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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
BWM
4026
BigSur Wealth Management
Miami,
Florida
| $99.5M | +$912K | +0.9% | 5.38% | 83.1% | 96 | 13.54% | 2.6 |
|
| 4027 |
BA
4027
Bristol Advisors
Conshohocken,
Pennsylvania
| $99.3M | -$50.8M | -34% | 5.46% | – | 90 | 57.78% | 1.1 |
|
| 4028 |
MRFOFM
4028
M&R Follow-On Fund Management
Dallas,
Texas
| $98.9M | +$14.2M | +17% | 4.82% | 48.8% | 1 | 0% | 7 |
|
| 4029 |
SCP
4029
Siena Capital Partners
Chicago,
Illinois
| $98.6M | -$5.81M | -6% | 7.84% | 44.2% | 30 | 16.67% | 2.7 |
|
| 4030 |
CO
4030
Caldwell & Orkin
Norcross,
Georgia
| $98.3M | +$17.7M | +22% | 8.18% | 137% | 78 | 53.85% | 1.9 |
|
| 4031 |
CC
4031
Caxton Corporation
Princeton,
New Jersey
| $98.2M | +$34.1M | +53% | 11% | 512% | 17 | 41.18% | 3.1 |
|
| 4032 |
ODCM
4032
Old Dominion Capital Management
Charlottesville,
Virginia
| $98.2M | +$2.52M | +3% | 3.4% | 45.9% | 57 | 5.26% | 9 |
|
| 4033 |
SF
4033
Schooner Foundation
Boston,
Massachusetts
| $98M | -$13.6M | -12% | 13.3% | 13.8% | 2 | 0% | 7 |
|
| 4034 |
SAM
4034
Southpaw Asset Management
Stamford,
Connecticut
| $97.9M | +$6.26M | +7% | 0.97% | 0.05% | 10 | 10% | 2 |
|
| 4035 |
EPIM
4035
Equinox Partners Investment Management
Stamford,
Connecticut
| $97.7M | -$13.5M | -12% | 3.55% | 241% | 10 | 30% | 1.9 |
|
| 4036 |
SCA
4036
Sippican Capital Advisors
Boston,
Massachusetts
| $97.6M | +$5.52M | +6% | 5.73% | 90.1% | 103 | 8.74% | 9.9 |
|
| 4037 |
DMC
4037
Drexel Morgan & Co
Radnor,
Pennsylvania
| $97.6M | +$122K | +0.1% | 3.91% | 50.1% | 90 | 5.56% | 12 |
|
| 4038 |
SCM
4038
Signia Capital Management
Spokane,
Washington
| $97.4M | +$3.21M | +3% | 4.67% | 27% | 33 | 30.3% | 6.2 |
|
| 4039 |
JGGDR
4039
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $97.4M | +$22M | +29% | 10.6% | 206% | 39 | 92.31% | 0.5 |
|
| 4040 |
NIS
4040
National Investment Services
Milwaukee,
Wisconsin
| $97.3M | +$2.07M | +2% | 2.04% | 47.2% | 67 | 22.39% | 5.6 |
|
| 4041 |
SCM
4041
Samson Capital Management
Leawood,
Kansas
| $97.3M | -$3.99M | -4% | 2.72% | 13.4% | 16 | 6.25% | 8.3 |
|
| 4042 |
MAP
4042
Moody Aldrich Partners
Marblehead,
Massachusetts
| $97.2M | +$17M | +21% | 10.9% | 336% | 106 | 24.53% | 3.4 |
|
| 4043 |
DP
4043
DW Partners
New York
| $97.2M | -$31.7M | -25% | 6.14% | 44.5% | 9 | 11.11% | 4.7 |
|
| 4044 |
VCM
4044
Venator Capital Management
Toronto,
Ontario, Canada
| $96.8M | +$2.17M | +2% | 14.6% | 154% | 38 | 34.21% | 2 |
|
| 4045 |
OC
4045
Oppenheimer & Close
New York
| $96.6M | -$405K | -0.4% | 2.55% | 149% | 38 | 10.53% | 12.2 |
|
| 4046 |
BSG
4046
Black Swift Group
Boulder,
Colorado
| $96.4M | -$87.3M | -48% | 6.47% | 139% | 50 | 58% | 0.6 |
|
| 4047 |
CCM
4047
Coe Capital Management
Highland Park,
Illinois
| $96.2M | +$8.39M | +10% | 3.67% | 84.4% | 93 | 10.75% | 8.7 |
|
| 4048 |
BMCM
4048
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $96.1M | +$7.44M | +8% | 2.76% | 71.4% | 84 | 19.05% | 2.4 |
|
| 4049 |
GG
4049
Gores Group
Beverly Hills,
California
| $95.9M | -$9.71M | -9% | 2.29% | – | 1 | 0% | 3 |
|
| 4050 |
KA
4050
Kerrisdale Advisers
Miami,
Florida
| $95.8M | -$12.9M | -12% | 3.29% | 78.8% | 21 | 47.62% | 3.7 |
|