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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
CBCM
5451
Cook & Bynum Capital Management
Birmingham,
Alabama
| $123M | +$6.95M | +6% | 5.57% | 46.8% | 5 | 0% | 3.7 |
|
| 5452 |
YSP
5452
Yarra Square Partners
New York
| $123M | +$6.45M | +6% | 15% | 55.9% | 18 | 16.67% | 0.2 |
|
| 5453 |
LR
5453
Library Research
Hong Kong
| $123M | -$21.2M | -15% | 13.1% | 22.4% | 6 | 0% | 0.3 |
|
| 5454 |
PWM
5454
PBMares Wealth Management
Williamsburg,
Virginia
| $122M | +$35.5M | +41% | 7.44% | 67.7% | 144 | 15.97% | 0.9 |
|
| 5455 |
FCM
5455
Fairbanks Capital Management
Rancho Santa Fe,
California
| $122M | +$10.7M | +10% | 31.4% | 81.3% | 54 | 11.11% | 2.3 |
|
| 5456 |
AWM
5456
Activest Wealth Management
Aventure,
Florida
| $122M | – | – | 3.68% | 117% | 302 | – | 0 |
|
| 5457 |
AFA
5457
AllGen Financial Advisors
Orlando,
Florida
| $122M | +$14.5M | +13% | 0.47% | 39.7% | 35 | 11.43% | 0.2 |
|
| 5458 |
5458
Alphadyne Asset Management
New York
| $122M | -$61.3M | -33% | 12.2% | 158% | 9 | 77.78% | 0.1 |
|
| 5459 |
PM
5459
Prosight Management
Dallas,
Texas
| $122M | -$94.3M | -44% | 16.3% | 39.5% | 56 | 58.93% | 0.7 |
|
| 5460 |
GBI
5460
GP Brinson Investments
Chicago,
Illinois
| $122M | – | – | 7.79% | 51.2% | 16 | – | 0 |
|
| 5461 |
LA
5461
Latitude Advisors
Vero Beach,
Florida
| $122M | +$9.18M | +8% | 5.24% | 72% | 172 | 28.49% | 0.2 |
|
| 5462 |
BI
5462
BCBSM Inc
Eagan,
Minnesota
| $122M | +$79.6M | +188% | 0.02% | – | 1 | 0% | 1.3 |
|
| 5463 |
SL
5463
Stevard LLC
Chicago,
Illinois
| $122M | -$173M | -59% | 0.66% | – | 72 | 40.28% | 1 |
|
| 5464 |
LFGH
5464
Lee Financial Group Hawaii
Honolulu,
Hawaii
| $122M | +$3.21M | +3% | 2.41% | 12.9% | 44 | 40.91% | 1.2 |
|
| 5465 |
RVM
5465
Robinson Value Management
San Antonio,
Texas
| $122M | +$16.7M | +16% | 13.4% | 70.8% | 68 | 8.82% | 2.5 |
|
| 5466 |
TCM
5466
Taal Capital Management
Boston,
Massachusetts
| $122M | +$7K | +0% | 7.72% | – | 48 | 70.83% | 0.2 |
|
| 5467 |
KCM
5467
Kennicott Capital Management
Corte Madera,
California
| $121M | – | – | 4.07% | 98% | 46 | – | 0 |
|
| 5468 |
OF
5468
Outfitter Financial
Brunswick,
Maine
| $121M | +$17.8M | +17% | 11.2% | 95.9% | 100 | 10% | 0.2 |
|
| 5469 |
PP
5469
Pacifica Partners
Surrey,
Canada
| $121M | +$17.6M | +17% | 8.25% | 127% | 445 | 19.1% | 0.9 |
|
| 5470 |
ICM
5470
Islay Capital Management
Lubbock,
Texas
| $121M | +$10.4M | +9% | 8.53% | 66.3% | 336 | 37.2% | 0.8 |
|
| 5471 |
UMC
5471
United Maritime Capital
New York
| $121M | +$5.61M | +5% | 18.8% | – | 113 | 44.25% | 0.2 |
|
| 5472 |
FFA
5472
Freedman Financial Associates
Peabody,
Massachusetts
| $121M | +$9.71M | +9% | 7.95% | – | 503 | 6.36% | 0.2 |
|
| 5473 |
CWA
5473
Choice Wealth Advisors
Waterville,
Maine
| $121M | +$10.3M | +9% | 4.71% | 60.3% | 25 | 20% | 0.2 |
|
| 5474 |
FLSMF
5474
Fundsmith Long/Short Master Fund
Grand Cayman,
Cayman Islands
| $121M | -$1.19M | -1% | 1.27% | – | 29 | 0% | 0.3 |
|
| 5475 |
RFP
5475
Roth Financial Partners
Kingwood,
Texas
| $121M | +$19.9M | +20% | 7.46% | 61% | 24 | 20.83% | 0.2 |
|