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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7801 |
7801
North Forty Two & Co
Lake Oswego,
Oregon
| $86.6M | – | – | 1.54% | – | 91 | – | 0 |
|
| 7802 |
7802
Luminus Management
Houston,
Texas
| $86.6M | -$111M | -56% | 26.8% | 8.7% | 24 | 54.17% | 2 |
|
| 7803 |
7803
Kirkoswald Asset Management
New York
| $86.4M | -$18.9M | -18% | 33.4% | – | 6 | 100% | 0 |
|
| 7804 |
BPWM
7804
Black Point Wealth Management
Naples,
Florida
| $86.4M | +$128K | +0.1% | 0.85% | – | 44 | 9.09% | 0.5 |
|
| 7805 |
7805
ABS Direct Equity Fund
Stamford,
Connecticut
| $86.3M | -$3.52M | -4% | 4.45% | – | 44 | 25% | 0.8 |
|
| 7806 |
7806
Mirabaud Asset Management (France)
Paris,
France
| $86.1M | +$11.4M | +15% | 0% | – | 9 | 0% | 0.2 |
|
| 7807 |
7807
Windsor Advisory Group
Columbus,
Ohio
| $86M | -$2.6M | -3% | 0.92% | 48.2% | 106 | 48.11% | 1 |
|
| 7808 |
7808
Blalock Williams
Alexander City,
Alabama
| $85.9M | – | – | 0.17% | – | 106 | – | 0 |
|
| 7809 |
7809
Connective Capital Management
Palo Alto,
California
| $85.9M | -$24.5M | -22% | 10.5% | 188% | 80 | 67.5% | 0.6 |
|
| 7810 |
7810
Provident Company of the Employees of the Hebrew University
Jerusalem,
Israel
| $85.8M | -$3.01M | -3% | 0.5% | – | 32 | 18.75% | 0.6 |
|
| 7811 |
7811
Cove Street Capital
El Segundo,
California
| $85.7M | -$42.1M | -33% | 8.26% | 84.2% | 105 | 16.19% | 2.4 |
|
| 7812 |
7812
Aldebaran Financial
| $85.6M | +$730K | +0.9% | 4.58% | 115% | 78 | 19.23% | 5.4 |
|
| 7813 |
AM
7813
Account Management
Boxford,
Massachusetts
| $85.4M | +$1.29M | +2% | 1.29% | 88.3% | 24 | 0% | 4.2 |
|
| 7814 |
7814
Signal Tree Financial Partners
Copley,
Ohio
| $85.2M | – | – | 1.64% | – | 42 | – | 0 |
|
| 7815 |
7815
Mosaic Advisors
Houston,
Texas
| $85.1M | -$45.5M | -35% | 3.1% | 50.9% | 21 | 52.38% | 2 |
|
| 7816 |
7816
Swisher Financial Concepts
Westerville,
Ohio
| $84.9M | -$73.8M | -46% | 1.36% | – | 89 | 31.46% | 0.8 |
|
| 7817 |
CMANY
7817
Capital Management Associates (New York)
New York
| $84.9M | -$4.93M | -5% | 6.92% | 215% | 80 | 17.5% | 3 |
|
| 7818 |
AOG
7818
Alpha Omega Group
Reston,
Virginia
| $84.9M | +$12M | +16% | 0.3% | 16.1% | 21 | 9.52% | 2.6 |
|
| 7819 |
7819
Wedgewood Investors
Erie,
Pennsylvania
| $84.9M | -$6.69M | -7% | 2.55% | – | 100 | 4% | 7.4 |
|
| 7820 |
7820
Atlantic Family Wealth
Coral Gables,
Florida
| $84.6M | – | – | 0.48% | – | 43 | – | 0 |
|
| 7821 |
7821
Martin Capital Partners
Eugene,
Oregon
| $84.3M | -$118M | -58% | 4.46% | 42.3% | 74 | 28.38% | 4.5 |
|
| 7822 |
EVP
7822
Evergreen Venture Partners
Tel Aviv,
Israel
| $84.2M | +$6.69M | +9% | 8.63% | 88.4% | 1 | 0% | 3 |
|
| 7823 |
7823
Arena Capital Advisors
Los Angeles,
California
| $84.1M | -$7.68M | -8% | 2.12% | 127% | 31 | 6.45% | 2.2 |
|
| 7824 |
7824
AWH Capital
Dallas,
Texas
| $84.1M | -$28M | -25% | 1.99% | 183% | 24 | 20.83% | 3.1 |
|
| 7825 |
PCM
7825
Park Capital Management
Madison,
Wisconsin
| $83.6M | – | – | 1.82% | – | 56 | – | 0 |
|