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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
KA
4376
Kerrisdale Advisers
Miami,
Florida
| $102M | -$139M | -58% | 15% | 78.8% | 16 | 25% | 3.9 |
|
| 4377 |
NIS
4377
National Investment Services
Milwaukee,
Wisconsin
| $102M | -$5.37M | -5% | 3.07% | 47.2% | 79 | 16.46% | 6.6 |
|
| 4378 |
BCG
4378
Barington Capital Group
New York
| $102M | -$9.57M | -9% | 3.9% | 71.1% | 21 | 38.1% | 6.1 |
|
| 4379 |
AWA
4379
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $101M | -$16.1M | -14% | 5.32% | 53.6% | 514 | 77.43% | 2.9 |
|
| 4380 |
VAM
4380
Verity Asset Management
Durham,
North Carolina
| $101M | -$9.64M | -9% | 5.2% | 79.7% | 150 | 34% | 3.8 |
|
| 4381 |
CCM
4381
Coe Capital Management
Highland Park,
Illinois
| $101M | +$11.3M | +13% | 4.73% | 84.4% | 85 | 9.41% | 12.8 |
|
| 4382 |
WAMC
4382
Western Asset Management Company
Pasadena,
California
| $101M | +$3.98M | +4% | 0.06% | 2.29% | 24 | 33.33% | 3.8 |
|
| 4383 |
GC
4383
Gruss & Co
West Palm Beach,
Florida
| $101M | +$3.1M | +3% | 6.14% | 163% | 39 | 30.77% | 10 |
|
| 4384 |
TA
4384
Townsend & Associates
Westminster,
Colorado
| $101M | +$12M | +13% | 7.14% | 54.1% | 172 | 15.12% | 2.5 |
|
| 4385 |
OC
4385
Oppenheimer & Close
New York
| $101M | -$7.16M | -7% | 0.88% | 149% | 39 | 7.69% | 14 |
|
| 4386 |
SG
4386
StepStone Group
La Jolla,
California
| $100M | +$5.9M | +6% | 28% | 103% | 5 | 20% | 9.3 |
|
| 4387 |
RQS
4387
Ramsey Quantitative Systems
Louisville,
Kentucky
| $100M | +$1.11M | +1% | 2.88% | 42% | 400 | 33.75% | 2.1 |
|
| 4388 |
BCIM
4388
Burford Capital Investment Management
Chicago,
Illinois
| $100M | -$12.7M | -11% | 4.3% | 46.3% | 5 | 40% | 1.8 |
|
| 4389 |
FCM
4389
Fairbanks Capital Management
Rancho Santa Fe,
California
| $100M | +$14.7M | +17% | 12.3% | 81.3% | 30 | 6.67% | 6.8 |
|
| 4390 |
MCMT
4390
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
| $100M | +$6.04M | +6% | 8.88% | 15.7% | 53 | 18.87% | 9 |
|
| 4391 |
PI
4391
Pachira Investments
Dana Point,
California
| $100M | +$2.4M | +2% | 5.36% | 72.6% | 13 | 15.38% | 4.8 |
|
| 4392 |
SSP
4392
Sapphire Star Partners
Redmond,
Washington
| $99.8M | +$2.9M | +3% | 10.4% | 47.4% | 142 | 29.58% | 4.4 |
|
| 4393 |
FCM
4393
Force Capital Management
New York
| $99.7M | -$3.13M | -3% | 8.98% | 72.7% | 30 | 16.67% | 8.5 |
|
| 4394 |
OIM
4394
Orca Investment Management
Roseburg,
Oregon
| $99.7M | +$5.96M | +6% | 6.6% | 122% | 71 | 7.04% | 11.7 |
|
| 4395 |
WPSG
4395
Wealth & Pension Services Group
Atlanta,
Georgia
| $99.6M | +$20.8M | +26% | 4.18% | – | 87 | 63.22% | 0.4 |
|
| 4396 |
CCI
4396
Credit Capital Investments
Livingston,
New Jersey
| $99.6M | -$11.9M | -11% | 1.34% | 481% | 41 | 19.51% | 5.1 |
|
| 4397 |
CCMW
4397
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $99.5M | +$4.13M | +4% | 5.49% | 161% | 384 | 26.82% | 6.4 |
|
| 4398 |
KIP
4398
Kayak Investment Partners
San Francisco,
California
| $99.3M | -$27.3M | -22% | 4.77% | 27% | 16 | 25% | 3.9 |
|
| 4399 |
BCWM
4399
Blue Chip Wealth Management
Miami Beach,
Florida
| $99.3M | +$7.29M | +8% | 8.81% | – | 107 | 10.28% | 1.9 |
|
| 4400 |
RCM
4400
Red Cedar Management
Park City,
Utah
| $99.2M | -$26.7M | -21% | 2.44% | – | 18 | 33.33% | 2 |
|