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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
PLFAM
2876
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| $165M | +$18.3M | +12% | 8.91% | 81.6% | 90 | 15.56% | 0.4 |
|
| 2877 |
2877
Sterneck Capital Management
Kansas City,
Missouri
| $165M | +$7.1M | +4% | 8.43% | 61.5% | 165 | 24.24% | 0.4 |
|
| 2878 |
2878
Consolidated Investment Group
Englewood,
Colorado
| $165M | +$17.5M | +12% | 9.03% | 140% | 55 | 12.73% | 0.4 |
|
| 2879 |
2879
First New York Securities
New York
| $164M | -$86.4M | -34% | 7.72% | 119% | 527 | 80.27% | 0.1 |
|
| 2880 |
MCM
2880
McMillion Capital Management
Greensboro,
North Carolina
| $164M | +$24.3M | +17% | 9.52% | 59.3% | 66 | 15.15% | 0.4 |
|
| 2881 |
ACM
2881
Artha Capital Management
Stamford,
Connecticut
| $164M | -$145M | -47% | 14.2% | – | 21 | 66.67% | 0.3 |
|
| 2882 |
AMG
2882
Asset Management Group
Stamford,
Connecticut
| $164M | +$10.6M | +7% | 5.65% | 57% | 80 | 8.75% | 0.5 |
|
| 2883 |
GP
2883
Grow Partners
San Diego,
California
| $164M | – | – | 11.6% | – | 34 | – | 0 |
|
| 2884 |
2884
Altavista Wealth Management
Asheville,
North Carolina
| $164M | +$10.3M | +7% | 8.45% | 80.6% | 122 | 10.66% | 0.4 |
|
| 2885 |
2885
Aisling Capital
New York
| $164M | – | – | 8.04% | 386% | 6 | – | 0 |
|
| 2886 |
2886
Roaring Blue Lion Capital Management
Dallas,
Texas
| $163M | -$29.7M | -15% | 9.52% | – | 68 | 41.18% | 0.4 |
|
| 2887 |
2887
Algebris Investments (UK)
London,
United Kingdom
| $163M | +$46.8M | +40% | 7.11% | 15.3% | 74 | 51.35% | 0.2 |
|
| 2888 |
2888
Smith Affiliated Capital
New York
| $163M | -$23.6M | -13% | 9.19% | 6.89% | 96 | 0% | 0.5 |
|
| 2889 |
CCM
2889
Cortex Capital Management
Fort Worth,
Texas
| $163M | – | – | 21.2% | – | 32 | – | 0 |
|
| 2890 |
IPRC
2890
Indices-Pac Research Corporation
Montvale,
New Jersey
| $163M | +$10.6M | +7% | 9.23% | – | 260 | 51.15% | 0.3 |
|
| 2891 |
2891
Richmond Hill Investments
New York
| $163M | +$2.58M | +2% | 5.97% | 55.2% | 15 | 46.67% | 0.4 |
|
| 2892 |
MCM
2892
Matarin Capital Management
New York
| $163M | +$43.6M | +37% | 12.6% | 73.2% | 183 | 43.72% | 0.4 |
|
| 2893 |
HCP
2893
Holt Capital Partners
Fort Worth,
Texas
| $163M | – | – | 9.02% | 69.5% | 209 | – | 0 |
|
| 2894 |
GTC
2894
Ghost Tree Capital
New York
| $163M | – | – | 24.1% | 265% | 62 | – | 0 |
|
| 2895 |
2895
Weik Capital Management
Wyomissing,
Pennsylvania
| $162M | +$13.3M | +9% | 8.82% | 66.9% | 103 | 2.91% | 0.5 |
|
| 2896 |
2896
Buffington Mohr McNeal
Boise,
Idaho
| $162M | +$2.94M | +2% | 3.84% | 29.3% | 85 | 20% | 0.4 |
|
| 2897 |
2897
ARS Wealth Advisors
St. Petersburg,
Florida
| $162M | – | – | 6.4% | 62.5% | 64 | – | 0 |
|
| 2898 |
2898
RWWM Inc
Rocklin,
California
| $162M | +$18.7M | +13% | 14.9% | 40.6% | 10 | 0% | 0.5 |
|
| 2899 |
SCIA
2899
Sanibel Captiva Investment Advisers
Chicago,
Illinois
| $162M | +$32.4M | +25% | 8.41% | – | 108 | 17.59% | 0.4 |
|
| 2900 |
LFR
2900
Lehman Financial Resources
Media,
Pennsylvania
| $162M | +$5.83M | +4% | 4.89% | 58.2% | 415 | 9.16% | 0.4 |
|