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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 |
5001
swisspartners Advisors
Zurich,
Switzerland
| $71.1M | -$31.1M | -30% | 21% | 75.9% | 25 | 40% | 0.2 |
|
| 5002 |
5002
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $71M | -$34.9M | -33% | 19.8% | 206% | 200 | 19% | 2.7 |
|
| 5003 |
5003
Orser Capital Management
Southlake,
Texas
| $71M | -$32.2M | -31% | 7.89% | 128% | 87 | 42.53% | 1.5 |
|
| 5004 |
5004
Silver Rock Financial
Los Angeles,
California
| $71M | -$195M | -73% | 38.7% | 2.58% | 24 | 58.33% | 1 |
|
| 5005 |
SRCM
5005
Swift Run Capital Management
Charlottesville,
Virginia
| $71M | -$5.33M | -7% | 26% | 9.9% | 60 | 48.33% | 2.2 |
|
| 5006 |
5006
Clearshares
New York
| $70.9M | -$36.2M | -34% | 10.8% | – | 34 | 47.06% | 1.1 |
|
| 5007 |
5007
Trustco Bank (New York)
Albany,
New York
| $70.6M | -$21.7M | -23% | 18.7% | 131% | 69 | 14.49% | 4.3 |
|
| 5008 |
5008
Bay Rivers Group
Williamsburg,
Virginia
| $70.6M | -$32.7M | -32% | 14.7% | 166% | 72 | 36.11% | 0.2 |
|
| 5009 |
5009
Searcy Financial Services
Overland Park,
Kansas
| $70.5M | -$68.8M | -49% | 12.8% | 60.2% | 17 | 41.18% | 1.1 |
|
| 5010 |
5010
Matrix Private Capital Group
New York
| $70.4M | -$25M | -26% | 21.3% | 62.5% | 210 | 31.43% | 0.2 |
|
| 5011 |
5011
Prostatis Group
Hanover,
Maryland
| $70.4M | -$40.3M | -36% | 4.77% | 77.4% | 96 | 59.38% | 0.2 |
|
| 5012 |
5012
Corundum Group
Colorado Springs,
Colorado
| $70.3M | -$24.9M | -26% | 22.2% | 89.5% | 76 | 25% | 2.8 |
|
| 5013 |
5013
Geneva Partners
Lake Geneva,
Wisconsin
| $70.3M | -$74.6M | -51% | 7.39% | 417% | 79 | 54.43% | 1.8 |
|
| 5014 |
5014
Mountaineer Partners Management
New York
| $70.3M | -$19.5M | -22% | 32.7% | 129% | 20 | 55% | 0.6 |
|
| 5015 |
5015
Corbett Road Capital Management
Mclean,
Virginia
| $70.2M | -$31.5M | -31% | 9.27% | – | 129 | 62.02% | 0.2 |
|
| 5016 |
HPCM
5016
High Pointe Capital Management
Chicago,
Illinois
| $70.2M | -$14.2M | -17% | 18.3% | 92.4% | 96 | 40.63% | 1.8 |
|
| 5017 |
5017
Davidson Capital Management
Corpus Christi,
Texas
| $70.1M | -$56.5M | -45% | 16.5% | 79.4% | 87 | 32.18% | 0.2 |
|
| 5018 |
5018
Altus Wealth Management
Ft Mitchell,
Kentucky
| $70M | -$32.2M | -32% | 15.2% | 73% | 36 | 36.11% | 0.2 |
|
| 5019 |
5019
Birch Grove Capital
New York
| $69.9M | -$10.8M | -13% | 0.86% | 2.66% | 20 | 55% | 0.7 |
|
| 5020 |
5020
Nishkama Capital LLC
Dorado,
Puerto Rico
| $69.9M | -$101M | -59% | 16.5% | 723% | 54 | 83.33% | 0.1 |
|
| 5021 |
5021
Norwest Venture Partners XII
Palo Alto,
California
| $69.8M | -$32.6M | -32% | 29.8% | – | 2 | 50% | 0.1 |
|
| 5022 |
MFM
5022
Mohican Financial Management
Wilton,
Connecticut
| $69.7M | +$5.53M | +9% | 0% | 0% | 50 | 26% | 1 |
|
| 5023 |
5023
Smart Portfolios LLC
Seattle,
Washington
| $69.6M | -$41.3M | -37% | 10.6% | 41.3% | 52 | 40.38% | 1.5 |
|
| 5024 |
5024
Briaud Financial Planning
College Station,
Texas
| $69.6M | -$28.7M | -29% | 0.43% | 113% | 26 | 42.31% | 0.2 |
|
| 5025 |
AMCI
5025
Al Mehwar Commercial Investments
Abu Dhabi,
United Arab Emirates
| $69.5M | -$12.9M | -16% | 15.7% | – | 1 | 0% | 0.3 |
|