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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
MIC
6101
Maxi Investments CY
Limassol,
Cyprus
| $106M | -$26.4M | -20% | 13.7% | 83.2% | 64 | 31.25% | 0.8 |
|
| 6102 |
YAVAPFMC
6102
Yahav Achim Ve Achayot - Provident Funds Management Company
Tel-Aviv,
Israel
| $106M | +$2.66M | +3% | 5.64% | 201% | 57 | 1.75% | 1.2 |
|
| 6103 |
6103
Riverview Trust Company
Vancouver,
Washington
| $106M | +$2.38M | +2% | 9.97% | 87.6% | 902 | 44.79% | 1.4 |
|
| 6104 |
6104
Clayton Partners
Berkeley,
California
| $106M | +$17M | +19% | 11.7% | 109% | 35 | 22.86% | 1.3 |
|
| 6105 |
WCM
6105
W Capital Management
New York
| $106M | -$30.7M | -22% | 18.3% | – | 4 | 0% | 0.9 |
|
| 6106 |
LA
6106
Lane & Associates
Moorestown,
New Jersey
| $106M | – | – | 8.99% | – | 92 | – | 0 |
|
| 6107 |
IF
6107
Integrity Financial
Cheyenne,
Wyoming
| $106M | +$10.1M | +11% | 7.4% | 66.3% | 223 | 12.56% | 0.9 |
|
| 6108 |
6108
CMG Global Holdings
Plano,
Texas
| $105M | +$12.7M | +14% | 12.2% | 80.8% | 82 | 9.76% | 1.6 |
|
| 6109 |
6109
Claris Advisors
St. Louis,
Missouri
| $105M | +$18.4M | +21% | 11.5% | 65.7% | 51 | 25.49% | 0.8 |
|
| 6110 |
WPEP
6110
Walnut Private Equity Partners
Omaha,
Nebraska
| $105M | +$1.96M | +2% | 1% | 48% | 17 | 11.76% | 5.7 |
|
| 6111 |
6111
Mountaineer Partners Management
New York
| $105M | +$26.2M | +33% | 28.3% | 158% | 13 | 61.54% | 1.1 |
|
| 6112 |
6112
Two Seas Capital
Rye,
New York
| $105M | -$4.23M | -4% | 82.1% | 344% | 14 | 42.86% | 0.7 |
|
| 6113 |
6113
Joseph Group Capital Management
Columbus,
Ohio
| $105M | +$13.6M | +15% | 9.24% | 58.4% | 107 | 30.84% | 0.7 |
|
| 6114 |
6114
W.H. Cornerstone Investments
Kingston,
Massachusetts
| $105M | +$10.4M | +11% | 6.08% | 51.4% | 138 | 21.74% | 0.2 |
|
| 6115 |
6115
McClarren Financial Advisors
State College,
Pennsylvania
| $105M | +$4.91M | +5% | 7.48% | 63% | 495 | 34.55% | 0.3 |
|
| 6116 |
6116
Elm Ridge Management
Briarcliff Manor,
New York
| $105M | +$21.9M | +26% | 19.7% | 93.6% | 28 | 10.71% | 3.1 |
|
| 6117 |
6117
Michael & Susan Dell Foundation
New York
| $105M | -$899K | -0.8% | 15.1% | 238% | 4 | 25% | 1.8 |
|
| 6118 |
6118
Euclidean Technologies Management
Seattle,
Washington
| $105M | +$15.9M | +18% | 16.9% | 124% | 77 | 20.78% | 1.5 |
|
| 6119 |
6119
TI-Trust
Quincy,
Illinois
| $105M | +$12.4M | +13% | 12% | 88.8% | 112 | 10.71% | 2.4 |
|
| 6120 |
RCA
6120
Reitz Capital Advisors
Freeland,
Michigan
| $105M | -$4M | -4% | 5.32% | 11% | 52 | 15.38% | 2 |
|
| 6121 |
PVAMC
6121
PPS&V Asset Management Consultants
Portage,
Michigan
| $105M | – | – | 6.04% | 80.7% | 36 | – | 0 |
|
| 6122 |
6122
Amitell Capital
Singapore
| $105M | +$54.9M | +110% | 29% | 196% | 38 | 47.37% | 0.4 |
|
| 6123 |
6123
Columbia Advisory Partners
Spokane,
Washington
| $105M | +$23M | +28% | 7.88% | 69.7% | 65 | 36.92% | 0.5 |
|
| 6124 |
6124
Flight Deck Capital
San Francisco,
California
| $105M | -$11.6M | -10% | 2.32% | 379% | 20 | 30% | 0.6 |
|
| 6125 |
6125
Anabranch Capital Management
Stamford,
Connecticut
| $105M | +$11.9M | +13% | 13.4% | 139% | 8 | 0% | 1.6 |
|