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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
FIM
2701
Fruth Investment Management
Houston,
Texas
| $231M | -$4.78M | -2% | 1.47% | 79.4% | 237 | 7.17% | 1.4 |
|
| 2702 |
SHWM
2702
Smith & Howard Wealth Management
Atlanta,
Georgia
| $231M | +$22.1M | +11% | 1.22% | 40.4% | 87 | 40.23% | 0.7 |
|
| 2703 |
DTL
2703
Dynamic Technology Lab
Singapore
| $231M | +$34.3M | +17% | 0.98% | 30.8% | 1,101 | 85.83% | 0.1 |
|
| 2704 |
FCM
2704
Farmstead Capital Management
Ridgewood,
New Jersey
| $231M | +$67.2M | +41% | 0.15% | – | 9 | 33.33% | 0.2 |
|
| 2705 |
OFM
2705
Omega Fund Management
Boston,
Massachusetts
| $231M | +$13.9M | +6% | 22.5% | 106% | 7 | 0% | 0.3 |
|
| 2706 |
JAM
2706
JW Asset Management
Miami Beach,
Florida
| $231M | +$98M | +74% | 42.6% | 251% | 63 | 34.92% | 0.2 |
|
| 2707 |
SWK
2707
Stephen W. Kidder
| $231M | +$482K | +0.2% | 0.17% | 94.7% | 97 | 4.12% | 1.2 |
|
| 2708 |
IMIM
2708
Irving Magee Investment Management
Conshohocken,
Pennsylvania
| $231M | +$5.91M | +3% | 1.04% | 39.9% | 52 | 7.69% | 1.5 |
|
| 2709 |
AAM
2709
Aston Asset Management
Chicago,
Illinois
| $230M | -$4.57M | -2% | 1.54% | 26.1% | 157 | 24.84% | 1.2 |
|
| 2710 |
ST
2710
Semper Trust
King Of Prussia,
Pennsylvania
| $230M | -$19M | -8% | 0.57% | – | 161 | 9.32% | 1.4 |
|
| 2711 |
CIM
2711
CIM Investment Management
Pittsburgh,
Pennsylvania
| $230M | +$12M | +6% | 1.37% | 123% | 307 | 36.16% | 0.8 |
|
| 2712 |
TVM
2712
Tiger Veda Management
New York
| $230M | -$26M | -10% | 0.97% | – | 19 | 47.37% | 0.8 |
|
| 2713 |
GG
2713
Greenwood Gearhart
Fayetteville,
Arkansas
| $230M | +$6.28M | +3% | 1.74% | 70.6% | 51 | 5.88% | 1.6 |
|
| 2714 |
GHP
2714
Great Hill Partners
Boston,
Massachusetts
| $230M | +$87.8M | +62% | 61.8% | 24% | 1 | 0% | 0.3 |
|
| 2715 |
SAM
2715
Shikiar Asset Management
New York
| $230M | +$17M | +8% | 4.25% | 97.8% | 120 | 20.83% | 1.2 |
|
| 2716 |
CPI
2716
Crestview Partners II
New York
| $230M | -$104M | -31% | 26.1% | 157% | 2 | 0% | 1.8 |
|
| 2717 |
SFG
2717
Sather Financial Group
Victoria,
Texas
| $229M | +$8.22M | +4% | 1.66% | 70% | 53 | 15.09% | 1.4 |
|
| 2718 |
SRCM
2718
Swift Run Capital Management
Charlottesville,
Virginia
| $229M | +$19.3M | +9% | 5.39% | 9.9% | 65 | 44.62% | 0.6 |
|
| 2719 |
CIA
2719
CSat Investment Advisory
Detroit,
Michigan
| $229M | -$11.4M | -5% | 6.92% | 87.4% | 24 | 33.33% | 0.6 |
|
| 2720 |
SCM
2720
Stonerise Capital Management
San Francisco,
California
| $228M | +$1.43M | +0.6% | 2.46% | 0.77% | 11 | 18.18% | 1.1 |
|
| 2721 |
IIM
2721
Ipswich Investment Management
Beverly,
Massachusetts
| $228M | -$6.57M | -3% | 1.21% | 104% | 140 | 9.29% | 1.4 |
|
| 2722 |
VIP
2722
Vantage Investment Partners
Kansas City,
Missouri
| $228M | -$110M | -32% | 3.35% | 50.9% | 45 | 6.67% | 1.6 |
|
| 2723 |
NJBEST
2723
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $228M | +$3.38M | +2% | 0.33% | 42% | 219 | 40.18% | 0.8 |
|
| 2724 |
CFA
2724
Carroll Financial Associates
Charlotte,
North Carolina
| $228M | +$70.8M | +45% | 0.3% | 79.9% | 909 | 20.68% | 1.1 |
|
| 2725 |
AS
2725
AIA (Singapore)
Singapore
| $227M | +$16.5M | +8% | 0.7% | 15.4% | 4 | 25% | 1 |
|