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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
ACM
3701
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $106M | -$101M | -49% | 3.63% | 1,745% | 10 | 60% | 0.1 |
|
| 3702 |
3702
Blue Clay Capital Management
Minneapolis,
Minnesota
| $106M | -$14.7M | -12% | 3.17% | – | 139 | 33.09% | 0.6 |
|
| 3703 |
3703
Lingohr Asset Management
Duesseldorf,
Germany
| $106M | -$92.3M | -47% | 7.36% | 141% | 95 | 17.89% | 1.6 |
|
| 3704 |
3704
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| $106M | +$4.26M | +4% | 2.6% | 13% | 28 | 7.14% | 1.1 |
|
| 3705 |
3705
Lombard Odier Transatlantic
Montreal,
Quebec, Canada
| $106M | -$11.1M | -9% | 1.1% | – | 138 | 15.94% | 1 |
|
| 3706 |
3706
Ospraie Management
New York
| $106M | -$10.5M | -9% | 6.02% | 37.6% | 1 | 0% | 2.8 |
|
| 3707 |
3707
Twin Focus Capital Partners
Boston,
Massachusetts
| $106M | +$6.21M | +6% | 1.31% | 92.5% | 100 | 30% | 1.5 |
|
| 3708 |
3708
Stanley Capital Management
Houston,
Texas
| $105M | +$1.51M | +1% | 0.56% | 158% | 36 | 19.44% | 1 |
|
| 3709 |
KKAMG
3709
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
| $105M | +$1.14M | +1% | 2.1% | – | 336 | 22.32% | 0.2 |
|
| 3710 |
3710
Crosspoint Capital Strategies
Orinda,
California
| $105M | -$275M | -72% | 19.5% | – | 1,104 | 96.01% | 0.5 |
|
| 3711 |
3711
Sutton Wealth Advisors
Tampa,
Florida
| $105M | – | – | 3.61% | 40.9% | 1,013 | – | 0 |
|
| 3712 |
3712
Shaker Investments
Cleveland,
Ohio
| $105M | -$15.7M | -13% | 1.31% | 205% | 88 | 44.32% | 1 |
|
| 3713 |
3713
Ninety One
Cape Town,
South Africa
| $105M | -$7.81M | -7% | 4.5% | 232% | 31 | 25.81% | 0.6 |
|
| 3714 |
3714
Vienna Insurance Group
Warsaw,
Poland
| $105M | +$24.1M | +30% | 0.01% | 188% | 17 | 17.65% | 0.6 |
|
| 3715 |
3715
Bennicas & Associates
Portola Valley,
California
| $105M | +$1.6M | +2% | 8.08% | 40.3% | 89 | 6.74% | 2.4 |
|
| 3716 |
PCR
3716
Potrero Capital Research
San Francisco,
California
| $105M | -$5.6M | -5% | 3.48% | 226% | 45 | 42.22% | 0.2 |
|
| 3717 |
3717
Holderness Investments Company
Greensboro,
North Carolina
| $105M | +$3.87M | +4% | 2.77% | 144% | 122 | 4.92% | 1.1 |
|
| 3718 |
3718
First Houston Capital
Houston,
Texas
| $105M | -$5.02M | -5% | 1.83% | 39.2% | 68 | 22.06% | 1.9 |
|
| 3719 |
AIS
3719
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| $105M | -$4.68M | -4% | 4.56% | 6.74% | 441 | 29.93% | 0.2 |
|
| 3720 |
3720
Polaris Venture Management Co V
Boston,
Massachusetts
| $105M | -$22.6M | -18% | 8.78% | 281% | 9 | 0% | 1.5 |
|
| 3721 |
3721
Tieton Capital Management
Yakima,
Washington
| $105M | -$22.8M | -18% | 0.73% | 172% | 30 | 3.33% | 1.9 |
|
| 3722 |
3722
Westbourne Investment Advisors
Annapolis,
Maryland
| $105M | +$942K | +0.9% | 0.96% | 107% | 105 | 6.67% | 0.7 |
|
| 3723 |
3723
EDMP Inc
Lutz,
Florida
| $104M | +$334K | +0.3% | 3.16% | 78% | 67 | 7.46% | 2 |
|
| 3724 |
3724
Affiance Financial
St. Louis Park,
Minnesota
| $104M | +$7.02M | +7% | 2.99% | 57.8% | 97 | 16.49% | 1 |
|
| 3725 |
SFA
3725
Staton Financial Advisors
Charlotte,
North Carolina
| $104M | +$6.61M | +7% | 6.46% | – | 40 | 12.5% | 0.8 |
|