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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7051 |
BCG
7051
Barington Capital Group
New York
| $87.3M | -$14.2M | -14% | 14.5% | 71.1% | 14 | 14.29% | 7.5 |
|
| 7052 |
EAM
7052
Exos Asset Management
New York
| $87.3M | -$81.8M | -48% | 1.15% | – | 193 | 29.53% | 1.5 |
|
| 7053 |
NWA
7053
Navis Wealth Advisors
Rye Brook,
New York
| $87.2M | +$3.88M | +5% | 4.35% | 107% | 98 | 2.04% | 8.8 |
|
| 7054 |
SCP
7054
Sender Company & Partners
New York
| $87.1M | +$28.9M | +50% | 4.26% | 69.8% | 55 | 70.91% | 0.6 |
|
| 7055 |
CP
7055
CPV Partners
Stamford,
Connecticut
| $87.1M | -$46.9M | -35% | 13.3% | 105% | 5 | 0% | 11.2 |
|
| 7056 |
CC
7056
Cowbird Capital
New York
| $87M | -$15.8M | -15% | 6.17% | 21.3% | 17 | 52.94% | 3.7 |
|
| 7057 |
NCTC
7057
New Covenant Trust Company
Jeffersonville,
Indiana
| $87M | -$13.1M | -13% | 3.7% | – | 420 | 82.14% | 1 |
|
| 7058 |
CCA
7058
Covey Capital Advisors
Atlanta,
Georgia
| $86.7M | +$3.89M | +5% | 1.54% | 118% | 38 | 5.26% | 15 |
|
| 7059 |
VA
7059
Verdad Advisers
Boston,
Massachusetts
| $86.6M | -$5.28M | -6% | 1.74% | – | 163 | 42.33% | 1.8 |
|
| 7060 |
TWA
7060
Talisman Wealth Advisors
Mountainside,
New Jersey
| $86.5M | +$7M | +9% | 3.13% | 70.8% | 98 | 10.2% | 4.8 |
|
| 7061 |
OAMA
7061
Oslo Asset Management AS
Oslo,
Norway
| $86.5M | +$3.99M | +5% | 7.08% | 82.7% | 10 | 20% | 9.2 |
|
| 7062 |
SAM
7062
Soditic Asset Management
Tonbridge,
United Kingdom
| $86.3M | +$1.87M | +2% | 3.67% | 23.4% | 12 | 16.67% | 10.5 |
|
| 7063 |
WC
7063
Wealthspring Capital
West Harrison,
New York
| $86M | +$1.39M | +2% | 1.11% | 24.1% | 85 | 38.82% | 2.1 |
|
| 7064 |
JCP
7064
Jennifer C. Price
| $85.9M | -$20.1M | -19% | 4.52% | – | 43 | 25.58% | 6.7 |
|
| 7065 |
MCAI
7065
Members Capital Advisors Inc
Madison,
Wisconsin
| $85.9M | +$50.5M | +143% | 0.14% | – | 29 | 3.45% | 14.5 |
|
| 7066 |
SP
7066
Syncona Portfolio
St Peter Port,
Guernsey
| $85.9M | -$64.2M | -43% | 44.1% | 6.19% | 3 | 33.33% | 6.7 |
|
| 7067 |
MSA
7067
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
| $85.6M | +$3.43M | +4% | 0.3% | – | 52 | 67.31% | 0.7 |
|
| 7068 |
BAWC
7068
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| $85.1M | +$7.67M | +10% | 1.33% | 50.7% | 69 | 17.39% | 5.3 |
|
| 7069 |
SIAS
7069
Summit Investment Advisory Services
Roseville,
Minnesota
| $85.1M | -$83.9M | -50% | 1.91% | 68.3% | 96 | 87.5% | 1.4 |
|
| 7070 |
DILH
7070
Dai-ichi Life Holdings
Tokyo,
Japan
| $84.9M | +$3.36M | +4% | 0.6% | – | 22 | 27.27% | 0.8 |
|
| 7071 |
CCAL
7071
City Center Advisors LLC
Troy,
Michigan
| $84.9M | $0 | 0% | 0.57% | – | 157 | 0% | 1 |
|
| 7072 |
EW
7072
Evoke Wealth
Los Angeles,
California
| $84.8M | -$3.29B | -97% | 2.08% | 65.2% | 413 | 77.48% | 6.5 |
|
| 7073 |
CMANY
7073
Capital Management Associates (New York)
New York
| $84.4M | +$469K | +0.6% | 4.79% | 205% | 79 | 12.66% | 10.5 |
|
| 7074 |
LG
7074
Lane Generational
Dover,
Massachusetts
| $84.4M | -$341K | -0.4% | 4.94% | 148% | 33 | 9.09% | 7 |
|
| 7075 |
AAM
7075
American Asset Management
Boca Raton,
Florida
| $84.3M | +$17.3M | +26% | 2.23% | 42.5% | 15 | 40% | 9.9 |
|