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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
6001
Solstein Capital
Menlo Park,
California
| $115M | -$4.61M | -4% | 7.45% | 102% | 290 | 8.62% | 1.8 |
|
| 6002 |
SM
6002
Sabby Management
Miami Beach,
Florida
| $115M | +$792K | +0.7% | 34.3% | 95.5% | 142 | 59.86% | 0.6 |
|
| 6003 |
6003
Covestor
London,
United Kingdom
| $115M | -$7.84M | -6% | 6.35% | 134% | 2,811 | 6.58% | 1.1 |
|
| 6004 |
WPEP
6004
Walnut Private Equity Partners
Omaha,
Nebraska
| $115M | +$9.44M | +9% | 8.58% | 48% | 17 | 0% | 5.9 |
|
| 6005 |
6005
Infusive Asset Management
New York
| $115M | -$4.46M | -4% | 10.1% | 33.8% | 17 | 23.53% | 1.7 |
|
| 6006 |
6006
Avaii Wealth Management
Appleton,
Wisconsin
| $115M | +$2.86M | +3% | 5.8% | 100% | 139 | 22.3% | 0.7 |
|
| 6007 |
6007
Paragon Capital Management (Utah)
Provo,
Utah
| $115M | +$7.35M | +7% | 6.2% | 72.3% | 84 | 30.95% | 0.8 |
|
| 6008 |
EIM
6008
Ervin Investment Management
Seattle,
Washington
| $115M | +$4.72M | +4% | 7.71% | 92.9% | 35 | 2.86% | 1.1 |
|
| 6009 |
6009
Broadview Financial Management
Wauwatosa,
Wisconsin
| $115M | +$3.29M | +3% | 5.57% | 52.4% | 43 | 4.65% | 4.3 |
|
| 6010 |
DA
6010
DSC Advisors
Chicago,
Illinois
| $115M | +$71M | +163% | 11.5% | 3.18% | 24 | 45.83% | 3 |
|
| 6011 |
6011
LCM Capital Management
Chicago,
Illinois
| $114M | +$11.8M | +11% | 8.86% | 128% | 95 | 11.58% | 1.8 |
|
| 6012 |
6012
325 Capital
New York
| $114M | +$22.1M | +24% | 28.4% | 226% | 9 | 22.22% | 0.9 |
|
| 6013 |
6013
Bay Rivers Group
Williamsburg,
Virginia
| $114M | +$15.7M | +16% | 13.9% | 166% | 64 | 9.38% | 2.4 |
|
| 6014 |
6014
International City Management Association Retirement Corp
Washington,
District of Columbia
| $114M | +$15.4M | +16% | 4.07% | 48.1% | 6 | 0% | 0.3 |
|
| 6015 |
6015
Cruiser Capital Advisors
Stamford,
Connecticut
| $114M | -$28M | -20% | 6.32% | 192% | 90 | 50% | 1.2 |
|
| 6016 |
6016
Charter Research & Investment Group
Southport,
Connecticut
| $114M | +$9.9M | +10% | 5.95% | 82.3% | 76 | 2.63% | 6.1 |
|
| 6017 |
6017
Fairfield University
Fairfield,
Connecticut
| $114M | -$6.2M | -5% | 5.7% | 61.9% | 4 | 0% | 5.9 |
|
| 6018 |
6018
CV Advisors
Aventura,
Florida
| $114M | +$10M | +10% | 13.4% | 112% | 21 | 9.52% | 1 |
|
| 6019 |
6019
Waterton Global Resource Management
Toronto,
Ontario, Canada
| $114M | -$77.4M | -40% | 3.55% | 21% | 1 | 0% | 4.3 |
|
| 6020 |
6020
Innova Wealth Partners
Newtown,
Pennsylvania
| $114M | +$240K | +0.2% | 5.7% | 72.5% | 63 | 34.92% | 1.4 |
|
| 6021 |
6021
Counterpoint Mutual Funds
San Diego,
California
| $114M | +$19.2M | +20% | 5.39% | 74.3% | 521 | 78.5% | 0.1 |
|
| 6022 |
EC
6022
Euclidean Capital
New York
| $114M | +$7.09M | +7% | 7.75% | 79.7% | 11 | 9.09% | 1.8 |
|
| 6023 |
6023
Joseph Group Capital Management
Columbus,
Ohio
| $114M | +$8.72M | +8% | 4.74% | 64.3% | 98 | 21.43% | 1 |
|
| 6024 |
6024
Machina Capital
Paris,
France
| $114M | +$60M | +111% | 0.99% | 42.5% | 524 | 81.11% | 0.1 |
|
| 6025 |
6025
Stegner Investment Associates
Louisville,
Kentucky
| $114M | +$4.93M | +5% | 6.91% | 84.8% | 23 | 8.7% | 2 |
|