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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 |
FSA
2801
Financial Sense Advisors
San Diego,
California
| $215M | -$24.2M | -10% | 1.23% | 152% | 131 | 29.77% | 1 |
|
| 2802 |
RO
2802
Reservoir Operations
New York
| $215M | +$612K | +0.3% | 1.66% | 12% | 29 | 3.45% | 1.3 |
|
| 2803 |
MCM
2803
McRae Capital Management
Morristown,
New Jersey
| $215M | -$2.26M | -1% | 0.32% | 78.2% | 82 | 9.76% | 1.8 |
|
| 2804 |
ST
2804
Semper Trust
King Of Prussia,
Pennsylvania
| $215M | -$15.8M | -7% | 0.02% | – | 155 | 5.16% | 1.7 |
|
| 2805 |
CIA
2805
CSat Investment Advisory
Detroit,
Michigan
| $214M | -$15.2M | -7% | 2.32% | 87.4% | 30 | 60% | 0.3 |
|
| 2806 |
AFM
2806
Anson Funds Management
Dallas,
Texas
| $214M | +$102M | +91% | 0.32% | 2,010% | 64 | 57.81% | 0.2 |
|
| 2807 |
FMP
2807
Financial Management Professionals
Austin,
Texas
| $214M | +$162K | +0.1% | 0.37% | 62.1% | 342 | 12.57% | 1.5 |
|
| 2808 |
RIG
2808
Renaissance Investment Group
Lenox,
Massachusetts
| $214M | -$3M | -1% | 1.19% | 99.6% | 76 | 5.26% | 1.8 |
|
| 2809 |
CPH
2809
C Partners Holding
Zurich,
Switzerland
| $213M | -$99.6M | -32% | 8% | 25.6% | 53 | 32.08% | 0.4 |
|
| 2810 |
SFG
2810
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $213M | +$3.39M | +2% | 0.61% | 62% | 43 | 11.63% | 1 |
|
| 2811 |
MG
2811
McCutchen Group
Seattle,
Washington
| $213M | +$9.98M | +5% | 1.1% | 2.54% | 19 | 15.79% | 1.4 |
|
| 2812 |
FIM
2812
Fruth Investment Management
Houston,
Texas
| $213M | -$18.7M | -8% | 1.08% | 79.4% | 227 | 11.01% | 1.8 |
|
| 2813 |
SIG
2813
Schooner Investment Group
Wayne,
Pennsylvania
| $213M | -$66.1M | -24% | 0.41% | 24.3% | 316 | 4.11% | 0.9 |
|
| 2814 |
KI
2814
Koch Industries
Wichita,
Kansas
| $213M | +$5.52M | +3% | 2.51% | 56.9% | 7 | 57.14% | 0.8 |
|
| 2815 |
FLAM
2815
First Light Asset Management
Edina,
Minnesota
| $212M | +$16.7M | +9% | 6.22% | 364% | 65 | 10.77% | 1.3 |
|
| 2816 |
2816
HRT Financial
New York
| $212M | +$134M | +172% | 1.05% | 182% | 202 | 90.1% | 0.1 |
|
| 2817 |
SMC
2817
S. Muoio & Co
New York
| $212M | +$43.6M | +26% | 5.56% | 327% | 143 | 38.46% | 0.3 |
|
| 2818 |
GFA
2818
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $212M | -$129M | -38% | 1.44% | 25.1% | 5 | 40% | 1.5 |
|
| 2819 |
MIM
2819
Monashee Investment Management
Boston,
Massachusetts
| $212M | +$51.4M | +32% | 2.91% | 520% | 125 | 53.6% | 0 |
|
| 2820 |
CIG
2820
Consolidated Investment Group
Englewood,
Colorado
| $212M | +$2.56M | +1% | 1.24% | 140% | 69 | 5.8% | 1.4 |
|
| 2821 |
AS
2821
AIA (Singapore)
Singapore
| $212M | -$15.5M | -7% | 1.85% | 15.4% | 4 | 0% | 1.3 |
|
| 2822 |
NFG
2822
Nadler Financial Group
Deerfield,
Illinois
| $212M | +$3.7M | +2% | 0.64% | 72.4% | 90 | 12.22% | 1.5 |
|
| 2823 |
2823
SC US (TTGP)
Menlo Park,
California
| $212M | -$14.8M | -7% | 7.52% | 65.2% | 6 | 16.67% | 0.5 |
|
| 2824 |
2824
Atlantic Union Bankshares
Glen Allen,
Virginia
| $212M | -$5.69M | -3% | 0.97% | 78.9% | 129 | 9.3% | 1.2 |
|
| 2825 |
HSS
2825
Harrison Street Securities
Chicago,
Illinois
| $211M | -$60.8M | -22% | 9.88% | 41.2% | 39 | 35.9% | 0.9 |
|