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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 |
5451
Segra Capital Management
Palm Beach,
Florida
| $120M | +$29.9M | +33% | 16.6% | 19% | 7 | 28.57% | 0.6 |
|
| 5452 |
5452
Gator Capital Management
Tampa,
Florida
| $120M | +$279K | +0.2% | 2.25% | 245% | 73 | 19.18% | 2 |
|
| 5453 |
5453
SRN Advisors
Huntingdon Valley,
Pennsylvania
| $120M | -$23.7M | -17% | 2.23% | 146% | 108 | 0.93% | 1.3 |
|
| 5454 |
5454
Choice Wealth Advisors
Waterville,
Maine
| $120M | -$3.88M | -3% | 4.46% | 60.3% | 54 | 94.44% | 0.2 |
|
| 5455 |
5455
Orleans Capital Management
Mandeville,
Louisiana
| $120M | -$14.3M | -11% | 4.91% | 94.6% | 79 | 7.59% | 2.1 |
|
| 5456 |
5456
Kinnevik AB
Stockholm,
Sweden
| $119M | -$56.8M | -32% | 29.8% | 51.4% | 2 | 0% | 0.8 |
|
| 5457 |
AIM
5457
Athena Investment Management
Orinda,
California
| $119M | -$7.7M | -6% | 5.23% | 80.6% | 130 | 2.31% | 0.5 |
|
| 5458 |
5458
WorthPointe
La Jolla,
California
| $119M | -$151K | -0.1% | 4.19% | 59.7% | 44 | 18.18% | 0.5 |
|
| 5459 |
5459
Oakcliff Capital Partners
New York
| $119M | -$16.7M | -12% | 4.62% | 133% | 10 | 10% | 3.9 |
|
| 5460 |
5460
Kensington Investment Counsel
Long Beach,
California
| $119M | +$1.67M | +1% | 3.4% | 81.9% | 81 | 1.23% | 1.6 |
|
| 5461 |
LI
5461
Latigo Investments
Fort Lauderdale,
Florida
| $119M | -$1.71M | -1% | 7.14% | 56.6% | 18 | 22.22% | 0.6 |
|
| 5462 |
5462
HBC Financial Services
Seattle,
Washington
| $119M | -$10M | -8% | 3.99% | 12.6% | 188 | 5.85% | 1.9 |
|
| 5463 |
5463
Transparent Wealth Partners
Little Rock,
Arkansas
| $119M | +$5.48M | +5% | 4.79% | – | 32 | 21.88% | 0.3 |
|
| 5464 |
5464
Berkeley Inc
Boise,
Idaho
| $119M | -$6.2M | -5% | 4.97% | 49.4% | 86 | 13.95% | 1.4 |
|
| 5465 |
CC
5465
Corsicana & Co
Corsicana,
Texas
| $119M | -$7.75M | -6% | 5.11% | – | 216 | 5.09% | 1.2 |
|
| 5466 |
5466
Optimas Capital
Central,
Hong Kong
| $119M | +$37.2M | +46% | 4.3% | 355% | 39 | 71.79% | 0.1 |
|
| 5467 |
5467
Sterling Investment Management
Tucson,
Arizona
| $119M | -$1.64M | -1% | 4.46% | 45.3% | 74 | 25.68% | 4.2 |
|
| 5468 |
5468
Game Plan Financial Advisors
Westlake,
Ohio
| $119M | -$5.93M | -5% | 0.3% | – | 107 | 19.63% | 1.6 |
|
| 5469 |
5469
Financial Connections Group
Corte Madera,
California
| $119M | +$5.09M | +4% | 5.82% | 44.4% | 300 | 23% | 0.7 |
|
| 5470 |
5470
Tandem Capital Management
Woodcliff Lake,
New Jersey
| $119M | -$6.35M | -5% | 6.31% | 128% | 93 | 4.3% | 2 |
|
| 5471 |
5471
Pactiv General Employee Benefit Trust
Lake Forest,
Illinois
| $118M | -$213M | -64% | 5.94% | 15.7% | 3 | 33.33% | 0.6 |
|
| 5472 |
5472
New Potomac Partners
Bethesda,
Maryland
| $118M | -$6.08M | -5% | 5.89% | 37.2% | 64 | 4.69% | 3.6 |
|
| 5473 |
5473
Juniper Investment Company
New York
| $118M | +$3.17M | +3% | 3.27% | 358% | 10 | 10% | 2.4 |
|
| 5474 |
5474
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $118M | -$13M | -10% | 20% | 261% | 67 | 31.34% | 1.7 |
|
| 5475 |
5475
Lederer & Associates Investment Counsel
Long Beach,
California
| $118M | -$11.4M | -9% | 6.16% | 92.7% | 88 | 1.14% | 4.7 |
|