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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
QAM
3626
Quantres Asset Management
Cayman,
Cayman Islands
| $162M | -$5.42M | -3% | 18.7% | 11% | 305 | 74.43% | 0.2 |
|
| 3627 |
3627
Zebra Capital Management
Stamford,
Connecticut
| $162M | -$56.6M | -26% | 15.3% | 142% | 464 | 29.74% | 1.2 |
|
| 3628 |
3628
Eldridge Investment Advisors
Manchester,
New Hampshire
| $162M | +$5.61M | +4% | 10.1% | 50.9% | 87 | 31.03% | 0.7 |
|
| 3629 |
3629
Mirador Capital Partners
Pleasanton,
California
| $162M | -$42.6M | -21% | 9.88% | 120% | 162 | 22.84% | 1.7 |
|
| 3630 |
SC
3630
Southside Capital
Miami Beach,
Florida
| $161M | – | – | 24.4% | – | 49 | – | 0 |
|
| 3631 |
3631
Copperwynd Financial
Scottsdale,
Arizona
| $161M | -$3.55M | -2% | 9.05% | 90% | 105 | 25.71% | 0.8 |
|
| 3632 |
3632
Kerrisdale Advisers
Miami,
Florida
| $161M | +$59.4M | +58% | 26% | 78.8% | 24 | 45.83% | 0.7 |
|
| 3633 |
3633
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $161M | -$19.6M | -11% | 10.2% | 38.2% | 50 | 8% | 3.1 |
|
| 3634 |
3634
Symmetry Peak Management
Radnor,
Pennsylvania
| $161M | -$122M | -43% | 4.43% | 320% | 172 | 83.14% | 0.6 |
|
| 3635 |
IBT
3635
International Biotechnology Trust
London,
United Kingdom
| $161M | -$49.3M | -23% | 18.7% | 11.1% | 57 | 31.58% | 1.3 |
|
| 3636 |
3636
Moon Capital Management
New York
| $161M | -$43M | -21% | 6.61% | 76.3% | 32 | 37.5% | 1.5 |
|
| 3637 |
3637
Punch Card Management
Winter Park,
Florida
| $161M | -$1.75M | -1% | 11.5% | 41% | 4 | 25% | 2.6 |
|
| 3638 |
3638
Beech Hill Advisors
New York
| $161M | -$32.1M | -17% | 13.6% | 105% | 79 | 25.32% | 2.7 |
|
| 3639 |
3639
Kelman-Lazarov Inc
Memphis,
Tennessee
| $161M | -$10.2M | -6% | 11.7% | 46.6% | 105 | 20% | 2.3 |
|
| 3640 |
3640
Financial Advisors Network
Tustin,
California
| $161M | – | – | 10.1% | – | 95 | – | 1.4 |
|
| 3641 |
3641
Stone Run Capital
New York
| $161M | -$57.2M | -26% | 13.2% | 77.8% | 70 | 17.14% | 4.3 |
|
| 3642 |
3642
Peninsula Wealth
San Francisco,
California
| $161M | -$24.9M | -13% | 13.6% | 30% | 32 | 15.63% | 0.8 |
|
| 3643 |
3643
Financial Management Professionals
Austin,
Texas
| $160M | -$97M | -38% | 13.3% | 67.3% | 342 | 25.73% | 2.6 |
|
| 3644 |
3644
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| $160M | -$12.7M | -7% | 10.2% | 64.1% | 178 | 15.17% | 1.6 |
|
| 3645 |
3645
22NW LP
Seattle,
Washington
| $160M | -$26.1M | -14% | 15.3% | 138% | 69 | 46.38% | 0.9 |
|
| 3646 |
3646
Security National Bank
Omaha,
Nebraska
| $160M | -$20.5M | -11% | 15.1% | 113% | 74 | 24.32% | 1.4 |
|
| 3647 |
3647
Silphium Asset Management
London,
United Kingdom
| $160M | -$190M | -54% | 7.48% | 128% | 140 | 75% | 0.6 |
|
| 3648 |
SC
3648
Schulhoff & Co
Cincinnati,
Ohio
| $160M | -$18.7M | -10% | 6.59% | 51.8% | 109 | 11.93% | 4.7 |
|
| 3649 |
LFG
3649
LifePlan Financial Group
Dayton,
Ohio
| $160M | -$24.7M | -13% | 11.1% | 20.2% | 577 | 10.05% | 1.3 |
|
| 3650 |
3650
Epstein & White Financial
San Diego,
California
| $160M | +$7.89M | +5% | 10.3% | 51% | 101 | 31.68% | 0.8 |
|