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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
CPR
5026
CSU Producer Resources
Fairfield,
Ohio
| $24.8M | +$3.27M | +15% | 16% | 82.3% | 20 | 10% | 2.8 |
|
| 5027 |
5027
Ramsey Quantitative Systems
Louisville,
Kentucky
| $24.8M | -$60M | -71% | 6.18% | 51.1% | 346 | 99.13% | 1.1 |
|
| 5028 |
5028
Reliance Trust
Atlanta,
Georgia
| $24.3M | +$20.3M | +507% | 4.79% | 32.1% | 17 | 100% | 0 |
|
| 5029 |
5029
Highwater Wealth Management
Glendale,
Colorado
| $24.1M | +$2.68M | +12% | 12.4% | 103% | 32 | 15.63% | 0.9 |
|
| 5030 |
5030
Ulys LLC
New York
| $24M | -$4.67M | -16% | 16.3% | 31.5% | 1 | 0% | 5.8 |
|
| 5031 |
KLC
5031
Knowledge Leaders Capital
Denver,
Colorado
| $23.6M | -$49.8M | -68% | 14.6% | 51.6% | 52 | 65.38% | 0.5 |
|
| 5032 |
GWM
5032
GSB Wealth Management
Guilford,
Connecticut
| $23.3M | +$4.38M | +23% | 12.4% | 61.8% | 56 | 12.5% | 1.7 |
|
| 5033 |
SG
5033
Swarthmore Group
Philadelphia,
Pennsylvania
| $23.3M | -$361M | -94% | 14.1% | 44.2% | 33 | 36.36% | 2 |
|
| 5034 |
5034
Fiduciary Counselling
Saint Paul,
Minnesota
| $23.2M | +$2.57M | +12% | 11.7% | 26.5% | 6 | 16.67% | 4 |
|
| 5035 |
5035
Power Corp of Canada
Montreal, Quebec,
Canada
| $23.1M | +$12.1M | +110% | 44% | 14.4% | 6 | 16.67% | 0.4 |
|
| 5036 |
EMB
5036
Elefante Mark B
| $22.9M | +$2.03M | +10% | 16.4% | – | 44 | 18.18% | 2 |
|
| 5037 |
5037
Highland Management Partners VI
Cambridge,
Massachusetts
| $22.7M | -$21M | -48% | 3.95% | – | 1 | 0% | 0.3 |
|
| 5038 |
SM
5038
Southport Management
Wilson,
Wyoming
| $21.5M | +$1.68M | +9% | 15.4% | 107% | 31 | 38.71% | 1.3 |
|
| 5039 |
5039
Francisco Partners Management
San Francisco,
California
| $21M | +$2.48M | +13% | 17.9% | 14.3% | 2 | 0% | 3.1 |
|
| 5040 |
ACM
5040
ADI Capital Management
New York
| $20.9M | -$12.2M | -37% | 27% | 113% | 29 | 86.21% | 0.2 |
|
| 5041 |
5041
Benjamin Edwards Inc
Clayton,
Missouri
| $20.9M | – | – | 11.5% | 66.5% | 275 | – | 0 |
|
| 5042 |
AF
5042
Aristotle Fund
Portland,
Maine
| $19.9M | +$6.54M | +49% | 26.4% | 3.11% | 5 | 40% | 0.5 |
|
| 5043 |
5043
Manifold Partners
San Francisco,
California
| $19.9M | +$18M | +943% | 5.81% | 24.9% | 10 | 90% | 0 |
|
| 5044 |
5044
Delphi Private Advisors
San Diego,
California
| $18.9M | +$898K | +5% | 13.3% | 32.5% | 48 | 14.58% | 3 |
|
| 5045 |
5045
Hillview Capital Advisors
Wayne,
Pennsylvania
| $18.8M | +$2.25M | +14% | 10.9% | 20.9% | 7 | 57.14% | 1.1 |
|
| 5046 |
5046
TradeLink Capital
Chicago,
Illinois
| $18.8M | +$15.3M | +441% | 40.3% | 73.7% | 35 | 100% | 0 |
|
| 5047 |
5047
Aegea Capital Management
Chicago,
Illinois
| $18.6M | – | – | 13% | – | 1 | – | 2.3 |
|
| 5048 |
5048
Gresham Partners
Chicago,
Illinois
| $18.4M | -$16.7M | -48% | 10.4% | – | 7 | 0% | 2 |
|
| 5049 |
5049
Sterling Global Strategies
Carlsbad,
California
| $18M | -$1.73M | -9% | 10.5% | 49.7% | 231 | 90.04% | 2.2 |
|
| 5050 |
5050
Solstein Capital
Menlo Park,
California
| $17.7M | +$552K | +3% | 13% | 91.4% | 50 | 60% | 0.4 |
|