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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
EPIM
4426
Equinox Partners Investment Management
Stamford,
Connecticut
| $93.7M | -$11.2M | -11% | 9.72% | 241% | 9 | 11.11% | 1.8 |
|
| 4427 |
MB
4427
MUFG Bank
Tokyo 100-8388,,
Japan
| $93.4M | – | – | 1.39% | 74% | 1 | – | 19 |
|
| 4428 |
NCM
4428
Northwest Capital Management
Lake Oswego,
Oregon
| $93.4M | +$2.19M | +2% | 0.03% | 57% | 62 | 12.9% | 1 |
|
| 4429 |
KCP
4429
Kenmare Capital Partners
New York
| $93.3M | +$1.73M | +2% | 1.74% | 48.8% | 23 | 21.74% | 5.4 |
|
| 4430 |
CAM
4430
Chesapeake Asset Management
New York
| $93.3M | -$10.4M | -10% | 2.21% | 153% | 71 | 22.54% | 13 |
|
| 4431 |
RA
4431
Raffles Associates
New York
| $93.2M | -$1.92M | -2% | 1.63% | 50% | 52 | 34.62% | 9.5 |
|
| 4432 |
CFN
4432
Cordasco Financial Network
Naples,
Florida
| $93M | -$2.92M | -3% | 1.61% | 31.1% | 285 | 14.04% | 10.1 |
|
| 4433 |
HP
4433
Harbourvest Partners
Boston,
Massachusetts
| $92.9M | -$31.2M | -25% | 0.98% | 8.96% | 28 | 53.57% | 4.2 |
|
| 4434 |
GWCM
4434
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $92.8M | -$6.05M | -6% | 0.68% | 61.1% | 123 | 13.01% | 11.7 |
|
| 4435 |
UIA
4435
UBP Investment Advisors
Geneva,
Switzerland
| $92.7M | +$8.04M | +9% | 0.21% | 11.2% | 57 | 21.05% | 1 |
|
| 4436 |
WA
4436
WP Advisors
San Francisco,
California
| $92.6M | -$10.7M | -10% | 1.76% | 95.5% | 64 | 15.63% | 4.5 |
|
| 4437 |
PIM
4437
Partner Investment Management
San Francisco,
California
| $92.6M | +$5.75M | +7% | 6.77% | 168% | 102 | 40.2% | 2.7 |
|
| 4438 |
SMP
4438
Santa Monica Partners
Palm Beach Gardens,
Florida
| $92.5M | -$18.2M | -16% | 2.93% | 135% | 31 | 19.35% | 1 |
|
| 4439 |
CG
4439
Corundum Group
Colorado Springs,
Colorado
| $92.5M | -$194K | -0.2% | 2.65% | 80.5% | 56 | 10.71% | 6.3 |
|
| 4440 |
CWA
4440
Cypress Wealth Advisors
San Francisco,
California
| $92.3M | -$12M | -12% | 7.53% | 29.3% | 86 | 12.79% | 6.9 |
|
| 4441 |
CCM
4441
Coe Capital Management
Highland Park,
Illinois
| $92.3M | -$2.41M | -3% | 1.31% | 84.4% | 92 | 11.96% | 10.8 |
|
| 4442 |
MCIA
4442
Mountain Capital Investment Advisors
Westminster,
Colorado
| $92.2M | -$11.5M | -11% | 0.7% | 63.3% | 41 | 41.46% | 2.1 |
|
| 4443 |
IF
4443
Ironwood Financial
Tucson,
Arizona
| $92.2M | -$73.8M | -44% | 1.07% | 48.8% | 289 | 11.42% | 10.9 |
|
| 4444 |
KJWM
4444
Kiley Juergens Wealth Management
Olympia,
Washington
| $92.2M | -$18.9M | -17% | 1.31% | 106% | 719 | 88.6% | 1 |
|
| 4445 |
CC
4445
Caxton Corporation
Princeton,
New Jersey
| $92.1M | +$9.88M | +12% | 6.46% | 512% | 26 | 34.62% | 3.2 |
|
| 4446 |
MC
4446
MSD Capital
New York
| $92M | +$29.2M | +46% | 20.2% | 11.5% | 4 | 25% | 13 |
|
| 4447 |
EIC
4447
ENA Investment Capital
London,
United Kingdom
| $91.7M | +$27.5M | +43% | 12.8% | – | 3 | 33.33% | 0.7 |
|
| 4448 |
CHA
4448
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $91.5M | +$217K | +0.2% | 1.56% | 39.7% | 124 | 8.87% | 1 |
|
| 4449 |
LI
4449
Longer Investments
Fayetteville,
Arkansas
| $91.4M | -$28.1M | -24% | 2.78% | 20.4% | 42 | 35.71% | 11 |
|
| 4450 |
WBC
4450
West Branch Capital
Amherst,
Massachusetts
| $91.1M | – | – | 2.34% | 139% | 72 | – | 0 |
|