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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4876 |
CVSC
4876
C.V. Starr & Co
New York
| $30.7M | +$12.8M | +72% | 28.4% | – | 11 | 27.27% |
|
| 4877 |
MFM
4877
Mohican Financial Management
Wilton,
Connecticut
| $30.7M | +$6.42M | +26% | 0% | 0% | 34 | 20.59% |
|
| 4878 |
M
4878
MetLife
New York
| $30.2M | +$14.8M | +96% | 13.5% | 54% | 13 | 7.69% |
|
| 4879 |
DWA
4879
Dougherty Wealth Advisers
Wayzata,
Minnesota
| $29.5M | -$880K | -3% | 13.6% | 67.5% | 226 | 9.29% |
|
| 4880 |
CP
4880
CPV Partners
Stamford,
Connecticut
| $29.4M | -$17.8M | -38% | 12.1% | 149% | 2 | 50% |
|
| 4881 |
CIC
4881
Cincinnati Indemnity Company
Fairfield,
Ohio
| $29.4M | +$3.79M | +15% | 15.4% | 29.8% | 11 | 0% |
|
| 4882 |
FNBSF
4882
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $29.4M | +$3.63M | +14% | 14.1% | 56.9% | 57 | 12.28% |
|
| 4883 |
FIM
4883
FourPoints Investment Managers
Paris,
France
| $29.4M | -$231K | -0.8% | 5.14% | – | 7 | 28.57% |
|
| 4884 |
BM
4884
Belfer Management
New York
| $28.9M | +$202K | +0.7% | 0.7% | 74.5% | 1 | 0% |
|
| 4885 |
SA
4885
SRH Advisors
Salina,
Kansas
| $28.2M | +$2.05M | +8% | 9.63% | 42.7% | 282 | 9.93% |
|
| 4886 |
DCM
4886
Dynamic Capital Management
St. Helier,
Jersey
| $27.6M | +$19.7M | +248% | 19.7% | 49.7% | 70 | 91.43% |
|
| 4887 |
IR
4887
Invictus RG
Hamilton,
Bermuda
| $26.1M | -$2.81M | -10% | 21% | 289% | 24 | 91.67% |
|
| 4888 |
HVC
4888
Healthcare Value Capital
Woodcliff Lake,
New Jersey
| $26M | +$228K | +0.9% | 3.1% | 19% | 13 | 46.15% |
|
| 4889 |
CI
4889
CAZ Investments
Houston,
Texas
| $25.8M | -$8.55M | -25% | 8.88% | 341% | 50 | 76% |
|
| 4890 |
MFIM
4890
Mesirow Financial Investment Management
Chicago,
Illinois
| $25.2M | +$9.68M | +62% | 20.4% | 70% | 72 | 36.11% |
|
| 4891 |
CPR
4891
CSU Producer Resources
Fairfield,
Ohio
| $24.8M | +$3.27M | +15% | 16% | 71.6% | 20 | 10% |
|
| 4892 |
RT
4892
Reliance Trust
Atlanta,
Georgia
| $24.3M | +$20.3M | +507% | 4.79% | 34.1% | 17 | 100% |
|
| 4893 |
HWM
4893
Highwater Wealth Management
Glendale,
Colorado
| $24.1M | +$2.68M | +12% | 12.4% | 103% | 32 | 15.63% |
|
| 4894 |
UL
4894
Ulys LLC
New York
| $24M | -$4.67M | -16% | 16.3% | 31.5% | 1 | 0% |
|
| 4895 |
GWM
4895
GSB Wealth Management
Guilford,
Connecticut
| $23.3M | +$4.38M | +23% | 12.4% | 45.9% | 56 | 12.5% |
|
| 4896 |
FC
4896
Fiduciary Counselling
Saint Paul,
Minnesota
| $23.2M | +$2.57M | +12% | 11.7% | 28.1% | 6 | 16.67% |
|
| 4897 |
PCOC
4897
Power Corp of Canada
Montreal, Quebec,
Canada
| $23.1M | +$12.1M | +110% | 44% | 14.3% | 6 | 16.67% |
|
| 4898 |
EMB
4898
Elefante Mark B
| $22.9M | +$2.03M | +10% | 16.4% | – | 44 | 18.18% |
|
| 4899 |
SM
4899
Southport Management
Wilson,
Wyoming
| $21.5M | +$1.68M | +9% | 15.4% | 107% | 31 | 38.71% |
|
| 4900 |
FPM
4900
Francisco Partners Management
San Francisco,
California
| $21M | +$2.48M | +13% | 17.9% | 30% | 2 | 0% |
|