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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 |
NTCM
3801
Nine Ten Capital Management
Chicago,
Illinois
| $298M | -$302M | -50% | 13.1% | 166% | 12 | 41.67% | 3.1 |
|
| 3802 |
3802
Montgomery Investment Management
Rockville,
Maryland
| $298M | +$14.6M | +5% | 6.36% | 105% | 93 | 12.9% | 6.3 |
|
| 3803 |
MKC
3803
M. Kraus & Co
Shelburne,
Vermont
| $298M | +$14.1M | +5% | 5.39% | 65.9% | 79 | 6.33% | 4.8 |
|
| 3804 |
3804
Point Break Capital Management
Miami,
Florida
| $297M | -$9.8M | -3% | 4.08% | – | 10 | 60% | 1 |
|
| 3805 |
3805
Prism Advisors
Studio City,
California
| $297M | +$9.21M | +3% | 3.73% | 54.6% | 54 | 9.26% | 3.2 |
|
| 3806 |
3806
Lion Street Advisors
Austin,
Texas
| $297M | -$25.7M | -8% | 0.01% | 38% | 301 | 43.19% | 0.8 |
|
| 3807 |
3807
Orchard Capital Management
Chicago,
Illinois
| $297M | -$1.65M | -0.6% | 8.2% | 140% | 53 | 16.98% | 1.6 |
|
| 3808 |
3808
OnyxPoint Global Management
New York
| $297M | -$3M | -1% | 9.04% | 162% | 18 | 33.33% | 0.4 |
|
| 3809 |
3809
Stokes Capital Advisors
Greenwood,
South Carolina
| $297M | +$2.42M | +0.8% | 5.01% | 61.3% | 83 | 6.02% | 3.4 |
|
| 3810 |
3810
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $297M | +$7.34M | +3% | 16.3% | 240% | 94 | 44.68% | 2.3 |
|
| 3811 |
3811
Rezny Wealth Management
Fort Myers,
Florida
| $297M | +$25.8M | +10% | 5.53% | 99.6% | 27 | 29.63% | 2.5 |
|
| 3812 |
3812
Knollwood Investment Advisory
Hunt Valley,
Maryland
| $297M | -$219M | -43% | 9.08% | 160% | 144 | 18.75% | 0.4 |
|
| 3813 |
NC
3813
Nokomis Capital
Dallas,
Texas
| $297M | +$47.1M | +19% | 22.4% | 145% | 62 | 24.19% | 2 |
|
| 3814 |
3814
Genworth Financial
Glen Allen,
Virginia
| $297M | +$21.4M | +8% | 7.69% | 73.6% | 4 | 50% | 1.1 |
|
| 3815 |
KS
3815
Karpas Strategies
Litchfield,
Connecticut
| $296M | +$12.5M | +4% | 4.44% | 16.1% | 122 | 2.46% | 6.9 |
|
| 3816 |
SEP
3816
Southland Equity Partners
Wildwood,
Missouri
| $296M | +$41.9M | +16% | 5.51% | 66.1% | 190 | 11.05% | 1.8 |
|
| 3817 |
3817
Barry Investment Advisors
New Bedford,
Massachusetts
| $296M | -$9.05M | -3% | 0.31% | 66.7% | 124 | 13.71% | 3 |
|
| 3818 |
3818
Park Edge Advisors
Cleveland,
Ohio
| $296M | +$35.6M | +14% | 8.89% | 53.7% | 109 | 15.6% | 0.4 |
|
| 3819 |
3819
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $296M | -$25.2M | -8% | 2.29% | 63% | 194 | 23.2% | 0.5 |
|
| 3820 |
3820
Satovsky Asset Management
New York
| $296M | +$27.4M | +10% | 5.79% | 53.6% | 45 | 13.33% | 1.6 |
|
| 3821 |
3821
Poehling Capital Management
Madison,
Wisconsin
| $296M | -$774K | -0.3% | 2.1% | 83% | 126 | 6.35% | 3 |
|
| 3822 |
MHR
3822
Matthew Hamilton Rosenberg
| $296M | -$14.2M | -5% | 3.57% | 52% | 1,014 | 12.92% | 2 |
|
| 3823 |
ICM
3823
Indaba Capital Management
San Francisco,
California
| $296M | -$27.9M | -9% | 10.9% | 66.7% | 18 | 16.67% | 1.8 |
|
| 3824 |
3824
Delta Accumulation LLC
Sausalito,
California
| $295M | +$131M | +80% | 3.47% | 96.5% | 171 | 28.65% | 0.4 |
|
| 3825 |
3825
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
| $295M | +$32.9M | +13% | 8.52% | – | 22 | 0% | 1 |
|