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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
4451
Camarda Financial Advisors
Fleming Island,
Florida
| $88.2M | -$7.01M | -7% | 4.08% | 196% | 257 | 43.58% | 1.7 |
|
| 4452 |
4452
Central Asset Investments & Management Holdings
Hong Kong
| $88M | -$46.4M | -35% | 8.81% | 3,210% | 36 | 69.44% | 0.5 |
|
| 4453 |
4453
Acorn Advisory Capital
New York
| $87.9M | +$3.53M | +4% | 5.38% | – | 56 | 42.86% | 0.4 |
|
| 4454 |
SC
4454
Salzman & Co
Pittsford,
New York
| $87.8M | -$4.66M | -5% | 5.74% | 15.7% | 7 | 42.86% | 1 |
|
| 4455 |
PAPAIJV
4455
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| $87.7M | +$10.8M | +14% | 38.8% | 168% | 25 | 32% | 1.7 |
|
| 4456 |
4456
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $87.6M | +$12.3M | +16% | 6.35% | 234% | 141 | 31.91% | 0.5 |
|
| 4457 |
4457
Larson Financial Group
St Louis,
Missouri
| $87.5M | +$621K | +0.7% | 2.02% | 81.2% | 51 | 7.84% | 0.7 |
|
| 4458 |
4458
Seafarer Capital Partners
Larkspur,
California
| $87.2M | -$81.5M | -48% | 0.02% | 43% | 4 | 50% | 1.2 |
|
| 4459 |
4459
New England Professional Planning Group
Westerly,
Rhode Island
| $87.2M | +$9.32M | +12% | 6.21% | 59% | 50 | 22% | 2.4 |
|
| 4460 |
4460
Chesapeake Asset Management
New York
| $87M | +$1.18M | +1% | 9.47% | 153% | 63 | 12.7% | 3.8 |
|
| 4461 |
4461
Security National Bank of So Dak
Sioux City,
Iowa
| $86.6M | +$768K | +0.9% | 8.06% | 67.7% | 90 | 13.33% | 3.6 |
|
| 4462 |
4462
Technology Crossover Management VI
Menlo Park,
California
| $86.6M | -$12.4M | -13% | 12.2% | 25.5% | 2 | 0% | 3 |
|
| 4463 |
4463
Sippican Capital Advisors
Boston,
Massachusetts
| $86.4M | -$13.6M | -14% | 2.84% | 90.1% | 113 | 15.93% | 3 |
|
| 4464 |
4464
Sagard Capital Partners Management
New York
| $85.8M | +$8.99M | +12% | 0.21% | 37.4% | 5 | 40% | 1.2 |
|
| 4465 |
4465
Trustees of Dartmouth College
Hanover,
New Hampshire
| $85.8M | +$316K | +0.4% | 0.42% | 52.5% | 23 | 4.35% | 0.6 |
|
| 4466 |
4466
Sapphire Ventures
Austin,
Texas
| $85.7M | -$6.57M | -7% | 7.83% | 27.9% | 6 | 0% | 1.3 |
|
| 4467 |
LSCM
4467
LaSalle Street Capital Management
Chicago,
Illinois
| $85.6M | -$15M | -15% | 5.99% | 30.5% | 111 | 20.72% | 2.2 |
|
| 4468 |
4468
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $84.7M | +$4.25M | +5% | 5.21% | 72.7% | 61 | 4.92% | 4 |
|
| 4469 |
NVIM
4469
New Vernon Investment Management
Highland Park,
Illinois
| $84.4M | -$3.23M | -4% | 7.12% | 83.1% | 56 | 23.21% | 1.9 |
|
| 4470 |
4470
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $84.2M | -$33.1M | -28% | 2.11% | 46.3% | 41 | 41.46% | 0.8 |
|
| 4471 |
4471
Millennium TVP Management
New York
| $84.1M | -$25.6M | -23% | 2.78% | – | 6 | 0% | 3.2 |
|
| 4472 |
EFEM
4472
Eos Focused Equity Management
New York
| $83.1M | +$15.8M | +23% | 5.37% | 55.7% | 30 | 36.67% | 0.6 |
|
| 4473 |
4473
Hansberger Growth Investors
Madison,
Wisconsin
| $82.7M | +$8.06M | +11% | 1.11% | 36.4% | 15 | 0% | 3.2 |
|
| 4474 |
4474
Lucas Capital Management
Red Bank,
New Jersey
| $82.7M | -$23.2M | -22% | 5.33% | 44.5% | 94 | 47.87% | 4.3 |
|
| 4475 |
4475
Axis Capital Holdings
Pembroke,
| $82M | +$5.45M | +7% | 7.12% | 67% | 2 | 0% | 3.9 |
|