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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
4926
CNO Financial Group
Carmel,
Indiana
| $32.9M | +$665K | +2% | 2.11% | – | 8 | 0% | 1.9 |
|
| 4927 |
4927
Capital Innovations
Pewaukee,
Wisconsin
| $32.5M | -$5.83M | -15% | 2.34% | – | 59 | 11.86% | 2.6 |
|
| 4928 |
4928
Aurelius Capital Management
New York
| $32.3M | -$13.4M | -29% | 2.41% | – | 4 | 50% | 0.6 |
|
| 4929 |
4929
Canaan Partners VIII
Westport,
Connecticut
| $31.8M | -$18.4M | -37% | 53.8% | – | 3 | 66.67% | 0.4 |
|
| 4930 |
4930
Burren Capital Advisors
Gibraltar
| $31.2M | +$18.9M | +153% | 7.96% | – | 14 | 78.57% | 0.1 |
|
| 4931 |
4931
Cincinnati Indemnity Company
Fairfield,
Ohio
| $31.1M | +$42K | +0.1% | 0.45% | 33.1% | 11 | 0% | 3.9 |
|
| 4932 |
4932
Columbia Pacific Advisors
Seattle,
Washington
| $31M | +$1.57M | +5% | 0% | 5.27% | 23 | 100% | 0 |
|
| 4933 |
4933
Tanaka Capital Management
New York
| $31M | -$1.67M | -5% | 7.62% | – | 50 | 2% | 4.3 |
|
| 4934 |
JRWL
4934
Joseph R. Weiss LLC
New York
| $30.9M | – | – | 10.6% | – | 6 | – | 0.8 |
|
| 4935 |
FTB
4935
First Trust Bank
Nassau,
Bahamas
| $30.4M | -$60K | -0.2% | 0.3% | 64.2% | 7 | 0% | 1.2 |
|
| 4936 |
4936
Dougherty Wealth Advisers
Wayzata,
Minnesota
| $30.4M | -$4.99M | -14% | 1.65% | 67.5% | 264 | 35.61% | 0.7 |
|
| 4937 |
4937
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $30.3M | +$1.18M | +4% | 1.56% | 70.3% | 59 | 8.47% | 4 |
|
| 4938 |
4938
SRH Advisors
Salina,
Kansas
| $29.7M | +$351K | +1% | 2.12% | 55.7% | 278 | 5.76% | 3.8 |
|
| 4939 |
4939
Belfer Management
New York
| $29.4M | -$7.46M | -20% | 20.2% | 80.6% | 1 | 0% | 4.3 |
|
| 4940 |
MP
4940
Meghalaya Partners
Greenwich,
Connecticut
| $29.4M | +$8.89M | +43% | 7.16% | – | 22 | 31.82% | 0.6 |
|
| 4941 |
4941
Radin Capital Partners
Toronto,
Ontario, Canada
| $29.3M | -$21.9M | -43% | 9.76% | – | 10 | 0% | 1 |
|
| 4942 |
4942
C.V. Starr & Co
New York
| $29.2M | -$1.54M | -5% | 4.24% | – | 10 | 0% | 3.1 |
|
| 4943 |
4943
Yorktown Energy Partners VII
New York
| $28.5M | -$16.2M | -36% | 36.1% | 18.9% | 4 | 0% | 3.4 |
|
| 4944 |
4944
Phoenix Investment Adviser
New York
| $28.5M | -$26.3M | -48% | 14.1% | 25% | 43 | 46.51% | 0.9 |
|
| 4945 |
EM
4945
Emancipation Management
New York
| $28.2M | -$906K | -3% | 4.52% | 45.8% | 30 | 36.67% | 1.7 |
|
| 4946 |
4946
Reliance Trust
Atlanta,
Georgia
| $27.5M | +$4.09M | +17% | 2.38% | 32.1% | 3 | 33.33% | 0.3 |
|
| 4947 |
KL
4947
Kokino LLC
Stamford,
Connecticut
| $27M | -$3.26M | -11% | 9.32% | – | 7 | 0% | 1.9 |
|
| 4948 |
CPR
4948
CSU Producer Resources
Fairfield,
Ohio
| $26.9M | -$246K | -0.9% | 0.47% | 82.3% | 20 | 0% | 3.2 |
|
| 4949 |
KLC
4949
Knowledge Leaders Capital
Denver,
Colorado
| $26.5M | +$3.81M | +17% | 3.95% | 51.6% | 33 | 39.39% | 0.8 |
|
| 4950 |
4950
FrontFour Capital Group
Greenwich,
Connecticut
| $26.5M | -$20.6M | -44% | 4.91% | 8.55% | 13 | 38.46% | 2.4 |
|