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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
CA
2851
Cumberland Advisors
Sarasota,
Florida
| $174M | -$5.24M | -3% | 2.23% | 73.5% | 49 | 67.35% | 0.3 |
|
| 2852 |
AMG
2852
Asset Management Group
Stamford,
Connecticut
| $174M | +$9.89M | +6% | 1.94% | 57% | 84 | 8.33% | 0.7 |
|
| 2853 |
AIS
2853
American Investment Services
Great Barrington,
Massachusetts
| $174M | +$6.2M | +4% | 3.68% | 63.1% | 75 | 12% | 0.7 |
|
| 2854 |
RP
2854
Realm Partners
New York
| $174M | +$55.7M | +47% | 1.33% | – | 38 | 57.89% | 0.3 |
|
| 2855 |
SAIG
2855
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $174M | -$2.41M | -1% | 1.38% | 95.4% | 31 | 3.23% | 0.7 |
|
| 2856 |
CCM
2856
Compton Capital Management
Providence,
Rhode Island
| $173M | -$1.73M | -1% | 0.43% | 75.6% | 147 | 7.48% | 0.7 |
|
| 2857 |
HCP
2857
Holt Capital Partners
Fort Worth,
Texas
| $173M | +$10.7M | +7% | 1.3% | 69.5% | 213 | 3.76% | 0.2 |
|
| 2858 |
FWC
2858
First Washington Corp
Seattle,
Washington
| $173M | -$10.8M | -6% | 1.44% | 142% | 140 | 16.43% | 0.6 |
|
| 2859 |
SAC
2859
Smith Affiliated Capital
New York
| $173M | +$9.56M | +6% | 6.37% | 6.89% | 90 | 0% | 0.7 |
|
| 2860 |
EMR
2860
Errol M. Rudman
| $173M | +$5.2M | +3% | 4.86% | 60.5% | 45 | 33.33% | 0.6 |
|
| 2861 |
CM
2861
Cartica Management
Washington,
District of Columbia
| $173M | +$143M | +476% | 0.9% | 92.9% | 3 | 33.33% | 0.2 |
|
| 2862 |
MIM
2862
Mittleman Investment Management
Melville,
New York
| $172M | -$12.5M | -7% | 1.19% | 11.6% | 10 | 20% | 0.8 |
|
| 2863 |
IFA
2863
Interactive Financial Advisors
New Lenox,
Illinois
| $172M | +$2.46M | +1% | 1.6% | 47.6% | 148 | 51.35% | 0.3 |
|
| 2864 |
SC
2864
Spitfire Capital
Mill Valley,
California
| $172M | +$24.1M | +16% | 9.02% | 25.9% | 25 | 20% | 0.2 |
|
| 2865 |
ECAM
2865
East Coast Asset Management
Essex,
Massachusetts
| $172M | +$702K | +0.4% | 0.96% | 147% | 129 | 7.75% | 0.7 |
|
| 2866 |
AS
2866
AIA (Singapore)
Singapore
| $172M | +$5.88M | +4% | 2.77% | 15.4% | 2 | 0% | 0.8 |
|
| 2867 |
FBT
2867
Founders Bank & Trust
Grand Rapids,
Michigan
| $172M | -$1.56M | -0.9% | 1.3% | – | 402 | 10.95% | 0.7 |
|
| 2868 |
RTIM
2868
Round Table Investment Management
Charlotte,
North Carolina
| $171M | -$736M | -81% | 2.52% | – | 82 | 71.95% | 0.3 |
|
| 2869 |
WIM
2869
Wilen Investment Management
Bonita Springs,
Florida
| $171M | +$15.6M | +10% | 3.16% | 79.9% | 81 | 12.35% | 0.6 |
|
| 2870 |
NVPV
2870
Norwest Venture Partners VIII
Palo Alto,
California
| $171M | +$36.9M | +27% | 41.1% | – | 2 | 0% | 0.3 |
|
| 2871 |
2871
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $171M | +$62.3M | +57% | 2.24% | 90.4% | 666 | 37.24% | 0.2 |
|
| 2872 |
SCP
2872
Syntal Capital Partners
Midland,
Texas
| $171M | – | – | 2.05% | 102% | 128 | – | 0 |
|
| 2873 |
MCM
2873
Moon Capital Management
New York
| $171M | +$5.5M | +3% | 1.35% | 76.3% | 37 | 51.35% | 0.4 |
|
| 2874 |
LWA
2874
Lenox Wealth Advisors
New York
| $171M | +$28.2M | +20% | 2.17% | 35.7% | 407 | 58.72% | 0.5 |
|
| 2875 |
LCM
2875
Lafitte Capital Management
Austin,
Texas
| $170M | +$17.3M | +11% | 1.19% | 55.2% | 34 | 55.88% | 0.4 |
|