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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
TIM
2601
Tortoise Investment Management
White Plains,
New York
| $217M | +$34.3M | +19% | 2.24% | 40.2% | 393 | 19.59% | 0.6 |
|
| 2602 |
MCM
2602
Matterhorn Capital Management
San Antonio,
Texas
| $216M | -$725K | -0.3% | 2.16% | 38.8% | 57 | 5.26% | 0.7 |
|
| 2603 |
IHM
2603
Iguana Healthcare Management
New York
| $216M | +$40.9M | +23% | 13.2% | 141% | 110 | 69.09% | 0.1 |
|
| 2604 |
LSC
2604
Lyon Street Capital
Sausalito,
California
| $216M | -$6.29M | -3% | 3.2% | – | 45 | 24.44% | 0.6 |
|
| 2605 |
EVC
2605
Eidelman Virant Capital
Saint Louis,
Missouri
| $216M | -$19.5M | -8% | 1.3% | 46.2% | 220 | 24.55% | 0.5 |
|
| 2606 |
2606
Buckingham Strategic Wealth
Clayton,
Missouri
| $216M | +$3.77M | +2% | 4.33% | 16.3% | 170 | 15.88% | 0.6 |
|
| 2607 |
2607
Savant Capital
Rockford,
Illinois
| $216M | +$11.9M | +6% | 0.11% | 61.2% | 185 | 14.05% | 0.6 |
|
| 2608 |
MIC
2608
MU Investments Company
Tokyo,
Japan
| $216M | -$16.3M | -7% | 2.09% | 40.4% | 359 | 12.53% | 0.7 |
|
| 2609 |
HM
2609
Heronetta Management
New York
| $216M | +$15.2M | +8% | 4.95% | 59.7% | 38 | 2.63% | 0.7 |
|
| 2610 |
2610
Element Capital Management
New York
| $216M | +$112M | +108% | 0.85% | 49.4% | 3 | 66.67% | 0.1 |
|
| 2611 |
WAM
2611
Weatherly Asset Management
Del Mar,
California
| $215M | +$5.83M | +3% | 1.81% | 108% | 146 | 8.22% | 0.7 |
|
| 2612 |
FCM
2612
Firsthand Capital Management
San Jose,
California
| $215M | +$13.5M | +7% | 3.54% | 265% | 55 | 7.27% | 0.6 |
|
| 2613 |
MM
2613
Midas Management
New York
| $215M | +$2.95M | +1% | 1.84% | 43.3% | 168 | 17.86% | 0.6 |
|
| 2614 |
SWM
2614
Segment Wealth Management
Houston,
Texas
| $215M | +$12.3M | +6% | 1.09% | 102% | 163 | 9.82% | 0.7 |
|
| 2615 |
MMG
2615
Monetary Management Group
St Louis,
Missouri
| $215M | -$764K | -0.4% | 2.22% | 138% | 284 | 13.38% | 0.6 |
|
| 2616 |
TFP
2616
Triple Frond Partners
San Francisco,
California
| $215M | -$85.3M | -28% | 0.57% | 92.9% | 10 | 30% | 0.7 |
|
| 2617 |
F
2617
Filament
Seattle,
Washington
| $215M | +$7.28M | +4% | 1.44% | 46.9% | 41 | 9.76% | 0.6 |
|
| 2618 |
FBT
2618
First Bankers Trust
Louisville,
Kentucky
| $215M | +$4.15M | +2% | 1.67% | 78.9% | 143 | 5.59% | 0.7 |
|
| 2619 |
CANC
2619
Culbertson A N & Co
Charlottesville,
Virginia
| $215M | +$9.21M | +4% | 1.93% | 80.7% | 78 | 1.28% | 0.7 |
|
| 2620 |
G
2620
GlobalBridge
Minneapolis,
Minnesota
| $215M | +$13.1M | +6% | 1.91% | – | 363 | 17.36% | 0.6 |
|
| 2621 |
RCP
2621
RIT Capital Partners
London,
United Kingdom
| $214M | -$73.7M | -26% | 1.6% | 71.4% | 11 | 54.55% | 0.5 |
|
| 2622 |
SAM
2622
SignalPoint Asset Management
Springfield,
Missouri
| $214M | -$6.67M | -3% | 2.28% | 36% | 169 | 8.28% | 0.5 |
|
| 2623 |
BWAM
2623
Boyd Watterson Asset Management
Cleveland,
Ohio
| $214M | -$313K | -0.1% | 1.36% | 101% | 181 | 13.26% | 0.7 |
|
| 2624 |
IAS
2624
IMA Advisory Services
Denver,
Colorado
| $214M | +$3.7M | +2% | 2.04% | 74.5% | 165 | 8.48% | 0.7 |
|
| 2625 |
IIA
2625
IPG Investment Advisors
San Diego,
California
| $213M | +$25.9M | +14% | 5% | 106% | 84 | 47.62% | 0.2 |
|