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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 |
AIM
2801
Advantage Investment Management
Cedar Rapids,
Iowa
| $213M | -$20.6M | -9% | 2.66% | 28.6% | 987 | 18.64% | 1.1 |
|
| 2802 |
2802
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $213M | +$35.2M | +20% | 11.7% | 602% | 23 | 34.78% | 0.3 |
|
| 2803 |
NI
2803
NFC Investments
Memphis,
Tennessee
| $213M | +$6.13M | +3% | 4.23% | – | 41 | 7.32% | 2.2 |
|
| 2804 |
KAM
2804
Kassirer Asset Management
Toronto,
Ontario, Canada
| $212M | +$99.1M | +87% | 29.8% | 577% | 143 | 76.22% | 0.1 |
|
| 2805 |
EAMA
2805
EFG Asset Management (Americas)
Miami,
Florida
| $212M | +$12.4M | +6% | 1.73% | 112% | 97 | 13.4% | 1.5 |
|
| 2806 |
SMC
2806
S. Muoio & Co
New York
| $212M | +$40.9M | +24% | 15.8% | 327% | 124 | 49.19% | 0.7 |
|
| 2807 |
IAM
2807
Ion Asset Management
Herzliya,
Israel
| $212M | -$6.76M | -3% | 1.47% | 125% | 21 | 23.81% | 1.3 |
|
| 2808 |
TAM
2808
Trust Asset Management
Houston,
Texas
| $212M | +$36.2M | +21% | 3.74% | 91.1% | 84 | 28.57% | 1.4 |
|
| 2809 |
QI
2809
Quotient Investors
New York
| $212M | -$60.8M | -22% | 0.63% | 24.9% | 256 | 38.28% | 1.1 |
|
| 2810 |
FIM
2810
Friedberg Investment Management
Houston,
Texas
| $212M | +$11.2M | +6% | 10.3% | 44.8% | 99 | 23.23% | 1.7 |
|
| 2811 |
AGPM
2811
ASA Gold & Precious Metals
Portland,
Maine
| $212M | +$53.4M | +34% | 40.9% | 7.34% | 21 | 9.52% | 2.6 |
|
| 2812 |
SIG
2812
Sky Investment Group
Hartford,
Connecticut
| $211M | +$9.13M | +5% | 4.08% | 68% | 89 | 4.49% | 2 |
|
| 2813 |
FC
2813
FIC Capital
New York
| $211M | +$4.62M | +2% | 1.16% | 49.7% | 125 | 10.4% | 2 |
|
| 2814 |
CIM
2814
Castleton Investment Management
Stamford,
Connecticut
| $211M | -$1.22M | -0.6% | 7.05% | 15.1% | 52 | 51.92% | 0.3 |
|
| 2815 |
WCM
2815
Waterstone Capital Management
St. Louis Park,
Minnesota
| $211M | +$15.9M | +8% | 3.28% | 23.4% | 21 | 33.33% | 0.9 |
|
| 2816 |
NCM
2816
Northside Capital Management
Hood River,
Oregon
| $211M | +$52.1M | +33% | 4.57% | 99.6% | 70 | 8.57% | 1 |
|
| 2817 |
BWAM
2817
Boyd Watterson Asset Management
Cleveland,
Ohio
| $211M | +$4M | +2% | 1.17% | 101% | 186 | 8.6% | 2.2 |
|
| 2818 |
PC
2818
Pelham Capital
London,
United Kingdom
| $211M | -$60.1M | -22% | 19.8% | 135% | 14 | 71.43% | 0.2 |
|
| 2819 |
OIM
2819
Oceanic Investment Management
Douglas,
Isle Of Man
| $211M | -$160M | -43% | 0.38% | – | 25 | 36% | 0.8 |
|
| 2820 |
FIM
2820
Fruth Investment Management
Houston,
Texas
| $210M | +$11.1M | +6% | 6.35% | 79.4% | 194 | 5.67% | 2.6 |
|
| 2821 |
2821
Alphabet Inc
Mountain View,
California
| $210M | -$33.1M | -14% | 9.21% | 327% | 5 | 40% | 1.4 |
|
| 2822 |
NC
2822
Nitorum Capital
New York
| $210M | +$16.4M | +8% | 3.66% | 87.1% | 26 | 15.38% | 0.4 |
|
| 2823 |
RA
2823
RMR Advisors
Newton,
Massachusetts
| $209M | +$16.1M | +8% | 8.43% | 2.17% | 113 | 3.54% | 2.5 |
|
| 2824 |
SHWM
2824
Smith & Howard Wealth Management
Atlanta,
Georgia
| $208M | -$33M | -14% | 2.9% | 40.4% | 63 | 34.92% | 2.1 |
|
| 2825 |
CCM
2825
Castine Capital Management
Boston,
Massachusetts
| $208M | +$6.54M | +3% | 7.77% | 13.9% | 44 | 18.18% | 1.6 |
|