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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
MCM
2926
McMillion Capital Management
Greensboro,
North Carolina
| $170M | -$2.58M | -1% | 0.51% | 59.3% | 70 | 10% | 1.1 |
|
| 2927 |
NGA
2927
Naples Global Advisors
Naples,
Florida
| $170M | +$1.04M | +0.6% | 1.19% | 103% | 245 | 18.78% | 0.6 |
|
| 2928 |
BOS
2928
Bank of Stockton
Stockton,
California
| $169M | -$6.08M | -3% | 2.35% | 92.3% | 114 | 7.89% | 1.1 |
|
| 2929 |
BP
2929
Bandera Partners
New York
| $169M | -$1.99M | -1% | 2.5% | 55.4% | 19 | 21.05% | 0.9 |
|
| 2930 |
FDS
2930
First Dallas Securities
Dallas,
Texas
| $168M | +$1.98M | +1% | 0.46% | 163% | 119 | 15.13% | 0.9 |
|
| 2931 |
DSAM
2931
Dock Street Asset Management
Palm Beach,
Florida
| $168M | -$19.7M | -11% | 1.18% | 175% | 68 | 29.41% | 1 |
|
| 2932 |
OCM
2932
OMT Capital Management
San Francisco,
California
| $168M | -$59.5M | -26% | 1.37% | – | 30 | 13.33% | 1 |
|
| 2933 |
EP
2933
Elkhorn Partners
Omaha,
Nebraska
| $168M | -$9.59M | -5% | 4.45% | 32.2% | 46 | 2.17% | 1.1 |
|
| 2934 |
PAM
2934
Pope Asset Management
Memphis,
Tennessee
| $167M | -$8.93M | -5% | 4% | – | 25 | 8% | 0.9 |
|
| 2935 |
A
2935
Abingworth
London,
United Kingdom
| $167M | -$47.9M | -22% | 21.6% | 184% | 14 | 21.43% | 0.9 |
|
| 2936 |
OPTFSNA
2936
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $167M | -$314K | -0.2% | 0.46% | 72.6% | 82 | 8.54% | 1.2 |
|
| 2937 |
OAMA
2937
Oslo Asset Management AS
Oslo,
Norway
| $167M | -$82.3M | -33% | 9.36% | 82.7% | 8 | 12.5% | 1 |
|
| 2938 |
NFG
2938
Nadler Financial Group
Deerfield,
Illinois
| $167M | +$7.91M | +5% | 0.36% | 72.4% | 83 | 19.28% | 0.9 |
|
| 2939 |
HFM
2939
Hartford Financial Management
Hartford,
Connecticut
| $167M | +$1.86M | +1% | 0.33% | 79.6% | 299 | 10.03% | 1 |
|
| 2940 |
BBPWM
2940
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $167M | +$1.21M | +0.7% | 0.61% | 62.5% | 451 | 12.86% | 0.7 |
|
| 2941 |
SCM
2941
Sterneck Capital Management
Kansas City,
Missouri
| $167M | -$4.67M | -3% | 1.85% | 61.5% | 136 | 16.91% | 1 |
|
| 2942 |
CLA
2942
Cranberry Lake Advisors
Houston,
Texas
| $166M | -$13.3M | -7% | 2.74% | 31.5% | 12 | 0% | 1.1 |
|
| 2943 |
NMM
2943
NGP MR Management
Dallas,
Texas
| $166M | +$143M | +618% | 6.62% | 21.9% | 3 | 66.67% | 0.4 |
|
| 2944 |
RA
2944
RMR Advisors
Newton,
Massachusetts
| $166M | -$6.42M | -4% | 4.19% | 2.17% | 114 | 6.14% | 1.1 |
|
| 2945 |
CCM
2945
CrestPoint Capital Management
Four Seasons,
Missouri
| $166M | -$5.9M | -3% | 1.3% | 42.6% | 232 | 18.1% | 0.6 |
|
| 2946 |
CAIMH
2946
Central Asset Investments & Management Holdings
Hong Kong
| $166M | +$21.5M | +15% | 3.85% | 3,210% | 54 | 51.85% | 0.5 |
|
| 2947 |
WPIC
2947
White Pine Investment Company
Livonia,
Michigan
| $166M | -$71K | -0% | 0.71% | 73.3% | 53 | 7.55% | 1.2 |
|
| 2948 |
PC
2948
Permit Capital
West Conshohocken,
Pennsylvania
| $165M | +$3.5M | +2% | 4.87% | 121% | 72 | 9.72% | 1 |
|
| 2949 |
SC
2949
Saybrook Capital
Winston Salem,
North Carolina
| $165M | -$1.01M | -0.6% | 0.5% | 67.1% | 48 | 2.08% | 1.2 |
|
| 2950 |
ICM
2950
Invicta Capital Management
New York
| $165M | -$26.7M | -14% | 4.2% | – | 28 | 39.29% | 0.6 |
|