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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7051 |
7051
Wedgewood Investors
Erie,
Pennsylvania
| $91.6M | +$7.35M | +9% | 13.4% | – | 102 | 7.84% | 7.1 |
|
| 7052 |
7052
Farnam Financial
Phoenix,
Arizona
| $91.1M | – | – | 5.28% | – | 43 | – | 0 |
|
| 7053 |
7053
M28 Capital Management
Stamford,
Connecticut
| $91M | +$13.9M | +18% | 31.6% | 200% | 11 | 0% | 2.3 |
|
| 7054 |
7054
Guild Investment Management
Los Angeles,
California
| $90.9M | +$3.42M | +4% | 1.91% | 101% | 57 | 36.84% | 2.3 |
|
| 7055 |
7055
Commons Capital
Needham,
Massachusetts
| $90.7M | +$7.64M | +9% | 3.51% | 137% | 71 | 16.9% | 1.6 |
|
| 7056 |
CCA
7056
Covey Capital Advisors
Atlanta,
Georgia
| $90.6M | +$3.86M | +4% | 9.7% | 118% | 40 | 15% | 3.9 |
|
| 7057 |
7057
Stegent Equity Advisors
Houston,
Texas
| $90.5M | -$5.45M | -6% | 5.68% | 96.4% | 94 | 20.21% | 1.3 |
|
| 7058 |
MM
7058
MWG Management
Road Town, Tortola,
British Virgin Islands
| $90.3M | -$1.26M | -1% | 0.58% | 59.2% | 3 | 0% | 2.9 |
|
| 7059 |
7059
City Center Advisors LLC
Troy,
Michigan
| $90M | +$5.1M | +6% | 6.95% | – | 202 | 45.05% | 0.4 |
|
| 7060 |
7060
Octahedron Capital Management
Burlingame,
California
| $89.9M | -$9.7M | -10% | 1.79% | 234% | 23 | 43.48% | 1.1 |
|
| 7061 |
AIM
7061
Aquila Investment Management
New York
| $89.9M | -$16.6M | -16% | 3.3% | 53.3% | 76 | 32.89% | 1.3 |
|
| 7062 |
7062
LDR Capital Management
New York
| $89.8M | -$20M | -18% | 14.4% | 28.4% | 41 | 21.95% | 1.9 |
|
| 7063 |
CMANY
7063
Capital Management Associates (New York)
New York
| $89.8M | +$5.43M | +6% | 6.04% | 205% | 84 | 20.24% | 2.6 |
|
| 7064 |
JCP
7064
Jennifer C. Price
| $89.8M | +$3.89M | +5% | 21.1% | – | 38 | 31.58% | 1.8 |
|
| 7065 |
7065
ABS Direct Equity Fund
Stamford,
Connecticut
| $89.8M | +$748K | +0.8% | 3.66% | – | 45 | 26.67% | 0.6 |
|
| 7066 |
7066
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
| $89.3M | +$23.3M | +35% | 5.98% | – | 82 | 30.49% | 0.5 |
|
| 7067 |
7067
Repertoire Partners
New York
| $89M | +$36.2M | +69% | 4.55% | 37.5% | 25 | 64% | 0.7 |
|
| 7068 |
7068
Axim Planning & Wealth
Springboro,
Ohio
| $88.8M | +$5.35M | +6% | 5.15% | 3.66% | 36 | 27.78% | 1 |
|
| 7069 |
7069
Provident Company of the Employees of the Hebrew University
Jerusalem,
Israel
| $88.8M | +$4.88M | +6% | 7.03% | – | 32 | 15.63% | 0.4 |
|
| 7070 |
7070
Oaktree Fund Advisors
Los Angles,
California
| $88.6M | -$17.9M | -17% | 11.7% | 132% | 49 | 16.33% | 1 |
|
| 7071 |
7071
Windsor Advisory Group
Columbus,
Ohio
| $88.6M | +$38.7M | +78% | 11.4% | 48.2% | 86 | 48.84% | 0.9 |
|
| 7072 |
7072
Twin Securities
New York
| $88.6M | -$38.5M | -30% | 6.38% | 506% | 20 | 65% | 0.2 |
|
| 7073 |
GC
7073
Gratia Capital
Los Angeles,
California
| $88.4M | -$17M | -16% | 3.71% | 42.4% | 23 | 34.78% | 0.8 |
|
| 7074 |
KCM
7074
Key Colony Management
Little Rock,
Arkansas
| $87.9M | +$4.71M | +6% | 13.4% | 113% | 7 | 28.57% | 2.3 |
|
| 7075 |
7075
Ibex Investors
Denver,
Colorado
| $87.4M | -$9.6M | -10% | 9.79% | 16.6% | 15 | 33.33% | 1.9 |
|