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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Endicott Management
New York
| $270M | -$5.44M | -2% | 0.17% | 229% | 55 | 67.27% | 0.7 |
|
| 2402 |
KCM
2402
KSA Capital Management
Morristown,
New Jersey
| $269M | -$5.84M | -2% | 1.55% | 109% | 52 | 67.31% | 0.8 |
|
| 2403 |
2403
Battery Partners IX
Boston,
Massachusetts
| $269M | -$40.2M | -13% | 6.7% | 322% | 4 | 25% | 0.9 |
|
| 2404 |
2404
Schooner Capital
Vero Beach,
Florida
| $268M | -$1.55M | -0.6% | 0.48% | 31.1% | 2 | 0% | 1.9 |
|
| 2405 |
2405
Jaffetilchin Investment Partners
Tampa,
Florida
| $268M | -$65M | -19% | 4.23% | 88.1% | 245 | 49.39% | 0.8 |
|
| 2406 |
2406
Oceanic Investment Management
Douglas,
Isle Of Man
| $268M | -$34.9M | -12% | 15.6% | – | 29 | 62.07% | 0.5 |
|
| 2407 |
2407
Narwhal Capital Management
Marietta,
Georgia
| $268M | -$6.81M | -2% | 4.31% | 93.8% | 133 | 9.77% | 1.7 |
|
| 2408 |
2408
Wildcat Capital Management
New York
| $268M | -$23.9M | -8% | 23.8% | 126% | 22 | 40.91% | 0.4 |
|
| 2409 |
2409
G2 Investment Partners Management
New York
| $268M | -$5.68M | -2% | 2.8% | 1,145% | 99 | 58.59% | 0.5 |
|
| 2410 |
2410
Cannell Capital
Alta,
Wyoming
| $267M | -$39M | -13% | 4.44% | 127% | 70 | 18.57% | 1.3 |
|
| 2411 |
2411
Evanson Asset Management
Carmel,
California
| $267M | -$20.3M | -7% | 6.9% | 66.6% | 220 | 9.55% | 1.4 |
|
| 2412 |
2412
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $266M | -$79.6M | -23% | 27.4% | 282% | 41 | 58.54% | 0.7 |
|
| 2413 |
ACP
2413
Andalusian Capital Partners
Greenwich,
Connecticut
| $266M | -$136M | -34% | 14.5% | – | 71 | 56.34% | 0.4 |
|
| 2414 |
2414
Edge Wealth Management
New York
| $265M | -$26.9M | -9% | 10.2% | 75.3% | 501 | 16.77% | 1.3 |
|
| 2415 |
2415
Sageview Capital
Greenwich,
Connecticut
| $265M | -$68.8M | -21% | 5.22% | 335% | 5 | 0% | 1.9 |
|
| 2416 |
2416
Canal Insurance Company
Greenville,
South Carolina
| $265M | -$29.4M | -10% | 8.25% | 114% | 95 | 12.63% | 1.8 |
|
| 2417 |
2417
Summit Partners Public Asset Management
Boston,
Massachusetts
| $265M | -$21.6M | -8% | 2.13% | 1,167% | 84 | 61.9% | 0.1 |
|
| 2418 |
CCM
2418
Catapult Capital Management
New York
| $265M | -$431M | -62% | 6.98% | – | 286 | 70.98% | 0.3 |
|
| 2419 |
2419
Maple-Brown Abbott
Barangaroo,
Australia
| $264M | +$3.48M | +1% | 7.72% | 7.92% | 21 | 14.29% | 0.6 |
|
| 2420 |
ICP
2420
IBIS Capital Partners
London,
United Kingdom
| $264M | +$12.5M | +5% | 8% | 35.1% | 22 | 36.36% | 0.7 |
|
| 2421 |
KLC
2421
Knowledge Leaders Capital
Denver,
Colorado
| $264M | -$5.64M | -2% | 3.26% | 51.6% | 40 | 40% | 0.8 |
|
| 2422 |
2422
Lombard Odier & Cie (Bahamas)
Nassau,
Bahamas
| $263M | -$21.7M | -8% | 7.86% | – | 95 | 12.63% | 1.4 |
|
| 2423 |
2423
Tortoise Investment Management
White Plains,
New York
| $263M | -$3.26M | -1% | 5.6% | 40.2% | 455 | 9.45% | 1.6 |
|
| 2424 |
RCM
2424
Riverloft Capital Management
Miami Beach,
Florida
| $263M | -$108M | -29% | 13.9% | – | 76 | 56.58% | 0.3 |
|
| 2425 |
2425
Southeast Asset Advisors
Thomasville,
Georgia
| $263M | -$18.8M | -7% | 3.95% | 91.5% | 96 | 16.67% | 1.8 |
|