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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6676 |
6676
Pangea Capital Gestao de Recursos
Rio De Janeiro,
| $118M | +$17.9M | +18% | 17.9% | 54.4% | 3 | 0% | 1.3 |
|
| 6677 |
6677
Steinberg Asset Management
New York
| $118M | +$4.61M | +4% | 6.65% | 108% | 47 | 14.89% | 3.7 |
|
| 6678 |
6678
Clearfield Capital Management
New York
| $118M | +$3.06M | +3% | 9.68% | 421% | 14 | 42.86% | 0.4 |
|
| 6679 |
6679
Mount Vernon Associates
Baltimore,
Maryland
| $118M | +$15.9M | +16% | 11.8% | 136% | 54 | 5.56% | 7.1 |
|
| 6680 |
6680
Aegis Financial
Mc Lean,
Virginia
| $118M | -$47.3M | -29% | 2.87% | 266% | 32 | 18.75% | 2.4 |
|
| 6681 |
MCM
6681
Magnolia Capital Management
Cold Spring,
New York
| $118M | +$8.16M | +7% | 8.35% | 85.9% | 69 | 1.45% | 3.1 |
|
| 6682 |
6682
BCU Wealth Advisors
Vernon Hills,
Illinois
| $118M | +$25.7M | +28% | 6.67% | 57.7% | 49 | 28.57% | 0.2 |
|
| 6683 |
6683
Invera Wealth Advisors
Bend,
Oregon
| $118M | -$42.1M | -26% | 12% | 102% | 95 | 37.89% | 0.2 |
|
| 6684 |
6684
Channing Global Advisors
Miami,
Florida
| $118M | -$10.4M | -8% | 13.2% | 128% | 52 | 21.15% | 1.3 |
|
| 6685 |
6685
Clayton Partners
Berkeley,
California
| $118M | -$5.77M | -5% | 6.62% | 109% | 42 | 33.33% | 1.6 |
|
| 6686 |
NVIM
6686
New Vernon Investment Management
Highland Park,
Illinois
| $118M | +$30.9M | +36% | 19.1% | 83.1% | 39 | 15.38% | 3.6 |
|
| 6687 |
6687
Cascade Wealth Advisors
Wenatchee,
Washington
| $118M | – | – | 6.2% | – | 49 | – | 0 |
|
| 6688 |
6688
Tevis Investment Management
Plano,
Texas
| $118M | +$9.04M | +8% | 8.71% | 58.7% | 92 | 7.61% | 1.7 |
|
| 6689 |
6689
Madrona Venture Group
Seattle,
Washington
| $117M | -$310M | -72% | 15% | 233% | 6 | 33.33% | 2.7 |
|
| 6690 |
LM
6690
Lasry Marc
| $117M | +$49.7M | +73% | 6.33% | 14.8% | 12 | 25% | 1.3 |
|
| 6691 |
6691
Schubert & Co
Mckinney,
Texas
| $117M | +$6.93M | +6% | 11.6% | 47.3% | 35 | 17.14% | 1.8 |
|
| 6692 |
MGM
6692
Miura Global Management
New York
| $117M | -$61.6M | -34% | 26.7% | 375% | 30 | 43.33% | 1.3 |
|
| 6693 |
AIM
6693
Aquila Investment Management
New York
| $117M | +$1.63M | +1% | 10.9% | 53.3% | 83 | 21.69% | 1.3 |
|
| 6694 |
6694
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
| $117M | +$4.63M | +4% | 3.79% | – | 100 | 19% | 0.2 |
|
| 6695 |
6695
Addis & Hill
Wayne,
Pennsylvania
| $117M | +$4.69M | +4% | 6.76% | 65.1% | 28 | 21.43% | 0.2 |
|
| 6696 |
6696
Cultivar Capital
Denton,
Texas
| $117M | +$3.44M | +3% | 2.03% | 38.3% | 31 | 3.23% | 0.2 |
|
| 6697 |
6697
Providence Wealth Advisors
Frankfort,
Illinois
| $117M | +$6.4M | +6% | 15% | 121% | 85 | 11.76% | 4 |
|
| 6698 |
SFC
6698
Sprinkle Financial Consultants
Littleton,
Colorado
| $117M | +$18.9M | +19% | 7.63% | 64.1% | 68 | 19.12% | 0.2 |
|
| 6699 |
6699
Arrow Investment Advisors
Laurel,
Maryland
| $117M | +$1.26M | +1% | 4.92% | 38.1% | 59 | 30.51% | 1.1 |
|
| 6700 |
6700
Cove Private Wealth
Oyster Bay Cove,
New York
| $117M | +$11.6M | +11% | 15.6% | 126% | 76 | 2.63% | 0.2 |
|