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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
SIM
3101
Sigma Investment Management
Portland,
Oregon
| $142M | -$7.67M | -5% | 1.05% | 8.4% | 31 | 22.58% | 2.3 |
|
| 3102 |
AXA
3102
Accel X Associates
Palo Alto,
California
| $142M | -$51.8M | -27% | 26.7% | – | 1 | 0% | 1 |
|
| 3103 |
SMG
3103
Spectrum Management Group
Indianapolis,
Indiana
| $142M | +$4.32M | +3% | 2.88% | 44% | 163 | 19.02% | 1 |
|
| 3104 |
SL
3104
SIB LLC
New York,
New York
| $142M | +$2.47M | +2% | 3.43% | 29.2% | 26 | 3.85% | 3 |
|
| 3105 |
AC
3105
Alley Company
Lake Forest,
Illinois
| $142M | +$3.71M | +3% | 0.79% | 88.2% | 76 | 10.53% | 2.7 |
|
| 3106 |
LCP
3106
Legacy Capital Partners
Milwaukee,
Wisconsin
| $141M | +$598K | +0.4% | 1.35% | 85.6% | 115 | 6.96% | 2.7 |
|
| 3107 |
ICP
3107
IBIS Capital Partners
London,
United Kingdom
| $141M | +$9.29M | +7% | 3.14% | 35.1% | 11 | 36.36% | 0.8 |
|
| 3108 |
FLAM
3108
First Light Asset Management
Edina,
Minnesota
| $141M | +$23.2M | +20% | 8.86% | 364% | 74 | 16.22% | 0.9 |
|
| 3109 |
GP
3109
Girard Partners
King Of Prussia,
Pennsylvania
| $141M | +$15M | +12% | 0.61% | 25.7% | 149 | 18.79% | 0.9 |
|
| 3110 |
PTB
3110
Pioneer Trust Bank
Salem,
Oregon
| $141M | -$218K | -0.2% | 1.36% | 61.4% | 66 | 10.61% | 2.7 |
|
| 3111 |
FA
3111
FCG Advisors
Chatham,
New Jersey
| $141M | -$7.38M | -5% | 3.36% | 19.7% | 88 | 13.64% | 2.3 |
|
| 3112 |
PIM
3112
Parasol Investment Management
Westmont,
Illinois
| $141M | -$8.7M | -6% | 2.4% | 20.9% | 275 | 11.27% | 1 |
|
| 3113 |
NDSI
3113
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $141M | -$2.17M | -2% | 2.63% | 73.5% | 152 | 9.87% | 2.7 |
|
| 3114 |
HP
3114
HealthInvest Partners
Stockholm,
Sweden
| $140M | +$39.8M | +40% | 5.6% | – | 23 | 43.48% | 0.7 |
|
| 3115 |
ISB
3115
Iowa State Bank
Urbandale,
Iowa
| $140M | +$4.02M | +3% | 0.8% | 85.7% | 74 | 6.76% | 2.8 |
|
| 3116 |
AF
3116
Aristotle Fund
Portland,
Maine
| $140M | +$8.9M | +7% | 1.55% | 3.11% | 9 | 44.44% | 1.6 |
|
| 3117 |
GAM
3117
Gemmer Asset Management
Walnut Creek,
California
| $140M | – | – | 0.92% | 90.5% | 1,459 | – | 0 |
|
| 3118 |
TAM
3118
Trust Asset Management
Houston,
Texas
| $140M | – | – | 0.78% | 91.1% | 52 | – | 0 |
|
| 3119 |
FCCM
3119
First City Capital Management
Savannah,
Georgia
| $140M | +$17.8M | +15% | 1.46% | 76.5% | 633 | 77.25% | 0.6 |
|
| 3120 |
MFP
3120
Mosaic Financial Partners
San Francisco,
California
| $140M | +$2.73M | +2% | 0.6% | 6.05% | 49 | 6.12% | 2.6 |
|
| 3121 |
GPCM
3121
Granite Point Capital Management
Boston,
Massachusetts
| $140M | -$464M | -77% | 6.69% | 125% | 136 | 50% | 0.7 |
|
| 3122 |
AMAL
3122
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $140M | +$11.8M | +9% | 5.05% | 124% | 30 | 13.33% | 0.9 |
|
| 3123 |
7A
3123
734 Agriculture
New York
| $140M | – | – | 3.01% | 23.8% | 1 | – | 0 |
|
| 3124 |
CC
3124
Columbia Capital
Fullerton,
California
| $139M | +$26.2M | +23% | 2.43% | – | 88 | 31.82% | 1.9 |
|
| 3125 |
ZF
3125
Zhang Financial
Portage,
Michigan
| $139M | +$6.82M | +5% | 1.79% | 67.9% | 54 | 3.7% | 2.8 |
|