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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
LFM
3776
Lumina Fund Management
New York
| $315M | -$8.25M | -3% | 5.99% | 28.1% | 67 | 41.79% | 1.3 |
|
| 3777 |
MM
3777
Meridian Management
Little Rock,
Arkansas
| $315M | -$29.7M | -9% | 4.88% | 57.8% | 86 | 15.12% | 4.3 |
|
| 3778 |
3778
Yorktown Energy Partners X
New York
| $315M | +$48.2M | +18% | 46.1% | 95.9% | 4 | 25% | 2 |
|
| 3779 |
3779
Private Capital Management (Colorado)
Denver,
Colorado
| $315M | +$25.4M | +9% | 3.73% | 20% | 163 | 18.4% | 1.7 |
|
| 3780 |
3780
Austin Asset Management
Austin,
Texas
| $315M | -$5.42M | -2% | 4.04% | 93.4% | 60 | 11.67% | 0.2 |
|
| 3781 |
3781
Hillman Capital Management
Bethesda,
Maryland
| $315M | +$24.1M | +8% | 1.27% | 20.2% | 59 | 27.12% | 2.2 |
|
| 3782 |
3782
Recurrent Investment Advisors
Houston,
Texas
| $315M | +$67.1M | +27% | 26.4% | 99.7% | 42 | 4.76% | 2 |
|
| 3783 |
3783
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $314M | -$34.7M | -10% | 6.56% | 73.6% | 28 | 3.57% | 4.7 |
|
| 3784 |
MWM
3784
Mascoma Wealth Management
Hanover,
New Hampshire
| $314M | +$25.1M | +9% | 4.25% | 43.7% | 614 | 17.1% | 0.9 |
|
| 3785 |
3785
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $314M | +$11.6M | +4% | 4.57% | 69.3% | 48 | 8.33% | 4 |
|
| 3786 |
VM
3786
Venator Management
Pittsburgh,
Pennsylvania
| $314M | -$51.5M | -14% | 13.1% | 101% | 32 | 37.5% | 0.9 |
|
| 3787 |
3787
Clare Market Investments
Dallas,
Texas
| $314M | -$43.4M | -12% | 4.76% | – | 196 | 40.82% | 1.4 |
|
| 3788 |
3788
Sentry Investment Management
Stevens Point,
Wisconsin
| $314M | -$66.2M | -17% | 2.29% | 103% | 523 | 9.37% | 4.1 |
|
| 3789 |
DMKJ
3789
David M. Knott Jr
| $314M | +$19.4M | +7% | 3.69% | 169% | 162 | 31.48% | 0.2 |
|
| 3790 |
BDWCC
3790
B&D White Capital Company
Lakeway,
Texas
| $314M | +$9.6M | +3% | 6.09% | 38.1% | 74 | 45.95% | 0.6 |
|
| 3791 |
3791
Dynamo Administracao de Recursos
Rio De Janeiro,
Brazil
| $314M | +$64.7M | +26% | 3.87% | 350% | 13 | 15.38% | 1.6 |
|
| 3792 |
3792
Versant Capital Management
Phoenix,
Arizona
| $314M | +$6.94M | +2% | 1.77% | 97.3% | 1,718 | 12.22% | 4.2 |
|
| 3793 |
3793
Private Wealth Advisors (California)
Fresno,
California
| $313M | -$154M | -33% | 2.48% | 63.6% | 106 | 21.7% | 1.7 |
|
| 3794 |
3794
11 Capital Partners
Darien,
Connecticut
| $313M | -$107M | -25% | 9.31% | 101% | 20 | 35% | 0.7 |
|
| 3795 |
3795
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $313M | +$77M | +33% | 2.08% | 68.6% | 83 | 38.55% | 1.4 |
|
| 3796 |
3796
Aspire Private Capital
Cornelius,
North Carolina
| $313M | -$6.65M | -2% | 4.27% | 49.6% | 704 | 12.07% | 1.6 |
|
| 3797 |
MCM
3797
Mason Capital Management
New York
| $313M | +$104M | +50% | 12.2% | 18.5% | 17 | 64.71% | 0.4 |
|
| 3798 |
3798
Bayberry Capital Partners
New York
| $313M | -$31.5M | -9% | 10.5% | 99.7% | 20 | 60% | 0.9 |
|
| 3799 |
3799
Scarborough Advisors
Annapolis,
Maryland
| $313M | +$22.1M | +8% | 1.89% | 63.3% | 65 | 15.38% | 0.2 |
|
| 3800 |
3800
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $313M | -$15.8M | -5% | 0.86% | 130% | 105 | 32.38% | 1.2 |
|