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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
GC
5301
Gratia Capital
Los Angeles,
California
| $31.3M | +$2.71M | +10% | 21.3% | 42.4% | 24 | 66.67% | 0.4 |
|
| 5302 |
CIC
5302
Cincinnati Indemnity Company
Fairfield,
Ohio
| $31M | +$1.41M | +5% | 5.7% | 33.1% | 12 | 0% | 4.5 |
|
| 5303 |
WWM
5303
WJ Wealth Management
Glendale,
Arizona
| $30.9M | -$112M | -78% | 9.98% | 90.6% | 52 | 42.31% | 0.6 |
|
| 5304 |
MCG
5304
Meru Capital Group
New York
| $30.6M | -$12.8M | -30% | 2.46% | – | 22 | 72.73% | 0.2 |
|
| 5305 |
AGA
5305
Accuvest Global Advisors
Provo,
Utah
| $30.5M | -$7.56M | -20% | 8.81% | 130% | 60 | 51.67% | 1.6 |
|
| 5306 |
HVC
5306
Healthcare Value Capital
Woodcliff Lake,
New Jersey
| $30.3M | -$8.82M | -23% | 6.51% | 19% | 23 | 39.13% | 0.9 |
|
| 5307 |
PFM
5307
Probabilities Fund Management
White Plains,
New York
| $30.2M | -$5.09M | -14% | 15.6% | – | 12 | 25% | 1.7 |
|
| 5308 |
CPR
5308
CSU Producer Resources
Fairfield,
Ohio
| $29.9M | +$2.26M | +8% | 9.79% | 82.3% | 25 | 8% | 3.4 |
|
| 5309 |
BM
5309
Belfer Management
New York
| $29M | +$8.03M | +38% | 38.3% | 80.6% | 1 | 0% | 5.3 |
|
| 5310 |
DWA
5310
Dougherty Wealth Advisers
Wayzata,
Minnesota
| $29M | +$1.64M | +6% | 9.5% | 67.5% | 159 | 6.29% | 1.7 |
|
| 5311 |
LAM
5311
Lingohr Asset Management
Duesseldorf,
Germany
| $28.2M | +$3.49M | +14% | 1.13% | 141% | 127 | 64.57% | 1.1 |
|
| 5312 |
AC
5312
Ascribe Capital
New York
| $28.1M | -$11.2M | -28% | 0% | 73.8% | 1 | 0% | 1.5 |
|
| 5313 |
CCCPI
5313
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
| $28M | -$3.26M | -10% | 10.4% | 47.7% | 1 | 0% | 3.3 |
|
| 5314 |
CIM
5314
Coastal Investment Management
Los Angeles,
California
| $27.8M | +$10.7M | +63% | 4.35% | – | 13 | 23.08% | 0.4 |
|
| 5315 |
SA
5315
Silversage Advisors
Irvine,
California
| $27.7M | -$68.6M | -71% | 7.79% | – | 33 | 57.58% | 0.8 |
|
| 5316 |
EOCM
5316
Energy Opportunities Capital Management
Austin,
Texas
| $27.5M | +$2.23M | +9% | 30.8% | 211% | 38 | 15.79% | 1.8 |
|
| 5317 |
SA
5317
SL Advisors
Westfield,
New Jersey
| $27.4M | +$1.06M | +4% | 0.25% | 74.1% | 45 | 4.44% | 3.3 |
|
| 5318 |
5318
AIA Group
Hong Kong
| $27.1M | -$54.5M | -67% | 5.76% | 82.6% | 33 | 81.82% | 2.6 |
|
| 5319 |
OAMA
5319
Oslo Asset Management AS
Oslo,
Norway
| $26.4M | +$5.7M | +28% | 29.2% | 82.7% | 15 | 33.33% | 2.5 |
|
| 5320 |
FC
5320
Fiduciary Counselling
Saint Paul,
Minnesota
| $26.3M | +$5.01M | +23% | 16.9% | 26.5% | 7 | 14.29% | 3.5 |
|
| 5321 |
AAM
5321
Alken Asset Management
London,
United Kingdom
| $26M | +$737K | +3% | 4.7% | 0.22% | 28 | 25% | 0.5 |
|
| 5322 |
5322
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
| $25.9M | +$3.25M | +14% | 11.4% | – | 4 | 0% | 4.1 |
|
| 5323 |
SCC
5323
Second Curve Capital
Radnor,
Pennsylvania
| $25.7M | +$5.27M | +26% | 0.45% | 160% | 15 | 40% | 1.6 |
|
| 5324 |
MA
5324
MANA Advisors
New York
| $25.3M | +$2.04M | +9% | 3.43% | 7.42% | 159 | 85.53% | 0.1 |
|
| 5325 |
MTB
5325
Mizuho Trust & Banking
Tokyo,
Japan
| $25.2M | -$141M | -85% | 8.51% | 36.1% | 11 | 90.91% | 0.3 |
|