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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
Alethea Capital Management
Mercer Island,
Washington
| $88.1M | +$4.76M | +6% | 1.35% | 275% | 103 | 60.19% | 0.8 |
|
| 4102 |
4102
Cordasco Financial Network
Naples,
Florida
| $87.9M | +$1.18M | +1% | 2.76% | 31.1% | 298 | 21.81% | 2.3 |
|
| 4103 |
4103
Coe Capital Management
Highland Park,
Illinois
| $87.9M | +$4.85M | +6% | 3.67% | 84.4% | 90 | 14.44% | 2.1 |
|
| 4104 |
4104
Thai Life Insurance Company
Bangkok,
Thailand
| $87.7M | +$5.29M | +6% | 3.34% | – | 20 | 20% | 0.4 |
|
| 4105 |
SH
4105
Scepter Holdings
Fort Worth,
Texas
| $87.6M | +$51.8M | +145% | 15.7% | – | 10 | 40% | 0.8 |
|
| 4106 |
4106
Harvey Partners
Tarrytown,
New York
| $87.3M | +$4.39M | +5% | 2.23% | 174% | 43 | 51.16% | 1 |
|
| 4107 |
4107
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $87.2M | +$6.42M | +8% | 3.67% | 161% | 298 | 20.81% | 1.5 |
|
| 4108 |
BLA
4108
Balter Liquid Alternatives
Boston,
Massachusetts
| $86.9M | +$17.4M | +25% | 4.88% | 76.7% | 178 | 84.83% | 0.1 |
|
| 4109 |
SSCM
4109
Summit Street Capital Management
New York
| $86.9M | -$4.32M | -5% | 5.01% | 217% | 37 | 21.62% | 1.4 |
|
| 4110 |
NFM
4110
North Forty Management
Seattle,
Washington
| $86.3M | +$3.06M | +4% | 4.86% | 9.62% | 4 | 0% | 4 |
|
| 4111 |
4111
Carl Domino
West Palm Beach,
Florida
| $86.1M | -$5.27M | -6% | 3.37% | 38.3% | 127 | 9.45% | 2.7 |
|
| 4112 |
4112
Mad River Investors
Boston,
Massachusetts
| $85.8M | +$1.09M | +1% | 1.88% | 225% | 28 | 0% | 2.3 |
|
| 4113 |
4113
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| $85.7M | +$817K | +1% | 0.93% | 52.2% | 557 | 14% | 2.7 |
|
| 4114 |
4114
Cypress Wealth Advisors
San Francisco,
California
| $85.7M | -$134M | -61% | 3.54% | 29.3% | 218 | 62.39% | 1.8 |
|
| 4115 |
GIM
4115
Greenwich Investment Management
Norwalk,
Connecticut
| $85.6M | -$5.94M | -6% | 1.04% | – | 63 | 30.16% | 1.8 |
|
| 4116 |
4116
Security National Bank of So Dak
Sioux City,
Iowa
| $85.5M | +$2.05M | +2% | 2.7% | 67.7% | 87 | 3.45% | 2.8 |
|
| 4117 |
4117
Manifold Partners
San Francisco,
California
| $85.5M | -$24.3M | -22% | 3.22% | 24.9% | 19 | 26.32% | 0.8 |
|
| 4118 |
4118
Risk Paradigm Group
Austin,
Texas
| $85M | -$2.71M | -3% | 2.11% | – | 260 | 16.54% | 1.4 |
|
| 4119 |
MRFOFM
4119
M&R Follow-On Fund Management
Dallas,
Texas
| $84.7M | -$6.8M | -7% | 7.43% | 48.8% | 1 | 0% | 1.5 |
|
| 4120 |
4120
Smith Affiliated Capital
New York
| $84.5M | +$3.28M | +4% | 2.34% | 6.89% | 122 | 0% | 1.9 |
|
| 4121 |
ACM
4121
Asymmetry Capital Management
San Francisco,
California
| $84.3M | +$12.6M | +18% | 20.6% | 300% | 37 | 51.35% | 0.6 |
|
| 4122 |
4122
Independence Trust
Franklin,
Tennessee
| $84.2M | +$6.4M | +8% | 2.23% | 28.9% | 82 | 15.85% | 1.9 |
|
| 4123 |
4123
SAIF Advisors
Admiralty,
Hong Kong
| $83.6M | +$12.7M | +18% | 17.9% | – | 2 | 0% | 0.5 |
|
| 4124 |
KCP
4124
Kenmare Capital Partners
New York
| $83.6M | -$19.5M | -19% | 3.88% | 48.8% | 26 | 34.62% | 1.1 |
|
| 4125 |
4125
Polaris Venture Management Co V
Boston,
Massachusetts
| $83.5M | -$9.9M | -11% | 3.99% | 281% | 9 | 11.11% | 2.6 |
|