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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
PHIMC
3626
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $112M | -$8.78M | -7% | 3.91% | 82.6% | 85 | 9.41% | 8.8 |
|
| 3627 |
FU
3627
Fairfield University
Fairfield,
Connecticut
| $112M | +$439K | +0.4% | 0.49% | 61.9% | 3 | 0% | 1 |
|
| 3628 |
HH
3628
HWG Holdings
Houston,
Texas
| $112M | +$13.4M | +14% | 11.3% | – | 50 | 88% | 0.2 |
|
| 3629 |
WOA
3629
Water Oak Advisors
Winter Park,
Florida
| $112M | +$4.24M | +4% | 0.21% | 12.9% | 17 | 23.53% | 3.5 |
|
| 3630 |
PC
3630
Premise Capital
Naperville,
Illinois
| $112M | +$5.24M | +5% | 2.1% | 43% | 17 | 17.65% | 1 |
|
| 3631 |
EM
3631
Excalibur Management
Waltham,
Massachusetts
| $112M | +$4.11M | +4% | 3.97% | 81.7% | 76 | 13.16% | 7.6 |
|
| 3632 |
C
3632
CFO4Life
Coppell,
Texas
| $112M | +$6.3M | +6% | 3.21% | – | 102 | 49.02% | 2.7 |
|
| 3633 |
TCCM
3633
Timber Creek Capital Management
Boston,
Massachusetts
| $111M | -$24K | -0% | 1.08% | 139% | 105 | 10.48% | 8.9 |
|
| 3634 |
FTS
3634
Fifth Third Securities
Cincinnati,
Ohio
| $111M | – | – | 0.86% | 58.9% | 64 | – | 0 |
|
| 3635 |
NCM
3635
Newgate Capital Management
Greenwich,
Connecticut
| $111M | -$23.2M | -17% | 1.93% | 7.68% | 117 | 41.03% | 4.2 |
|
| 3636 |
MP
3636
Manifold Partners
San Francisco,
California
| $111M | -$2.03M | -2% | 4.1% | 24.9% | 105 | 87.62% | 1.6 |
|
| 3637 |
HAM
3637
Hillswick Asset Management
Stamford,
Connecticut
| $111M | +$998K | +0.9% | 1.27% | 40.2% | 13 | 0% | 5 |
|
| 3638 |
OC
3638
Oppenheimer & Close
New York
| $111M | -$745K | -0.7% | 7.35% | 149% | 51 | 13.73% | 8.6 |
|
| 3639 |
KC
3639
Kepos Capital
New York
| $111M | +$57.1M | +106% | 6.86% | 21.1% | 10 | 20% | 5.3 |
|
| 3640 |
TPC
3640
Tiger Pacific Capital
New York
| $111M | +$1.11M | +1% | 14% | 84.5% | 7 | 42.86% | 0.8 |
|
| 3641 |
GWM
3641
Graybill Wealth Management
Elmhurst,
Illinois
| $111M | -$5.02M | -4% | 0.18% | – | 49 | 14.29% | 8.8 |
|
| 3642 |
MCO
3642
MAK Capital One
New York
| $111M | -$19.7M | -15% | 3.71% | 200% | 8 | 37.5% | 3.4 |
|
| 3643 |
PFS
3643
Physicians Financial Services
Raleigh,
North Carolina
| $111M | +$2.27M | +2% | 3.1% | 100% | 321 | 9.35% | 1 |
|
| 3644 |
HP
3644
Harvey Partners
Tarrytown,
New York
| $111M | -$30.7M | -22% | 4.87% | 174% | 50 | 54% | 3.3 |
|
| 3645 |
AC
3645
Aperimus Capital
Marina Del Rey,
California
| $111M | -$3.96M | -3% | 0.82% | 44% | 3 | 0% | 11 |
|
| 3646 |
NLVP
3646
New Leaf Venture Partners
New York
| $110M | -$38.9M | -26% | 26.9% | 17.1% | 13 | 23.08% | 2.8 |
|
| 3647 |
WCWM
3647
Willow Creek Wealth Management
Sebastopol,
California
| $110M | -$622K | -0.6% | 2.47% | 36.5% | 19 | 15.79% | 4.2 |
|
| 3648 |
VP
3648
Value Partners
Hong Kong
| $110M | -$14.8M | -12% | 6.51% | – | 25 | 64% | 1.3 |
|
| 3649 |
APSP
3649
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $110M | +$6.58M | +6% | 1.38% | 62.1% | 274 | 11.31% | 2.6 |
|
| 3650 |
AIA
3650
AIMZ Investment Advisors
Los Altos,
California
| $110M | +$539K | +0.5% | 5.36% | 81.3% | 98 | 8.16% | 4.5 |
|