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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6926 |
6926
Perkins Capital Management
Wayzata,
Minnesota
| $107M | +$505K | +0.5% | 15.6% | 303% | 91 | 10.99% | 5.4 |
|
| 6927 |
6927
QSV Equity Investors
Naperville,
Illinois
| $107M | +$10.8M | +11% | 12.1% | – | 88 | 10.23% | 0.7 |
|
| 6928 |
6928
Western Standard LLC
Los Angeles,
California
| $107M | +$10M | +10% | 4.48% | 83.7% | 31 | 61.29% | 0.5 |
|
| 6929 |
6929
Atlas Merchant Capital
New York
| $106M | -$166M | -61% | 1.95% | 65.7% | 69 | 43.48% | 0.8 |
|
| 6930 |
6930
Ramiah Investment Group
Brookfield,
Wisconsin
| $106M | +$3.74M | +4% | 5.08% | 62.2% | 66 | 9.09% | 2 |
|
| 6931 |
6931
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
| $106M | +$12.4M | +13% | 6.45% | – | 83 | 12.05% | 0.2 |
|
| 6932 |
6932
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| $106M | -$3.3M | -3% | 7.23% | 62.7% | 113 | 16.81% | 1.8 |
|
| 6933 |
6933
CPR Investments
Rochester,
Michigan
| $106M | -$15M | -12% | 2.68% | 79.3% | 47 | 31.91% | 1.1 |
|
| 6934 |
6934
University of Pittsburgh
Pittsburgh,
Pennsylvania
| $106M | +$7.15M | +7% | 7.25% | 69.2% | 2 | 0% | 1.8 |
|
| 6935 |
6935
Blue Creek Capital Management
Hong Kong
| $106M | – | – | 4.61% | – | 6 | – | 1.6 |
|
| 6936 |
6936
Merk Investments
Menlo Park,
California
| $106M | +$16M | +18% | 14.1% | 303% | 12 | 8.33% | 3.6 |
|
| 6937 |
6937
Columbia Advisory Partners
Spokane,
Washington
| $106M | +$3.09M | +3% | 6% | 69.7% | 66 | 31.82% | 1.3 |
|
| 6938 |
6938
Hunting Hill Global Capital
New York
| $106M | -$121M | -53% | 11.6% | 132% | 114 | 39.47% | 0.9 |
|
| 6939 |
6939
SkyKnight Capital
San Francisco,
California
| $105M | +$12.1M | +13% | 13.1% | 11% | 3 | 0% | 2.8 |
|
| 6940 |
6940
Caerus Investment Advisors
West Lake Hills,
Texas
| $105M | +$3.24M | +3% | 3.86% | 85% | 30 | 0% | 1.9 |
|
| 6941 |
6941
Optimas Capital
Central,
Hong Kong
| $105M | +$17.5M | +20% | 25.6% | 355% | 37 | 75.68% | 0.2 |
|
| 6942 |
6942
Kirkoswald Asset Management
New York
| $105M | +$87.2M | +480% | 0% | – | 5 | 100% | 0 |
|
| 6943 |
6943
Synergy Financial Group
San Ramon,
California
| $105M | +$9.9M | +10% | 5.65% | 133% | 95 | 14.74% | 1.8 |
|
| 6944 |
6944
Stephen J. Garry & Associates
Garden City,
New York
| $105M | +$6.43M | +7% | 5.14% | – | 41 | 4.88% | 0.7 |
|
| 6945 |
6945
Rubicon Founders
Nashville,
Tennessee
| $105M | +$4.79M | +5% | 4.78% | – | 1 | 0% | 0.8 |
|
| 6946 |
6946
MRP Capital Investments
Alpharetta,
Georgia
| $105M | -$1.89M | -2% | 7.88% | 222% | 205 | 48.78% | 0.6 |
|
| 6947 |
6947
Crescent Sterling
Metairie,
Louisiana
| $105M | +$598K | +0.6% | 6.36% | 68.6% | 81 | 9.88% | 1.5 |
|
| 6948 |
6948
Code Waechter
Tampa,
Florida
| $105M | – | – | 7.21% | – | 100 | – | 0 |
|
| 6949 |
6949
BTS Asset Management
Lincoln,
Massachusetts
| $105M | -$2.45M | -2% | 4.12% | 8.8% | 41 | 73.17% | 0.7 |
|
| 6950 |
6950
Bretton Capital Management
San Francisco,
California
| $105M | – | – | 11.6% | – | 20 | – | 0 |
|