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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5951 |
FC
5951
Fiduciary Counselling
Saint Paul,
Minnesota
| $32.3M | +$2M | +7% | 7.3% | 26.5% | 10 | 30% | 14 |
|
| 5952 |
WWM
5952
WJ Wealth Management
Glendale,
Arizona
| $32.2M | +$11K | +0% | 2.47% | 90.6% | 44 | 20.45% | 3.1 |
|
| 5953 |
PAM
5953
PVG Asset Management
Golden,
Colorado
| $31.5M | – | – | 5.27% | – | 49 | – | 3.4 |
|
| 5954 |
SCU
5954
Spinnaker Capital (UK)
London England,
United Kingdom
| $31.3M | +$17.7M | +130% | 1.18% | – | 3 | 33.33% | 1.7 |
|
| 5955 |
QT
5955
Quantamental Technologies
White Plains,
New York
| $31.2M | -$882K | -3% | 6.19% | 24.2% | 151 | 86.09% | 0.6 |
|
| 5956 |
SIC
5956
Starr International Company
Zug,
Switzerland
| $31.1M | +$4.34M | +16% | 17.7% | 26.1% | 5 | 0% | 14.8 |
|
| 5957 |
GSC
5957
Ground Swell Capital
Folly Beach,
South Carolina
| $31M | +$4.86M | +19% | 20.8% | 71.1% | 155 | 95.48% | 1.1 |
|
| 5958 |
EIP
5958
Edgbaston Investment Partners
| $30.9M | -$17M | -36% | 13.6% | 4.67% | 3 | 33.33% | 10.5 |
|
| 5959 |
AC
5959
Ascribe Capital
New York
| $30M | $0 | 0% | 7.98% | 73.8% | 1 | 0% | 8 |
|
| 5960 |
SPM
5960
Symmetry Peak Management
Radnor,
Pennsylvania
| $29M | -$168M | -85% | 56.9% | 320% | 95 | 84.21% | 0.7 |
|
| 5961 |
SCM
5961
SunTx Capital Management
Dallas,
Texas
| $28.8M | -$132M | -82% | 2.65% | – | 1 | 0% | 5 |
|
| 5962 |
SCM
5962
SevenOneSeven Capital Management
Lancaster,
Pennsylvania
| $27.1M | +$15.5M | +132% | 7.08% | 12.4% | 64 | 65.63% | 0.4 |
|
| 5963 |
SM
5963
Southport Management
Wilson,
Wyoming
| $27M | +$10.3M | +62% | 12% | 107% | 52 | 63.46% | 1.7 |
|
| 5964 |
UIA
5964
UG Investment Advisers
Taipei,
Taiwan
| $26.9M | -$54.5M | -67% | 10.1% | 172% | 15 | 26.67% | 2.9 |
|
| 5965 |
LSA
5965
Liberty Street Advisors
New York
| $26.4M | +$9.42M | +56% | 18.5% | – | 5 | 60% | 0.4 |
|
| 5966 |
YEPX
5966
Yorktown Energy Partners X
New York
| $25.6M | +$7.84M | +44% | 39.1% | 95.9% | 3 | 33.33% | 7.7 |
|
| 5967 |
UL
5967
Ulys LLC
New York
| $25.4M | +$10.6M | +72% | 71.6% | 31.5% | 1 | 0% | 31 |
|
| 5968 |
GI
5968
Gavea Investimentos
Rj,
Brazil
| $25.3M | -$34.3M | -58% | 3.67% | 60.3% | 18 | 88.89% | 1 |
|
| 5969 |
OEP
5969
Ocean Endowment Partners
Chicago,
Illinois
| $24.7M | -$6.19M | -20% | 4.96% | – | 10 | 10% | 4.8 |
|
| 5970 |
FRGX
5970
First Reserve GP XII
Stamford,
Connecticut
| $24.3M | +$8.18M | +51% | 50.6% | – | 1 | 0% | 8 |
|
| 5971 |
GC
5971
Gruss & Co
West Palm Beach,
Florida
| $24.1M | -$1.96M | -8% | 9.89% | 163% | 34 | 47.06% | 8.4 |
|
| 5972 |
MFC
5972
Miramar Fiduciary Corp
Reno,
Nevada
| $24M | -$166M | -87% | 19.6% | – | 4 | 25% | 9 |
|
| 5973 |
PC
5973
Provenire Capital
Eden Prairie,
Minnesota
| $24M | -$31.5M | -57% | 2.79% | – | 51 | 58.82% | 1.4 |
|
| 5974 |
WCH
5974
Willoughby Capital Holdings
Greenwich,
Connecticut
| $24M | – | – | 5.7% | – | 1 | – | 0 |
|
| 5975 |
CPR
5975
CSU Producer Resources
Fairfield,
Ohio
| $24M | -$8.52M | -26% | 7.94% | 82.3% | 23 | 0% | 15.5 |
|