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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
4876
Clarus Wealth Advisors
Peoria,
Arizona
| $63.6M | -$89.6M | -58% | 12.4% | 89.7% | 740 | 11.89% | 0.5 |
|
| 4877 |
4877
TRB Advisors
New York
| $63.4M | -$275M | -81% | 15.7% | 64% | 13 | 46.15% | 1.4 |
|
| 4878 |
4878
Water Asset Management
New York
| $63.3M | -$17.3M | -22% | 7.2% | 48.9% | 17 | 29.41% | 2.7 |
|
| 4879 |
4879
Swaine & Leidel Wealth Services
Sebring,
Florida
| $62.9M | – | – | 8.56% | – | 44 | – | 0 |
|
| 4880 |
4880
McClain Value Management
New Canaan,
Connecticut
| $62.8M | -$11.2M | -15% | 13.9% | 2.83% | 24 | 20.83% | 1.6 |
|
| 4881 |
4881
Nalls Sherbakoff Group
Knoxville,
Tennessee
| $62.6M | – | – | 10.2% | – | 422 | – | 0 |
|
| 4882 |
CC
4882
Cambrian Capital
San Francisco,
California
| $62.6M | -$28.6M | -31% | 28.8% | 17.3% | 42 | 30.95% | 2.6 |
|
| 4883 |
4883
Blue Sky Asset Management
Greenwood Village,
Colorado
| $62.5M | -$56.7M | -48% | 3.74% | – | 101 | 84.16% | 0.2 |
|
| 4884 |
4884
Oasis Management Company
Grand Cayman,
Cayman Islands
| $62.4M | -$5.83M | -9% | 8.22% | 368% | 19 | 63.16% | 0.5 |
|
| 4885 |
4885
Kelleher Financial Advisors
New York
| $62.3M | -$14.7M | -19% | 10% | 72.4% | 96 | 20.83% | 2.5 |
|
| 4886 |
4886
Tree Line Advisors
Central,
Hong Kong
| $62.2M | – | – | 14.5% | 670% | 4 | – | 0 |
|
| 4887 |
HM
4887
Harvest Management
New York
| $62.1M | -$107M | -63% | 3.93% | 610% | 105 | 80.95% | 1.2 |
|
| 4888 |
CCA
4888
Covey Capital Advisors
Atlanta,
Georgia
| $62.1M | -$15.9M | -20% | 16.2% | 118% | 42 | 28.57% | 1.8 |
|
| 4889 |
4889
Probabilities Fund Management
White Plains,
New York
| $62M | +$17.6M | +40% | 21.1% | – | 57 | 31.58% | 0.8 |
|
| 4890 |
4890
Clear Investment Research
Alpharetta,
Georgia
| $61.9M | -$7.21M | -10% | 9.36% | 48.5% | 460 | 2.39% | 0.5 |
|
| 4891 |
4891
Covalent Partners
Concord,
Massachusetts
| $61.9M | -$17.1M | -22% | 26.8% | 36.6% | 29 | 27.59% | 1.3 |
|
| 4892 |
4892
Optima Fund Management
New York
| $61.7M | – | – | 16.5% | – | 41 | – | 0 |
|
| 4893 |
JRWL
4893
Joseph R. Weiss LLC
New York
| $61.2M | -$76.4M | -56% | 0% | – | 9 | 44.44% | 0.6 |
|
| 4894 |
4894
Genesee Capital Advisors
Auburn,
New York
| $61.1M | – | – | 12.9% | 107% | 59 | – | 0 |
|
| 4895 |
HPCM
4895
High Pointe Capital Management
Chicago,
Illinois
| $60.8M | -$13.5M | -18% | 13.7% | 92.4% | 95 | 26.32% | 1.9 |
|
| 4896 |
4896
Corsair Capital
New York
| $60.6M | +$49.5M | +446% | 23.7% | 17.1% | 2 | 50% | 1.1 |
|
| 4897 |
4897
Lagoda Investment Management
New York
| $60M | -$179M | -75% | 23.8% | 250% | 38 | 31.58% | 2.8 |
|
| 4898 |
4898
&Partners
Nashville,
Tennessee
| $59.6M | – | – | 15.7% | 78.4% | 138 | – | 0 |
|
| 4899 |
4899
Kelso & Company
New York
| $59.5M | -$20.7M | -26% | 25.8% | – | 1 | 0% | 5 |
|
| 4900 |
4900
Waterstone Capital Management
St. Louis Park,
Minnesota
| $59.3M | -$5.4M | -8% | 8.04% | 23.4% | 10 | 60% | 1.5 |
|