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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
TODC
4551
Trustees of Dartmouth College
Hanover,
New Hampshire
| $70.8M | -$39.2M | -36% | 5.75% | 52.5% | 31 | 38.71% | 0.8 |
|
| 4552 |
4552
CTC (Chicago Trading Company)
Chicago,
Illinois
| $69.9M | +$8.42M | +14% | 9.93% | 192% | 44 | 18.18% | 1.5 |
|
| 4553 |
SH
4553
Svenska Handelsbanken
Stockholm,
Sweden
| $69.9M | -$4.1M | -6% | 3.04% | – | 48 | 6.25% | 7.5 |
|
| 4554 |
ZIM
4554
ZPR Investment Management
Orange City,
Florida
| $69.4M | +$29K | +0% | 5.72% | 14.7% | 88 | 52.27% | 2.3 |
|
| 4555 |
MA
4555
MANA Advisors
New York
| $69M | -$164M | -70% | 1.81% | 7.42% | 461 | 80.48% | 0.5 |
|
| 4556 |
PAPAIJV
4556
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| $68.6M | -$51.6M | -43% | 2.08% | 168% | 22 | 36.36% | 6.9 |
|
| 4557 |
GCM
4557
Glaxis Capital Management
Sarasota,
Florida
| $68.3M | -$3.32M | -5% | 6.38% | 93.5% | 33 | 75.76% | 1.5 |
|
| 4558 |
RHIC
4558
Richmond Hill Investment Company
New York
| $68.2M | -$5.36M | -7% | 12.3% | 7.84% | 8 | 0% | 9.6 |
|
| 4559 |
HP
4559
Harvey Partners
Tarrytown,
New York
| $67.6M | -$11.2M | -14% | 1.01% | 174% | 33 | 39.39% | 5.3 |
|
| 4560 |
PWA
4560
Providence Wealth Advisors
Frankfort,
Illinois
| $67.5M | – | – | 2.6% | 112% | 64 | – | 0 |
|
| 4561 |
TOPU
4561
Trustees of Princeton University
Princeton,
New Jersey
| $66.9M | -$41.8M | -38% | 0.23% | – | 9 | 77.78% | 0.3 |
|
| 4562 |
BCM
4562
Baltimore Capital Management
Baltimore,
Maryland
| $66.8M | -$4.28M | -6% | 3.57% | – | 75 | 12% | 3.4 |
|
| 4563 |
CCP
4563
Centaur Capital Partners
Southlake,
Texas
| $66.4M | +$3.35M | +5% | 1.42% | 48.5% | 36 | 47.22% | 3.5 |
|
| 4564 |
BCC
4564
Bain Capital Credit
Boston,
Massachusetts
| $66.3M | -$47M | -42% | 6.47% | 14.4% | 13 | 30.77% | 3.8 |
|
| 4565 |
MVM
4565
McClain Value Management
New Canaan,
Connecticut
| $66.3M | -$9.43M | -12% | 3.86% | 2.83% | 28 | 35.71% | 6.7 |
|
| 4566 |
LWM
4566
Lyons Wealth Management
Winter Park,
Florida
| $65.8M | +$4.58M | +7% | 1.91% | 40.1% | 61 | 31.15% | 4.5 |
|
| 4567 |
AF
4567
Aegis Financial
Mc Lean,
Virginia
| $65.3M | -$2.78M | -4% | 13% | 266% | 21 | 9.52% | 12.3 |
|
| 4568 |
CMANY
4568
Capital Management Associates (New York)
New York
| $65M | -$4.94M | -7% | 0.49% | 205% | 136 | 23.53% | 8.6 |
|
| 4569 |
SCA
4569
SMH Capital Advisors
Fort Worth,
Texas
| $64.8M | +$5.33M | +9% | 0.66% | 10.7% | 31 | 6.45% | 0.9 |
|
| 4570 |
MVA
4570
Mount Vernon Associates
Baltimore,
Maryland
| $64.8M | -$1.62M | -2% | 0.8% | 119% | 57 | 7.02% | 14.8 |
|
| 4571 |
CM
4571
Cartica Management
Washington,
District of Columbia
| $64.5M | -$69.1M | -52% | 2.46% | 92.9% | 1 | 0% | 12 |
|
| 4572 |
AAC
4572
Acorn Advisory Capital
New York
| $64.3M | -$88.6M | -58% | 2.04% | – | 57 | 52.63% | 0.7 |
|
| 4573 |
MSDF
4573
Michael & Susan Dell Foundation
New York
| $63.9M | -$86.2M | -57% | 3.58% | 238% | 7 | 28.57% | 13.8 |
|
| 4574 |
KC
4574
Kaleidoscope Capital
Boston,
Massachusetts
| $63.9M | -$472K | -0.7% | 1.36% | – | 3 | 0% | 1 |
|
| 4575 |
NIM
4575
NuWave Investment Management
Parsippany,
New Jersey
| $63.5M | -$21.6M | -25% | 2.04% | 26.4% | 391 | 51.92% | 8.6 |
|