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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
SGC
2901
South Georgia Capital
Naperville,
Illinois
| $162M | – | – | 9.04% | – | 207 | – | 0 |
|
| 2902 |
2902
Guinness Asset Management
London,
United Kingdom
| $161M | -$1.01M | -0.6% | 7.97% | 73.9% | 71 | 11.27% | 0.5 |
|
| 2903 |
PGA
2903
Portland Global Advisors
Portland,
Maine
| $161M | +$12.7M | +9% | 8.86% | 43.4% | 83 | 2.41% | 0.5 |
|
| 2904 |
NEIRG
2904
New England Investment & Retirement Group
North Andover,
Massachusetts
| $161M | -$3.05M | -2% | 10% | 72.5% | 59 | 25.42% | 0.4 |
|
| 2905 |
BMC
2905
Benin Management Corp
Wilton,
Connecticut
| $161M | -$1.37M | -0.8% | 9.7% | 76.3% | 104 | 16.35% | 0.4 |
|
| 2906 |
BOS
2906
Bank of Stockton
Stockton,
California
| $161M | +$20.8M | +15% | 9.44% | 92.3% | 114 | 8.77% | 0.5 |
|
| 2907 |
BT
2907
Bankers Trust
Des Moines,
Iowa
| $161M | +$18.6M | +13% | 12.6% | – | 119 | 5.88% | 0.5 |
|
| 2908 |
FC
2908
Farley Capital
New York
| $160M | +$15.4M | +11% | 16.9% | 105% | 16 | 31.25% | 0.4 |
|
| 2909 |
MBT
2909
Montecito Bank & Trust
Santa Barbara,
California
| $160M | +$10.4M | +7% | 7.69% | – | 144 | 18.75% | 0.4 |
|
| 2910 |
AA
2910
AlphaMark Advisors
Ft. Wright,
Kentucky
| $160M | +$2.05M | +1% | 9.45% | 26.4% | 332 | 19.88% | 0.5 |
|
| 2911 |
VAS
2911
Valicenti Advisory Services
Elmira,
New York
| $160M | +$13.8M | +9% | 9.84% | 119% | 62 | 20.97% | 0.4 |
|
| 2912 |
SCM
2912
Samson Capital Management
Leawood,
Kansas
| $160M | +$7.33M | +5% | 4.32% | 13.4% | 22 | 0% | 0.3 |
|
| 2913 |
BOTOTLSJU
2913
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $160M | -$38M | -19% | 16% | 142% | 16 | 62.5% | 0.2 |
|
| 2914 |
SMC
2914
Smith, Moore & Co
Clayton,
Missouri
| $160M | – | – | 6.75% | 67% | 136 | – | 0 |
|
| 2915 |
OFG
2915
OTA Financial Group
Purchase,
New York
| $160M | -$19M | -11% | 1.58% | 320% | 162 | 85.19% | 0.1 |
|
| 2916 |
2916
TCI Wealth Advisors
Tucson,
Arizona
| $159M | +$27.8M | +21% | 13.2% | 65% | 924 | 15.8% | 0.4 |
|
| 2917 |
CHC
2917
City Holding Co
Charleston,
West Virginia
| $159M | – | – | 8.14% | 81.3% | 403 | – | 0 |
|
| 2918 |
GSBTD
2918
Glenview State Bank Trust Department
Glenview,
Illinois
| $159M | – | – | 9.73% | 76.6% | 78 | – | 0 |
|
| 2919 |
EU
2919
Emory University
Atlanta,
Georgia
| $159M | +$98K | +0.1% | 0.52% | – | 187 | 9.63% | 0.5 |
|
| 2920 |
MC
2920
MRJ Capital
New York
| $159M | +$14.9M | +10% | 9.51% | 127% | 61 | 11.48% | 0.5 |
|
| 2921 |
TCM
2921
Tieton Capital Management
Yakima,
Washington
| $159M | +$1.25M | +0.8% | 3.19% | 172% | 29 | 13.79% | 0.4 |
|
| 2922 |
LBS
2922
Lawrence B. Seidman
| $159M | – | – | 15.1% | 12.3% | 22 | – | 0 |
|
| 2923 |
CCP
2923
Caymus Capital Partners
The Woodlands,
Texas
| $159M | -$27.8M | -15% | 2.88% | 57.3% | 24 | 37.5% | 0.4 |
|
| 2924 |
HJMC
2924
Hellman Jordan Management Company
Quincy,
Massachusetts
| $158M | -$27.6M | -15% | 12.5% | 203% | 54 | 44.44% | 0.4 |
|
| 2925 |
SC
2925
Saybrook Capital
Winston Salem,
North Carolina
| $158M | +$20.4M | +15% | 10.9% | 67.1% | 51 | 9.8% | 0.5 |
|