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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
AHC
2976
Anderson Hoagland & Co
St Louis,
Missouri
| $161M | +$6.18M | +4% | 0.22% | 95.1% | 104 | 4.81% | 0.9 |
|
| 2977 |
TCM
2977
Telos Capital Management
San Diego,
California
| $161M | -$884K | -0.5% | 0.8% | 71.1% | 152 | 10.53% | 1.1 |
|
| 2978 |
WIP
2978
Wayzata Investment Partners
Wayzata,
Minnesota
| $161M | -$35.1M | -18% | 17.9% | – | 1 | 0% | 1.3 |
|
| 2979 |
GVT
2979
Genesee Valley Trust
Pittsford,
New York
| $161M | -$5.72M | -3% | 0.15% | 30.2% | 336 | 20.24% | 0.8 |
|
| 2980 |
SC
2980
Schulhoff & Co
Cincinnati,
Ohio
| $160M | -$1.72M | -1% | 0.12% | 51.8% | 114 | 5.26% | 1.1 |
|
| 2981 |
TSS
2981
Thomas Story & Son
Culver,
Indiana
| $160M | -$2.17M | -1% | 0.74% | 101% | 56 | 1.79% | 1.2 |
|
| 2982 |
TCGI
2982
Three Corner Global Investors
New York
| $160M | -$23.4M | -13% | 1.98% | 57.5% | 31 | 51.61% | 0.3 |
|
| 2983 |
CCA
2983
Covey Capital Advisors
Atlanta,
Georgia
| $160M | -$9.4M | -6% | 1.92% | 118% | 44 | 100% | 0.3 |
|
| 2984 |
KWMG
2984
King Wealth Management Group
Naples,
Florida
| $160M | -$2.81M | -2% | 1.05% | 86% | 118 | 26.27% | 0.9 |
|
| 2985 |
SM
2985
Selkirk Management
Chatham,
New Jersey
| $159M | +$9.11M | +6% | 4.57% | 245% | 20 | 5% | 1 |
|
| 2986 |
CCM
2986
Concourse Capital Management
Atlanta,
Georgia
| $159M | -$1.41M | -0.9% | 4.43% | 107% | 52 | 32.69% | 0.5 |
|
| 2987 |
FTIM
2987
Flowering Tree Investment Management
Singapore
| $159M | +$5.62M | +4% | 0.9% | 47.4% | 6 | 50% | 0.9 |
|
| 2988 |
WSC
2988
Wellington Shields & Co
New York
| $159M | -$1.1M | -0.7% | 0.22% | 109% | 122 | 8.2% | 1.1 |
|
| 2989 |
PCC
2989
Park Circle Company
Baltimore,
Maryland
| $159M | +$9.67M | +6% | 1.87% | 70.5% | 93 | 24.73% | 0.3 |
|
| 2990 |
OWIM
2990
Old West Investment Management
Los Angeles,
California
| $159M | -$9.53M | -6% | 9.98% | 242% | 87 | 13.79% | 1 |
|
| 2991 |
2991
TCI Wealth Advisors
Tucson,
Arizona
| $159M | -$7.48M | -5% | 0.04% | 65% | 958 | 10.33% | 1 |
|
| 2992 |
AAM
2992
Augustine Asset Management
Jacksonville,
Florida
| $159M | +$1.82M | +1% | 0.39% | 316% | 63 | 12.7% | 1 |
|
| 2993 |
AA
2993
AlphaMark Advisors
Ft. Wright,
Kentucky
| $158M | -$9.36M | -6% | 1.73% | 26.4% | 333 | 12.91% | 1 |
|
| 2994 |
CGI
2994
Caerus Global Investors
New York
| $158M | +$13.3M | +9% | 0.78% | – | 49 | 67.35% | 0.3 |
|
| 2995 |
EFSCE
2995
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $158M | -$9.76M | -6% | 2% | 100% | 1,330 | 6.39% | 1.1 |
|
| 2996 |
AAA
2996
Alpine Associates Advisors
Englewood Cliffs,
New Jersey
| $158M | -$2B | -93% | 2% | – | 124 | 68.55% | 0.2 |
|
| 2997 |
HMPV
2997
Highland Management Partners VII
Cambridge,
Massachusetts
| $158M | -$61.8M | -28% | 20.6% | 131% | 4 | 0% | 0.7 |
|
| 2998 |
AWP
2998
Ascent Wealth Partners
New Hartford,
New York
| $157M | -$844K | -0.5% | 1.4% | 94.4% | 111 | 14.41% | 0.7 |
|
| 2999 |
WIM
2999
Wilen Investment Management
Bonita Springs,
Florida
| $157M | -$13.2M | -8% | 3.05% | 79.9% | 78 | 8.97% | 1.1 |
|
| 3000 |
RTIM
3000
Round Table Investment Management
Charlotte,
North Carolina
| $157M | -$80.5M | -34% | 1.22% | – | 61 | 50.82% | 0.5 |
|