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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Intrepid Capital Management
Jacksonville Beach,
Florida
| $261M | -$29.4M | -10% | 0.22% | 70.2% | 46 | 4.35% | 2.5 |
|
| 3027 |
CIM
3027
Castleton Investment Management
Stamford,
Connecticut
| $261M | -$40.8M | -14% | 1.22% | 15.1% | 67 | 40.3% | 0.6 |
|
| 3028 |
NIC
3028
Northwest Investment Counselors
Lake Oswego,
Oregon
| $260M | +$12.3M | +5% | 5.18% | 32.4% | 147 | 2.72% | 3.9 |
|
| 3029 |
3029
Stadium Capital Management
New Canaan,
Connecticut
| $260M | +$13.5M | +5% | 5.11% | 10.9% | 12 | 16.67% | 2 |
|
| 3030 |
3030
Ashburton (Jersey)
St Helier,
Jersey
| $260M | +$28.7M | +12% | 10.2% | – | 80 | 17.5% | 1.3 |
|
| 3031 |
3031
Renaissance Investment Group
Lenox,
Massachusetts
| $260M | +$10.7M | +4% | 8.05% | 99.6% | 87 | 8.05% | 3.6 |
|
| 3032 |
3032
SFE Investment Counsel
Los Angeles,
California
| $260M | +$18M | +7% | 7.59% | 105% | 128 | 5.47% | 2.8 |
|
| 3033 |
3033
Rainier Group Investment Advisory
Bellevue,
Washington
| $259M | +$21.8M | +9% | 5.11% | 41.4% | 40 | 15% | 1.4 |
|
| 3034 |
3034
Alatus Capital
Geneva,
Switzerland
| $259M | +$14.1M | +6% | 2.92% | 33% | 2 | 0% | 0.8 |
|
| 3035 |
3035
Chicago Capital Management
Chicago,
Illinois
| $259M | -$114M | -31% | 12.5% | 270% | 44 | 68.18% | 0.1 |
|
| 3036 |
3036
Financial Planning & Information Services
De Pere,
Wisconsin
| $259M | -$8.98M | -3% | 2.92% | 13% | 48 | 10.42% | 3.1 |
|
| 3037 |
3037
Ironwood Investment Counsel
Scottsdale,
Arizona
| $259M | +$29.2M | +13% | 7.64% | 64% | 153 | 11.11% | 3.1 |
|
| 3038 |
3038
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $259M | +$6.01M | +2% | 5.32% | 52.1% | 161 | 7.45% | 3.6 |
|
| 3039 |
3039
Toews Corporation
Northfield,
New Jersey
| $259M | -$164M | -39% | 1.64% | 22% | 111 | 91.89% | 0.9 |
|
| 3040 |
3040
Marathon Capital Management
Hunt Valley,
Maryland
| $258M | -$7.38M | -3% | 0.49% | 74% | 134 | 21.64% | 2 |
|
| 3041 |
MPEM
3041
Marathon Partners Equity Management
New York
| $258M | -$28.5M | -10% | 4.38% | – | 19 | 15.79% | 2.8 |
|
| 3042 |
3042
Rowland Carmichael Advisors
Scottsdale,
Arizona
| $258M | +$22M | +9% | 4.67% | 39% | 370 | 12.7% | 1.5 |
|
| 3043 |
3043
Hudock Inc
Williamsport,
Pennsylvania
| $258M | +$6.61M | +3% | 3.14% | 69.7% | 728 | 8.79% | 3.1 |
|
| 3044 |
3044
Csenge Advisory Group
Clearwater,
Florida
| $258M | -$14.4M | -5% | 5.12% | 66.3% | 1,917 | 88.37% | 0.1 |
|
| 3045 |
3045
Cedar Capital
Barrington,
Illinois
| $258M | +$31.5M | +14% | 6.75% | 98% | 190 | 31.05% | 1 |
|
| 3046 |
3046
Delphi Financial Group
Wilmington,
Delaware
| $258M | -$8.1M | -3% | 5.4% | 66.3% | 17 | 17.65% | 2.4 |
|
| 3047 |
3047
Flaharty Asset Management
Clearwater,
Florida
| $258M | +$1.22M | +0.5% | 3.5% | 33.4% | 84 | 16.67% | 1.1 |
|
| 3048 |
3048
Financial Management Professionals
Austin,
Texas
| $258M | +$12M | +5% | 5.14% | 67.3% | 326 | 19.02% | 2.5 |
|
| 3049 |
QCMA
3049
Quad Capital Management Advisors
New York
| $257M | -$1.92M | -0.7% | 7.22% | – | 149 | 83.89% | 0.1 |
|
| 3050 |
NAMP
3050
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $257M | +$15.7M | +7% | 9.04% | 90.2% | 117 | 8.55% | 3.7 |
|