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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
Zuckerman Investment Group
Chicago,
Illinois
| $374M | +$1.22M | +0.3% | 0.9% | 111% | 57 | 24.56% | 1.4 |
|
| 2102 |
FPCM
2102
Financial Partners Capital Management
New York
| $374M | -$29.4M | -7% | 1.23% | 34.2% | 106 | 8.49% | 2.1 |
|
| 2103 |
2103
Phillips Financial Management
Fort Wayne,
Indiana
| $374M | +$13.1M | +4% | 2.25% | 45.6% | 63 | 3.17% | 2.6 |
|
| 2104 |
RIA
2104
RPG Investment Advisory
Pleasanton,
California
| $373M | +$115M | +44% | 2.84% | 186% | 122 | 23.77% | 0.4 |
|
| 2105 |
IFLIT
2105
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $373M | -$8.94M | -2% | 1.69% | 45.7% | 19 | 5.26% | 1.6 |
|
| 2106 |
2106
Bienville Capital Management
New York
| $373M | +$68.1M | +22% | 9.38% | 36.3% | 127 | 42.52% | 0.6 |
|
| 2107 |
2107
Novare Capital Management
Charlotte,
North Carolina
| $371M | +$14.9M | +4% | 5.43% | 76.5% | 118 | 16.1% | 2.1 |
|
| 2108 |
JBFJ
2108
James B. Fleming Jr
| $370M | -$82.6M | -18% | 15.2% | – | 1 | 0% | 1.5 |
|
| 2109 |
2109
Rivulet Capital
Summit,
New Jersey
| $370M | +$47.5M | +15% | 1.97% | 27.4% | 12 | 16.67% | 0.9 |
|
| 2110 |
2110
Kerrisdale Advisers
Miami,
Florida
| $370M | -$216M | -37% | 3.09% | 78.8% | 51 | 58.82% | 0.5 |
|
| 2111 |
DTL
2111
Dynamic Technology Lab
Singapore
| $370M | -$1.3M | -0.4% | 0.45% | 30.8% | 1,408 | 79.26% | 0.2 |
|
| 2112 |
2112
Tekne Capital Management
New York
| $369M | +$47.8M | +15% | 1.97% | 516% | 19 | 47.37% | 0.6 |
|
| 2113 |
2113
Annex Advisory Services
Brookfield,
Wisconsin
| $369M | +$16.7M | +5% | 1.84% | 85.8% | 124 | 15.32% | 1.9 |
|
| 2114 |
LCM
2114
Lonestar Capital Management
San Francisco,
California
| $369M | +$142M | +63% | 3.33% | 260% | 18 | 44.44% | 0.6 |
|
| 2115 |
2115
DT Investment Partners
Chadds Ford,
Pennsylvania
| $368M | +$15.2M | +4% | 2.56% | 58% | 72 | 11.11% | 1.8 |
|
| 2116 |
HPBT
2116
High Point Bank & Trust
High Point,
North Carolina
| $368M | -$17M | -4% | 1.89% | 16.5% | 435 | 5.75% | 2.3 |
|
| 2117 |
2117
Red Mountain Capital Partners
Los Angeles,
California
| $367M | -$59.4M | -14% | 7.52% | 37.4% | 8 | 0% | 2.5 |
|
| 2118 |
JC
2118
Joho Capital
New York
| $367M | -$30.8M | -8% | 10.6% | 80.2% | 12 | 25% | 0.8 |
|
| 2119 |
AP
2119
Archon Partners
Princeton Junction,
New Jersey
| $367M | +$4.06M | +1% | 2.39% | 86% | 55 | 10.91% | 2 |
|
| 2120 |
2120
Vivo Capital
Palo Alto,
California
| $366M | -$32.5M | -8% | 3.73% | 7,491% | 26 | 19.23% | 0.2 |
|
| 2121 |
2121
Brouwer & Janachowski
Mill Valley,
California
| $366M | +$72.8M | +25% | 2.87% | 41.8% | 50 | 18% | 1.7 |
|
| 2122 |
2122
Capula Management
Grand Cayman,
Cayman Islands
| $366M | +$214M | +141% | 0.62% | 90.7% | 10 | 90% | 0.1 |
|
| 2123 |
2123
Accident Compensation Corp
Wellington,
New Zealand
| $365M | +$4.07M | +1% | 3.1% | 24.6% | 122 | 19.67% | 0.4 |
|
| 2124 |
2124
Globeflex Capital
San Diego,
California
| $365M | -$8.48M | -2% | 7.57% | 186% | 592 | 42.23% | 0.9 |
|
| 2125 |
2125
Guinness Asset Management
London,
United Kingdom
| $365M | +$35.9M | +11% | 7.77% | 73.9% | 85 | 4.71% | 2.1 |
|