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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
Adirondack Research & Management
Guilderland,
New York
| $84.6M | +$11.5M | +16% | 16.7% | 47.8% | 97 | 23.71% | 2.8 |
|
| 5802 |
ER
5802
Enlightenment Research
Miami,
Florida
| $83.4M | +$12.5M | +18% | 15% | 195% | 204 | 88.24% | 0.1 |
|
| 5803 |
5803
MSD Capital
New York
| $83.4M | +$29M | +53% | 56.2% | 11.5% | 3 | 0% | 5.4 |
|
| 5804 |
5804
Sagil Capital
London,
United Kingdom
| $82.8M | -$5.66M | -6% | 4.94% | 104% | 25 | 64% | 0.9 |
|
| 5805 |
5805
Strategic Value Partners
Greenwich,
Connecticut
| $82.8M | -$110M | -57% | 46.5% | – | 3 | 33.33% | 1.8 |
|
| 5806 |
AFG
5806
Alterity Financial Group
Bangor,
Maine
| $82.7M | – | – | 3.77% | – | 81 | – | 0 |
|
| 5807 |
5807
Trustees of Columbia University in the City of New York
New York
| $82.5M | +$7.66M | +10% | 0.29% | – | 20 | 50% | 0.1 |
|
| 5808 |
5808
Comprehensive Wealth Management
Lynnwood,
Washington
| $82.2M | -$27.6M | -25% | 1.39% | 40.6% | 12 | 50% | 0.1 |
|
| 5809 |
5809
Amia Capital
London,
United Kingdom
| $81.9M | +$7.75M | +10% | 2.43% | 30.1% | 15 | 73.33% | 0.4 |
|
| 5810 |
5810
Genoa Capital Gestora de Recursos
Sao Paulo,
| $81.7M | +$35.7M | +78% | 9.7% | – | 11 | 63.64% | 0.1 |
|
| 5811 |
5811
Danda Trouve Investment Management
Prairie Village,
Kansas
| $81.2M | -$705K | -0.9% | 2.44% | 13% | 199 | 42.71% | 0.9 |
|
| 5812 |
5812
Spinnaker Capital
Boston,
Massachusetts
| $81.1M | -$25.1M | -24% | 23.6% | 12.4% | 2 | 0% | 3.3 |
|
| 5813 |
HC
5813
Hoese & Co
Glencoe,
Minnesota
| $81M | +$26.7M | +49% | 5.88% | 51% | 100 | 84% | 0 |
|
| 5814 |
NCP
5814
NexWave Capital Partners
New York
| $80.4M | +$16M | +25% | 12.3% | – | 59 | 40.68% | 0.4 |
|
| 5815 |
BC
5815
Belmont Capital
Los Angeles,
California
| $80.2M | -$140M | -64% | 5.13% | 182% | 69 | 20.29% | 0.9 |
|
| 5816 |
5816
Wedgewood Investors
Erie,
Pennsylvania
| $80M | +$3.43M | +4% | 5.92% | – | 98 | 9.18% | 5.1 |
|
| 5817 |
5817
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $80M | +$6.02M | +8% | 4.75% | 60.2% | 36 | 25% | 2.5 |
|
| 5818 |
5818
Miller Equity Capital Advisors
Irving,
Texas
| $79.8M | +$4.97M | +7% | 6.05% | 23.7% | 41 | 0% | 1.1 |
|
| 5819 |
5819
Millennium TVP Management
New York
| $79.6M | -$29.6M | -27% | 9.76% | – | 5 | 0% | 5.1 |
|
| 5820 |
5820
Echo Wealth Management
Plymouth,
Minnesota
| $79.4M | +$2.95M | +4% | 2.5% | 42.9% | 63 | 25.4% | 0.2 |
|
| 5821 |
5821
NuWave Investment Management
Parsippany,
New Jersey
| $79.3M | +$2.93M | +4% | 6.06% | 26.4% | 448 | 68.08% | 0.9 |
|
| 5822 |
KCGDR
5822
Kiron Capital Gestao de Recursos
Sao Paulo,
Brazil
| $79M | -$37M | -32% | 12.3% | – | 8 | 37.5% | 0.2 |
|
| 5823 |
AM
5823
Anqa Management
Sag Harbor,
New York
| $79M | +$4.96M | +7% | 36.2% | 171% | 27 | 74.07% | 0.1 |
|
| 5824 |
5824
JD Financial Services
Carlisle,
Pennsylvania
| $78.8M | -$12.9M | -14% | 4.59% | – | 60 | 51.67% | 0.2 |
|
| 5825 |
5825
Tanaka Capital Management
New York
| $78.8M | +$33.8M | +75% | 108% | – | 50 | 6% | 4.9 |
|