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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
MFG
5276
Menard Financial Group
Houston,
Texas
| $30.3M | -$73.6M | -71% | 4.36% | 141% | 128 | 89.84% | 0.2 |
|
| 5277 |
SC
5277
Salzman & Co
Pittsford,
New York
| $29.7M | +$24.6M | +485% | 21.8% | 15.7% | 11 | 90.91% | 0 |
|
| 5278 |
MIG
5278
Mariner Investment Group
Harrison,
New York
| $29.4M | -$59.8M | -67% | 14% | – | 107 | 76.64% | 0.8 |
|
| 5279 |
MRA
5279
Mountain Road Advisors
New York
| $29.3M | -$29.6M | -50% | 29.8% | – | 25 | 48% | 0.2 |
|
| 5280 |
MC
5280
MSD Capital
New York
| $29.1M | -$53.5M | -65% | 62.9% | 11.5% | 3 | 0% | 4.4 |
|
| 5281 |
PFM
5281
Probabilities Fund Management
White Plains,
New York
| $29M | – | – | 25.9% | – | 11 | – | 1.8 |
|
| 5282 |
BIM
5282
Beach Investment Management
West Conshohocken,
Pennsylvania
| $28.8M | -$22.5M | -44% | 22% | 18.9% | 41 | 36.59% | 2.1 |
|
| 5283 |
TI
5283
Telemetry Investments
New York
| $28.6M | -$1.38M | -5% | 12.9% | 77.4% | 65 | 56.92% | 0.8 |
|
| 5284 |
OAM
5284
Orinda Asset Management
Lafayette,
California
| $28.6M | -$58.1M | -67% | 44.4% | 28.4% | 45 | 46.67% | 1.1 |
|
| 5285 |
FNBSF
5285
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $28.5M | -$7.59M | -21% | 19.7% | 70.3% | 72 | 20.83% | 4.3 |
|
| 5286 |
CH
5286
CVI Holdings
Wilmington,
Delaware
| $28.5M | -$42.5M | -60% | 17.5% | 25.8% | 53 | 60.38% | 0.6 |
|
| 5287 |
ERM
5287
Elm Ridge Management
Briarcliff Manor,
New York
| $28.3M | -$83M | -75% | 46.1% | 93.6% | 30 | 33.33% | 2.6 |
|
| 5288 |
IR
5288
Invictus RG
Hamilton,
Bermuda
| $27.9M | +$12.6M | +83% | 2.72% | 289% | 37 | 94.59% | 0 |
|
| 5289 |
WWM
5289
WJ Wealth Management
Glendale,
Arizona
| $27.8M | -$11.9M | -30% | 5.74% | 90.6% | 35 | 37.14% | 0.2 |
|
| 5290 |
TCM
5290
Tegean Capital Management
New York
| $27.6M | -$39.8M | -59% | 33.1% | – | 19 | 73.68% | 1 |
|
| 5291 |
CC
5291
Caspian Capital
New York
| $26.7M | -$37.9M | -59% | 56.4% | – | 4 | 25% | 4.3 |
|
| 5292 |
GCM
5292
GuideStone Capital Management
Dallas,
Texas
| $26.6M | -$4.11M | -13% | 13.4% | 49.2% | 1 | 0% | 0.3 |
|
| 5293 |
CIC
5293
Cincinnati Indemnity Company
Fairfield,
Ohio
| $26.5M | -$6.55M | -20% | 20.3% | 33.1% | 12 | 8.33% | 4 |
|
| 5294 |
GP
5294
Gresham Partners
Chicago,
Illinois
| $26.2M | -$17.9M | -41% | 24.5% | – | 7 | 0% | 2.9 |
|
| 5295 |
SR
5295
Summer Road
West Palm Beach,
Florida
| $26.1M | +$11M | +73% | 25.2% | 130% | 2 | 0% | 1.5 |
|
| 5296 |
SC
5296
Solstein Capital
Menlo Park,
California
| $26M | -$23.7M | -48% | 9.01% | 91.4% | 419 | 55.13% | 0.2 |
|
| 5297 |
DWA
5297
Dougherty Wealth Advisers
Wayzata,
Minnesota
| $25.1M | -$7.61M | -23% | 20.8% | 67.5% | 180 | 8.33% | 1.2 |
|
| 5298 |
PI
5298
Pachira Investments
Dana Point,
California
| $24.9M | -$94.5M | -79% | 25.3% | 82.3% | 15 | 33.33% | 2.5 |
|
| 5299 |
TCM
5299
TAM Capital Management
Stamford,
Connecticut
| $24.7M | -$85.4M | -78% | 13.4% | 4.15% | 7 | 57.14% | 0.8 |
|
| 5300 |
BDCM
5300
Black Diamond Capital Management
Stamford,
Connecticut
| $24.7M | -$68.4M | -73% | 51.8% | 28.3% | 6 | 16.67% | 2.4 |
|