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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
Coe Capital Management
Highland Park,
Illinois
| $94.7M | -$1.57M | -2% | 7.02% | 84.4% | 93 | 7.53% | 2.4 |
|
| 4477 |
4477
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $94.6M | +$7M | +8% | 6.43% | 72.9% | 130 | 20.77% | 2.4 |
|
| 4478 |
4478
Invictus RG
Hamilton,
Bermuda
| $94.4M | -$16.4M | -15% | 11% | 289% | 599 | 83.14% | 0.3 |
|
| 4479 |
4479
Signia Capital Management
Spokane,
Washington
| $94.2M | -$3.25M | -3% | 12.3% | 27% | 30 | 16.67% | 1.7 |
|
| 4480 |
4480
Legacy Financial Strategies
Overland Park,
Kansas
| $94M | – | – | 4.14% | 76.7% | 96 | – | 0 |
|
| 4481 |
4481
Wildcat Capital Management
New York
| $94M | -$464M | -83% | 16.5% | 126% | 18 | 50% | 1.3 |
|
| 4482 |
4482
JW Asset Management
Miami Beach,
Florida
| $94M | -$42.5M | -31% | 0.48% | 251% | 30 | 30% | 2 |
|
| 4483 |
4483
AlphaSimPlex Group
Boston,
Massachusetts
| $93.9M | – | – | 0.04% | 35.5% | 16 | – | 0 |
|
| 4484 |
4484
Sterling Investment Management
Tucson,
Arizona
| $93.8M | +$20.2M | +27% | 8.14% | 45.3% | 60 | 30% | 2.3 |
|
| 4485 |
4485
Risk Paradigm Group
Austin,
Texas
| $93.3M | +$11.3M | +14% | 4.98% | – | 273 | 19.05% | 1.6 |
|
| 4486 |
4486
ICM Asset Management
Spokane,
Washington
| $93.1M | +$7.03M | +8% | 6.99% | 58.9% | 61 | 27.87% | 1.9 |
|
| 4487 |
4487
Pring Turner Capital Group
Alamo,
California
| $92.8M | -$8.2M | -8% | 4.56% | 70.8% | 48 | 20.83% | 2.1 |
|
| 4488 |
4488
Nikulski Financial
Bettendorf,
Iowa
| $92.7M | – | – | 7.15% | 95.8% | 77 | – | 0 |
|
| 4489 |
4489
Corundum Group
Colorado Springs,
Colorado
| $92.7M | -$2.21M | -2% | 6.86% | 80.5% | 53 | 9.43% | 1.5 |
|
| 4490 |
4490
Security National Bank of So Dak
Sioux City,
Iowa
| $92.5M | +$5.32M | +6% | 6.93% | 67.7% | 93 | 5.38% | 2.9 |
|
| 4491 |
SCM
4491
Samson Capital Management
Leawood,
Kansas
| $92.3M | -$4.99M | -5% | 1.94% | 13.4% | 16 | 0% | 2.3 |
|
| 4492 |
4492
Conatus Capital Management
Greenwich,
Connecticut
| $92.3M | -$736M | -89% | 8.59% | 103% | 27 | 14.81% | 1.1 |
|
| 4493 |
DCM
4493
Delpha Capital Management
New York
| $92.1M | – | – | 5.09% | – | 1,694 | – | 0 |
|
| 4494 |
4494
TIFF Advisory Services
Radnor,
Pennsylvania
| $92.1M | -$68.1M | -43% | 6.18% | 86.3% | 10 | 70% | 0.4 |
|
| 4495 |
4495
Bay Street Capital Partners
New York
| $91.9M | – | – | 3.09% | – | 22 | – | 0 |
|
| 4496 |
4496
Triarii Capital Management
Boston,
Massachusetts
| $91.9M | – | – | 3.29% | – | 17 | – | 0 |
|
| 4497 |
4497
Millennium TVP Management
New York
| $91.8M | -$12.4M | -12% | 4.34% | – | 7 | 14.29% | 3.1 |
|
| 4498 |
KCP
4498
Kenmare Capital Partners
New York
| $91.6M | +$10.9M | +14% | 3.66% | 48.8% | 26 | 42.31% | 1.1 |
|
| 4499 |
AZA
4499
Arthur Zaske & Associates
Bingham Farms,
Michigan
| $91.5M | -$3.19M | -3% | 10.5% | – | 96 | 12.5% | 0.9 |
|
| 4500 |
4500
Mad River Investors
Boston,
Massachusetts
| $91.3M | -$2.09M | -2% | 3.83% | 225% | 25 | 4% | 2.6 |
|