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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $90.6M | +$9.7M | +12% | 4.21% | 80.8% | 32 | 15.63% | 1.9 |
|
| 4077 |
4077
Iron Gate Global Advisors
Nsl,
Utah
| $90.6M | – | – | 5.12% | 106% | 41 | – | 0 |
|
| 4078 |
4078
Guardian Investment Management
Tiburon,
California
| $90.5M | -$1.4M | -2% | 0.29% | 89.7% | 57 | 8.77% | 2.7 |
|
| 4079 |
4079
Barington Capital Group
New York
| $90.4M | -$10.4M | -10% | 1.46% | 71.1% | 18 | 16.67% | 1.1 |
|
| 4080 |
4080
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $90.3M | -$13.4M | -13% | 1.72% | 44.1% | 15 | 6.67% | 1.1 |
|
| 4081 |
4081
Perkins Capital Management
Wayzata,
Minnesota
| $90.2M | -$6.75M | -7% | 13.3% | 303% | 124 | 24.19% | 2 |
|
| 4082 |
4082
Private Capital Management (Minnesota)
Eagan,
Minnesota
| $90M | -$1.46M | -2% | 1.08% | – | 196 | 20.41% | 1.1 |
|
| 4083 |
4083
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
| $89.8M | -$441K | -0.5% | 1.02% | 47.7% | 7 | 71.43% | 1.9 |
|
| 4084 |
4084
Reservoir Operations
New York
| $89.7M | -$85.9M | -49% | 5.34% | 12% | 22 | 77.27% | 2 |
|
| 4085 |
4085
Kettle Hill Capital Management
New York
| $89.3M | -$28.2M | -24% | 10.9% | 37.4% | 64 | 73.44% | 0.2 |
|
| 4086 |
4086
Yorkville Capital Management
New York
| $89.2M | -$12.4M | -12% | 7.63% | – | 59 | 23.73% | 2.3 |
|
| 4087 |
SCC
4087
Steel Canyon Capital
Phoenix,
Arizona
| $89M | +$6.15M | +7% | 2.5% | 62.8% | 18 | 27.78% | 0.4 |
|
| 4088 |
4088
Ramsey Quantitative Systems
Louisville,
Kentucky
| $88.9M | +$1.36M | +2% | 0.97% | 51.1% | 270 | 78.15% | 0.2 |
|
| 4089 |
4089
Washington Capital Management
Seattle,
Washington
| $88.9M | +$2.65M | +3% | 2.36% | 81.8% | 107 | 9.35% | 1.8 |
|
| 4090 |
4090
Axon Capital
New York
| $88.8M | -$11.3M | -11% | 7.08% | – | 15 | 33.33% | 0.9 |
|
| 4091 |
4091
Transform Wealth
Greenwood Village,
Colorado
| $88.7M | -$179M | -67% | 2.3% | 48.4% | 211 | 71.09% | 0.9 |
|
| 4092 |
4092
Biltmore Wealth Management
Tempe,
Arizona
| $88.7M | -$19.9M | -18% | 2.23% | 59.8% | 36 | 22.22% | 1.3 |
|
| 4093 |
4093
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $88.6M | -$8.58M | -9% | 4.17% | 71.4% | 89 | 22.47% | 0.5 |
|
| 4094 |
4094
Columbia Pacific Advisors
Seattle,
Washington
| $88.6M | -$17.9M | -17% | 14% | 5.27% | 49 | 46.94% | 1.1 |
|
| 4095 |
CC
4095
Cambrian Capital
San Francisco,
California
| $88.6M | -$12.5M | -12% | 12.2% | 17.3% | 44 | 22.73% | 2.1 |
|
| 4096 |
GC
4096
Gruss & Co
West Palm Beach,
Florida
| $88.5M | -$10.5M | -11% | 4.17% | 163% | 44 | 22.73% | 1.8 |
|
| 4097 |
4097
Appleton Group
Appleton,
Wisconsin
| $88.5M | +$1.9M | +2% | 2.7% | 58.3% | 36 | 25% | 1.3 |
|
| 4098 |
EFEM
4098
Eos Focused Equity Management
New York
| $88.1M | -$6.23M | -7% | 0.02% | 55.7% | 34 | 32.35% | 0.8 |
|
| 4099 |
PAPAIJV
4099
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| $88.1M | -$4.93M | -5% | 0.11% | 168% | 23 | 47.83% | 1.4 |
|
| 4100 |
4100
Farley Capital
New York
| $88.1M | +$6.46M | +8% | 10.2% | 105% | 12 | 0% | 2.3 |
|