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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 |
HMS
2926
Hanseatic Management Services
Albuquerque,
New Mexico
| $195M | +$7.79M | +4% | 15.3% | – | 472 | 65.89% | 0.3 |
|
| 2927 |
HMPV
2927
Highland Management Partners VII
Cambridge,
Massachusetts
| $195M | +$37.3M | +24% | 45.2% | 131% | 4 | 0% | 0.9 |
|
| 2928 |
RIM
2928
Regent Investment Management
Louisville,
Kentucky
| $195M | -$255K | -0.1% | 5.81% | 44% | 205 | 12.68% | 1.2 |
|
| 2929 |
2929
Alley Company
Lake Forest,
Illinois
| $195M | +$56M | +40% | 5.97% | 88.2% | 87 | 18.39% | 1.1 |
|
| 2930 |
2930
Portland Global Advisors
Portland,
Maine
| $194M | +$1.36M | +0.7% | 2.93% | 43.4% | 118 | 11.86% | 1.2 |
|
| 2931 |
TP
2931
TB Partners
Shanghai,
China
| $194M | -$33.5M | -15% | 14.4% | – | 3 | 0% | 1.5 |
|
| 2932 |
CBCM
2932
Charter Bridge Capital Management
New York
| $194M | -$83.1M | -30% | 11.5% | – | 47 | 63.83% | 0.4 |
|
| 2933 |
2933
IMA Advisory Services
Denver,
Colorado
| $194M | -$18.3M | -9% | 3.64% | 74.5% | 172 | 23.84% | 1.2 |
|
| 2934 |
MFS
2934
Monetta Financial Services
Wheaton,
Illinois
| $193M | +$3.03M | +2% | 5.19% | 275% | 71 | 45.07% | 0.8 |
|
| 2935 |
2935
Oakworth Capital
Birmingham,
Alabama
| $193M | +$22.9M | +13% | 3.03% | 64.3% | 604 | 15.56% | 0.9 |
|
| 2936 |
2936
West Coast Financial
Santa Barbara,
California
| $193M | +$15.5M | +9% | 8.73% | 22.2% | 92 | 11.96% | 1.3 |
|
| 2937 |
2937
Nadler Financial Group
Deerfield,
Illinois
| $193M | +$26.1M | +16% | 4.56% | 72.4% | 90 | 17.78% | 1 |
|
| 2938 |
T
2938
Tinicum
New York
| $193M | +$41.3M | +27% | 8.5% | 21.1% | 14 | 28.57% | 1.2 |
|
| 2939 |
TFF
2939
The Family Firm
Bethesda,
Maryland
| $192M | – | – | 0.67% | 40.2% | 109 | – | 0 |
|
| 2940 |
FCT
2940
Family Capital Trust
Peabody,
Massachusetts
| $192M | +$10.2M | +6% | 4.36% | 32.3% | 103 | 23.3% | 1.2 |
|
| 2941 |
MIS
2941
Man Investments (Switzerland)
Pfaffikon,
Switzerland
| $192M | +$157K | +0.1% | 0.05% | 0.23% | 49 | 2.04% | 0.8 |
|
| 2942 |
MM
2942
Midas Management
New York
| $192M | +$11.9M | +7% | 2.88% | 43.3% | 166 | 34.34% | 0.8 |
|
| 2943 |
ITIM
2943
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $192M | +$733K | +0.4% | 3.79% | 104% | 125 | 8% | 1.3 |
|
| 2944 |
EFM
2944
Equinox Fund Management
Denver,
Colorado
| $192M | -$12M | -6% | 0.02% | – | 4 | 0% | 1.5 |
|
| 2945 |
2945
Sky Investment Group
Hartford,
Connecticut
| $192M | +$6.42M | +3% | 3.57% | 68% | 83 | 7.23% | 1 |
|
| 2946 |
MC
2946
Mathes Company
New York
| $191M | -$7.34M | -4% | 1.8% | 121% | 173 | 12.72% | 1.1 |
|
| 2947 |
TCM
2947
Tegean Capital Management
New York
| $191M | -$222M | -54% | 4.1% | – | 22 | 68.18% | 0.6 |
|
| 2948 |
AR
2948
Argyll Research
Wilmington,
Delaware
| $191M | -$18M | -9% | 4.53% | 0.8% | 4 | 25% | 1.5 |
|
| 2949 |
FAG
2949
Financial Advisory Group
Houston,
Texas
| $191M | +$11.5M | +6% | 2.44% | 20.6% | 55 | 16.36% | 1.3 |
|
| 2950 |
WMA
2950
White Mountains Advisors
Guilford,
Connecticut
| $191M | – | – | 4.32% | 33.4% | 3 | – | 0 |
|