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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6576 |
FNA
6576
First National Advisers
Omaha,
Nebraska
| $78.1M | +$10.6M | +16% | 11.2% | 87.9% | 132 | 20.45% | 0.4 |
|
| 6577 |
MIC
6577
MU Investments Company
Tokyo,
Japan
| $77.9M | +$5.87M | +8% | 14.2% | 40.4% | 28 | 28.57% | 4.6 |
|
| 6578 |
GC
6578
Greencape Capital
Melbourne,
Australia
| $77.9M | -$16.4M | -17% | 18.6% | 98.1% | 3 | 33.33% | 3 |
|
| 6579 |
ARMT
6579
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $77.9M | -$2.13M | -3% | 8.15% | – | 104 | 11.54% | 4.7 |
|
| 6580 |
MVA
6580
Mount Vernon Associates
Baltimore,
Maryland
| $77.8M | +$1.07M | +1% | 4.43% | 119% | 50 | 4% | 6.7 |
|
| 6581 |
FWM
6581
FMB Wealth Management
Westlake Village,
California
| $77.7M | – | – | 10.4% | 71.1% | 54 | – | 0 |
|
| 6582 |
ISSM
6582
Invesco Senior Secured Management
New York
| $77.5M | -$7.09M | -8% | 9.26% | 18.1% | 11 | 0% | 2.7 |
|
| 6583 |
1I
6583
1888 Investments
Denver,
Colorado
| $77.4M | +$5.28M | +7% | 8.04% | 38.6% | 3 | 0% | 0.8 |
|
| 6584 |
CCM
6584
Community Capital Management
Plantation,
Florida
| $77.2M | +$781K | +1% | 10.2% | 55.6% | 79 | 16.46% | 0.8 |
|
| 6585 |
AF
6585
Ardian France
Paris,
France
| $76.7M | -$813K | -1% | 1.05% | – | 1 | 0% | 1 |
|
| 6586 |
SCP
6586
Sender Company & Partners
New York
| $76.2M | +$35.4M | +87% | 14.7% | 69.8% | 83 | 89.16% | 0.1 |
|
| 6587 |
WI
6587
Wedgewood Investors
Erie,
Pennsylvania
| $75.9M | +$10.9M | +17% | 11.6% | – | 98 | 18.37% | 6.1 |
|
| 6588 |
EWS
6588
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| $75.8M | +$5.3M | +8% | 7.52% | 70.9% | 102 | 16.67% | 0.8 |
|
| 6589 |
AC
6589
Anson Capital
Tyrone,
Georgia
| $75.7M | +$1.31M | +2% | 8.45% | 45.8% | 65 | 20% | 0.8 |
|
| 6590 |
KLC
6590
Knowledge Leaders Capital
Denver,
Colorado
| $75.7M | -$2.75M | -4% | 9.34% | 51.6% | 127 | 44.88% | 1.1 |
|
| 6591 |
PFG
6591
Peterson Financial Group
Des Moines,
Iowa
| $75.6M | -$27.2M | -26% | 8.99% | 32.4% | 78 | 8.97% | 0.9 |
|
| 6592 |
LR
6592
Library Research
Hong Kong
| $75.6M | +$27.4M | +57% | 20.1% | 22.4% | 5 | 20% | 1.6 |
|
| 6593 |
QUSVM
6593
Qiming U.S. Ventures Management
Bellevue,
Washington
| $75.6M | +$6.75M | +10% | 47.8% | 1,484% | 7 | 0% | 0.9 |
|
| 6594 |
DC
6594
Dryden Capital
Miami,
Florida
| $75.6M | -$50.5M | -40% | 2.22% | – | 64 | 46.88% | 0.7 |
|
| 6595 |
RRCP
6595
Rip Road Capital Partners
Boston,
Massachusetts
| $75.5M | -$274K | -0.4% | 2.59% | 121% | 17 | 23.53% | 1.3 |
|
| 6596 |
SPW
6596
Surience Private Wealth
Yakima,
Washington
| $75.4M | +$36.4M | +94% | 8.12% | 168% | 26 | 53.85% | 0.4 |
|
| 6597 |
DCM
6597
Dean Capital Management
Overland Park,
Kansas
| $75.1M | +$8.33M | +12% | 12.5% | 89.7% | 76 | 19.74% | 1.6 |
|
| 6598 |
SCM
6598
Springhouse Capital Management
Westport,
Connecticut
| $75.1M | -$75.2M | -50% | 5.93% | 52% | 51 | 43.14% | 1.6 |
|
| 6599 |
BRC
6599
Bishop Rock Capital
New York
| $75.1M | -$69.2M | -48% | 7.8% | 35.4% | 27 | 3.7% | 3.2 |
|
| 6600 |
FC
6600
Farley Capital
New York
| $75M | -$6.83M | -8% | 7.24% | 105% | 14 | 14.29% | 4.5 |
|