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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
IMAS
2801
ID Management A/S
Randers,
Denmark
| $213M | -$3.36M | -2% | 2.46% | – | 303 | 18.81% | 0.2 |
|
| 2802 |
AP
2802
Advisors Preferred
Rockville,
Maryland
| $213M | +$57.6M | +37% | 7.82% | 102% | 392 | 80.36% | 0.1 |
|
| 2803 |
BFG
2803
Bouchey Financial Group
Troy,
New York
| $213M | +$15.1M | +8% | 3.08% | 66.7% | 71 | 21.13% | 0.8 |
|
| 2804 |
TC
2804
Taylor Cottrill
New London,
New Hampshire
| $213M | +$8.28M | +4% | 5.05% | – | 108 | 10.19% | 1.3 |
|
| 2805 |
RI
2805
RWWM Inc
Rocklin,
California
| $213M | +$24.5M | +13% | 16.9% | 40.6% | 9 | 11.11% | 1.4 |
|
| 2806 |
GCA
2806
Gideon Capital Advisors
New York
| $212M | -$46M | -18% | 5.87% | 37.6% | 372 | 79.03% | 0.2 |
|
| 2807 |
2807
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $212M | +$72.6M | +52% | 5.5% | 192% | 91 | 69.23% | 0.3 |
|
| 2808 |
CIA
2808
Capital Impact Advisors
Boston,
Massachusetts
| $212M | +$136M | +180% | 6.59% | – | 228 | 10.53% | 0.6 |
|
| 2809 |
MA
2809
Marshwinds Advisory
St Simons Island,
Georgia
| $212M | +$10.2M | +5% | 6.34% | 32.9% | 155 | 7.74% | 1.3 |
|
| 2810 |
WAM
2810
Water Asset Management
New York
| $212M | +$1.02M | +0.5% | 3.59% | 48.9% | 28 | 35.71% | 0.8 |
|
| 2811 |
DCCA
2811
D.C. Capital Advisors
New York
| $212M | -$19.7M | -8% | 0.99% | 59.9% | 24 | 33.33% | 0.8 |
|
| 2812 |
RIG
2812
Renaissance Investment Group
Lenox,
Massachusetts
| $212M | +$4.18M | +2% | 5.76% | 99.6% | 81 | 14.81% | 1.3 |
|
| 2813 |
HCM
2813
HMI Capital Management
San Francisco,
California
| $212M | -$2.79M | -1% | 13.5% | 5.95% | 9 | 0% | 1.2 |
|
| 2814 |
CL
2814
CIM LLC
Albany,
New York
| $211M | +$9.99M | +5% | 7.4% | 108% | 83 | 15.66% | 1.1 |
|
| 2815 |
HIS
2815
Horizon Investment Services
Hammond,
Indiana
| $211M | +$13.8M | +7% | 8.2% | 250% | 153 | 31.37% | 0.8 |
|
| 2816 |
MRH
2816
Montpelier Re Holdings
Pembroke,
Bermuda
| $211M | +$13.4M | +7% | 0.53% | – | 4 | 0% | 0.4 |
|
| 2817 |
2817
Sessa Capital
New York
| $211M | – | – | 7.68% | 147% | 29 | – | 0 |
|
| 2818 |
VV
2818
Verity & Verity
Beaufort,
South Carolina
| $211M | +$11.2M | +6% | 5.57% | 76.4% | 69 | 13.04% | 1.3 |
|
| 2819 |
KM
2819
KS Management
New York
| $211M | – | – | 17% | – | 31 | – | 0 |
|
| 2820 |
AS
2820
AIA (Singapore)
Singapore
| $211M | +$14.2M | +7% | 4.01% | 15.4% | 3 | 0% | 1.1 |
|
| 2821 |
LG
2821
Laidlaw Group
Bedford Hills,
New York
| $210M | +$9.2M | +5% | 4.9% | – | 86 | 10.47% | 1.3 |
|
| 2822 |
WFG
2822
Windsor Financial Group
Minneapolis,
Minnesota
| $210M | +$1.69M | +0.8% | 4.43% | 15.3% | 82 | 9.76% | 1.3 |
|
| 2823 |
SCM
2823
Salem Capital Management
Woburn,
Massachusetts
| $210M | -$4.47M | -2% | 1.37% | 32.3% | 72 | 2.78% | 1.4 |
|
| 2824 |
SRCM
2824
Swift Run Capital Management
Charlottesville,
Virginia
| $210M | +$16.6M | +9% | 0.34% | 9.9% | 66 | 50% | 0.7 |
|
| 2825 |
QOP
2825
Quinn Opportunity Partners
Charlottesville,
Virginia
| $210M | – | – | 10.3% | 77.6% | 103 | – | 0 |
|