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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
GCG
2501
Giovine Capital Group
Santa Monica,
California
| $193M | +$22.3M | +13% | 5.63% | – | 46 | 26.09% | 0.2 |
|
| 2502 |
SGI
2502
SAC Global Investors
London,
United Kingdom
| $193M | -$52.7M | -21% | 7.24% | – | 114 | 64.91% | 0.1 |
|
| 2503 |
RC
2503
Roundview Capital
Princeton,
New Jersey
| $193M | +$33.2M | +21% | 5.88% | 77.7% | 124 | 15.32% | 0.2 |
|
| 2504 |
HP
2504
Harvey Partners
Tarrytown,
New York
| $193M | -$8.06M | -4% | 13.2% | 174% | 65 | 63.08% | 0.1 |
|
| 2505 |
TNB
2505
Thomasville National Bank
Thomasville,
Georgia
| $192M | +$40.2M | +26% | 3.19% | – | 132 | 43.94% | 0.1 |
|
| 2506 |
BP
2506
Bandera Partners
New York
| $192M | +$10.4M | +6% | 3.85% | 55.4% | 14 | 14.29% | 0.2 |
|
| 2507 |
GIP
2507
Greatmark Investment Partners
Columbus,
Georgia
| $192M | +$36.3M | +23% | 3.05% | 62% | 85 | 8.24% | 0.2 |
|
| 2508 |
SPIA
2508
Strategic Point Investment Advisors
Providence,
Rhode Island
| $192M | +$20.4M | +12% | 5.09% | 51.9% | 11 | 27.27% | 0.2 |
|
| 2509 |
FAM
2509
Fortaleza Asset Management
Chicago,
Illinois
| $191M | +$18.4M | +11% | 15.1% | 121% | 245 | 35.1% | 0.2 |
|
| 2510 |
2510
Merriman Wealth Management
Seattle,
Washington
| $191M | +$115M | +149% | 7.64% | 18.3% | 55 | 60% | 0.1 |
|
| 2511 |
MCM
2511
Mast Capital Management
Boston,
Massachusetts
| $191M | -$109M | -36% | 15.4% | – | 10 | 70% | 0.2 |
|
| 2512 |
FIM
2512
Fruth Investment Management
Houston,
Texas
| $191M | +$14.2M | +8% | 7.04% | 79.4% | 192 | 8.33% | 0.2 |
|
| 2513 |
LC
2513
Lilley & Co
Tecumseh,
Michigan
| $191M | +$6.7M | +4% | 4.56% | – | 106 | 7.55% | 0.2 |
|
| 2514 |
ECM
2514
Exchange Capital Management
Ann Arbor,
Michigan
| $191M | +$11.1M | +6% | 4.8% | 57.8% | 240 | 28.33% | 0.2 |
|
| 2515 |
NEPWA
2515
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $191M | +$31.1M | +19% | 4.73% | 51.3% | 76 | 17.11% | 0.2 |
|
| 2516 |
MCM
2516
Moon Capital Management
New York
| $191M | -$19.6M | -9% | 16.6% | 76.3% | 40 | 45% | 0.2 |
|
| 2517 |
MMG
2517
Monetary Management Group
St Louis,
Missouri
| $190M | +$7.61M | +4% | 6.25% | 138% | 212 | 14.15% | 0.2 |
|
| 2518 |
SG
2518
StepStone Group
La Jolla,
California
| $190M | -$64.1M | -25% | 19.1% | 103% | 18 | 38.89% | 0.2 |
|
| 2519 |
CA
2519
Corrado Advisors
Ramsey,
New Jersey
| $190M | +$24M | +14% | 5.56% | 64% | 72 | 44.44% | 0.1 |
|
| 2520 |
III
2520
Independent Investors Inc
Nesconset,
New York
| $190M | +$8.45M | +5% | 7.81% | 61.6% | 95 | 9.47% | 0.2 |
|
| 2521 |
NCM
2521
Noesis Capital Mangement
Boca Raton,
Florida
| $190M | +$2.41M | +1% | 4.19% | 128% | 103 | 4.85% | 0.2 |
|
| 2522 |
ACM
2522
Astenbeck Capital Management
Southport,
Connecticut
| $190M | +$11.6M | +7% | 9.13% | 12.4% | 12 | 0% | 0.3 |
|
| 2523 |
SKP
2523
Sanborn Kilcollin Partners
Chicago,
Illinois
| $190M | +$25.1M | +15% | 0.26% | – | 20 | 5% | 0.2 |
|
| 2524 |
DFG
2524
Delphi Financial Group
Wilmington,
Delaware
| $189M | -$10.6M | -5% | 5.3% | 66.3% | 14 | 14.29% | 0.2 |
|
| 2525 |
FBT
2525
First Bankers Trust
Louisville,
Kentucky
| $189M | +$3.73M | +2% | 1.9% | 78.9% | 136 | 4.41% | 0.2 |
|