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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7926 |
7926
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $49.1M | -$16.4M | -25% | 4.23% | 0.74% | 4 | 0% | 3.9 |
|
| 7927 |
7927
Investment Counsel Company of Nevada
Las Vegas,
Nevada
| $49.1M | +$293K | +0.6% | 10.2% | – | 87 | 20.69% | 0.6 |
|
| 7928 |
SCA
7928
SMH Capital Advisors
Fort Worth,
Texas
| $49M | +$4.96M | +11% | 1.16% | 9.86% | 58 | 32.76% | 2.5 |
|
| 7929 |
7929
Wolfstich Capital
Medfield,
Massachusetts
| $49M | +$3.43M | +8% | 5.62% | – | 13 | 0% | 0.8 |
|
| 7930 |
7930
Elite Life Management
Sarasota,
Florida
| $49M | +$10.1M | +26% | 8.33% | – | 37 | 18.92% | 1.1 |
|
| 7931 |
7931
Bancreek Capital Management
Santa Monica,
California
| $47.7M | -$10.6M | -18% | 1.72% | 33.6% | 16 | 18.75% | 1.3 |
|
| 7932 |
IPI
7932
Inflection Point Investments
London,
United Kingdom
| $46.9M | -$5.86M | -11% | 5.91% | – | 10 | 10% | 1.4 |
|
| 7933 |
PFA
7933
Portland Financial Advisors
Port Washington,
New York
| $46.9M | +$5.26M | +13% | 4.9% | – | 79 | 16.46% | 0.6 |
|
| 7934 |
7934
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| $46.7M | -$9.13M | -16% | 2.87% | 172% | 11 | 63.64% | 1.6 |
|
| 7935 |
7935
LGT Financial Advisors
Dallas,
Texas
| $46.4M | +$6.95M | +18% | 7.62% | 63.3% | 663 | 49.92% | 1.3 |
|
| 7936 |
7936
JAT Capital Management
Greenwich,
Connecticut
| $46.3M | +$15.7M | +51% | 40% | 734% | 28 | 89.29% | 0.1 |
|
| 7937 |
7937
Corundum Trust Company
Sioux Falls,
South Dakota
| $46.1M | +$8.23M | +22% | 8.24% | – | 130 | 63.85% | 0.6 |
|
| 7938 |
1C
7938
1060 Capital
Denver,
Colorado
| $45.8M | -$3.62M | -7% | 33.3% | 301% | 15 | 66.67% | 0.1 |
|
| 7939 |
GSC
7939
Ground Swell Capital
Folly Beach,
South Carolina
| $45.7M | -$17.3M | -27% | 13.1% | 71.1% | 266 | 97.74% | 0 |
|
| 7940 |
7940
Western Asset Management Company
Pasadena,
California
| $45.2M | -$31.1M | -41% | 1.93% | 2.29% | 13 | 30.77% | 1.5 |
|
| 7941 |
7941
Wynnchurch Capital Partners IV
Rosemont,
Illinois
| $44.8M | -$27.9M | -38% | 19.3% | – | 1 | 0% | 0.8 |
|
| 7942 |
7942
MPM Asset Management
Boston,
Massachusetts
| $44.5M | +$1.16M | +3% | 15.1% | 5.89% | 5 | 20% | 4.6 |
|
| 7943 |
7943
Broadcrest Asset Management
Winter Park,
Florida
| $44.1M | -$10.7M | -20% | 3.74% | 54.1% | 7 | 14.29% | 1.8 |
|
| 7944 |
FTB
7944
First Trust Bank
Nassau,
Bahamas
| $43.7M | +$24.9M | +132% | 10% | 64.2% | 5 | 80% | 0.4 |
|
| 7945 |
7945
Novus Advisors
Greenville,
South Carolina
| $43.6M | -$22M | -34% | 5.94% | – | 78 | 44.87% | 0.7 |
|
| 7946 |
7946
AREX Capital Management
New York
| $43.4M | -$7.9M | -15% | 6.7% | 36.2% | 20 | 45% | 1.7 |
|
| 7947 |
7947
TCG Capital Management
Playa Vista,
California
| $43.1M | -$16.5M | -28% | 27.7% | 45.7% | 1 | 0% | 2.8 |
|
| 7948 |
7948
New Leaf Venture Partners
New York
| $43M | +$9.08M | +27% | 33.1% | 3.91% | 8 | 12.5% | 6 |
|
| 7949 |
7949
Laidlaw Wealth Management
New York City,
New York
| $42M | +$7.29M | +21% | 16% | 150% | 68 | 36.76% | 2.2 |
|
| 7950 |
7950
Cincinnati Indemnity Company
Fairfield,
Ohio
| $41.3M | +$36.3K | +0.1% | 1.09% | 33.1% | 10 | 0% | 9.5 |
|