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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
AF
4126
Aegis Financial
Mc Lean,
Virginia
| $83.2M | -$10.7M | -11% | 3.12% | 266% | 30 | 10% | 10.9 |
|
| 4127 |
KCS
4127
Koonce Calvin Scott
| $83.1M | +$7.72M | +10% | 10.2% | 67.9% | 1 | 0% | 10 |
|
| 4128 |
GBCP
4128
Glade Brook Capital Partners
Greenwich,
Connecticut
| $82.9M | -$22.2M | -21% | 21.1% | – | 1 | 0% | 1 |
|
| 4129 |
BCM
4129
Blockhouse Capital Management
New York
| $82.6M | -$95.2M | -54% | 2.97% | – | 24 | 62.5% | 0.9 |
|
| 4130 |
FWP
4130
Fiduciary Wealth Partners
Boston,
Massachusetts
| $81.7M | -$16.9M | -17% | 3.47% | – | 14 | 21.43% | 6 |
|
| 4131 |
DI
4131
DUMAC Inc
Durham,
North Carolina
| $81.7M | -$26M | -24% | 12.6% | – | 58 | 36.21% | 1.5 |
|
| 4132 |
BDCM
4132
Black Diamond Capital Management
Stamford,
Connecticut
| $81.6M | +$6.31M | +8% | 6.87% | 28.3% | 3 | 33.33% | 9.3 |
|
| 4133 |
HCM
4133
HGI Capital Management
New York
| $81.5M | +$13.5M | +20% | 0.46% | 47% | 32 | 59.38% | 1.7 |
|
| 4134 |
GC
4134
Gratry & Company
Beachwood,
Ohio
| $81.4M | -$171K | -0.2% | 6.9% | 44.3% | 97 | 30.93% | 4.1 |
|
| 4135 |
AAM
4135
Alken Asset Management
London,
United Kingdom
| $81.3M | -$2.83M | -3% | 0.55% | 0.22% | 15 | 86.67% | 0.1 |
|
| 4136 |
CO
4136
Caldwell & Orkin
Norcross,
Georgia
| $80.6M | -$98.8M | -55% | 6.69% | 137% | 103 | 64.08% | 2 |
|
| 4137 |
TCMV
4137
Technology Crossover Management VI
Menlo Park,
California
| $80.5M | -$4.71M | -6% | 18.1% | 25.5% | 1 | 0% | 16 |
|
| 4138 |
HP
4138
HealthInvest Partners
Stockholm,
Sweden
| $80.2M | +$15M | +23% | 8.82% | – | 15 | 60% | 3.9 |
|
| 4139 |
MAP
4139
Moody Aldrich Partners
Marblehead,
Massachusetts
| $80.2M | +$21.8M | +37% | 4.12% | 336% | 108 | 29.63% | 3 |
|
| 4140 |
IAM
4140
ICM Asset Management
Spokane,
Washington
| $79.8M | +$539K | +0.7% | 2.89% | 58.9% | 61 | 16.39% | 6.7 |
|
| 4141 |
NVIM
4141
New Vernon Investment Management
Highland Park,
Illinois
| $79.4M | +$2.69M | +4% | 3.91% | 83.1% | 53 | 20.75% | 6.1 |
|
| 4142 |
ACM
4142
Americafirst Capital Management
Roseville,
California
| $79.3M | -$4.38M | -5% | 1.71% | 32.9% | 236 | 69.49% | 0.7 |
|
| 4143 |
ADGIPS2
4143
AmericaFirst Defensive Growth & Income Portfolio Series 2
Roseville,
California
| $79.3M | – | – | 1.71% | – | 144 | – | 0 |
|
| 4144 |
KIG
4144
Kessler Investment Group
Columbus,
Indiana
| $79.3M | +$1.07M | +1% | 0.62% | 251% | 115 | 33.91% | 7.4 |
|
| 4145 |
KAH
4145
Kathryn A. Hall
| $79.2M | -$7.61M | -9% | 8.65% | 95.2% | 8 | 37.5% | 7.7 |
|
| 4146 |
CIM
4146
Cetera Investment Management
El Segundo,
California
| $79.1M | -$8.18M | -9% | 1.22% | – | 103 | 17.48% | 4.8 |
|
| 4147 |
SSP
4147
Sapphire Star Partners
Redmond,
Washington
| $79M | -$8.79M | -10% | 3.99% | 47.4% | 98 | 30.61% | 3.3 |
|
| 4148 |
LA
4148
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $78.4M | +$4.33M | +6% | 2.17% | – | 223 | 16.14% | 1.8 |
|
| 4149 |
PAI
4149
ProQuest Associates IV
Naples,
Florida
| $78.2M | -$254M | -76% | 24.4% | 113% | 5 | 40% | 6 |
|
| 4150 |
UC
4150
Unterberg Capital
New York
| $77.9M | +$7.25M | +10% | 13.2% | – | 26 | 38.46% | 1.1 |
|