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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
Derbend Asset Management
Peachtree City,
Georgia
| $107M | – | – | 9.43% | 23.9% | 87 | – | 0 |
|
| 5727 |
5727
Barington Capital Group
New York
| $107M | +$12.3M | +13% | 24.2% | 71.1% | 13 | 15.38% | 1.2 |
|
| 5728 |
5728
Khrom Capital Management
Miami Beach,
Florida
| $107M | – | – | 21.2% | 35.6% | 15 | – | 0 |
|
| 5729 |
5729
Crew Capital Management
Cincinnati,
Ohio
| $107M | +$6.76M | +7% | 7.22% | 104% | 106 | 11.32% | 0.2 |
|
| 5730 |
5730
Avondale Wealth Management
West Lake Hills,
Texas
| $107M | +$5.4M | +5% | 6.72% | 83.8% | 110 | 14.55% | 2.3 |
|
| 5731 |
5731
Clifford Capital Partners
Alpine,
Utah
| $107M | +$10.7M | +11% | 6.04% | 77.3% | 44 | 11.36% | 2 |
|
| 5732 |
5732
Coe Capital Management
Highland Park,
Illinois
| $106M | +$6.51M | +7% | 9.06% | 84.4% | 117 | 14.53% | 2.5 |
|
| 5733 |
DLDF
5733
Dan L. Duncan Foundation
Houston,
Texas
| $106M | +$3.48M | +3% | 3.65% | 11.8% | 3 | 0% | 0.7 |
|
| 5734 |
5734
Menard Financial Group
Houston,
Texas
| $106M | +$12.6M | +14% | 8.81% | 141% | 171 | 31.58% | 0.6 |
|
| 5735 |
5735
Adirondack Retirement Specialists
Queensbury,
New York
| $106M | +$7.99M | +8% | 16.5% | 13.1% | 16 | 0% | 0.5 |
|
| 5736 |
5736
HealthInvest Partners
Stockholm,
Sweden
| $106M | -$20M | -16% | 4.06% | – | 15 | 40% | 1.9 |
|
| 5737 |
5737
Valley Brook Capital Group
Venetia,
Pennsylvania
| $105M | -$5.58M | -5% | 5.77% | 106% | 476 | 75.21% | 0.5 |
|
| 5738 |
5738
Delphi Management
Brookline,
Massachusetts
| $105M | +$10.6M | +11% | 6.6% | 111% | 113 | 30.09% | 1.8 |
|
| 5739 |
CAM
5739
CIF Asset Management
Hong Kong
| $105M | +$55.5M | +113% | 16.2% | – | 9 | 33.33% | 0.3 |
|
| 5740 |
5740
Founders Fund VII Management
San Francisco,
California
| $104M | -$44.4M | -30% | 27.3% | 64.7% | 2 | 0% | 0.5 |
|
| 5741 |
5741
Applied Capital
Little Rock,
Arkansas
| $104M | +$11.5M | +12% | 5.32% | 52.6% | 47 | 10.64% | 0.2 |
|
| 5742 |
CMANY
5742
Capital Management Associates (New York)
New York
| $104M | +$6.97M | +7% | 10.6% | 205% | 83 | 19.28% | 1.9 |
|
| 5743 |
5743
Penobscot Wealth Management
Portland,
Maine
| $104M | – | – | 4.61% | 56.7% | 50 | – | 0 |
|
| 5744 |
SPAS
5744
Spectrum Planning & Advisory Services
San Diego,
California
| $104M | +$6.72M | +7% | 5.19% | – | 52 | 23.08% | 0.4 |
|
| 5745 |
MCM
5745
Magnolia Capital Management
Cold Spring,
New York
| $104M | +$2.61M | +3% | 7.28% | 85.9% | 46 | 8.7% | 1.4 |
|
| 5746 |
5746
Birchcreek Wealth Management
Miami Township,
Ohio
| $104M | +$9.26M | +10% | 5.38% | 80.7% | 123 | 13.82% | 0.4 |
|
| 5747 |
JPC
5747
Jabodon PT Co
Reno,
Nevada
| $104M | -$62.8M | -38% | 12.3% | 61.9% | 21 | 42.86% | 0.9 |
|
| 5748 |
5748
Guild Investment Management
Los Angeles,
California
| $103M | +$9.9M | +11% | 3.4% | 101% | 83 | 36.14% | 0.9 |
|
| 5749 |
5749
Warther Private Wealth
Akron,
Ohio
| $103M | – | – | 10.1% | 94.1% | 110 | – | 0 |
|
| 5750 |
BBHBI
5750
B, B, H, & B Inc
Birmingham,
Alabama
| $103M | +$6.8M | +7% | 5.87% | – | 35 | 28.57% | 0.4 |
|