – | 35 | 82.86% | 0.2 |
|
| 3619 |
PWMAG
3619
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $113M | +$3.06M | +3% | 1.16% | 90.7% | 116 | 13.79% | 1 |
|
| 3620 |
AA
3620
Alta Advisers
London,
United Kingdom
| $113M | +$44.7M | +66% | 6.37% | 114% | 38 | 13.16% | 0.7 |
|
| 3621 |
3621
Hutner Daniel Ellsworth
| $112M | +$5.18M | +5% | 3.98% | – | 42 | 2.38% | 0.2 |
|
| 3622 |
3622
Nixon Peabody Trust
Boston,
Massachusetts
| $112M | +$2.73M | +2% | 3.56% | 101% | 88 | 9.09% | 0.2 |
|
| 3623 |
3623
Venator Capital Management
Toronto,
Ontario, Canada
| $112M | +$9.6M | +9% | 3.11% | 154% | 25 | 56% | 0.4 |
|
| 3624 |
SC
3624
Spindletop Capital
Chappaqua,
New York
| $112M | -$6.15M | -5% | 9.78% | – | 14 | 7.14% | 1 |
|
| 3625 |
3625
Northwestern University
Evanston,
Illinois
| $112M | +$6.66M | +6% | 6.45% | 28.2% | 2 | 0% | 0.3 |
|