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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
Private Capital Management (Minnesota)
Eagan,
Minnesota
| $89.3M | -$5.74M | -6% | 1.8% | – | 185 | 15.14% | 0.9 |
|
| 4102 |
4102
MML Investors Services
Springfield,
Massachusetts
| $89.3M | +$2.28M | +3% | 1.49% | 74.5% | 56 | 51.79% | 0.8 |
|
| 4103 |
4103
Sapphire Ventures
Austin,
Texas
| $89.2M | – | – | 5.7% | 27.9% | 8 | – | 0 |
|
| 4104 |
ACM
4104
Altalis Capital Management
New York
| $89.1M | -$3.06M | -3% | 0.74% | 3.82% | 22 | 31.82% | 1.7 |
|
| 4105 |
4105
WESPAC Advisors
Orinda,
California
| $89.1M | +$572K | +0.6% | 3.24% | 112% | 147 | 59.18% | 0.6 |
|
| 4106 |
4106
Ruggie Capital Group
Tavares,
Florida
| $89M | -$23.1M | -21% | 2.81% | 22% | 203 | 24.14% | 0.7 |
|
| 4107 |
TAAM
4107
Top Ace Asset Management
Hong Kong
| $89M | -$3.92M | -4% | 2.43% | – | 22 | 18.18% | 1.1 |
|
| 4108 |
4108
Springowl Associates
New York
| $88.8M | +$38.4M | +76% | 8.78% | 101% | 27 | 40.74% | 0.5 |
|
| 4109 |
4109
Reservoir Operations
New York
| $88.8M | +$3.57M | +4% | 8.58% | 12% | 20 | 5% | 2.4 |
|
| 4110 |
4110
P.A.W. Capital
Greenwich,
Connecticut
| $88.5M | -$4.47M | -5% | 1.23% | 54.6% | 73 | 17.81% | 2.2 |
|
| 4111 |
4111
REDW Wealth
Albuquerque,
New Mexico
| $88.5M | – | – | 0.23% | 54.1% | 71 | – | 0 |
|
| 4112 |
4112
CTC (Chicago Trading Company)
Chicago,
Illinois
| $88.3M | -$29.1M | -25% | 3.3% | 192% | 5 | 20% | 0.5 |
|
| 4113 |
4113
Trust Investment Advisors
Indianapolis,
Indiana
| $88.1M | +$176K | +0.2% | 5.38% | 178% | 90 | 13.33% | 1.7 |
|
| 4114 |
4114
Cordasco Financial Network
Naples,
Florida
| $87.9M | +$707K | +0.8% | 3.51% | 31.1% | 293 | 31.74% | 2.1 |
|
| 4115 |
4115
Stonerise Capital Management
San Francisco,
California
| $87.8M | -$48.8M | -36% | 3.36% | 0.77% | 11 | 18.18% | 1.1 |
|
| 4116 |
4116
Legg Mason Asset Management
Tokyo,
Japan
| $87.5M | -$11.5M | -12% | 6.98% | – | 95 | 23.16% | 1.5 |
|
| 4117 |
WFH
4117
Wealthy Fountain Holdings
Shanghai,
China
| $87.5M | +$11.3M | +15% | 43.9% | 97.9% | 1 | 0% | 2 |
|
| 4118 |
4118
Smith Affiliated Capital
New York
| $87.2M | -$101M | -54% | 15.2% | 6.89% | 124 | 0% | 1.6 |
|
| 4119 |
4119
GeoSphere Capital Management
Miami Beach,
Florida
| $87.1M | -$17.8M | -17% | 9.39% | 446% | 42 | 64.29% | 0.5 |
|
| 4120 |
4120
FT Options
Chicago,
Illinois
| $87.1M | -$39.1M | -31% | 4.25% | – | 450 | 64% | 0.4 |
|
| 4121 |
4121
Portfolio Strategies (Washington)
Tacoma,
Washington
| $87M | – | – | 3.91% | – | 89 | – | 0.2 |
|
| 4122 |
4122
Guardian Investment Management
Tiburon,
California
| $86.6M | -$3.22M | -4% | 5% | 103% | 63 | 26.98% | 2.4 |
|
| 4123 |
4123
Yorktown Energy Partners XI
New York
| $86.4M | – | – | 8.28% | 105% | 1 | – | 0 |
|
| 4124 |
4124
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $85.6M | +$6.58M | +8% | 0.51% | – | 76 | 60.53% | 1.9 |
|
| 4125 |
EI
4125
Elkhorn Investments
Chicago,
Illinois
| $85.5M | – | – | 12.3% | – | 101 | – | 0 |
|