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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 |
KCS
5801
Koonce Calvin Scott
| $92.3M | +$18.7M | +25% | 25.3% | 67.9% | 1 | 0% | 6.5 |
|
| 5802 |
5802
Intact Financial Corporation
Toronto,
Ontario, Canada
| $92.1M | -$11.5M | -11% | 11.1% | – | 1 | 0% | 0.3 |
|
| 5803 |
5803
Goodwin Investment Advisory
Woodstock,
Georgia
| $91.9M | +$6.92M | +8% | 7.7% | 60.8% | 157 | 31.21% | 0.4 |
|
| 5804 |
5804
Legg Mason Asset Management
Tokyo,
Japan
| $91.4M | -$372K | -0.4% | 7.32% | – | 133 | 21.05% | 2.3 |
|
| 5805 |
AM
5805
Anqa Management
Sag Harbor,
New York
| $91.4M | +$12.4M | +16% | 22.6% | 171% | 26 | 26.92% | 0.3 |
|
| 5806 |
5806
Tower Wealth Partners
Lewisburg,
Pennsylvania
| $90.9M | +$13.3M | +17% | 5.09% | 53.7% | 53 | 13.21% | 0.4 |
|
| 5807 |
5807
Mayo Clinic
Rochester,
Minnesota
| $90.4M | +$3.57M | +4% | 18.7% | – | 9 | 11.11% | 1 |
|
| 5808 |
OFG
5808
OTA Financial Group
Purchase,
New York
| $90.2M | -$34.9M | -28% | 4.28% | 320% | 130 | 80.77% | 0.1 |
|
| 5809 |
5809
NuWave Investment Management
Parsippany,
New Jersey
| $89.9M | +$10.6M | +13% | 1.86% | 26.4% | 445 | 68.09% | 0.5 |
|
| 5810 |
5810
Yost Capital Management
Houston,
Texas
| $89.6M | +$14.4M | +19% | 12.8% | 125% | 10 | 30% | 0.6 |
|
| 5811 |
GC
5811
Gratia Capital
Los Angeles,
California
| $89.3M | +$21.6M | +32% | 23.5% | 42.4% | 47 | 70.21% | 0.3 |
|
| 5812 |
5812
W.L. Ross & Co
Dallas,
Texas
| $89M | -$626K | -0.7% | 0.7% | – | 1 | 0% | 1.5 |
|
| 5813 |
HC
5813
Hoese & Co
Glencoe,
Minnesota
| $89M | +$8.02M | +10% | 6.61% | 51% | 215 | 58.14% | 0.1 |
|
| 5814 |
5814
DUMAC Inc
Durham,
North Carolina
| $88.8M | +$16.5M | +23% | 22.1% | – | 41 | 53.66% | 1.2 |
|
| 5815 |
5815
Robbins Farley
Bedford,
New Hampshire
| $88.6M | -$25M | -22% | 4.53% | 106% | 191 | 56.54% | 0.3 |
|
| 5816 |
5816
Freestate Advisors
Overland Park,
Kansas
| $88.5M | +$2.77M | +3% | 5.06% | – | 10 | 40% | 0.3 |
|
| 5817 |
5817
Quantinno Capital Management
New York
| $88.2M | -$3.54M | -4% | 7.6% | 119% | 264 | 22.73% | 1 |
|
| 5818 |
5818
Legacy Wealth Planning
Reno,
Nevada
| $87.8M | +$9.43M | +12% | 7.37% | 14.6% | 100 | 6% | 1.1 |
|
| 5819 |
5819
Brandywine Managers
Hockessin,
Delaware
| $87.7M | +$12.4M | +17% | 10.7% | 96.3% | 49 | 14.29% | 2 |
|
| 5820 |
5820
Smart Money Group
Eastland,
Texas
| $87.2M | -$32.6M | -27% | 5.6% | 58.9% | 67 | 37.31% | 2 |
|
| 5821 |
5821
Norwest Venture Partners XIV
Palo Alto,
California
| $86.6M | -$8M | -8% | 24.1% | – | 2 | 50% | 0.3 |
|
| 5822 |
5822
Toscafund Asset Management
London,
United Kingdom
| $86.4M | -$9.7M | -10% | 11.2% | 80.9% | 16 | 25% | 0.6 |
|
| 5823 |
WGA
5823
Weather Gauge Advisory
Williamsburg,
Virginia
| $85.9M | +$1.14M | +1% | 4.3% | 39.9% | 80 | 3.75% | 2.3 |
|
| 5824 |
5824
MSD Capital
New York
| $85.8M | +$2.48M | +3% | 3.72% | 11.5% | 3 | 0% | 5.7 |
|
| 5825 |
RAM
5825
Roumell Asset Management
Chevy Chase,
Maryland
| $85.6M | +$16.4M | +24% | 8.55% | 46.9% | 20 | 40% | 0.7 |
|