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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 |
IA
3701
IPL Advisers
New York
| $158M | -$86.2M | -35% | 6.58% | – | 18 | 33.33% | 0.8 |
|
| 3702 |
PM
3702
Parametrica Management
Wanchai,
Hong Kong
| $158M | -$79.5M | -33% | 7.36% | 584% | 526 | 72.05% | 0.1 |
|
| 3703 |
WCG
3703
Wall Capital Group
Phoenix,
Arizona
| $158M | +$2.81M | +2% | 5.24% | – | 52 | 7.69% | 0.7 |
|
| 3704 |
SXL
3704
Summit X LLC
Chesterfield,
Missouri
| $158M | +$6.86M | +5% | 3.69% | 62.9% | 197 | 17.26% | 0.4 |
|
| 3705 |
LBC
3705
Lawrence B. Cohen
| $158M | +$4.17M | +3% | 6.22% | 41.8% | 72 | 6.94% | 3.4 |
|
| 3706 |
BF
3706
Blankinship & Foster
Solana Beach,
California
| $158M | +$22.5M | +17% | 4.37% | 60.4% | 38 | 15.79% | 0.7 |
|
| 3707 |
EP
3707
Elkhorn Partners
Omaha,
Nebraska
| $158M | +$1.9M | +1% | 0.69% | 32.2% | 37 | 10.81% | 3.8 |
|
| 3708 |
WI
3708
Welch Investments
Birmingham,
Alabama
| $157M | +$12.4M | +9% | 6.59% | – | 55 | 10.91% | 0.8 |
|
| 3709 |
PCA
3709
Prospect Capital Advisors
Sausalito,
California
| $157M | -$28.5M | -15% | 6.03% | 202% | 29 | 31.03% | 1.3 |
|
| 3710 |
KM
3710
Kora Management
Brooklyn,
New York
| $157M | -$14.8M | -9% | 10.3% | 307% | 9 | 44.44% | 1.4 |
|
| 3711 |
KC
3711
Kingfisher Capital
Charlotte,
North Carolina
| $157M | +$6.38M | +4% | 5.79% | 58.5% | 129 | 12.4% | 2.1 |
|
| 3712 |
FDS
3712
First Dallas Securities
Dallas,
Texas
| $157M | +$13M | +9% | 6.72% | 163% | 148 | 31.76% | 1.9 |
|
| 3713 |
ACM
3713
Akanthos Capital Management
Woodland Hills,
California
| $157M | +$94.8M | +152% | 1.2% | 1.86% | 21 | 38.1% | 0.7 |
|
| 3714 |
BSWM
3714
Boston Standard Wealth Management
Winchester,
Massachusetts
| $157M | +$7.66M | +5% | 3.49% | 47.1% | 32 | 43.75% | 1.7 |
|
| 3715 |
CCM
3715
Coliseum Capital Management
Rowayton,
Connecticut
| $157M | +$22.6M | +17% | 3.56% | 41.1% | 8 | 37.5% | 1.3 |
|
| 3716 |
BDWM
3716
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| $157M | +$13.1M | +9% | 7.05% | 47.8% | 169 | 8.28% | 0.2 |
|
| 3717 |
SM
3717
Saya Management
New York
| $157M | +$46.9M | +43% | 7.95% | 34.8% | 12 | 25% | 0.2 |
|
| 3718 |
HCM
3718
HGI Capital Management
New York
| $157M | +$52.3M | +50% | 0.25% | 47% | 41 | 53.66% | 0.3 |
|
| 3719 |
FA
3719
Fiducient Advisors
Chicago,
Illinois
| $157M | – | – | 4.31% | 52.3% | 8 | – | 0 |
|
| 3720 |
JAM
3720
Jolley Asset Management
Rocky Mount,
North Carolina
| $157M | +$9.7M | +7% | 6.94% | 3.47% | 188 | 11.17% | 2.5 |
|
| 3721 |
LFG
3721
LifePlan Financial Group
Dayton,
Ohio
| $157M | $0 | 0% | 3.59% | 20.2% | 109 | 0% | 3 |
|
| 3722 |
IPGDR
3722
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| $157M | – | – | 5.8% | 51.8% | 17 | – | 0 |
|
| 3723 |
DI
3723
Diligent Investors
Redlands,
California
| $157M | +$20.1M | +15% | 6.15% | 71.9% | 208 | 15.87% | 1.8 |
|
| 3724 |
BOC
3724
Barbara Oil Co
Chicago,
Illinois
| $157M | +$12M | +8% | 8.8% | 76.9% | 89 | 7.87% | 3 |
|
| 3725 |
SVC
3725
Strycker View Capital
New York
| $157M | -$29.2M | -16% | 9.13% | 114% | 20 | 60% | 0.3 |
|