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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 |
OM
2976
Opaleye Management
Boston,
Massachusetts
| $191M | +$41.4M | +28% | 39.4% | 748% | 54 | 25.93% | 1 |
|
| 2977 |
CI
2977
Chartist Inc
Seal Beach,
California
| $191M | +$3.59M | +2% | 2.6% | – | 43 | 16.28% | 1.3 |
|
| 2978 |
HM
2978
Heronetta Management
New York
| $191M | +$4.19M | +2% | 2.35% | 59.7% | 33 | 0% | 2.6 |
|
| 2979 |
SWPG
2979
Strategic Wealth Partners Group
Deerfield,
Illinois
| $190M | +$14.7M | +8% | 3.77% | – | 23 | 0% | 0.3 |
|
| 2980 |
SCM
2980
Simcoe Capital Management
New York
| $190M | +$13.3M | +8% | 7.77% | 48.7% | 19 | 31.58% | 0.8 |
|
| 2981 |
HA
2981
Harfst & Associates
Sheridan,
Wyoming
| $190M | -$58.1M | -23% | 7.98% | 82.5% | 104 | 31.73% | 1.1 |
|
| 2982 |
TB
2982
Terril Brothers
St. Louis,
Missouri
| $189M | -$37M | -16% | 10.9% | 94.4% | 48 | 27.08% | 1.6 |
|
| 2983 |
HA
2983
Hamel Associates
Chatham,
New Jersey
| $189M | -$3.94M | -2% | 2.33% | 50.6% | 86 | 5.81% | 2.2 |
|
| 2984 |
SAC
2984
Smith Affiliated Capital
New York
| $188M | +$1.37M | +0.7% | 0.33% | 6.89% | 123 | 0% | 1.4 |
|
| 2985 |
BHTS
2985
Bar Harbor Trust Services
Ellsworth,
Maine
| $188M | -$14.1M | -7% | 2.13% | 86.4% | 90 | 20% | 1.8 |
|
| 2986 |
CFA
2986
Capstone Financial Advisors
Downers Grove,
Illinois
| $188M | +$3.28M | +2% | 3.33% | 54.5% | 78 | 11.54% | 1.7 |
|
| 2987 |
TJHA
2987
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $188M | -$838K | -0.4% | 6.77% | 17.7% | 322 | 13.35% | 1.9 |
|
| 2988 |
CPA
2988
Capital Planning Advisors
Roseville,
California
| $187M | +$7.69M | +4% | 3.37% | 64.2% | 101 | 5.94% | 1.5 |
|
| 2989 |
BPCM
2989
Beach Point Capital Management
Santa Monica,
California
| $187M | +$1.81M | +1% | 7.51% | 110% | 19 | 36.84% | 1 |
|
| 2990 |
MC
2990
Matisse Capital
Portland,
Oregon
| $187M | +$2.43M | +1% | 4.62% | 66.9% | 114 | 32.46% | 0.5 |
|
| 2991 |
RBC
2991
Roble Belko & Company
Sewickley,
Pennsylvania
| $187M | +$6.15M | +3% | 4.42% | 53.3% | 330 | 23.94% | 1 |
|
| 2992 |
ISB
2992
Iowa State Bank
Urbandale,
Iowa
| $187M | +$2.11M | +1% | 1.34% | 85.7% | 99 | 15.15% | 2.2 |
|
| 2993 |
VSWA
2993
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| $187M | +$17.9M | +11% | 4.68% | 70.1% | 81 | 22.22% | 1 |
|
| 2994 |
PCI
2994
Pacifica Capital Investments
Leander,
Texas
| $186M | -$3.19M | -2% | 0.48% | 70.4% | 16 | 0% | 2.7 |
|
| 2995 |
SGDR
2995
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $186M | -$7.14M | -4% | 3.41% | 98.1% | 34 | 73.53% | 0.2 |
|
| 2996 |
KL
2996
Kinsight LLC
Birmingham,
Alabama
| $186M | +$6.64M | +4% | 4.97% | 15.7% | 37 | 5.41% | 2.3 |
|
| 2997 |
CP
2997
Camelot Portfolios
Maumee,
Ohio
| $186M | +$14.7M | +9% | 4.38% | 41.3% | 177 | 11.3% | 1.8 |
|
| 2998 |
BC
2998
Barnett & Company
Chattanooga,
Tennessee
| $186M | +$5.64M | +3% | 5% | 65.9% | 420 | 10.95% | 1.2 |
|
| 2999 |
2999
Hawk Ridge Capital Management
Los Angeles,
California
| $186M | +$19.8M | +12% | 10.7% | 84.9% | 54 | 46.3% | 0.6 |
|
| 3000 |
CCA
3000
Covey Capital Advisors
Atlanta,
Georgia
| $186M | +$2.76M | +2% | 6% | 118% | 43 | 6.98% | 1.5 |
|