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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
6701
Coury Firm Asset Management
Pittsburgh,
Pennsylvania
| $69.3M | -$1.84M | -3% | 5.1% | – | 61 | 22.95% | 1 |
|
| 6702 |
AFG
6702
Alterity Financial Group
Bangor,
Maine
| $69.2M | +$950K | +1% | 11.7% | – | 81 | 13.58% | 1.7 |
|
| 6703 |
6703
Mercer Investments
Boston,
Massachusetts
| $69M | +$4.76M | +7% | 6.45% | 33.1% | 11 | 9.09% | 3 |
|
| 6704 |
6704
Bishop Rock Capital
New York
| $69M | +$4.55M | +7% | 8.08% | 35.4% | 24 | 8.33% | 3.6 |
|
| 6705 |
CCA
6705
Covey Capital Advisors
Atlanta,
Georgia
| $69M | +$6.22M | +10% | 10.1% | 118% | 33 | 9.09% | 3.7 |
|
| 6706 |
6706
Hidden Lake Asset Management
New York
| $68.8M | -$74.3M | -52% | 2.81% | 849% | 17 | 52.94% | 0.7 |
|
| 6707 |
6707
Trustees of Columbia University in the City of New York
New York
| $68.2M | +$12.3M | +22% | 20% | – | 19 | 26.32% | 1.2 |
|
| 6708 |
6708
Birch Grove Capital
New York
| $68.1M | -$42.3M | -38% | 0.31% | 2.66% | 13 | 0% | 1.5 |
|
| 6709 |
CMANY
6709
Capital Management Associates (New York)
New York
| $68M | +$2.18M | +3% | 11.2% | 205% | 100 | 30% | 2.1 |
|
| 6710 |
SCC
6710
Steel Canyon Capital
Phoenix,
Arizona
| $67.6M | +$14.7M | +28% | 8.47% | 62.8% | 29 | 37.93% | 1.3 |
|
| 6711 |
6711
Yorktown Energy Partners IX
New York
| $67.5M | +$11.2M | +20% | 0.64% | 67.3% | 4 | 25% | 2.1 |
|
| 6712 |
6712
General Equity Holdings
Brooklyn,
New York
| $67.5M | +$25M | +59% | 84.8% | 775% | 6 | 0% | 2 |
|
| 6713 |
6713
Medici Capital
Newport Beach,
California
| $67.4M | -$13.4M | -17% | 4.04% | 127% | 9 | 44.44% | 0.4 |
|
| 6714 |
6714
Braemar Energy Ventures III
New York
| $66.9M | -$12.3M | -16% | 15.3% | – | 2 | 0% | 1 |
|
| 6715 |
6715
Norwood Financial
Honesdale,
Pennsylvania
| $66.8M | +$3.71M | +6% | 4.22% | – | 288 | 3.47% | 1.4 |
|
| 6716 |
SPAS
6716
Spectrum Planning & Advisory Services
San Diego,
California
| $66.8M | +$5.18M | +8% | 6.27% | – | 43 | 18.6% | 1.4 |
|
| 6717 |
DA
6717
DSC Advisors
Chicago,
Illinois
| $66.7M | -$47.9M | -42% | 6.61% | 3.18% | 35 | 57.14% | 2.5 |
|
| 6718 |
6718
Brendel Financial Advisors
Hanover,
New Hampshire
| $66.4M | -$68.8M | -51% | 5.62% | 126% | 95 | 67.37% | 1.6 |
|
| 6719 |
6719
Syncona Portfolio
St Peter Port,
Guernsey
| $66.3M | +$4.83M | +8% | 18.4% | 6.19% | 4 | 0% | 1.5 |
|
| 6720 |
6720
Commons Capital
Needham,
Massachusetts
| $66.3M | +$3.89M | +6% | 17.7% | 137% | 77 | 19.48% | 1.3 |
|
| 6721 |
6721
Corre Partners Management
New York
| $66.3M | -$21.1M | -24% | 57.2% | 109% | 6 | 16.67% | 1.9 |
|
| 6722 |
6722
Samson Rock Capital
London,
United Kingdom
| $66.2M | -$129M | -66% | 17.1% | 166% | 27 | 88.89% | 0.1 |
|
| 6723 |
6723
Institutional Venture Management XIII
Menlo Park,
California
| $66.2M | -$43.8M | -40% | 15.4% | – | 3 | 0% | 1.4 |
|
| 6724 |
6724
Wealth CMT
Cherry Hill,
New Jersey
| $66.2M | -$23.7M | -26% | 2.12% | 25% | 31 | 77.42% | 1.2 |
|
| 6725 |
GMEI
6725
Global Media & Entertainment Investments
Nassau,
Bahamas
| $66M | -$4.72M | -7% | 0% | 0% | 1 | 0% | 1.5 |
|