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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
Yaupon Capital Management
New York
| $284M | +$100M | +54% | 10.4% | 122% | 90 | 47.78% | 0.5 |
|
| 3627 |
3627
NKCFO LLC
Geneva,
Illinois
| $284M | -$37.8M | -12% | 10.8% | 211% | 131 | 41.22% | 0.9 |
|
| 3628 |
3628
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $284M | -$22.4M | -7% | 3.82% | 143% | 80 | 31.25% | 1.2 |
|
| 3629 |
3629
Moerus Capital Management
New York
| $283M | -$77.6M | -21% | 16.8% | 220% | 13 | 0% | 3.1 |
|
| 3630 |
3630
MVM Partners (UK)
London,
United Kingdom
| $283M | +$3.56M | +1% | 3.53% | – | 3 | 0% | 0.5 |
|
| 3631 |
3631
Corsair Capital Management
New York
| $283M | -$121M | -30% | 19% | 435% | 130 | 36.15% | 1.6 |
|
| 3632 |
FA
3632
Financial Advisors
Andover,
Massachusetts
| $283M | -$37.3M | -12% | 13.4% | 71.5% | 90 | 18.89% | 2.6 |
|
| 3633 |
SPC
3633
Stony Point Capital
New York
| $283M | -$145M | -34% | 22.9% | 208% | 37 | 21.62% | 0.6 |
|
| 3634 |
JWCA
3634
J.W. Coons Advisors
Columbus,
Ohio
| $283M | -$52.6M | -16% | 10.9% | 61.2% | 278 | 19.42% | 1.7 |
|
| 3635 |
3635
Encompass Wealth Advisors
Portland,
Oregon
| $283M | -$114M | -29% | 11% | 68.7% | 379 | 40.63% | 1.2 |
|
| 3636 |
3636
Hourglass Capital
Houston,
Texas
| $282M | -$37.5M | -12% | 11.3% | 94.4% | 112 | 13.39% | 4.5 |
|
| 3637 |
3637
Blue Fin Capital
Warren,
Rhode Island
| $282M | -$62.6M | -18% | 16% | 125% | 141 | 12.06% | 5.3 |
|
| 3638 |
3638
Ninety One
Cape Town,
South Africa
| $282M | -$75.3M | -21% | 15.2% | 232% | 117 | 28.21% | 2.6 |
|
| 3639 |
3639
Great Point Wealth Advisors
Boston,
Massachusetts
| $282M | -$38.7M | -12% | 14.2% | – | 67 | 13.43% | 2 |
|
| 3640 |
3640
O'Dell Group
Cincinnati,
Ohio
| $282M | -$56.7M | -17% | 12.9% | 72.2% | 595 | 26.05% | 0.8 |
|
| 3641 |
3641
AXS Investments
Port Chester,
New York
| $282M | +$30.9M | +12% | 16.5% | 104% | 231 | 53.68% | 0.4 |
|
| 3642 |
HCM
3642
Horrell Capital Management
Little Rock,
Arkansas
| $282M | -$25.7M | -8% | 10.7% | 55.6% | 207 | 6.76% | 5.2 |
|
| 3643 |
MJP
3643
Michael J. Puzo
| $282M | -$50.7M | -15% | 12.3% | 90.3% | 78 | 6.41% | 6 |
|
| 3644 |
3644
Riverwood Capital Management
Menlo Park,
California
| $282M | -$279M | -50% | 32.2% | 46.5% | 6 | 0% | 0.4 |
|
| 3645 |
3645
Doliver Advisors
Houston,
Texas
| $282M | -$34.8M | -11% | 8.33% | 92.3% | 185 | 20% | 2 |
|
| 3646 |
3646
Socorro Asset Management
Dallas,
Texas
| $281M | -$78.5M | -22% | 13.8% | 43.8% | 34 | 0% | 1.2 |
|
| 3647 |
3647
Reynolds Investment Management
Greenville,
South Carolina
| $281M | -$57.7M | -17% | 11.4% | – | 110 | 10.91% | 0.2 |
|
| 3648 |
3648
Liberty Capital Management
Birmingham,
Michigan
| $281M | -$61.2M | -18% | 12.9% | – | 146 | 11.64% | 5.2 |
|
| 3649 |
FVCM
3649
F&V Capital Management
Boca Raton,
Florida
| $281M | -$48.9M | -15% | 12.2% | 123% | 63 | 19.05% | 4.4 |
|
| 3650 |
3650
Selective Wealth Management
Forest,
Virginia
| $281M | +$5.03M | +2% | 16.3% | 74.4% | 845 | 18.7% | 1.2 |
|