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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6826 |
6826
Fiduciary Counselling
Saint Paul,
Minnesota
| $42.3M | -$2.43M | -5% | 2.4% | 26.5% | 12 | 16.67% | 4.4 |
|
| 6827 |
6827
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $42.3M | +$7.63M | +22% | 5.41% | 64.5% | 69 | 18.84% | 1.3 |
|
| 6828 |
6828
Windsor Advisory Group
Columbus,
Ohio
| $41.8M | +$4.07M | +11% | 5.86% | 48.2% | 78 | 21.79% | 0.2 |
|
| 6829 |
6829
Jetstream Capital
Brentwood,
Tennessee
| $41.8M | -$5.59M | -12% | 26.6% | – | 33 | 69.7% | 0.2 |
|
| 6830 |
6830
Courage Capital Management
Nashville,
Tennessee
| $41.7M | +$6.12M | +17% | 4.38% | 86.5% | 19 | 15.79% | 1.8 |
|
| 6831 |
6831
National Mutual Funds Management
Sydney,
Australia
| $41M | – | – | 3.21% | – | 3 | – | 0 |
|
| 6832 |
6832
Prossimo Advisors
San Luis Obispo,
California
| $41M | -$2.3M | -5% | 5.47% | 78.4% | 57 | 12.28% | 0.2 |
|
| 6833 |
6833
Brookside Equity Partners
Stamford,
Connecticut
| $40.7M | +$26.2M | +181% | 210% | 87.4% | 4 | 0% | 2 |
|
| 6834 |
6834
Must Asset Management
Seoul,
South Korea
| $40.2M | -$4.01M | -9% | 39.8% | 65.2% | 18 | 44.44% | 0.8 |
|
| 6835 |
BCP
6835
Berylson Capital Partners
Boston,
Massachusetts
| $39.8M | +$5.45M | +16% | 10.2% | 57.7% | 25 | 44% | 0.5 |
|
| 6836 |
6836
Caxton Corporation
Princeton,
New Jersey
| $39.6M | +$441K | +1% | 14.3% | 512% | 17 | 11.76% | 1.3 |
|
| 6837 |
6837
Foresite Capital Management II
Larkspur,
California
| $39.5M | -$10M | -20% | 53.1% | 66.2% | 1 | 0% | 3.5 |
|
| 6838 |
6838
Lingohr Asset Management
Duesseldorf,
Germany
| $39.2M | +$3.57M | +10% | 4.13% | 141% | 95 | 33.68% | 1 |
|
| 6839 |
6839
Matrix China Management IV
Grand Cayman,
Cayman Islands
| $38.9M | +$4.1M | +12% | 11.8% | – | 1 | 0% | 1.3 |
|
| 6840 |
6840
Spark Investment Management
New York
| $38.8M | -$6.98M | -15% | 6.17% | 459% | 14 | 7.14% | 2 |
|
| 6841 |
6841
Cincinnati Indemnity Company
Fairfield,
Ohio
| $38.8M | -$1.65M | -4% | 3.53% | 34.8% | 12 | 0% | 6.3 |
|
| 6842 |
6842
Fort LP
Chevy Chase,
Maryland
| $38.7M | -$27.4M | -41% | 3.24% | 56.8% | 188 | 31.38% | 3.5 |
|
| 6843 |
6843
Kennedy Lewis Management
New York
| $38M | -$28.4M | -43% | 8.94% | 70.2% | 15 | 20% | 1.2 |
|
| 6844 |
RCM
6844
Ratan Capital Management
Miami Beach,
Florida
| $37.6M | -$106M | -74% | 26.9% | 616% | 32 | 40.63% | 2.4 |
|
| 6845 |
6845
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $37M | +$3.05M | +9% | 12.2% | 38.4% | 80 | 8.75% | 4.4 |
|
| 6846 |
6846
Amia Capital
London,
United Kingdom
| $36.9M | -$238M | -87% | 1.45% | 30.1% | 7 | 85.71% | 0.1 |
|
| 6847 |
6847
Lockerman Financial Group
Newport Beach,
California
| $36.3M | +$2.06M | +6% | 5.57% | 70.4% | 79 | 17.72% | 0.8 |
|
| 6848 |
6848
Foursixthree Capital
New York
| $36.3M | -$200M | -85% | 4.02% | – | 44 | 72.73% | 0.2 |
|
| 6849 |
6849
Vahanian & Associates Financial Planning
Saratoga Springs,
New York
| $36M | +$5.47M | +18% | 11.7% | – | 82 | 36.59% | 0.5 |
|
| 6850 |
6850
CNO Financial Group
Carmel,
Indiana
| $36M | -$28.6M | -44% | 3.02% | – | 6 | 0% | 2 |
|