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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Solidarity Wealth
Lehi,
Utah
| $320M | +$42.4M | +15% | 9.6% | 85.9% | 92 | 20.65% | 1.5 |
|
| 4027 |
4027
JSF Financial
Los Angeles,
California
| $319M | +$31.1M | +11% | 8.7% | 91% | 119 | 18.49% | 2.3 |
|
| 4028 |
4028
El Puerto de Liverpool
Cuajimalpa, Ciudad De Mexico,
Mexico
| $319M | +$28.7M | +10% | 9.86% | – | 1 | 0% | 1.3 |
|
| 4029 |
4029
Rappaport Reiches Capital Management
Skokie`,
Illinois
| $319M | +$46.1M | +17% | 5.42% | 17.6% | 105 | 21.9% | 1.6 |
|
| 4030 |
TM
4030
Tikvah Management
Charlotte,
North Carolina
| $319M | +$27.8M | +10% | 10.4% | 169% | 24 | 12.5% | 3.9 |
|
| 4031 |
4031
BigSur Wealth Management
Miami,
Florida
| $319M | +$109M | +52% | 11% | 94.8% | 149 | 22.82% | 3.3 |
|
| 4032 |
4032
Kanen Wealth Management
Coconut Creek,
Florida
| $319M | +$176M | +123% | 3.84% | 328% | 25 | 32% | 1.3 |
|
| 4033 |
4033
Moerus Capital Management
New York
| $319M | -$13.2M | -4% | 9.47% | 220% | 19 | 10.53% | 3.5 |
|
| 4034 |
4034
Panview Asian Equity Master Fund
Central,
Hong Kong
| $319M | +$169M | +112% | 29.8% | 145% | 16 | 56.25% | 0.5 |
|
| 4035 |
EGA
4035
E&G Advisors
Houston,
Texas
| $319M | +$36.5M | +13% | 10.7% | 97.7% | 206 | 8.25% | 2.1 |
|
| 4036 |
4036
Forge First Asset Management
Toronto, Ontario,
Canada
| $319M | +$120M | +61% | 9.87% | 112% | 64 | 64.06% | 0.3 |
|
| 4037 |
4037
Kerrisdale Advisers
Miami,
Florida
| $318M | -$17.4M | -5% | 4.2% | 78.8% | 94 | 21.28% | 1.1 |
|
| 4038 |
4038
Brown Shipley & Co
London,
United Kingdom
| $318M | +$116M | +58% | 14.8% | 125% | 105 | 17.14% | 0.8 |
|
| 4039 |
4039
RAM Investment Partners
Bellevue,
Washington
| $318M | +$31.2M | +11% | 5.36% | 61.9% | 91 | 28.57% | 0.7 |
|
| 4040 |
4040
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $318M | +$16.2M | +5% | 6.01% | 137% | 41 | 9.76% | 6.9 |
|
| 4041 |
4041
High Net Worth Advisory Group
Naples,
Florida
| $318M | +$48.4M | +18% | 9.86% | 75.7% | 219 | 12.33% | 1.7 |
|
| 4042 |
4042
MSD Capital
New York
| $317M | -$10.4M | -3% | 2.61% | 11.5% | 3 | 0% | 4.3 |
|
| 4043 |
4043
Praetorian PR
Rincon,
Puerto Rico
| $317M | +$115M | +57% | 6.63% | 80.3% | 25 | 56% | 0.4 |
|
| 4044 |
4044
Svenska Handelsbanken
Stockholm,
Sweden
| $317M | – | – | 7.9% | – | 14 | – | 0.7 |
|
| 4045 |
DA
4045
Dash Acquisitions
Woodland Hills,
California
| $317M | +$35.7M | +13% | 11.5% | 52% | 55 | 23.64% | 1.8 |
|
| 4046 |
4046
Ballast Inc
Lexington,
Kentucky
| $316M | +$26.4M | +9% | 7.58% | 71.3% | 124 | 6.45% | 3.9 |
|
| 4047 |
4047
Benin Management Corp
Wilton,
Connecticut
| $316M | +$22.8M | +8% | 8.79% | 91.7% | 109 | 6.42% | 6.9 |
|
| 4048 |
4048
Arcus Capital Partners
Atlanta,
Georgia
| $316M | +$31.6M | +11% | 14.8% | 69.2% | 121 | 20.66% | 2.9 |
|
| 4049 |
4049
Cove Street Capital
El Segundo,
California
| $316M | -$10.9M | -3% | 2.33% | 84.2% | 78 | 19.23% | 3.5 |
|
| 4050 |
4050
Astoria Strategic Wealth
Conroe,
Texas
| $316M | +$21.3M | +7% | 4.96% | 42.1% | 33 | 6.06% | 3.1 |
|