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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
MFM
2776
Mohican Financial Management
Wilton,
Connecticut
| $200M | -$58.8M | -23% | 0.03% | 0% | 51 | 43.14% | 0.7 |
|
| 2777 |
BGAM
2777
Boussard & Gavaudan Asset Management
London,
United Kingdom
| $200M | +$37.8M | +23% | 9.08% | – | 140 | 41.43% | 0.3 |
|
| 2778 |
MCA
2778
Mendon Capital Advisors
Key Largo,
Florida
| $200M | -$104M | -34% | 2.04% | – | 115 | 37.39% | 0.7 |
|
| 2779 |
KS
2779
Karpas Strategies
Litchfield,
Connecticut
| $200M | +$11.6M | +6% | 5.92% | 16.1% | 126 | 15.87% | 0.8 |
|
| 2780 |
RSVP
2780
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $200M | +$7.77M | +4% | 3.98% | 81.8% | 56 | 8.93% | 0.9 |
|
| 2781 |
DBIA
2781
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $199M | +$6.95M | +4% | 3.97% | 78.3% | 161 | 6.83% | 0.9 |
|
| 2782 |
CIM
2782
CIM Investment Management
Pittsburgh,
Pennsylvania
| $199M | -$18.1M | -8% | 4.84% | 123% | 230 | 32.17% | 0.7 |
|
| 2783 |
2783
Regal Partners
Sydney, NSW,
Australia
| $199M | -$143M | -42% | 4.21% | 146% | 12 | 41.67% | 0.8 |
|
| 2784 |
2784
Portland Global Advisors
Portland,
Maine
| $199M | +$28.9M | +17% | 4.27% | 43.4% | 124 | 16.13% | 0.7 |
|
| 2785 |
CL
2785
CIM LLC
Albany,
New York
| $199M | +$10.7M | +6% | 5.94% | 108% | 81 | 14.81% | 0.8 |
|
| 2786 |
MC
2786
Miles Capital
West Des Moines,
Iowa
| $198M | +$5.28M | +3% | 3% | 15.4% | 125 | 25.6% | 0.7 |
|
| 2787 |
SGH
2787
Sivik Global Healthcare
Greenwich,
Connecticut
| $198M | +$37.9M | +24% | 11% | 83.8% | 86 | 41.86% | 0.3 |
|
| 2788 |
2788
Advisors Preferred
Rockville,
Maryland
| $198M | -$21.7M | -10% | 7.46% | 102% | 514 | 72.96% | 0.2 |
|
| 2789 |
ANBTV
2789
American National Bank & Trust (Virginia)
Danville,
Virginia
| $198M | +$1.94M | +1% | 5.57% | – | 135 | 26.67% | 0.7 |
|
| 2790 |
CO
2790
Caldwell & Orkin
Norcross,
Georgia
| $198M | +$44.3M | +29% | 7.6% | 137% | 105 | 54.29% | 0.4 |
|
| 2791 |
BFIC
2791
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $198M | +$19.1M | +11% | 10.1% | 72.5% | 55 | 23.64% | 0.7 |
|
| 2792 |
2792
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $197M | +$8.34M | +4% | 5.16% | 109% | 163 | 7.98% | 0.8 |
|
| 2793 |
SC
2793
Spitfire Capital
Mill Valley,
California
| $197M | +$25M | +15% | 0.11% | 25.9% | 23 | 4.35% | 0.5 |
|
| 2794 |
LSC
2794
Lesa Sroufe & Co
Seattle,
Washington
| $197M | +$13M | +7% | 6.53% | – | 44 | 9.09% | 0.9 |
|
| 2795 |
2795
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $197M | +$40.2M | +26% | 6.28% | 32.7% | 1 | 0% | 0.5 |
|
| 2796 |
PSC
2796
Prentiss Smith & Co
Brattleboro,
Vermont
| $197M | +$8.15M | +4% | 3.08% | 63.9% | 267 | 11.99% | 0.9 |
|
| 2797 |
TMNFIC
2797
Tokio Marine & Nichido Fire Insurance Company
Tokyo,
Japan
| $197M | +$29.4M | +18% | 5.37% | – | 5 | 20% | 0.6 |
|
| 2798 |
EMR
2798
Errol M. Rudman
| $196M | +$23.9M | +14% | 6.44% | 60.5% | 43 | 18.6% | 0.7 |
|
| 2799 |
2799
Consolidated Investment Group
Englewood,
Colorado
| $196M | +$18.4M | +10% | 5.34% | 140% | 60 | 13.33% | 0.8 |
|
| 2800 |
MAS
2800
Madden Advisory Services
Jacksonville,
Florida
| $196M | +$13.7M | +7% | 4.8% | 52.3% | 423 | 19.39% | 0.7 |
|