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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
ALIONA
4476
Allianz Life Insurance of North America
Minneapolis,
Minnesota
| $84.6M | +$12.5M | +17% | 1.76% | – | 124 | 29.03% | 1.8 |
|
| 4477 |
UC
4477
Unterberg Capital
New York
| $84.4M | -$1.22M | -1% | 20.7% | – | 30 | 26.67% | 3.2 |
|
| 4478 |
AAC
4478
Acorn Advisory Capital
New York
| $84.3M | +$20M | +31% | 9.97% | – | 61 | 62.3% | 1 |
|
| 4479 |
DVC
4479
Deer VII & Co
Larchmont,
New York
| $83.7M | +$56.9M | +213% | 37.2% | 241% | 4 | 25% | 9 |
|
| 4480 |
KIG
4480
Kessler Investment Group
Columbus,
Indiana
| $83.5M | +$4.88M | +6% | 5.79% | 251% | 184 | 47.83% | 4.5 |
|
| 4481 |
IVMX
4481
Institutional Venture Management XV
Menlo Park,
California
| $83.4M | +$6.03M | +8% | 2.34% | 116% | 5 | 20% | 1.6 |
|
| 4482 |
CCM
4482
Cox Capital Management
Andover,
Massachusetts
| $82.9M | – | – | 4.4% | 106% | 63 | – | 0 |
|
| 4483 |
RRWA
4483
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $82.9M | -$45.4M | -35% | 1.14% | 47.8% | 32 | 25% | 1.9 |
|
| 4484 |
MSWM
4484
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $82.7M | -$1.49M | -2% | 1.3% | 53.1% | 15 | 53.33% | 1.9 |
|
| 4485 |
LC
4485
Lubar & Co
Milwaukee,
Wisconsin
| $82.6M | +$6.02M | +8% | 6.82% | – | 12 | 8.33% | 12.3 |
|
| 4486 |
WAM
4486
Water Asset Management
New York
| $82.4M | -$144M | -64% | 1.07% | 48.9% | 18 | 27.78% | 9.8 |
|
| 4487 |
MAI
4487
Marble Arch Investments
New York
| $82.3M | -$1.2B | -94% | 7.46% | 48.7% | 23 | 30.43% | 5.8 |
|
| 4488 |
NED
4488
Nancy E. Dempze
| $81.8M | +$703K | +0.9% | 2.73% | 83.1% | 81 | 8.64% | 8.4 |
|
| 4489 |
SC
4489
Sovarnum Capital
New York
| $81.6M | -$25.4M | -24% | 2.32% | – | 71 | 46.48% | 1.1 |
|
| 4490 |
SA
4490
Sunesis Advisors
Overland Park,
Kansas
| $81.5M | – | – | 4.4% | – | 18 | – | 0 |
|
| 4491 |
CG
4491
Corundum Group
Colorado Springs,
Colorado
| $81.1M | -$11.4M | -12% | 1.93% | 80.5% | 59 | 13.56% | 7.1 |
|
| 4492 |
4492
Nuveen Fund Advisors
Chicago,
Illinois
| $81.1M | -$136M | -63% | 4.77% | 52.3% | 250 | 32% | 7.5 |
|
| 4493 |
BCP
4493
Berylson Capital Partners
Boston,
Massachusetts
| $81M | +$45.7M | +130% | 7.28% | 57.7% | 29 | 75.86% | 0.5 |
|
| 4494 |
MCAI
4494
Meritech Capital Associates III
Palo Alto,
California
| $80.8M | -$33.3M | -29% | 12.9% | 135% | 3 | 0% | 12 |
|
| 4495 |
CASB
4495
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $80.4M | – | – | 2.05% | 72.7% | 58 | – | 15.8 |
|
| 4496 |
NCM
4496
Northwest Capital Management
Lake Oswego,
Oregon
| $80.4M | -$13M | -14% | 0.92% | 57% | 58 | 10.34% | 1.9 |
|
| 4497 |
CH
4497
CVI Holdings
Wilmington,
Delaware
| $80.3M | +$6.68M | +9% | 4.98% | 25.8% | 71 | 57.75% | 0.5 |
|
| 4498 |
OFS
4498
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $80.3M | -$4.34M | -5% | 2.71% | – | 355 | 11.55% | 9.9 |
|
| 4499 |
CMANY
4499
Capital Management Associates (New York)
New York
| $80.1M | +$15.1M | +23% | 6.97% | 205% | 157 | 35.03% | 6.9 |
|
| 4500 |
ACM
4500
Altalis Capital Management
New York
| $79.7M | -$2.17M | -3% | 4.32% | 3.82% | 18 | 33.33% | 6.9 |
|