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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
MV Capital Management
Bethesda,
Maryland
| $936M | -$5.83M | -0.6% | 0.18% | 73.3% | 1,079 | 7.51% | 3.4 |
|
| 2252 |
2252
Kopernik Global Investors
Tampa,
Florida
| $935M | -$64.5M | -6% | 1.18% | 128% | 36 | 19.44% | 3 |
|
| 2253 |
2253
Estate Counselors
Thiensville,
Wisconsin
| $935M | -$29.8M | -3% | 1.65% | 60% | 125 | 32.8% | 2 |
|
| 2254 |
2254
Nilsine Partners
Greenwood Village,
Colorado
| $934M | +$162M | +21% | 1.88% | 117% | 382 | 15.45% | 1.3 |
|
| 2255 |
2255
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $934M | +$168M | +22% | 19.6% | 94.5% | 24 | 12.5% | 2.4 |
|
| 2256 |
2256
Ironvine Capital Partners
Omaha,
Nebraska
| $933M | +$1.8M | +0.2% | 0.43% | 58.8% | 49 | 8.16% | 5.1 |
|
| 2257 |
2257
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $933M | -$32.1M | -3% | 1.33% | 22.7% | 33 | 9.09% | 5.7 |
|
| 2258 |
2258
Liberty 77 Capital
Washington,
District of Columbia
| $932M | – | – | 0.19% | – | 4 | – | 0 |
|
| 2259 |
2259
Gladius Capital Management
Chicago,
Illinois
| $932M | +$102M | +12% | 9.08% | 78% | 280 | 75% | 1.9 |
|
| 2260 |
2260
Webster Bank
Waterbury,
Connecticut
| $931M | -$9.04M | -1% | 2.62% | 77.5% | 599 | 7.85% | 6 |
|
| 2261 |
2261
Irenic Capital Management
New York
| $931M | -$208M | -18% | 7.93% | 93.6% | 30 | 50% | 0.6 |
|
| 2262 |
C
2262
Chescapmanager
Baltimore,
Maryland
| $930M | -$14.3M | -2% | 9.59% | 202% | 43 | 34.88% | 2.4 |
|
| 2263 |
2263
LVM Capital Management
Portage,
Michigan
| $930M | +$51.1M | +6% | 2.29% | 121% | 162 | 16.67% | 6 |
|
| 2264 |
2264
Beacon Financial Group
Dallas,
Texas
| $929M | +$4.9M | +0.5% | 0.16% | 66.6% | 345 | 12.17% | 4.1 |
|
| 2265 |
2265
Crake Asset Management
London,
United Kingdom
| $927M | +$112M | +14% | 0.04% | 52.7% | 12 | 25% | 2 |
|
| 2266 |
2266
Rockwood Wealth Management
New Hope,
Pennsylvania
| $926M | +$17.3M | +2% | 2.62% | 52.6% | 101 | 14.85% | 1.8 |
|
| 2267 |
2267
Water Island Capital
New York
| $926M | -$67M | -7% | 4.66% | 438% | 113 | 59.29% | 0.4 |
|
| 2268 |
2268
Clear Creek Financial Management
Silverdale,
Washington
| $925M | +$41.8M | +5% | 1.93% | 86.1% | 517 | 20.89% | 1.8 |
|
| 2269 |
2269
Mark Asset Management
New York
| $924M | -$167M | -15% | 12% | 325% | 64 | 39.06% | 2.4 |
|
| 2270 |
2270
American Securities
New York
| $923M | – | – | 34.8% | – | 1 | – | 0 |
|
| 2271 |
2271
Liberty One Investment Management
Libertyville,
Illinois
| $923M | -$55.3M | -6% | 4.31% | 40.3% | 186 | 23.12% | 3.4 |
|
| 2272 |
2272
Integrity Alliance
Urbandale,
Iowa
| $923M | – | – | 0.32% | – | 215 | – | 0 |
|
| 2273 |
2273
Cypress Funds
Los Angeles,
California
| $922M | -$8.13M | -0.9% | 6.32% | 100% | 15 | 0% | 3.2 |
|
| 2274 |
2274
Sagefield Capital
Dallas,
Texas
| $922M | +$760K | +0.1% | 4.93% | 115% | 122 | 49.18% | 1 |
|
| 2275 |
2275
Certified Advisory Corp
Altamonte Springs,
Florida
| $921M | +$18.8M | +2% | 0.36% | 62.9% | 308 | 7.14% | 3.5 |
|