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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7301 |
SCA
7301
SMH Capital Advisors
Fort Worth,
Texas
| $37.1M | -$9.01M | -20% | 2.16% | 10.7% | 54 | 27.78% | 2.4 |
|
| 7302 |
7302
SCF Partners
Houston,
Texas
| $37M | -$10.3M | -22% | 13.5% | 2.1% | 3 | 66.67% | 3 |
|
| 7303 |
7303
AJOVista
Boston,
Massachusetts
| $36.9M | -$42.3M | -53% | 11.4% | – | 459 | 83.44% | 0.2 |
|
| 7304 |
7304
Fiduciary Counselling
Saint Paul,
Minnesota
| $36.6M | +$2.67M | +8% | 7.98% | 26.5% | 9 | 0% | 5.9 |
|
| 7305 |
7305
Vazirani Asset Management
New York
| $36.2M | +$11.8M | +49% | 20.2% | 436% | 35 | 85.71% | 0.1 |
|
| 7306 |
7306
M Financial Asset Management
Portland,
Oregon
| $35.9M | +$4.25M | +13% | 6.39% | 7.58% | 9 | 0% | 4.6 |
|
| 7307 |
7307
Solutions 4 Wealth
Southlake,
Texas
| $35.6M | +$4.98M | +16% | 4.17% | – | 41 | 14.63% | 0.2 |
|
| 7308 |
7308
Windsor Advisory Group
Columbus,
Ohio
| $35.5M | +$1.88M | +6% | 14.3% | 48.2% | 62 | 30.65% | 1 |
|
| 7309 |
7309
Members Capital Advisors Inc
Madison,
Wisconsin
| $35.4M | +$622K | +2% | 1.96% | – | 28 | 0% | 3.5 |
|
| 7310 |
7310
Essex Private Wealth Management
Topsfield,
Massachusetts
| $35.3M | +$3.26M | +10% | 7.73% | 29.3% | 33 | 15.15% | 2.5 |
|
| 7311 |
7311
VanderPol Investments
Caledonia,
Michigan
| $34.9M | +$5.52M | +19% | 6.68% | – | 49 | 20.41% | 0.2 |
|
| 7312 |
7312
Courage Capital Management
Nashville,
Tennessee
| $34.5M | +$9.8M | +39% | 11.9% | 86.5% | 13 | 30.77% | 2.4 |
|
| 7313 |
7313
Freemont Capital
Singapore
| $33.8M | +$13.9M | +70% | 1.07% | 31.6% | 7 | 57.14% | 1 |
|
| 7314 |
7314
Merlin Capital
Newport,
Rhode Island
| $33.5M | +$2.31M | +7% | 13.1% | – | 58 | 13.79% | 1.7 |
|
| 7315 |
7315
Alken Asset Management
London,
United Kingdom
| $33.5M | +$3.79M | +13% | 0.06% | 2.19% | 27 | 11.11% | 0.8 |
|
| 7316 |
7316
West Tower Group
Richmond,
Virginia
| $33.2M | -$16.1M | -33% | 4.88% | 120% | 537 | 92.36% | 0.3 |
|
| 7317 |
7317
Tarsadia Capital
New York
| $32.3M | -$18.9M | -37% | 4.59% | – | 2 | 0% | 0.5 |
|
| 7318 |
7318
Biglari Sardar
| $30.8M | +$2.04M | +7% | 7.68% | 39.1% | 9 | 0% | 2.3 |
|
| 7319 |
SP
7319
Systematic Portfolios
New York
| $30.4M | -$2.61M | -8% | 1.04% | – | 203 | 89.16% | 0.1 |
|
| 7320 |
CPR
7320
CSU Producer Resources
Fairfield,
Ohio
| $30.4M | +$1.95M | +7% | 8.24% | 82.3% | 26 | 11.54% | 5.6 |
|
| 7321 |
7321
WuXi AppTec
Shanghai,
China
| $29.4M | -$9.17M | -24% | 26.4% | – | 5 | 60% | 0.3 |
|
| 7322 |
7322
Virtus Fund Advisers
Hartford,
Connecticut
| $28.3M | +$12.2M | +76% | 13.4% | – | 135 | 37.78% | 0.7 |
|
| 7323 |
7323
DUMAC Inc
Durham,
North Carolina
| $27.6M | -$4.84M | -15% | 6.34% | – | 18 | 55.56% | 1.3 |
|
| 7324 |
7324
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Warszawa,
Poland
| $27.5M | – | – | 3.56% | – | 39 | – | 0 |
|
| 7325 |
SM
7325
Southport Management
Wilson,
Wyoming
| $27.2M | +$4M | +17% | 11.2% | 107% | 41 | 31.71% | 1.2 |
|