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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
CDIA
3676
Capital Directions Investment Advisors
Atlanta,
Georgia
| $329M | -$16.5M | -5% | 7.2% | 7.53% | 272 | 74.63% | 0.2 |
|
| 3677 |
3677
Aozora Bank
Tokyo,
Japan
| $329M | -$52.8M | -14% | 7.52% | 5.45% | 2 | 0% | 4.1 |
|
| 3678 |
3678
American Financial Group
Cincinnati,
Ohio
| $329M | -$36.2M | -10% | 0.88% | 32.5% | 93 | 11.83% | 3.8 |
|
| 3679 |
3679
Noked Capital
Tel Aviv,
Israel
| $329M | -$77.9M | -19% | 15.5% | 197% | 54 | 38.89% | 0.6 |
|
| 3680 |
3680
Noked Israel
Ramat Hasharon,
Israel
| $329M | -$77.9M | -19% | 15.5% | 265% | 54 | 38.89% | 0.6 |
|
| 3681 |
3681
LSP Investment Advisors
New York
| $329M | +$94.7M | +40% | 44.1% | 79.5% | 32 | 12.5% | 0.6 |
|
| 3682 |
3682
Winmill & Co
Walpole,
New Hampshire
| $329M | -$18.4M | -5% | 0.41% | 146% | 89 | 26.97% | 1.8 |
|
| 3683 |
3683
Marks Wealth
Annapolis,
Maryland
| $328M | +$8.26M | +3% | 1.87% | 165% | 42 | 38.1% | 0.7 |
|
| 3684 |
3684
Bornite Capital Management
New York
| $328M | +$38.7M | +13% | 16.7% | 208% | 33 | 78.79% | 0.1 |
|
| 3685 |
3685
Seven Post Investment Office
San Francisco,
California
| $328M | -$42.4M | -11% | 6.69% | 44.4% | 52 | 11.54% | 2.5 |
|
| 3686 |
3686
Beck Capital Management
Austin,
Texas
| $328M | +$4.27M | +1% | 9.84% | 291% | 184 | 42.39% | 1.2 |
|
| 3687 |
3687
Kowal Investment Group
Brookfield,
Wisconsin
| $328M | -$9.08M | -3% | 5.24% | 21.1% | 140 | 28.57% | 0.9 |
|
| 3688 |
IAA
3688
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $328M | -$34.8M | -10% | 10.4% | 49.3% | 111 | 27.03% | 2.2 |
|
| 3689 |
OR
3689
Olympiad Research
Stamford,
Connecticut
| $328M | +$51.2M | +19% | 0.09% | 189% | 405 | 53.58% | 0.5 |
|
| 3690 |
DCM
3690
Divisar Capital Management
San Francisco,
California
| $327M | +$17.3M | +6% | 13.2% | 194% | 30 | 16.67% | 2.3 |
|
| 3691 |
3691
IDG Technology Venture Investment IV
Hong Kong
| $327M | -$109M | -25% | 24.9% | 420% | 4 | 0% | 0.3 |
|
| 3692 |
3692
Mason & Associates (California)
Los Angeles,
California
| $327M | -$1.95M | -0.6% | 1.05% | 68.5% | 117 | 24.79% | 0.2 |
|
| 3693 |
3693
Kerrisdale Advisers
Miami,
Florida
| $327M | -$157M | -32% | 3.27% | 78.8% | 57 | 64.91% | 0.7 |
|
| 3694 |
3694
SJS Investment Consulting
Sylvania,
Ohio
| $327M | -$6.34M | -2% | 3.03% | 69.4% | 1,499 | 64.64% | 0.1 |
|
| 3695 |
3695
Capital Advisors Wealth Management
Yakima,
Washington
| $327M | -$2.45M | -0.7% | 0.94% | 70.5% | 139 | 27.34% | 0.7 |
|
| 3696 |
3696
Decheng Capital Management III (Cayman)
Grand Cayman,
Cayman Islands
| $326M | – | – | 25.2% | – | 24 | – | 0 |
|
| 3697 |
3697
BTS Asset Management
Lincoln,
Massachusetts
| $326M | +$47.1M | +17% | 5.11% | 8.8% | 35 | 31.43% | 1.4 |
|
| 3698 |
3698
Requisite Capital Management
Dallas,
Texas
| $326M | +$3.43M | +1% | 1.84% | 41% | 100 | 41% | 1.2 |
|
| 3699 |
3699
Benin Management Corp
Wilton,
Connecticut
| $325M | -$5.09M | -2% | 1.61% | 91.7% | 108 | 9.26% | 5.9 |
|
| 3700 |
3700
ESL Trust Services
Rochester,
New York
| $325M | -$22.1M | -6% | 6.23% | 53.9% | 24 | 12.5% | 1.8 |
|