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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6551 |
6551
Financial Council
Towson,
Maryland
| $82.6M | -$1.11M | -1% | 4.16% | 80% | 48 | 14.58% | 0.5 |
|
| 6552 |
6552
Caerus Investment Advisors
West Lake Hills,
Texas
| $82.6M | -$9.7M | -11% | 5.05% | 85% | 86 | 48.84% | 0.2 |
|
| 6553 |
D
6553
Drystone
Ivy,
Virginia
| $82.5M | -$13.7M | -14% | 8.14% | – | 21 | 14.29% | 0.2 |
|
| 6554 |
6554
Highline Capital Management
New York
| $82.4M | -$31.2M | -27% | 2.26% | 198% | 16 | 31.25% | 0.7 |
|
| 6555 |
6555
Long Corridor Asset Management
Hong Kong
| $82.1M | +$31.6M | +63% | 8.58% | 73.6% | 14 | 50% | 0.5 |
|
| 6556 |
6556
Thompson Davis & Co
Richmond,
Virginia
| $82M | -$38.3M | -32% | 15.9% | 188% | 153 | 52.29% | 3.1 |
|
| 6557 |
6557
H.L. Ormond & Company
Greenville,
North Carolina
| $82M | -$3.28M | -4% | 3.78% | – | 109 | 9.17% | 0.2 |
|
| 6558 |
6558
NewView Capital Partners I
Burlingame,
California
| $81.9M | -$39.5M | -33% | 31.3% | 20.8% | 3 | 0% | 0.3 |
|
| 6559 |
6559
Meritech Capital Associates IV
Palo Alto,
California
| $81.8M | -$34.8M | -30% | 18.8% | – | 2 | 0% | 0.3 |
|
| 6560 |
6560
Endicott Management
New York
| $81.7M | -$112M | -58% | 5.06% | 229% | 6 | 50% | 1.5 |
|
| 6561 |
6561
Bridgefront Capital
Austin,
Texas
| $81.5M | -$21.6M | -21% | 4.68% | 52.1% | 471 | 85.77% | 0.1 |
|
| 6562 |
6562
West Rim Capital Associates II
Lehi,
Utah
| $81.4M | -$67M | -45% | 39.7% | – | 2 | 0% | 0.3 |
|
| 6563 |
6563
Willner & Heller
Encino,
California
| $81.3M | +$6.1M | +8% | 5.56% | – | 150 | 12% | 0.2 |
|
| 6564 |
6564
Sheets Smith Investment Management
Houston,
Texas
| $81.3M | -$59.5M | -42% | 1.7% | – | 66 | 56.06% | 0.5 |
|
| 6565 |
6565
Evermore Global Advisors
Summit,
New Jersey
| $81M | -$11.5M | -12% | 4.23% | 133% | 13 | 15.38% | 2.6 |
|
| 6566 |
6566
Forager Funds Management
Sydney,
Australia
| $80.9M | -$47.8M | -37% | 13.8% | – | 28 | 17.86% | 0.2 |
|
| 6567 |
6567
G.F.W. Energy XII
Dallas,
Texas
| $80.7M | -$39.8M | -33% | 16.3% | 68.9% | 10 | 70% | 0.2 |
|
| 6568 |
6568
Maxele Advisors
Webster Groves,
Missouri
| $80.6M | -$6.05M | -7% | 4.06% | – | 93 | 15.05% | 0.2 |
|
| 6569 |
6569
LWM Advisory Services
Plantation,
Florida
| $80.5M | -$125K | -0.2% | 3.23% | 64.9% | 123 | 24.39% | 0.2 |
|
| 6570 |
6570
Coastwise Capital Group
La Jolla,
California
| $80.5M | – | – | 3.63% | 88.8% | 98 | – | 0 |
|
| 6571 |
6571
Caxton Corporation
Princeton,
New Jersey
| $80.4M | -$41.9M | -34% | 9.68% | 512% | 53 | 32.08% | 1.4 |
|
| 6572 |
KSCM
6572
Kamunting Street Capital Management
Miami Beach,
Florida
| $80.3M | -$54.6M | -40% | 12.1% | 7.47% | 60 | 68.33% | 0.5 |
|
| 6573 |
6573
Forbes Financial Planning
East Greenwich,
Rhode Island
| $80.3M | -$21.2M | -21% | 4.15% | 52.3% | 38 | 23.68% | 0.2 |
|
| 6574 |
6574
Danda Trouve Investment Management
Prairie Village,
Kansas
| $79.9M | -$8.33M | -9% | 3.06% | 13% | 149 | 33.56% | 1.6 |
|
| 6575 |
6575
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| $79.9M | – | – | 2.21% | – | 143 | – | 0 |
|