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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
KL
5001
Kokino LLC
Stamford,
Connecticut
| $33.2M | +$5.78M | +21% | 21.5% | – | 6 | 0% | 1.7 |
|
| 5002 |
5002
Tanaka Capital Management
New York
| $33.2M | +$1.71M | +5% | 16% | – | 54 | 1.85% | 3.6 |
|
| 5003 |
5003
ECP ControlCo
Summit,
New Jersey
| $32.7M | +$4.79M | +17% | 17.1% | 42.5% | 1 | 0% | 1.5 |
|
| 5004 |
LSC
5004
Lyon Street Capital
Sausalito,
California
| $32.5M | -$66.9M | -67% | 23.3% | – | 59 | 47.46% | 0.7 |
|
| 5005 |
5005
Deer VII & Co
Larchmont,
New York
| $31.8M | -$4.14M | -12% | 24% | 241% | 4 | 0% | 3 |
|
| 5006 |
5006
MANA Advisors
New York
| $30.8M | +$15.3M | +98% | 13.7% | 7.42% | 173 | 90.75% | 0.1 |
|
| 5007 |
5007
C.V. Starr & Co
New York
| $30.7M | +$12.8M | +72% | 28.4% | – | 11 | 27.27% | 2.6 |
|
| 5008 |
MFM
5008
Mohican Financial Management
Wilton,
Connecticut
| $30.7M | +$6.42M | +26% | 0% | 0% | 34 | 20.59% | 1.1 |
|
| 5009 |
5009
MetLife
New York
| $30.2M | +$14.8M | +96% | 13.5% | 53.2% | 13 | 7.69% | 0.6 |
|
| 5010 |
5010
Dougherty Wealth Advisers
Wayzata,
Minnesota
| $29.5M | -$880K | -3% | 13.6% | 67.5% | 226 | 9.29% | 0.3 |
|
| 5011 |
CP
5011
CPV Partners
Stamford,
Connecticut
| $29.4M | -$17.8M | -38% | 12.1% | 105% | 2 | 50% | 0.3 |
|
| 5012 |
5012
Cincinnati Indemnity Company
Fairfield,
Ohio
| $29.4M | +$3.78M | +15% | 15.4% | 33.1% | 11 | 0% | 3.4 |
|
| 5013 |
5013
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $29.4M | +$3.63M | +14% | 14.1% | 70.3% | 57 | 12.28% | 3.8 |
|
| 5014 |
FIM
5014
FourPoints Investment Managers
Paris,
France
| $29.4M | -$231K | -0.8% | 5.14% | – | 7 | 28.57% | 0.2 |
|
| 5015 |
5015
Belfer Management
New York
| $28.9M | +$202K | +0.7% | 0.7% | 80.6% | 1 | 0% | 3.8 |
|
| 5016 |
5016
Halbert Hargrove Global Advisors
Long Beach,
California
| $28.4M | -$406M | -93% | 11.4% | 68.2% | 85 | 63.53% | 2.9 |
|
| 5017 |
5017
SRH Advisors
Salina,
Kansas
| $28.2M | +$2.05M | +8% | 9.63% | 55.7% | 282 | 9.93% | 3.4 |
|
| 5018 |
DCM
5018
Dynamic Capital Management
St. Helier,
Jersey
| $27.6M | +$19.7M | +248% | 19.7% | 49.7% | 70 | 91.43% | 0 |
|
| 5019 |
5019
Invictus RG
Hamilton,
Bermuda
| $26.1M | -$2.81M | -10% | 21% | 289% | 24 | 91.67% | 0.1 |
|
| 5020 |
MP
5020
Meghalaya Partners
Greenwich,
Connecticut
| $26.1M | -$95.4M | -79% | 17.7% | – | 23 | 47.83% | 0.6 |
|
| 5021 |
GC
5021
Gratia Capital
Los Angeles,
California
| $26M | -$32.5M | -56% | 17.3% | 42.4% | 24 | 50% | 0.6 |
|
| 5022 |
5022
Healthcare Value Capital
Woodcliff Lake,
New Jersey
| $26M | +$228K | +0.9% | 3.1% | 19% | 13 | 46.15% | 0.8 |
|
| 5023 |
5023
CAZ Investments
Houston,
Texas
| $25.8M | -$8.55M | -25% | 8.88% | 263% | 50 | 76% | 1.1 |
|
| 5024 |
5024
Shelton Capital Management
Denver,
Colorado
| $25.4M | -$1.44B | -98% | 14.8% | 161% | 867 | 13.96% | 3.2 |
|
| 5025 |
5025
Mesirow Financial Investment Management
Chicago,
Illinois
| $25.2M | +$9.7M | +62% | 20.4% | 70% | 72 | 36.11% | 0.8 |
|