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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Financial Engines Advisors
Santa Clara,
California
| $120M | +$3.7M | +3% | 5.53% | 43% | 60 | 16.67% | 0.9 |
|
| 2977 |
GIS
2977
Guardian Investor Services
New York
| $120M | +$3.3M | +3% | 5.54% | – | 506 | 2.17% | 1 |
|
| 2978 |
MJP
2978
Michael J. Puzo
| $120M | +$5.69M | +5% | 5.09% | 90.3% | 76 | 7.89% | 1 |
|
| 2979 |
PWS
2979
Peloton Wealth Strategists
Indianapolis,
Indiana
| $119M | +$8.06M | +7% | 7.27% | 51.3% | 79 | 11.39% | 0.9 |
|
| 2980 |
MCM
2980
Matarin Capital Management
New York
| $119M | +$20M | +20% | 11.1% | 73.2% | 245 | 40.41% | 0.9 |
|
| 2981 |
MIM
2981
Midwest Investment Management
Cleveland,
Ohio
| $119M | +$20.6M | +21% | 3.05% | 26% | 63 | 12.7% | 0.9 |
|
| 2982 |
OM
2982
Ospraie Management
New York
| $119M | +$48.2M | +68% | 14.5% | 37.6% | 22 | 86.36% | 0.1 |
|
| 2983 |
LJHT
2983
Laurie J. Hall Trustee
| $119M | +$5.58M | +5% | 5.04% | 105% | 83 | 4.82% | 1 |
|
| 2984 |
BRM
2984
Boston Research & Management
Manchester,
Massachusetts
| $118M | +$5.92M | +5% | 3.57% | 53.2% | 89 | 6.74% | 0.9 |
|
| 2985 |
PAWC
2985
P.A.W. Capital
Greenwich,
Connecticut
| $118M | +$292K | +0.2% | 32.2% | 54.6% | 70 | 21.43% | 0.9 |
|
| 2986 |
GCM
2986
Garland Capital Management
Bellevue,
Washington
| $118M | -$20.6M | -15% | 2.03% | 55.7% | 43 | 18.6% | 1 |
|
| 2987 |
FVCM
2987
F&V Capital Management
Boca Raton,
Florida
| $118M | +$13.5M | +13% | 8.45% | 107% | 69 | 13.04% | 0.9 |
|
| 2988 |
DI
2988
DGH Investments
Geneva,
Switzerland
| $118M | -$133M | -53% | 95.4% | – | 2 | 0% | 1 |
|
| 2989 |
RJA
2989
Robshaw & Julian Associates
Williamsville,
New York
| $118M | +$11.4M | +11% | 4.35% | 19.3% | 41 | 17.07% | 0.8 |
|
| 2990 |
WAMC
2990
Western Asset Management Company
Pasadena,
California
| $118M | -$17.2M | -13% | 0.74% | 2.29% | 23 | 21.74% | 0.8 |
|
| 2991 |
GBM
2991
Grace Brothers Management
Evanston,
Illinois
| $118M | +$1.49M | +1% | 0.13% | – | 47 | 4.26% | 0.8 |
|
| 2992 |
SR
2992
Sloane Robinson
London,
United Kingdom
| $117M | +$42.3M | +56% | 25.1% | 175% | 25 | 56% | 0.6 |
|
| 2993 |
IRS
2993
Invictus RG (Singapore)
Singapore
| $117M | +$27.6M | +31% | 11% | – | 766 | 49.09% | 0.7 |
|
| 2994 |
GWM
2994
Graybill Wealth Management
Elmhurst,
Illinois
| $117M | +$5.82M | +5% | 9.71% | – | 65 | 15.38% | 0.9 |
|
| 2995 |
ANB
2995
Amarillo National Bank
Amarillo,
Texas
| $117M | +$4.95M | +4% | 7.25% | 56.3% | 138 | 10.14% | 1 |
|
| 2996 |
SCM
2996
Silver Capital Management
New York
| $117M | +$11.2M | +11% | 7.67% | 26.5% | 63 | 39.68% | 0.8 |
|
| 2997 |
MM
2997
Meridian Management
Little Rock,
Arkansas
| $117M | +$3.03M | +3% | 7.16% | 57.8% | 61 | 6.56% | 1 |
|
| 2998 |
AIU
2998
Algebris Investments (UK)
London,
United Kingdom
| $117M | +$39.4M | +51% | 1.75% | 15.3% | 52 | 55.77% | 0.5 |
|
| 2999 |
MCM
2999
Marathon Capital Management
Hunt Valley,
Maryland
| $116M | -$753K | -0.6% | 8.96% | 70.9% | 81 | 17.28% | 0.9 |
|
| 3000 |
IGM
3000
Incline Global Management
New York
| $116M | -$3.6M | -3% | 7.78% | 40.1% | 32 | 46.88% | 0.7 |
|