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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
DMK
3051
David M. Knott
| $208M | +$9.12M | +5% | 3.75% | 81% | 84 | 22.62% | 2 |
|
| 3052 |
NIC
3052
Northwest Investment Counselors
Lake Oswego,
Oregon
| $208M | +$10.4M | +5% | 5.76% | 32.4% | 121 | 0.83% | 3.2 |
|
| 3053 |
3053
Wittenberg Investment Management
Carlisle,
Massachusetts
| $207M | -$12.6M | -6% | 5.34% | 89.9% | 78 | 6.41% | 0.3 |
|
| 3054 |
3054
Royal Fund Management
Lady Lake,
Florida
| $207M | +$27M | +15% | 3.21% | 103% | 496 | 23.99% | 0.2 |
|
| 3055 |
3055
Arkansas Financial Group
Little Rock,
Arkansas
| $207M | +$12.3M | +6% | 2.87% | 39.1% | 21 | 0% | 2.6 |
|
| 3056 |
3056
Lime Rock Management
Westport,
Connecticut
| $207M | +$197M | +1,921% | 3.8% | 40.2% | 2 | 50% | 1.3 |
|
| 3057 |
3057
U.S. Global Investors (USGI)
San Antonio,
Texas
| $206M | -$31.9M | -13% | 0.05% | 151% | 188 | 38.83% | 0.7 |
|
| 3058 |
3058
Omnia Family Wealth
Aventura,
Florida
| $206M | +$4.47M | +2% | 6.22% | 80.6% | 810 | 17.28% | 0.2 |
|
| 3059 |
3059
River Wealth Advisors
Camp Hill,
Pennsylvania
| $206M | +$8.45M | +4% | 5.13% | 80.3% | 159 | 8.18% | 1.7 |
|
| 3060 |
GIM
3060
Greystone Investment Management
Cincinnati,
Ohio
| $206M | +$13.5M | +7% | 6.97% | 32.8% | 55 | 10.91% | 2.3 |
|
| 3061 |
3061
Raffa Wealth Management
Washington,
District of Columbia
| $206M | +$14.7M | +8% | 3.33% | 35.8% | 896 | 59.82% | 2.4 |
|
| 3062 |
3062
Interactive Financial Advisors
New Lenox,
Illinois
| $205M | +$6.89M | +3% | 3.31% | 47.6% | 108 | 12.04% | 2.5 |
|
| 3063 |
3063
Camelot Portfolios
Maumee,
Ohio
| $205M | +$13.7M | +7% | 4.64% | 41.3% | 204 | 29.41% | 1.8 |
|
| 3064 |
3064
WESCAP Management Group
Glendale,
California
| $205M | +$9.5M | +5% | 5.63% | 45.7% | 62 | 17.74% | 1 |
|
| 3065 |
3065
Chartist Inc
Seal Beach,
California
| $205M | +$8.81M | +4% | 7.57% | – | 36 | 8.33% | 1.8 |
|
| 3066 |
AA
3066
Antipodean Advisors
New York
| $205M | -$44.8M | -18% | 24.4% | 67.8% | 25 | 52% | 0.4 |
|
| 3067 |
3067
Allianz Investment Management US
Minneapolis,
Minnesota
| $204M | -$128M | -39% | 0.62% | 7.58% | 3 | 0% | 0.3 |
|
| 3068 |
3068
Atika Capital Management
New York
| $204M | +$36.3M | +22% | 24% | 811% | 83 | 60.24% | 0.4 |
|
| 3069 |
3069
Iowa State Bank
Urbandale,
Iowa
| $204M | +$9.26M | +5% | 3.26% | 85.7% | 91 | 7.69% | 2.6 |
|
| 3070 |
3070
Spitfire Capital
Mill Valley,
California
| $204M | -$16.9M | -8% | 1.02% | 25.9% | 21 | 4.76% | 2.5 |
|
| 3071 |
3071
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $204M | +$46.6M | +30% | 21.4% | 89.7% | 28 | 28.57% | 0.8 |
|
| 3072 |
LM
3072
Litespeed Management
New York
| $204M | -$13.5M | -6% | 7.49% | 73.7% | 23 | 86.96% | 0.2 |
|
| 3073 |
CCM
3073
Compton Capital Management
Providence,
Rhode Island
| $204M | +$12.5M | +7% | 5.98% | 75.6% | 152 | 16.45% | 2.9 |
|
| 3074 |
3074
Court Place Advisors
Ellicott City,
Maryland
| $204M | +$11.3M | +6% | 4.67% | 92% | 160 | 10% | 2.4 |
|
| 3075 |
BJCM
3075
Blue Jay Capital Management
Los Angeles,
California
| $203M | +$37.7M | +23% | 15.4% | – | 27 | 66.67% | 0.2 |
|