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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 |
BIMC
4001
Benson Investment Management Company
Roanoke,
Virginia
| $101M | – | – | 2.99% | 99.8% | 89 | – | 0 |
|
| 4002 |
4002
Capital Insight Partners
Scottsdale,
Arizona
| $101M | -$3.26M | -3% | 5.24% | 51.7% | 75 | 18.67% | 0.9 |
|
| 4003 |
4003
Corrigan Financial
Middletown,
Rhode Island
| $101M | +$1.2M | +1% | 0.93% | 9.54% | 41 | 4.88% | 0.9 |
|
| 4004 |
4004
Yorkville Capital Management
New York
| $101M | – | – | 7.57% | – | 53 | – | 1.9 |
|
| 4005 |
7A
4005
734 Agriculture
New York
| $101M | +$1.07M | +1% | 1.08% | 23.8% | 1 | 0% | 2.8 |
|
| 4006 |
LFWA
4006
LBJ Family Wealth Advisors
Austin,
Texas
| $100M | +$3.71M | +4% | 2.92% | 64.9% | 20 | 35% | 2 |
|
| 4007 |
4007
Point72 Hong Kong
Hong Kong
| $100M | -$83M | -45% | 1.23% | 396% | 1,169 | 66.55% | 0.2 |
|
| 4008 |
4008
RB Capital Management
Reno,
Nevada
| $100M | – | – | 2.85% | 79.4% | 113 | – | 0 |
|
| 4009 |
AC
4009
Aperimus Capital
Marina Del Rey,
California
| $100M | -$7.28M | -7% | 6.33% | 44% | 3 | 0% | 3.5 |
|
| 4010 |
4010
Boyar Asset Management
New York
| $100M | -$26.8M | -21% | 7.36% | 75.5% | 66 | 1.52% | 2.9 |
|
| 4011 |
JCM
4011
JD Capital Management
Darien,
Connecticut
| $100M | -$410M | -80% | 69.5% | 47.8% | 22 | 54.55% | 1 |
|
| 4012 |
WAM
4012
Westport Asset Management
Southport,
Connecticut
| $100M | – | – | 10.3% | 64.2% | 59 | – | 1.2 |
|
| 4013 |
4013
GSI Capital Advisors
Newport Beach,
California
| $100M | -$20.6M | -17% | 2.77% | 39.7% | 37 | 64.86% | 0.5 |
|
| 4014 |
4014
Tuttle Capital Management
Riverside,
Connecticut
| $99.2M | -$32.4M | -25% | 3.68% | 115% | 96 | 78.13% | 0.3 |
|
| 4015 |
4015
Alta Park Capital
San Francisco,
California
| $99.1M | -$16.1M | -14% | 1.85% | 1,071% | 38 | 55.26% | 0.3 |
|
| 4016 |
BA
4016
Bristol Advisors
Conshohocken,
Pennsylvania
| $99M | – | – | 19.4% | – | 68 | – | 0 |
|
| 4017 |
4017
Fiduciary Wealth Partners
Boston,
Massachusetts
| $99M | -$1.06M | -1% | 1.62% | – | 15 | 0% | 1 |
|
| 4018 |
LA
4018
Lau Associates
Greenville,
Delaware
| $98.9M | +$625K | +0.6% | 3.9% | 44.5% | 73 | 8.22% | 2.7 |
|
| 4019 |
4019
Thai Life Insurance Company
Bangkok,
Thailand
| $98.8M | – | – | 3.78% | – | 16 | – | 0 |
|
| 4020 |
4020
Jentner Corp
Akron,
Ohio
| $98.6M | – | – | 0.05% | 38.9% | 24 | – | 0 |
|
| 4021 |
MCM
4021
Millie Capital Management
Walnut Creek,
California
| $98.4M | +$7.67M | +8% | 2.89% | 24.5% | 83 | 28.92% | 1.1 |
|
| 4022 |
4022
HM Capital Management
Clayton,
Missouri
| $98.2M | -$632K | -0.6% | 2.05% | 29.6% | 38 | 2.63% | 2.2 |
|
| 4023 |
4023
Northwest Wealth Management
Spencer,
Iowa
| $98.1M | – | – | 2.31% | 63.4% | 89 | – | 0 |
|
| 4024 |
4024
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $98.1M | – | – | 1.72% | 71.4% | 81 | – | 0 |
|
| 4025 |
4025
Seven Bridges Advisors
New York
| $98.1M | -$14.5M | -13% | 5.23% | – | 160 | 23.75% | 0.7 |
|