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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 |
3626
ADW Capital Management
Miami Beach,
Florida
| $318M | -$21.3M | -6% | 5.44% | 78.2% | 8 | 25% | 1 |
|
| 3627 |
3627
Delta Investment Management
San Francisco,
California
| $318M | -$18.4M | -5% | 2.73% | 65.8% | 194 | 25.26% | 1.2 |
|
| 3628 |
CIM
3628
CIM Investment Management
Pittsburgh,
Pennsylvania
| $318M | -$5.34M | -2% | 1.25% | 123% | 335 | 21.49% | 2.2 |
|
| 3629 |
3629
Accel Growth Fund V Associates
Palo Alto,
California
| $318M | -$52M | -14% | 14% | 1.17% | 2 | 0% | 0.4 |
|
| 3630 |
3630
Crossvault Capital Management
San Antonio,
Texas
| $318M | -$10.4M | -3% | 1.44% | 56.4% | 87 | 8.05% | 4 |
|
| 3631 |
3631
Siena Capital Partners
Chicago,
Illinois
| $318M | +$8.43M | +3% | 2.13% | 44.2% | 115 | 12.17% | 2.2 |
|
| 3632 |
3632
Aubrey Capital Management
Edinburgh,
United Kingdom
| $317M | -$26.1M | -8% | 10.1% | 319% | 55 | 27.27% | 0.9 |
|
| 3633 |
3633
Nepsis Inc
Minneapolis,
Minnesota
| $317M | +$1.76M | +0.6% | 2.65% | 131% | 33 | 27.27% | 2.9 |
|
| 3634 |
3634
Henry James International Management
New York
| $317M | -$32.3M | -9% | 0.28% | 125% | 165 | 9.7% | 2 |
|
| 3635 |
3635
Inspire Advisors
Meridian,
Idaho
| $317M | +$10.2M | +3% | 1.31% | 60.2% | 113 | 40.71% | 0.5 |
|
| 3636 |
LHC
3636
Lodge Hill Capital
New York
| $317M | -$27.4M | -8% | 1.86% | 17.9% | 30 | 30% | 0.5 |
|
| 3637 |
IAA
3637
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $317M | -$18.9M | -6% | 1.21% | 49.3% | 104 | 12.5% | 2.1 |
|
| 3638 |
3638
Deer VII & Co
Larchmont,
New York
| $317M | -$104M | -25% | 24.7% | 241% | 1 | 0% | 2.3 |
|
| 3639 |
TA
3639
Tamarack Advisers
Carlsbad,
California
| $317M | -$36.3M | -10% | 2.76% | 46.5% | 64 | 50% | 1.2 |
|
| 3640 |
3640
Cavalier Investments
Alpharetta,
Georgia
| $317M | +$39.4M | +14% | 0.72% | 171% | 111 | 27.03% | 1 |
|
| 3641 |
3641
GFG Capital
Miami,
Florida
| $317M | -$16.2M | -5% | 1.49% | 152% | 142 | 20.42% | 1.1 |
|
| 3642 |
3642
White Mountains Insurance Group
Hanover,
New Hampshire
| $316M | -$397M | -56% | 55.6% | 105% | 1 | 0% | 0.8 |
|
| 3643 |
3643
Rice Partnership
Honolulu,
Hawaii
| $316M | -$1.18M | -0.4% | 2.69% | 123% | 139 | 12.95% | 1.8 |
|
| 3644 |
3644
Kowal Investment Group
Brookfield,
Wisconsin
| $316M | +$38.5M | +14% | 1.31% | 21.1% | 1,044 | 90.23% | 0.1 |
|
| 3645 |
IIA
3645
IPG Investment Advisors
San Diego,
California
| $316M | -$25.8M | -8% | 1.13% | 126% | 168 | 34.52% | 1.7 |
|
| 3646 |
3646
O'Dell Group
Cincinnati,
Ohio
| $316M | +$477K | +0.2% | 1.81% | 72.2% | 516 | 84.69% | 0.2 |
|
| 3647 |
3647
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $316M | +$15.4M | +5% | 0.36% | 67.5% | 505 | 13.66% | 1.9 |
|
| 3648 |
LA
3648
Latitude Advisors
Vero Beach,
Florida
| $316M | +$181M | +134% | 0.27% | 79.6% | 288 | 44.1% | 0.4 |
|
| 3649 |
3649
TIFF Advisory Services
Radnor,
Pennsylvania
| $316M | -$35.1M | -10% | 1.25% | 86.3% | 21 | 33.33% | 1.3 |
|
| 3650 |
3650
Garrison Point Capital
Walnut Creek,
California
| $316M | +$19.8M | +7% | 0.12% | – | 21 | 4.76% | 1.2 |
|