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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 |
LSC
4476
Lesa Sroufe & Co
Seattle,
Washington
| $113M | -$3.85M | -3% | 1.54% | – | 64 | 9.38% | 2.9 |
|
| 4477 |
KI
4477
Koch Industries
Wichita,
Kansas
| $113M | -$16.7M | -13% | 12.9% | 56.9% | 2 | 0% | 2.5 |
|
| 4478 |
WA
4478
Wilshire Advisors
Santa Monica,
California
| $113M | +$6.41M | +6% | 1.74% | 118% | 27 | 11.11% | 2.6 |
|
| 4479 |
JM
4479
Jeneq Management
New York
| $113M | -$3.45M | -3% | 0.74% | 21.7% | 34 | 61.76% | 0.2 |
|
| 4480 |
NRCM
4480
Northern Right Capital Management
Darien,
Connecticut
| $113M | -$1.66M | -1% | 1.97% | 187% | 24 | 29.17% | 1.1 |
|
| 4481 |
4481
Michael & Susan Dell Foundation
New York
| $113M | +$9.08M | +9% | 6.23% | 238% | 33 | 63.64% | 0.4 |
|
| 4482 |
NCM
4482
Northstar Capital Management
New York
| $112M | +$2.81M | +3% | 5.81% | – | 93 | 8.6% | 1.2 |
|
| 4483 |
CCM
4483
Copernicus Capital Management
San Francisco,
California
| $112M | +$73.4M | +188% | 3.88% | 126% | 19 | 47.37% | 0.7 |
|
| 4484 |
CC
4484
Caspian Capital
New York
| $112M | +$27.5M | +32% | 19.1% | – | 6 | 0% | 2.3 |
|
| 4485 |
MWC
4485
MKD Wealth Coaches
Troy,
Michigan
| $112M | +$13.1M | +13% | 2.32% | – | 234 | 23.93% | 0.3 |
|
| 4486 |
EM
4486
Endicott Management
New York
| $112M | +$9.81M | +10% | 10.7% | 229% | 7 | 0% | 3.6 |
|
| 4487 |
CFC
4487
Coyle Financial Counsel
Glenview,
Illinois
| $112M | +$8.54M | +8% | 2.52% | 62.4% | 56 | 26.79% | 1 |
|
| 4488 |
RFO
4488
RiverGlades Family Offices
Naples,
Florida
| $112M | +$1.37M | +1% | 2.23% | – | 65 | 13.85% | 0.4 |
|
| 4489 |
BCM
4489
Billings Capital Management
Arlington,
Virginia
| $112M | -$6.74M | -6% | 9.99% | – | 10 | 20% | 1.3 |
|
| 4490 |
CA
4490
Corrado Advisors
Ramsey,
New Jersey
| $112M | +$2.66M | +2% | 4.09% | 64% | 89 | 19.1% | 2.1 |
|
| 4491 |
VLC
4491
Van Leeuwen & Company
Princeton,
New Jersey
| $111M | +$4.85M | +5% | 4.01% | 75.4% | 84 | 21.43% | 0.6 |
|
| 4492 |
BWCS
4492
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $111M | -$15.8M | -12% | 2.22% | 75.4% | 198 | 37.88% | 0.4 |
|
| 4493 |
OFG
4493
OmniStar Financial Group
Wilmington,
North Carolina
| $111M | -$2.3M | -2% | 2.04% | 67.1% | 119 | 20.17% | 1 |
|
| 4494 |
DM
4494
Delphi Management
Brookline,
Massachusetts
| $111M | +$3.36M | +3% | 3.46% | 111% | 101 | 16.83% | 2.2 |
|
| 4495 |
SC
4495
Spindletop Capital
Chappaqua,
New York
| $111M | +$4.74M | +4% | 7.75% | – | 8 | 0% | 3.2 |
|
| 4496 |
HIC
4496
Harbor Island Capital
Topsfield,
Massachusetts
| $111M | +$4.21M | +4% | 4.17% | 231% | 18 | 11.11% | 1.4 |
|
| 4497 |
UIA
4497
UBP Investment Advisors
Geneva,
Switzerland
| $111M | +$4.08M | +4% | 2.7% | 11.2% | 49 | 6.12% | 1 |
|
| 4498 |
UMA
4498
USA Mutuals Advisors
Dallas,
Texas
| $111M | -$3.71M | -3% | 5.86% | 14.1% | 21 | 0% | 5.1 |
|
| 4499 |
KCM
4499
Kendall Capital Management
Rockville,
Maryland
| $111M | +$5.05M | +5% | 2.91% | 120% | 124 | 15.32% | 1.1 |
|
| 4500 |
SAM
4500
Seelaus Asset Management
Chatham,
New Jersey
| $111M | +$2.79M | +3% | 5.11% | 134% | 183 | 15.3% | 1.1 |
|