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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4801 |
A
4801
Apoletto
Road Town, Tortola,
British Virgin Islands
| $75.2M | +$5.2M | +7% | 16.2% | 192% | 5 | 80% | 0.2 |
|
| 4802 |
4802
Richmond Hill Investment Company
New York
| $75.2M | +$4.06M | +6% | 11.3% | 7.84% | 9 | 22.22% | 2.4 |
|
| 4803 |
4803
Pasadena Private Wealth
Pasadena,
California
| $74.8M | – | – | 11.2% | 53% | 33 | – | 0 |
|
| 4804 |
SSP
4804
Sapphire Star Partners
Redmond,
Washington
| $74.7M | -$25.1M | -25% | 12.7% | 47.4% | 136 | 33.82% | 1.5 |
|
| 4805 |
4805
Verity Asset Management
Durham,
North Carolina
| $74.6M | -$26.7M | -26% | 7.57% | 79.7% | 157 | 47.13% | 1.1 |
|
| 4806 |
4806
Apis Capital Advisors
New York
| $74.6M | – | – | 16.9% | 1,532% | 26 | – | 0.6 |
|
| 4807 |
ILM
4807
Indigo Latam Management
Phoenix,
Arizona
| $74.6M | -$29.4M | -28% | 28.3% | 39.3% | 1 | 0% | 5 |
|
| 4808 |
4808
Millennium TVP Management
New York
| $74.5M | -$9.6M | -11% | 10.3% | – | 6 | 0% | 3.5 |
|
| 4809 |
4809
Meridian Financial Partners
Warrenton,
Virginia
| $74.3M | – | – | 11.4% | 80.8% | 50 | – | 0 |
|
| 4810 |
WMA
4810
Wealth Management Associates
Cherry Hill,
New Jersey
| $74.3M | – | – | 10.8% | 111% | 86 | – | 0 |
|
| 4811 |
4811
Amtrust Financial Services
New York
| $74.2M | -$61.6M | -45% | 10.3% | 61.9% | 56 | 60.71% | 0.6 |
|
| 4812 |
4812
SkyTop Capital Management
Rutherford,
New Jersey
| $74.2M | -$49.2M | -40% | 19.8% | 50.2% | 30 | 46.67% | 0.9 |
|
| 4813 |
4813
Hanseatic Management Services
Albuquerque,
New Mexico
| $74.1M | -$33.1M | -31% | 12.5% | – | 431 | 56.15% | 0.7 |
|
| 4814 |
4814
Empirical Capital Management
Hendersonville,
Tennessee
| $74.1M | -$36.8M | -33% | 23.4% | – | 24 | 41.67% | 1.9 |
|
| 4815 |
4815
Sippican Capital Advisors
Boston,
Massachusetts
| $74M | -$12.4M | -14% | 16.1% | 81.1% | 106 | 6.6% | 3 |
|
| 4816 |
4816
Progeny 3 Inc
Kirkland,
Washington
| $74M | -$69.6M | -48% | 7.52% | 96.8% | 37 | 62.16% | 0.9 |
|
| 4817 |
KAM
4817
Kazazian Asset Management
Fort Lauderdale,
Florida
| $74M | -$32.8M | -31% | 19.9% | – | 106 | 50.94% | 1.5 |
|
| 4818 |
M
4818
MRCap
Roslyn,
New York
| $73.9M | – | – | 28.3% | – | 8 | – | 0 |
|
| 4819 |
4819
Credit Capital Investments
Livingston,
New Jersey
| $73.7M | -$25.9M | -26% | 23.3% | 500% | 42 | 35.71% | 1.4 |
|
| 4820 |
KLC
4820
Knowledge Leaders Capital
Denver,
Colorado
| $73.4M | -$43.9M | -37% | 4.38% | 51.6% | 64 | 87.5% | 0.3 |
|
| 4821 |
PP
4821
Professional Planning
Thousand Oaks,
California
| $73.4M | +$1.93M | +3% | 12.3% | 99.9% | 33 | 21.21% | 0.8 |
|
| 4822 |
OTIP
4822
One Tusk Investment Partners
New York
| $73.2M | – | – | 20.4% | – | 11 | – | 0 |
|
| 4823 |
4823
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| $73.1M | -$34.6M | -32% | 8.15% | 32% | 23 | 21.74% | 0.2 |
|
| 4824 |
4824
Blackcrane Capital
Bellevue,
Washington
| $73M | -$41.7M | -36% | 15.8% | 40% | 8 | 37.5% | 0.2 |
|
| 4825 |
4825
Newport Wealth Strategies
Irvine,
California
| $72.9M | -$5.51M | -7% | 13.7% | 51.5% | 71 | 11.27% | 0.9 |
|