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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
SCA
4751
Sippican Capital Advisors
Boston,
Massachusetts
| $84.9M | +$715K | +0.8% | 3.21% | 90.1% | 112 | 7.14% | 13 |
|
| 4752 |
PP
4752
Professional Planning
Thousand Oaks,
California
| $84.7M | +$2.94M | +4% | 8.67% | 99.9% | 31 | 16.13% | 4.7 |
|
| 4753 |
FVSAZ
4753
Flossbach von Storch AG Zurich
Zurich,
Switzerland
| $84.6M | +$2.62M | +3% | 2.19% | – | 20 | 25% | 1.8 |
|
| 4754 |
LCM
4754
Lucas Capital Management
Red Bank,
New Jersey
| $84.4M | -$263K | -0.3% | 2.23% | 44.5% | 54 | 5.56% | 16.4 |
|
| 4755 |
KAM
4755
Kazazian Asset Management
Fort Lauderdale,
Florida
| $84.4M | +$12.4M | +17% | 3.44% | – | 73 | 21.92% | 6.4 |
|
| 4756 |
FG
4756
FSI Group
Cincinnati,
Ohio
| $84.3M | -$8.41M | -9% | 5.46% | 44.1% | 37 | 29.73% | 4.4 |
|
| 4757 |
TAM
4757
Toscafund Asset Management
London,
United Kingdom
| $84M | +$3.39M | +4% | 6.6% | 80.9% | 6 | 16.67% | 6 |
|
| 4758 |
TI
4758
TTP Investments
San Jose,
California
| $83.8M | +$5.23M | +7% | 4.53% | 197% | 14 | 28.57% | 2.3 |
|
| 4759 |
CCMW
4759
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $83.8M | +$8.9M | +12% | 3.3% | 161% | 306 | 25.16% | 8.9 |
|
| 4760 |
CCA
4760
Covey Capital Advisors
Atlanta,
Georgia
| $83.5M | +$9.21M | +12% | 9.36% | 118% | 31 | 6.45% | 9.7 |
|
| 4761 |
CWM
4761
Concentrum Wealth Management
San Jose,
California
| $83.5M | +$7.67M | +10% | 10.9% | 174% | 47 | 23.4% | 1.4 |
|
| 4762 |
AWM
4762
Alterna Wealth Management
Houston,
Texas
| $83.2M | -$34.9M | -30% | 2.7% | 48% | 110 | 26.36% | 1.6 |
|
| 4763 |
ACP
4763
ArcLight Capital Partners
Boston,
Massachusetts
| $83.2M | -$14.2M | -15% | 0.03% | 50% | 2 | 0% | 8.5 |
|
| 4764 |
KCP
4764
Kenmare Capital Partners
New York
| $82.7M | +$2.64M | +3% | 4.55% | 48.8% | 24 | 8.33% | 7.6 |
|
| 4765 |
4765
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $82.6M | +$3.01M | +4% | 4.92% | 225% | 137 | 27.01% | 3.5 |
|
| 4766 |
PP
4766
Pension Partners
New York
| $82.5M | – | – | 0.31% | – | 22 | – | 2.3 |
|
| 4767 |
AA
4767
Antipodean Advisors
New York
| $82.2M | -$58.6M | -42% | 15.3% | 67.8% | 15 | 53.33% | 2.8 |
|
| 4768 |
EFEM
4768
Eos Focused Equity Management
New York
| $82.1M | +$5.07M | +7% | 1.06% | 55.7% | 28 | 32.14% | 3.5 |
|
| 4769 |
BIG
4769
Boothe Investment Group
Dover,
Delaware
| $81.8M | +$1.58M | +2% | 1.66% | 59.8% | 30 | 36.67% | 2.3 |
|
| 4770 |
NI
4770
Noked Israel
Ramat Hasharon,
Israel
| $81.6M | -$14.3M | -15% | 32.7% | 265% | 105 | 55.24% | 0.9 |
|
| 4771 |
NC
4771
Noked Capital
Tel Aviv,
Israel
| $81.6M | -$14.3M | -15% | 32.7% | 197% | 105 | 55.24% | 0.9 |
|
| 4772 |
VF
4772
Vilas Fund
Chicago,
Illinois
| $81.6M | +$9.74M | +14% | 1.47% | – | 30 | 26.67% | 1.5 |
|
| 4773 |
TCS
4773
Texas Children's
Houston,
Texas
| $81.5M | -$750K | -0.9% | 11.1% | – | 25 | 92% | 1.3 |
|
| 4774 |
SRA
4774
Summit Rock Advisors
New York
| $81.1M | +$9.99M | +14% | 1.91% | – | 3 | 33.33% | 8 |
|
| 4775 |
KFA
4775
Kelleher Financial Advisors
New York
| $81.1M | – | – | 4.14% | 72.4% | 88 | – | 10.2 |
|