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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7176 |
7176
Talisman Wealth Advisors
Mountainside,
New Jersey
| $67.4M | +$9.7M | +17% | 9.02% | 70.8% | 86 | 9.3% | 0.9 |
|
| 7177 |
7177
Tinicum
New York
| $67.3M | -$6.12M | -8% | 3.66% | 21.1% | 1 | 0% | 8.8 |
|
| 7178 |
7178
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $66.9M | -$21.6M | -24% | 9.89% | 26.9% | 13 | 7.69% | 2.8 |
|
| 7179 |
7179
Oxford Asset Management
Oxford,
United Kingdom
| $66.8M | – | – | 14.3% | – | 179 | – | 0.2 |
|
| 7180 |
BCM
7180
BlueMar Capital Management
Miami,
Florida
| $66.3M | -$29M | -30% | 12.3% | 27.4% | 22 | 9.09% | 2.2 |
|
| 7181 |
7181
Signify Wealth
Saint Louis,
Missouri
| $66.3M | -$8.04M | -11% | 9.87% | 36.7% | 44 | 38.64% | 0.8 |
|
| 7182 |
LJCM
7182
Lee Johnson Capital Management
Fort Worth,
Texas
| $66.1M | -$39.7M | -38% | 6.62% | 118% | 15 | 26.67% | 1.5 |
|
| 7183 |
7183
Norwood Financial
Honesdale,
Pennsylvania
| $66M | +$4.17M | +7% | 13.9% | – | 286 | 3.15% | 1.9 |
|
| 7184 |
7184
Kaizen Capital Partners
Central,
Hong Kong
| $65.7M | -$58.1M | -47% | 12.7% | – | 6 | 66.67% | 0.5 |
|
| 7185 |
7185
High Pines Wealth Management
Duxbury,
Massachusetts
| $65.6M | +$4.81M | +8% | 10.5% | 28.3% | 32 | 6.25% | 2.5 |
|
| 7186 |
7186
Riverpark Capital Management
New York
| $65.5M | +$10.2M | +19% | 20.6% | 152% | 40 | 0% | 3.8 |
|
| 7187 |
7187
Palliser Capital (UK)
London,
United Kingdom
| $64.9M | +$1.59M | +3% | 1.24% | 57% | 7 | 28.57% | 0.8 |
|
| 7188 |
WPA
7188
Winning Points Advisors
Boca Raton,
Florida
| $64.9M | +$8.45M | +15% | 14.4% | – | 39 | 20.51% | 5 |
|
| 7189 |
7189
Cruiser Capital Advisors
Stamford,
Connecticut
| $64.8M | -$8.34M | -11% | 13.9% | 192% | 61 | 39.34% | 1.6 |
|
| 7190 |
7190
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| $64.8M | -$14.6M | -18% | 18.4% | 81.3% | 1 | 0% | 2.5 |
|
| 7191 |
7191
Red Mountain Financial
Fort Collins,
Colorado
| $64.7M | – | – | 8.18% | – | 62 | – | 0 |
|
| 7192 |
MPEM
7192
Marathon Partners Equity Management
New York
| $64.2M | -$1.74M | -3% | 19.3% | – | 25 | 36% | 1.7 |
|
| 7193 |
DLDF
7193
Dan L. Duncan Foundation
Houston,
Texas
| $63.9M | +$3.94M | +7% | 9.42% | 11.8% | 2 | 0% | 3 |
|
| 7194 |
7194
ACME LLC
San Francisco,
California
| $63.6M | -$13.6M | -18% | 7.2% | 199% | 7 | 0% | 2.2 |
|
| 7195 |
KLC
7195
Knowledge Leaders Capital
Denver,
Colorado
| $63.4M | -$4.43M | -7% | 11.1% | 51.6% | 65 | 15.38% | 1.1 |
|
| 7196 |
7196
Commons Capital
Needham,
Massachusetts
| $63.4M | +$5.53M | +10% | 12.6% | 137% | 61 | 18.03% | 1.6 |
|
| 7197 |
7197
Rizvi Traverse Management
West Palm Beach,
Florida
| $63.4M | -$9.6M | -13% | 9.96% | – | 3 | 0% | 1.6 |
|
| 7198 |
7198
Chicago Capital Management
Chicago,
Illinois
| $63M | +$25.1M | +66% | 28.3% | 270% | 40 | 52.5% | 0.2 |
|
| 7199 |
7199
Guild Investment Management
Los Angeles,
California
| $63M | +$3.29M | +6% | 10.2% | 101% | 65 | 43.08% | 1.8 |
|
| 7200 |
7200
American Asset Management
Boca Raton,
Florida
| $62.9M | +$3.51M | +6% | 11.1% | 42.5% | 11 | 36.36% | 3.3 |
|