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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
SF
6376
SBK Financial
Richmond,
Virginia
| $65.1M | -$11.4M | -15% | 5.91% | – | 69 | 10.14% | 2.9 |
|
| 6377 |
LCM
6377
Lewis Capital Management
Beverly Hills,
California
| $65.1M | -$4.93M | -7% | 5.3% | – | 60 | 5% | 2.9 |
|
| 6378 |
WI
6378
Wedgewood Investors
Erie,
Pennsylvania
| $65M | -$5.71M | -8% | 2.88% | – | 90 | 7.78% | 27.5 |
|
| 6379 |
NWA
6379
Navis Wealth Advisors
Rye Brook,
New York
| $64.8M | -$28.6M | -31% | 3.74% | 107% | 99 | 21.21% | 6.1 |
|
| 6380 |
LDFO
6380
Louis-Dreyfus Family Office
Wilton,
Connecticut
| $64.7M | -$9.67M | -13% | 8.57% | – | 6 | 16.67% | 2.6 |
|
| 6381 |
BAM
6381
Bosun Asset Management
Chicago,
Illinois
| $64.7M | -$7.98M | -11% | 4.88% | 278% | 76 | 35.53% | 2.4 |
|
| 6382 |
YSP
6382
Yarra Square Partners
New York
| $64.4M | -$15M | -19% | 1.83% | 55.9% | 20 | 10% | 4.3 |
|
| 6383 |
SAM
6383
Stringer Asset Management
Memphis,
Tennessee
| $64.2M | +$17.5M | +38% | 4.6% | 16.4% | 36 | 47.22% | 6.2 |
|
| 6384 |
OMC
6384
OUP Management Company
Bala Cynwyd,
Pennsylvania
| $64.2M | -$8.44M | -12% | 1.12% | – | 15 | 0% | 3 |
|
| 6385 |
OFA
6385
Oaktree Fund Advisors
Los Angles,
California
| $64.2M | +$7.21M | +13% | 3.88% | 132% | 39 | 2.56% | 1.9 |
|
| 6386 |
GEH
6386
General Equity Holdings
Brooklyn,
New York
| $64.2M | -$16.3M | -20% | 3.51% | 775% | 14 | 35.71% | 3.2 |
|
| 6387 |
APC
6387
Aristotle Pacific Capital
Newport Beach,
California
| $64.1M | -$73M | -53% | 1.53% | 1.84% | 12 | 50% | 5.7 |
|
| 6388 |
PWG
6388
Private Wealth Group
Tampa,
Florida
| $64M | -$16.8M | -21% | 5.13% | 48.2% | 42 | 4.76% | 9.8 |
|
| 6389 |
CPX
6389
Canaan Partners X
Menlo Park,
California
| $63.8M | +$5.96M | +10% | 11.6% | 55.4% | 3 | 33.33% | 7.5 |
|
| 6390 |
ACM
6390
Ativo Capital Management
Chicago,
Illinois
| $63.7M | -$84.8M | -57% | 7.84% | 63.8% | 128 | 66.41% | 8.5 |
|
| 6391 |
UFF
6391
USA Financial Formulas
Ada,
Michigan
| $63.5M | -$16.6M | -21% | 2.06% | 98.9% | 454 | 31.06% | 5.8 |
|
| 6392 |
BVLP
6392
Bailey Value Limited Partnership
Danvers,
Massachusetts
| $63.4M | -$13.1M | -17% | 7.95% | – | 11 | 9.09% | 3 |
|
| 6393 |
MPEM
6393
Marathon Partners Equity Management
New York
| $63.4M | +$1.6M | +3% | 12% | – | 23 | 43.48% | 6.6 |
|
| 6394 |
SIA
6394
Sage Investment Advisers
Wappingers Falls,
New York
| $63.3M | -$536K | -0.8% | 4.49% | – | 63 | 11.11% | 2.7 |
|
| 6395 |
CCG
6395
Coastwise Capital Group
La Jolla,
California
| $63.3M | -$18.8M | -23% | 5.4% | 88.8% | 107 | 17.76% | 1.9 |
|
| 6396 |
UWM
6396
Udine Wealth Management
Boca Raton,
Florida
| $63.3M | +$8.11M | +15% | 3.39% | 127% | 19 | 47.37% | 1.5 |
|
| 6397 |
FGIM
6397
First Growth Investment Manager
San Francisco,
California
| $63.2M | -$14.1M | -18% | 2.35% | – | 34 | 14.71% | 4.9 |
|
| 6398 |
MAM
6398
Madryn Asset Management
New York
| $63.2M | -$12.8M | -17% | 12.2% | – | 4 | 0% | 3 |
|
| 6399 |
CC
6399
Commons Capital
Needham,
Massachusetts
| $63.2M | -$3M | -5% | 1.18% | 137% | 96 | 13.54% | 2.8 |
|
| 6400 |
FCM
6400
FourWorld Capital Management
New York
| $63.1M | +$259K | +0.4% | 8.6% | 132% | 16 | 18.75% | 1.6 |
|