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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%
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50
100
250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3026 |
CM
3026
Cartica Management
Washington,
District of Columbia
| $153M | -$14.1M | -8% | 3.95% | 92.9% | 3 | 0% |
|
| 3027 |
LD
3027
Lipe & Dalton
Syracuse,
New York
| $153M | -$6.27M | -4% | 3.78% | 89.6% | 65 | 15.38% |
|
| 3028 |
PIC
3028
Portland Investment Counsel
Burlington,
Ontario, Canada
| $152M | +$8.53M | +6% | 11.9% | 108% | 40 | 20% |
|
| 3029 |
BM
3029
Bislett Management
Palo Alto,
California
| $152M | -$15.6M | -9% | 4.11% | 19.8% | 26 | 0% |
|
| 3030 |
AIC
3030
Aurora Investment Counsel
Atlanta,
Georgia
| $152M | -$6.74M | -4% | 0.02% | 31.7% | 118 | 25.42% |
|
| 3031 |
SA
3031
Strategic Advisors
New York
| $152M | -$4.07M | -3% | 1.27% | 87.3% | 141 | 13.48% |
|
| 3032 |
FA
3032
FCG Advisors
Chatham,
New Jersey
| $152M | +$19.8M | +15% | 0.73% | 19.7% | 100 | 35% |
|
| 3033 |
WWM
3033
Willingdon Wealth Management
Huntersville,
North Carolina
| $152M | +$7.54M | +5% | 0.12% | 15.3% | 94 | 22.34% |
|
| 3034 |
SCM
3034
Southport Capital Management
Chattanooga,
Tennessee
| $152M | +$2.62M | +2% | 0.3% | 80% | 169 | 15.98% |
|
| 3035 |
ACM
3035
Altalis Capital Management
New York
| $152M | +$22.7M | +18% | 4.4% | 3.82% | 21 | 23.81% |
|
| 3036 |
CA
3036
Cumberland Advisors
Sarasota,
Florida
| $152M | -$4.88M | -3% | 0.14% | 73.5% | 80 | 53.75% |
|
| 3037 |
TAA
3037
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $152M | +$8.37M | +6% | 10.9% | 325% | 19 | 36.84% |
|
| 3038 |
LBC
3038
Lawrence B. Cohen
| $152M | -$752K | -0.5% | 1.93% | 41.8% | 72 | 6.94% |
|
| 3039 |
IT
3039
Independence Trust
Franklin,
Tennessee
| $152M | -$4.69M | -3% | 0.81% | 28.9% | 121 | 20.66% |
|
| 3040 |
FAM
3040
Formidable Asset Management
Cincinnati,
Ohio
| $151M | -$14.2M | -9% | 0.18% | 52.2% | 572 | 17.66% |
|
| 3041 |
T
3041
Tinicum
New York
| $151M | -$22M | -13% | 14.9% | 21.1% | 13 | 0% |
|
| 3042 |
NCM
3042
Newland Capital Management
New York
| $151M | +$30.7M | +25% | 14.4% | – | 63 | 74.6% |
|
| 3043 |
LCP
3043
Legacy Capital Partners
Milwaukee,
Wisconsin
| $151M | -$3.42M | -2% | 0.39% | 85.6% | 122 | 9.84% |
|
| 3044 |
NFGCM
3044
Norman Fields Gottscho Capital Management
New York
| $151M | -$6.34M | -4% | 2.14% | 94% | 70 | 10% |
|
| 3045 |
AA
3045
Advisory Alpha
Holland,
Michigan
| $151M | +$3.87M | +3% | 3.11% | 50.3% | 34 | 0% |
|
| 3046 |
HIM
3046
Harbour Investment Management
Edmonds,
Washington
| $150M | -$6.87M | -4% | 1.06% | 58.8% | 79 | 1.27% |
|
| 3047 |
LCM
3047
Lafitte Capital Management
Austin,
Texas
| $150M | -$33.5M | -18% | 13.9% | 55.2% | 32 | 43.75% |
|
| 3048 |
HA
3048
Hamel Associates
Chatham,
New Jersey
| $150M | -$1.53M | -1% | 1.21% | 50.6% | 96 | 7.29% |
|
| 3049 |
KTC
3049
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $150M | +$12.1M | +9% | 1.1% | 52% | 761 | 24.18% |
|
| 3050 |
ISB
3050
Iowa State Bank
Urbandale,
Iowa
| $150M | +$1.56M | +1% | 0.14% | 76% | 75 | 5.33% |
|