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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%
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50
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250
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2,500
5,000
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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
HP
4501
Harbourvest Partners
Boston,
Massachusetts
| $79.2M | -$13.7M | -15% | 8.53% | 8.96% | 27 | 48.15% | 3.5 |
|
| 4502 |
WPSG
4502
Wealth & Pension Services Group
Atlanta,
Georgia
| $78.8M | – | – | 1.06% | – | 43 | – | 0 |
|
| 4503 |
NEPPG
4503
New England Professional Planning Group
Westerly,
Rhode Island
| $77.9M | +$2.54M | +3% | 1.27% | 59% | 45 | 17.78% | 10.6 |
|
| 4504 |
AC
4504
Axon Capital
New York
| $77.8M | -$28.1M | -27% | 10.1% | – | 13 | 30.77% | 5.1 |
|
| 4505 |
PAPAIJV
4505
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| $77M | +$8.33M | +12% | 19% | 168% | 25 | 44% | 5.2 |
|
| 4506 |
SCPM
4506
Sagard Capital Partners Management
New York
| $76.8M | -$19.6M | -20% | 20.5% | 37.4% | 4 | 50% | 7 |
|
| 4507 |
HP
4507
Harvey Partners
Tarrytown,
New York
| $76.8M | +$9.15M | +14% | 7.94% | 174% | 33 | 33.33% | 5.3 |
|
| 4508 |
NIM
4508
NuWave Investment Management
Parsippany,
New Jersey
| $76.7M | +$13.2M | +21% | 7.56% | 26.4% | 427 | 52.69% | 4.7 |
|
| 4509 |
PGA
4509
Premia Global Advisors
Coral Gables,
Florida
| $76.6M | -$39.3M | -34% | 2.96% | – | 422 | 69.19% | 1.2 |
|
| 4510 |
ACH
4510
Axis Capital Holdings
Pembroke,
| $76.5M | +$2.29M | +3% | 3.08% | 67% | 2 | 0% | 14.5 |
|
| 4511 |
AG
4511
Appleton Group
Appleton,
Wisconsin
| $76.1M | -$10.9M | -13% | 3.73% | 58.3% | 34 | 38.24% | 7.3 |
|
| 4512 |
MCM
4512
Makena Capital Management
Menlo Park,
California
| $75.7M | -$358M | -83% | 0.29% | 78.7% | 18 | 11.11% | 10.6 |
|
| 4513 |
4513
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $75.3M | -$671K | -0.9% | 6.03% | 225% | 130 | 32.31% | 1.4 |
|
| 4514 |
ZIM
4514
ZPR Investment Management
Orange City,
Florida
| $74.7M | +$5.32M | +8% | 2.95% | 14.7% | 77 | 24.68% | 2.7 |
|
| 4515 |
HGI
4515
Hansberger Growth Investors
Madison,
Wisconsin
| $74.6M | -$2.42M | -3% | 0.62% | 36.4% | 16 | 12.5% | 11.9 |
|
| 4516 |
AWA
4516
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $74.5M | -$14M | -16% | 5.4% | – | 81 | 14.81% | 5.7 |
|
| 4517 |
CCA
4517
Covey Capital Advisors
Atlanta,
Georgia
| $74.3M | +$1.49M | +2% | 5.8% | 118% | 42 | 26.19% | 8 |
|
| 4518 |
DHRFI
4518
DCM Hybrid RMB Fund International
Menlo Park,
California
| $73.9M | -$332K | -0.4% | 17.3% | – | 4 | 50% | 4 |
|
| 4519 |
CRWM
4519
Castle Rock Wealth Management
Walnut Creek,
California
| $73.3M | +$12.8M | +21% | 6.51% | 115% | 138 | 37.68% | 1.3 |
|
| 4520 |
KSCM
4520
Kamunting Street Capital Management
Miami Beach,
Florida
| $72.4M | -$54.9M | -43% | 5.3% | 7.47% | 31 | 41.94% | 3.4 |
|
| 4521 |
CC
4521
Corsair Capital
New York
| $71.8M | -$1.05M | -1% | 1.44% | 17.1% | 2 | 0% | 11.5 |
|
| 4522 |
AF
4522
Aegis Financial
Mc Lean,
Virginia
| $71.7M | +$6.39M | +10% | 7.82% | 266% | 22 | 13.64% | 12.5 |
|
| 4523 |
BCM
4523
Breiter Capital Management
Bradenton,
Florida
| $71.5M | -$2.33M | -3% | 2.88% | 109% | 133 | 25.56% | 1.6 |
|
| 4524 |
MCM
4524
Mudrick Capital Management
New York
| $71.4M | +$23.5M | +49% | 5.31% | 212% | 3 | 66.67% | 0.7 |
|
| 4525 |
ILM
4525
Indigo Latam Management
Phoenix,
Arizona
| $70.8M | -$42.8M | -38% | 37.7% | 39.3% | 1 | 0% | 18 |
|