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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
PVMCV
3801
Polaris Venture Management Co V
Boston,
Massachusetts
| $94.7M | +$1.57M | +2% | 10.7% | 281% | 10 | 10% | 7.1 |
|
| 3802 |
TG
3802
TLP Group
Evanston,
Illinois
| $94.7M | -$52.2M | -36% | 22.1% | 42.7% | 445 | 69.66% | 0.9 |
|
| 3803 |
TWS
3803
Thomas W. Smith
| $94.7M | +$25.1M | +36% | 15.9% | – | 12 | 8.33% | 11.5 |
|
| 3804 |
MI
3804
Moneywise Inc
Forest,
Virginia
| $94.6M | – | – | 3.11% | 58% | 34 | – | 0 |
|
| 3805 |
DVC
3805
Deer VI & Co
Larchmont,
New York
| $94.3M | +$6.1M | +7% | 6.93% | 1,560% | 2 | 0% | 13 |
|
| 3806 |
PP
3806
Pension Partners
New York
| $94.3M | +$9.31M | +11% | 0.2% | – | 17 | 52.94% | 2.1 |
|
| 3807 |
CP
3807
Corbenic Partners
Bethlehem,
Pennsylvania
| $94.1M | -$3.41M | -3% | 3.65% | – | 242 | 24.79% | 6.4 |
|
| 3808 |
MFS
3808
Madrona Financial Services
Everett,
Washington
| $94M | -$85K | -0.1% | 5.08% | 75.4% | 39 | 10.26% | 4.4 |
|
| 3809 |
BWA
3809
Burt Wealth Advisors
North Bethesda,
Maryland
| $93.7M | +$3.53M | +4% | 3.69% | 57.3% | 437 | 9.15% | 5.6 |
|
| 3810 |
UBV
3810
United Bank (Virginia)
Vienna,
Virginia
| $93.5M | -$7.89M | -8% | 6.49% | 76.1% | 56 | 5.36% | 6.6 |
|
| 3811 |
AO
3811
Allen Operations
New York
| $93.2M | +$13.1M | +16% | 18.7% | 218% | 21 | 9.52% | 9.1 |
|
| 3812 |
VE
3812
Vega Energy
New York
| $93.1M | -$29.7M | -24% | 10.7% | 12.1% | 5 | 20% | 9.5 |
|
| 3813 |
PC
3813
Pecaut & Co
Sioux City,
Iowa
| $93.1M | -$3.51M | -4% | 5.1% | 67.6% | 49 | 10.2% | 7.8 |
|
| 3814 |
SSCM
3814
Summit Street Capital Management
New York
| $93M | +$3.3M | +4% | 6.38% | 217% | 35 | 17.14% | 4 |
|
| 3815 |
PAWC
3815
P.A.W. Capital
Greenwich,
Connecticut
| $93M | +$5.6M | +6% | 5.95% | 54.6% | 70 | 17.14% | 8.3 |
|
| 3816 |
JFA
3816
Johanson Financial Advisors
Campbell,
California
| $93M | +$7.95M | +9% | 5.14% | 101% | 77 | 11.69% | 2.5 |
|
| 3817 |
TAAM
3817
Top Ace Asset Management
Hong Kong
| $92.9M | +$22.5M | +32% | 12.7% | – | 26 | 38.46% | 3.3 |
|
| 3818 |
PM
3818
Penbrook Management
New York
| $92.8M | +$2.11M | +2% | 8.4% | 106% | 114 | 14.04% | 7.9 |
|
| 3819 |
FCM
3819
Fairbanks Capital Management
Rancho Santa Fe,
California
| $92.7M | +$9.37M | +11% | 9.66% | 81.3% | 27 | 7.41% | 0.9 |
|
| 3820 |
SAMC
3820
Spectrum Asset Management (California)
Newport Beach,
California
| $92.6M | +$7.92M | +9% | 2.22% | 62.9% | 54 | 20.37% | 4.6 |
|
| 3821 |
ACM
3821
Altalis Capital Management
New York
| $92.2M | -$47.4M | -34% | 11.6% | 3.82% | 22 | 18.18% | 4.6 |
|
| 3822 |
KFS
3822
Kissinger Financial Services
Hunt Valley,
Maryland
| $91.6M | – | – | 0.86% | – | 76 | – | 0 |
|
| 3823 |
KHLMTHM
3823
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $91.5M | -$12.7M | -12% | 5.3% | 80.8% | 35 | 8.57% | 5.9 |
|
| 3824 |
RCA
3824
Rex Capital Advisors
Providence,
Rhode Island
| $91.5M | -$4.04M | -4% | 4.28% | 7.31% | 30 | 43.33% | 6.2 |
|
| 3825 |
NHFG
3825
New Harbor Financial Group
Worcester,
Massachusetts
| $91.5M | +$4.55M | +5% | 3.1% | 80.6% | 129 | 24.81% | 5.3 |
|