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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
Matrix VIII US Management
Cambridge,
Massachusetts
| $68M | -$45.3M | -40% | 22.5% | – | 1 | 0% | 1.3 |
|
| 4002 |
4002
Commonwealth Financial Services
Vienna,
West Virginia
| $67.5M | +$38M | +129% | 2.24% | 64.2% | 253 | 8.7% | 1.1 |
|
| 4003 |
CMG
4003
Cavalry Management Group
San Francisco,
California
| $67.1M | +$12.5M | +23% | 6.14% | 59.6% | 28 | 60.71% | 0.1 |
|
| 4004 |
4004
Thompson Davis & Co
Richmond,
Virginia
| $67.1M | -$3.73M | -5% | 1.99% | 188% | 1,301 | 27.21% | 1.2 |
|
| 4005 |
TCM
4005
Trishield Capital Management
New York
| $66.9M | -$13.2M | -16% | 0.36% | – | 12 | 33.33% | 0.8 |
|
| 4006 |
4006
B. Riley Wealth Management
Memphis,
Tennessee
| $66.9M | -$11.4M | -15% | 2.04% | 32.2% | 174 | 38.51% | 1.3 |
|
| 4007 |
4007
Baker Street Capital Management
Los Angeles,
California
| $66.3M | -$57.1M | -46% | 46.3% | 78.6% | 1 | 0% | 2 |
|
| 4008 |
4008
Limestone Value Partners
Houston,
Texas
| $66.2M | -$40.9M | -38% | 1.85% | – | 34 | 23.53% | 0.7 |
|
| 4009 |
4009
CAZ Investments
Houston,
Texas
| $66.1M | -$5.46M | -8% | 3.6% | 263% | 38 | 15.79% | 0.8 |
|
| 4010 |
4010
Kessler Investment Group
Columbus,
Indiana
| $66.1M | +$2.85M | +5% | 5.28% | 251% | 121 | 38.84% | 1.2 |
|
| 4011 |
4011
Anne Ray Charitable Trust
Eden Prairie,
Minnesota
| $66.1M | +$2.49M | +4% | 0.18% | 31% | 4 | 0% | 1 |
|
| 4012 |
SAM
4012
Sunnymeath Asset Management
Red Bank,
New Jersey
| $65.6M | +$2.85M | +5% | 4.53% | – | 159 | 40.88% | 0.2 |
|
| 4013 |
4013
Guild Investment Management
Los Angeles,
California
| $65.2M | +$34M | +109% | 5.55% | 101% | 26 | 73.08% | 0.2 |
|
| 4014 |
CIG
4014
Candlewood Investment Group
Rye,
New York
| $64.7M | -$47.4M | -42% | 7.79% | 10.6% | 9 | 44.44% | 0.4 |
|
| 4015 |
SAM
4015
Southpaw Asset Management
Stamford,
Connecticut
| $64.5M | -$270M | -81% | 0% | 0.05% | 5 | 20% | 1.3 |
|
| 4016 |
4016
ICM Asset Management
Spokane,
Washington
| $64M | -$4.17M | -6% | 3.35% | 58.9% | 70 | 32.86% | 1.3 |
|
| 4017 |
4017
Greenwood Investments
Boston,
Massachusetts
| $63.6M | -$17.2M | -21% | 7.82% | 1.64% | 11 | 0% | 2.6 |
|
| 4018 |
NLCM
4018
Neon Liberty Capital Management
New York
| $63.6M | +$8.31M | +15% | 18.6% | – | 8 | 12.5% | 2.3 |
|
| 4019 |
4019
Central Square Management
Naperville,
Illinois
| $63.5M | -$23.7M | -27% | 3.78% | 8.22% | 43 | 62.79% | 0.9 |
|
| 4020 |
4020
Independence Trust
Franklin,
Tennessee
| $63.4M | -$13.4M | -17% | 2.57% | 28.9% | 69 | 30.43% | 2.2 |
|
| 4021 |
KCP
4021
Kortright Capital Partners
New York
| $63.2M | -$27.9M | -31% | 4.01% | – | 19 | 52.63% | 1 |
|
| 4022 |
4022
Canaan Partners IX
Menlo Park,
California
| $63M | -$38.9M | -38% | 38.2% | – | 1 | 0% | 0.3 |
|
| 4023 |
4023
Sabal Capital Management
Santa Monica,
California
| $62.9M | +$2.52M | +4% | 7.89% | – | 26 | 57.69% | 0.1 |
|
| 4024 |
4024
Coyle Financial Counsel
Glenview,
Illinois
| $62.9M | -$39.1M | -38% | 2.65% | 62.4% | 43 | 20.93% | 1.8 |
|
| 4025 |
MC
4025
Mitra Capital
Boston,
Massachusetts
| $62.8M | – | – | 2.06% | – | 18 | – | 0 |
|