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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
LA
3801
Lau Associates
Greenville,
Delaware
| $95M | -$1.72M | -2% | 2.1% | 44.5% | 75 | 12% | 2.2 |
|
| 3802 |
3802
Marcus Capital
Northbrook,
Illinois
| $95M | +$4.18M | +5% | 4.39% | 101% | 53 | 7.55% | 0.5 |
|
| 3803 |
3803
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $94.9M | -$1.65M | -2% | 3.79% | 61.1% | 136 | 6.62% | 1.3 |
|
| 3804 |
3804
Canal Capital Management
Richmond,
Virginia
| $94.9M | -$4.82M | -5% | 1.9% | 67.8% | 73 | 13.7% | 1.1 |
|
| 3805 |
3805
Rezny Wealth Management
Fort Myers,
Florida
| $94.8M | $0 | 0% | 1.07% | 99.6% | 14 | 0% | 1.2 |
|
| 3806 |
MCM
3806
Millie Capital Management
Walnut Creek,
California
| $94.5M | +$1.19M | +1% | 2.44% | 24.5% | 78 | 29.49% | 0.9 |
|
| 3807 |
3807
Glacier Peak Capital
Bellevue,
Washington
| $94.4M | -$22M | -19% | 6.41% | 11.8% | 54 | 57.41% | 1 |
|
| 3808 |
3808
Advance Capital I
Southfield,
Michigan
| $94.3M | -$2.49M | -3% | 1.86% | 34.1% | 203 | 66.01% | 0.4 |
|
| 3809 |
3809
Invictus RG
Hamilton,
Bermuda
| $94.3M | +$11.7M | +14% | 3.31% | 289% | 800 | 52.13% | 0.3 |
|
| 3810 |
3810
Silphium Asset Management
London,
United Kingdom
| $94.2M | +$33.7M | +56% | 11% | 128% | 63 | 84.13% | 0.2 |
|
| 3811 |
3811
Madrona Financial Services
Everett,
Washington
| $94.1M | -$2.62M | -3% | 0.75% | 85.1% | 38 | 13.16% | 0.9 |
|
| 3812 |
3812
CAZ Investments
Houston,
Texas
| $94.1M | +$28M | +42% | 5.94% | 263% | 38 | 28.95% | 1 |
|
| 3813 |
WCM
3813
Weyland Capital Management
Portsmouth,
New Hampshire
| $94M | -$1.01M | -1% | 1.28% | 25.7% | 9 | 0% | 2.5 |
|
| 3814 |
3814
Fiduciary Wealth Partners
Boston,
Massachusetts
| $93.9M | -$1.24M | -1% | 1.26% | – | 17 | 11.76% | 0.4 |
|
| 3815 |
3815
Yorkville Capital Management
New York
| $93.9M | +$17.2M | +22% | 36.4% | – | 55 | 20% | 1.8 |
|
| 3816 |
3816
Billings Capital Management
Arlington,
Virginia
| $93.9M | -$6.75M | -7% | 2.17% | – | 13 | 30.77% | 0.4 |
|
| 3817 |
GIM
3817
Greenwich Investment Management
Norwalk,
Connecticut
| $93.9M | +$10.7M | +13% | 7.57% | – | 58 | 25.86% | 1.3 |
|
| 3818 |
DCMM
3818
DG Capital Management (Massachusetts)
Boston,
Massachusetts
| $93.7M | -$8.35M | -8% | 4.14% | 96.7% | 72 | 37.5% | 0.9 |
|
| 3819 |
3819
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $93.6M | -$20.7M | -18% | 21.7% | 135% | 76 | 77.63% | 0.2 |
|
| 3820 |
3820
Euclidean Technologies Management
Seattle,
Washington
| $93.4M | -$4.86M | -5% | 3.26% | 124% | 61 | 21.31% | 1 |
|
| 3821 |
3821
Polaris Venture Management Co V
Boston,
Massachusetts
| $93.2M | -$11.5M | -11% | 20.2% | 281% | 10 | 10% | 1.6 |
|
| 3822 |
AIS
3822
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| $93.1M | -$11.6M | -11% | 3.23% | 6.74% | 431 | 29% | 0.5 |
|
| 3823 |
3823
Legg Mason Asset Management
Tokyo,
Japan
| $93.1M | -$4M | -4% | 0.33% | – | 136 | 23.53% | 1.5 |
|
| 3824 |
3824
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $92.9M | +$270K | +0.3% | 1.73% | 73.7% | 295 | 31.86% | 1.4 |
|
| 3825 |
3825
Norwest Venture Partners X
Palo Alto,
California
| $92.7M | -$69.4M | -43% | 41.8% | 11.3% | 2 | 0% | 1.5 |
|