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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
PVI
2726
Pura Vida Investments
New York
| $220M | -$17M | -7% | 8.86% | 38.3% | 108 | 59.26% | 0.4 |
|
| 2727 |
CIA
2727
Covington Investment Advisors
Ligonier,
Pennsylvania
| $220M | +$3.52M | +2% | 2.36% | 100% | 88 | 2.27% | 2.1 |
|
| 2728 |
UF
2728
Univest Financial
Souderton,
Pennsylvania
| $220M | +$653K | +0.3% | 1.46% | 82.6% | 101 | 14.85% | 2 |
|
| 2729 |
NCM
2729
Noesis Capital Mangement
Boca Raton,
Florida
| $220M | +$9.28M | +4% | 0.09% | 128% | 87 | 9.2% | 2.1 |
|
| 2730 |
TCM
2730
Tang Capital Management
San Diego,
California
| $220M | -$32.4M | -13% | 22.8% | 493% | 15 | 66.67% | 0.7 |
|
| 2731 |
GHAM
2731
Gilman Hill Asset Management
New Canaan,
Connecticut
| $219M | +$11.8M | +6% | 3.55% | 54.2% | 194 | 13.92% | 1.7 |
|
| 2732 |
HAIM
2732
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $219M | -$8.58M | -4% | 2.57% | 76.1% | 152 | 10.53% | 2.2 |
|
| 2733 |
IAM
2733
Ion Asset Management
Herzliya,
Israel
| $219M | -$9.33M | -4% | 1% | 125% | 24 | 20.83% | 0.9 |
|
| 2734 |
UBWV
2734
United Bank (West Virginia)
Parkersburg,
West Virginia
| $219M | +$9.73M | +5% | 3.25% | 22.5% | 113 | 12.39% | 2 |
|
| 2735 |
PCM
2735
Prosiris Capital Management
New York
| $219M | -$51.4M | -19% | 1.83% | – | 19 | 84.21% | 0.2 |
|
| 2736 |
WFG
2736
Windsor Financial Group
Minneapolis,
Minnesota
| $219M | +$13.2M | +6% | 3.58% | 15.3% | 78 | 7.69% | 2 |
|
| 2737 |
TC
2737
Trust Company
Manhattan,
Kansas
| $219M | +$2.6M | +1% | 1.84% | 40.6% | 371 | 14.56% | 0.8 |
|
| 2738 |
HIS
2738
Horizon Investment Services
Hammond,
Indiana
| $219M | -$15M | -6% | 1.42% | 250% | 144 | 44.44% | 1.1 |
|
| 2739 |
VCM
2739
Verger Capital Management
Winston-Salem,
North Carolina
| $219M | +$22.5M | +11% | 1.95% | 53.1% | 12 | 8.33% | 0.9 |
|
| 2740 |
CWA
2740
Cypress Wealth Advisors
San Francisco,
California
| $218M | +$21.1M | +11% | 2.99% | 29.3% | 219 | 22.37% | 0.6 |
|
| 2741 |
MFIMFI
2741
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $218M | +$683K | +0.3% | 1.71% | 26.9% | 188 | 18.62% | 1.6 |
|
| 2742 |
MP
2742
Marlowe Partners
New York
| $217M | +$7.01M | +3% | 5.73% | 16.3% | 10 | 50% | 0.8 |
|
| 2743 |
JIAI
2743
JCF III AIV I
New York
| $217M | -$60.8M | -22% | 21.8% | – | 1 | 0% | 0.3 |
|
| 2744 |
SAM
2744
Shikiar Asset Management
New York
| $217M | +$10.6M | +5% | 0.92% | 97.8% | 124 | 33.87% | 1.4 |
|
| 2745 |
VFP
2745
Verus Financial Partners
Richmond,
Virginia
| $217M | +$5.15M | +2% | 1.74% | 41.6% | 50 | 8% | 2.1 |
|
| 2746 |
SC
2746
Spitfire Capital
Mill Valley,
California
| $217M | -$415K | -0.2% | 2.1% | 25.9% | 24 | 12.5% | 1.9 |
|
| 2747 |
SIC
2747
SFE Investment Counsel
Los Angeles,
California
| $217M | +$5.97M | +3% | 2.27% | 105% | 100 | 7% | 2.1 |
|
| 2748 |
CCB
2748
Cutter & Co Brokerage
Ballwin,
Missouri
| $216M | +$2.6M | +1% | 4.09% | 40.4% | 259 | 22.39% | 1.6 |
|
| 2749 |
CIG
2749
Consolidated Investment Group
Englewood,
Colorado
| $216M | -$6.68M | -3% | 1.53% | 140% | 76 | 18.42% | 1.9 |
|
| 2750 |
SHCM
2750
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
| $216M | +$31.8M | +17% | 3.01% | 31.2% | 86 | 12.79% | 0.4 |
|