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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
NIM
4526
NuWave Investment Management
Parsippany,
New Jersey
| $85.1M | – | – | 3.72% | 26.4% | 354 | – | 8.9 |
|
| 4527 |
UIA
4527
UBP Investment Advisors
Geneva,
Switzerland
| $84.6M | – | – | 2.09% | 11.2% | 55 | – | 0 |
|
| 4528 |
SHA
4528
Shelter Harbor Advisors
Weatogue,
Connecticut
| $84.6M | – | – | 0.54% | – | 21 | – | 0 |
|
| 4529 |
SSP
4529
Sapphire Star Partners
Redmond,
Washington
| $84.4M | +$7.17M | +9% | 6.77% | 47.4% | 116 | 30.17% | 3.1 |
|
| 4530 |
QAM
4530
Q3 Asset Management
Birmingham,
Michigan
| $84.3M | – | – | 4.79% | 96.2% | 25 | – | 0 |
|
| 4531 |
LC
4531
Lubar & Co
Milwaukee,
Wisconsin
| $83.9M | -$3.52M | -4% | 2.9% | – | 13 | 30.77% | 12.7 |
|
| 4532 |
EP
4532
Edgestream Partners
Princeton,
New Jersey
| $83.6M | -$104M | -55% | 7.84% | 41.7% | 128 | 49.22% | 3.4 |
|
| 4533 |
CFA
4533
Camarda Financial Advisors
Fleming Island,
Florida
| $83.6M | -$9.42M | -10% | 2.4% | 196% | 234 | 31.62% | 7.3 |
|
| 4534 |
MIM
4534
MPI Investment Management
Hinsdale,
Illinois
| $83.5M | – | – | 5.88% | – | 67 | – | 0 |
|
| 4535 |
GC
4535
Gratry & Company
Beachwood,
Ohio
| $82.9M | +$1.2M | +1% | 5.06% | 44.3% | 101 | 38.61% | 4.5 |
|
| 4536 |
NED
4536
Nancy E. Dempze
| $82.9M | +$11.9M | +17% | 5.27% | 83.1% | 82 | 13.41% | 6.7 |
|
| 4537 |
YCM
4537
Yorkville Capital Management
New York
| $82.8M | -$3.69M | -4% | 2.06% | – | 72 | 43.06% | 8 |
|
| 4538 |
VM
4538
Value Monitoring
Menlo Park,
California
| $82.7M | -$1.42M | -2% | 1.13% | – | 4 | 25% | 2 |
|
| 4539 |
SMFS
4539
Squar Milner Financial Services
Irvine,
California
| $82.6M | – | – | 6.28% | – | 163 | – | 0 |
|
| 4540 |
AC
4540
Axon Capital
New York
| $82.5M | -$37.5M | -31% | 0.29% | – | 15 | 40% | 3.9 |
|
| 4541 |
MCP
4541
Maso Capital Partners
Hong Kong
| $82.3M | -$56M | -40% | 7.02% | 8.67% | 20 | 45% | 1.4 |
|
| 4542 |
CC
4542
Caxton Corporation
Princeton,
New Jersey
| $82.3M | -$16M | -16% | 3.34% | 512% | 22 | 36.36% | 3 |
|
| 4543 |
NCM
4543
New Capital Management
Houston,
Texas
| $82.1M | +$26M | +46% | 6.13% | 49.4% | 169 | 9.47% | 3.6 |
|
| 4544 |
TCM
4544
Tuttle Capital Management
Riverside,
Connecticut
| $82.1M | -$19.1M | -19% | 6.5% | 115% | 91 | 68.13% | 0.9 |
|
| 4545 |
CC
4545
Cambrian Capital
San Francisco,
California
| $81.9M | -$269K | -0.3% | 12.2% | 17.3% | 40 | 22.5% | 9.5 |
|
| 4546 |
NEPPG
4546
New England Professional Planning Group
Westerly,
Rhode Island
| $81.9M | – | – | 3.96% | 59% | 44 | – | 9.6 |
|
| 4547 |
UC
4547
Unterberg Capital
New York
| $81.8M | +$1.18M | +1% | 7.51% | – | 33 | 36.36% | 1.8 |
|
| 4548 |
SAM
4548
Silphium Asset Management
London,
United Kingdom
| $81.8M | – | – | 2.4% | 128% | 56 | – | 0.6 |
|
| 4549 |
SRA
4549
Summit Rock Advisors
New York
| $81.7M | +$22.1M | +37% | 4.93% | – | 3 | 0% | 7.3 |
|
| 4550 |
OMC
4550
Oasis Management Company
Grand Cayman,
Cayman Islands
| $81.1M | -$12.4M | -13% | 5.41% | 368% | 31 | 83.87% | 1.8 |
|