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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Steamboat Capital Partners
Rye,
New York
| $105M | – | – | 7.94% | 280% | 15 | – | 0 |
|
| 3752 |
3752
Advance Capital I
Southfield,
Michigan
| $105M | -$16.9M | -14% | 5.89% | 34.1% | 231 | 53.68% | 0.4 |
|
| 3753 |
T
3753
Tahithromos
New York
| $105M | -$2.29M | -2% | 3.13% | 16.4% | 25 | 44% | 0.6 |
|
| 3754 |
3754
Jolley Asset Management
Rocky Mount,
North Carolina
| $105M | +$6.46M | +7% | 4.69% | 3.47% | 123 | 11.38% | 2.1 |
|
| 3755 |
CCM
3755
Coppersmith Capital Management
New York
| $105M | -$2.09M | -2% | 1.04% | – | 2 | 0% | 0.6 |
|
| 3756 |
3756
PSquared Asset Management
Zurich,
Switzerland
| $105M | +$82.4M | +363% | 19.9% | 178% | 6 | 83.33% | 0.1 |
|
| 3757 |
3757
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $105M | – | – | 5% | 54.3% | 198 | – | 0 |
|
| 3758 |
3758
Shayne & Jacobs LLC
Nashville,
Tennessee
| $105M | -$11.8M | -10% | 0.92% | 79.4% | 20 | 15% | 2.1 |
|
| 3759 |
3759
Hefty Wealth Partners
Auburn,
Indiana
| $105M | – | – | 2.39% | – | 204 | – | 0 |
|
| 3760 |
3760
Alliance Wealth Management Group
Flemington,
New Jersey
| $105M | – | – | 3.98% | – | 36 | – | 0 |
|
| 3761 |
3761
Lone Star Global Acquisitions
Hamilton,
Bermuda
| $105M | -$18.5M | -15% | 15% | 380% | 1 | 0% | 1.8 |
|
| 3762 |
3762
Foothills Asset Management
Scottsdale,
Arizona
| $105M | +$9.22M | +10% | 5.4% | 8.84% | 50 | 12% | 1.5 |
|
| 3763 |
3763
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $105M | – | – | 3.4% | 53.5% | 35 | – | 0 |
|
| 3764 |
TAAM
3764
Top Ace Asset Management
Hong Kong
| $105M | +$26.7M | +34% | 17.2% | – | 28 | 46.43% | 0.4 |
|
| 3765 |
3765
Columbia Pacific Advisors
Seattle,
Washington
| $105M | +$7.02M | +7% | 4.8% | 5.27% | 61 | 59.02% | 0.4 |
|
| 3766 |
3766
Invictus RG
Hamilton,
Bermuda
| $105M | – | – | 4.01% | 289% | 607 | – | 0 |
|
| 3767 |
3767
Athena Global Investors
Reston,
Virginia
| $104M | +$5.88M | +6% | 5.94% | 13.4% | 35 | 2.86% | 1.5 |
|
| 3768 |
KKAMG
3768
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
| $104M | – | – | 1.81% | – | 275 | – | 0 |
|
| 3769 |
3769
Oslo Asset Management AS
Oslo,
Norway
| $104M | +$12.1M | +13% | 0.55% | 82.7% | 14 | 7.14% | 1.2 |
|
| 3770 |
PIM
3770
Parasol Investment Management
Westmont,
Illinois
| $104M | -$6.68M | -6% | 3.66% | 20.9% | 171 | 14.04% | 1.6 |
|
| 3771 |
3771
Searle & Co
Greenwich,
Connecticut
| $104M | +$6.94M | +7% | 6.87% | 93.8% | 115 | 13.04% | 0.9 |
|
| 3772 |
3772
Mork Capital Management
Healdsburg,
California
| $104M | +$19.3M | +23% | 4.76% | 61.9% | 154 | 42.86% | 0.6 |
|
| 3773 |
3773
Bach Option
Wanchai,
Hong Kong
| $104M | – | – | 4.21% | 30.6% | 70 | – | 0 |
|
| 3774 |
3774
Corbenic Partners
Bethlehem,
Pennsylvania
| $104M | -$6.26M | -6% | 7.09% | – | 222 | 26.58% | 1.2 |
|
| 3775 |
WPEP
3775
Walnut Private Equity Partners
Omaha,
Nebraska
| $104M | -$18M | -15% | 11.1% | 48% | 25 | 12% | 1.7 |
|