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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
MIS
2951
Man Investments (Switzerland)
Pfaffikon,
Switzerland
| $195M | +$3.39M | +2% | 0.03% | 0.23% | 64 | 3.13% | 1.6 |
|
| 2952 |
FAM
2952
Foresters Asset Management
Toronto,
Ontario, Canada
| $194M | +$1.89M | +1% | 6.29% | 55.6% | 89 | 17.98% | 0.2 |
|
| 2953 |
NIC
2953
Northwest Investment Counselors
Lake Oswego,
Oregon
| $194M | +$11M | +6% | 4.14% | 32.4% | 122 | 1.64% | 2.7 |
|
| 2954 |
MCWS
2954
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $194M | +$1.81M | +0.9% | 1.6% | 57.4% | 131 | 12.21% | 2.1 |
|
| 2955 |
MIG
2955
Mariner Investment Group
Harrison,
New York
| $194M | -$102M | -34% | 3.01% | – | 152 | 53.29% | 1.1 |
|
| 2956 |
GE
2956
General Electric
Evendale,
Ohio
| $194M | -$19B | -99% | 19.5% | 47.5% | 209 | 97.61% | 1 |
|
| 2957 |
DMK
2957
David M. Knott
| $194M | -$240M | -55% | 5.48% | 81% | 86 | 27.91% | 2.2 |
|
| 2958 |
VNA
2958
Valley National Advisers
Bethlehem,
Pennsylvania
| $194M | +$1.23M | +0.6% | 2.37% | 79% | 790 | 18.35% | 1.2 |
|
| 2959 |
PG
2959
Proffitt & Goodson
Knoxville,
Tennessee
| $193M | +$11.8M | +7% | 4.39% | 48.5% | 51 | 13.73% | 2.2 |
|
| 2960 |
FC
2960
FCA Corp
Houston,
Texas
| $193M | -$2.6M | -1% | 2.93% | 57.4% | 155 | 21.29% | 1.8 |
|
| 2961 |
CCM
2961
Chicago Capital Management
Chicago,
Illinois
| $193M | -$106M | -35% | 21.7% | 295% | 51 | 84.31% | 0.1 |
|
| 2962 |
WIP
2962
Wellesley Investment Partners
Wellesley,
Massachusetts
| $193M | +$7.64M | +4% | 2.58% | 22.7% | 100 | 8% | 0.7 |
|
| 2963 |
RAM
2963
Riggs Asset Management
Dallas,
Pennsylvania
| $193M | +$2.27M | +1% | 5.14% | 207% | 297 | 14.81% | 1.6 |
|
| 2964 |
FMP
2964
Financial Management Professionals
Austin,
Texas
| $193M | +$2.8M | +1% | 4.72% | 62.1% | 543 | 44.2% | 1.8 |
|
| 2965 |
SI
2965
SQN Investors
Menlo Park,
California
| $193M | +$28.5M | +17% | 15.3% | – | 20 | 35% | 0.5 |
|
| 2966 |
ECAM
2966
East Coast Asset Management
Essex,
Massachusetts
| $193M | +$9.59M | +5% | 6.01% | 147% | 100 | 4% | 2.8 |
|
| 2967 |
RIM
2967
Regent Investment Management
Louisville,
Kentucky
| $192M | +$8.48M | +5% | 4.14% | 44% | 195 | 11.28% | 2.5 |
|
| 2968 |
MRFOFM
2968
M&R Follow-On Fund Management
Dallas,
Texas
| $192M | +$62.7M | +48% | 0.68% | 48.8% | 1 | 0% | 0.8 |
|
| 2969 |
SR
2969
Sloane Robinson
London,
United Kingdom
| $192M | +$76.8M | +67% | 6.05% | 175% | 22 | 36.36% | 0.8 |
|
| 2970 |
HLC
2970
Hunt Lane Capital
New York
| $192M | -$116M | -38% | 13.8% | 3.59% | 14 | 64.29% | 0.3 |
|
| 2971 |
TM
2971
Tikvah Management
Charlotte,
North Carolina
| $192M | +$20.8M | +12% | 7.7% | 169% | 20 | 25% | 1.7 |
|
| 2972 |
WMG
2972
WESCAP Management Group
Glendale,
California
| $192M | -$11M | -5% | 4.91% | 45.7% | 58 | 3.45% | 0.6 |
|
| 2973 |
SHWM
2973
Smith & Howard Wealth Management
Atlanta,
Georgia
| $192M | -$16.9M | -8% | 3.21% | 40.4% | 44 | 15.91% | 2.1 |
|
| 2974 |
RPA
2974
Rock Point Advisors
Burlington,
Vermont
| $191M | +$4.68M | +3% | 5.31% | 82.8% | 90 | 23.33% | 2 |
|
| 2975 |
LP
2975
LGL Partners
Philadelphia,
Pennsylvania
| $191M | +$7.34M | +4% | 4.74% | 68.9% | 103 | 7.77% | 0.7 |
|