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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
SRC
3126
Stone Run Capital
New York
| $141M | -$11M | -7% | 3.97% | 77.8% | 86 | 5.81% | 1.1 |
|
| 3127 |
LK
3127
Lumbard & Kellner
Hollis,
New Hampshire
| $141M | +$1.2M | +0.9% | 1.03% | 137% | 107 | 17.76% | 0.5 |
|
| 3128 |
7A
3128
734 Agriculture
New York
| $141M | +$2.26M | +2% | 1.63% | 23.8% | 1 | 0% | 0.5 |
|
| 3129 |
WAMC
3129
Western Asset Management Company
Pasadena,
California
| $141M | -$1.36M | -1% | 5.06% | 2.29% | 23 | 21.74% | 0.9 |
|
| 3130 |
SIM
3130
Sigma Investment Management
Portland,
Oregon
| $141M | -$4.93M | -3% | 1.35% | 8.4% | 31 | 19.35% | 1 |
|
| 3131 |
GAM
3131
Gemmer Asset Management
Walnut Creek,
California
| $141M | -$7.36M | -5% | 1.36% | 90.5% | 1,554 | 9.27% | 0.5 |
|
| 3132 |
LIM
3132
Loudon Investment Management
West Lebanon,
New Hampshire
| $140M | -$5.2M | -4% | 1.3% | 61.6% | 84 | 9.52% | 0.7 |
|
| 3133 |
3133
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $140M | -$65M | -32% | 1.58% | 192% | 73 | 54.79% | 0.5 |
|
| 3134 |
GCM
3134
Garland Capital Management
Bellevue,
Washington
| $140M | -$9.31M | -6% | 0.97% | 55.7% | 40 | 2.5% | 1.1 |
|
| 3135 |
LBS
3135
Lawrence B. Seidman
| $140M | -$45.7M | -25% | 2.1% | 12.3% | 29 | 13.79% | 0.6 |
|
| 3136 |
BB
3136
Bell Bank
Fargo,
North Dakota
| $140M | -$2.76M | -2% | 1.6% | 64.3% | 166 | 7.23% | 1.1 |
|
| 3137 |
SFM
3137
Signature Financial Management
Norfolk,
Virginia
| $140M | +$7.93M | +6% | 0.43% | 20.8% | 98 | 21.43% | 0.9 |
|
| 3138 |
FCCM
3138
First City Capital Management
Savannah,
Georgia
| $140M | -$1.16M | -0.8% | 0.18% | 76.5% | 674 | 13.35% | 0.6 |
|
| 3139 |
NCM
3139
Niemann Capital Management
Stateline,
Nevada
| $140M | -$6.8M | -5% | 2.86% | 103% | 39 | 84.62% | 0.2 |
|
| 3140 |
FPTW
3140
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $139M | -$435K | -0.3% | 2.02% | 41.6% | 46 | 6.52% | 1.1 |
|
| 3141 |
VHMC
3141
Value Holdings Management Company
Hampton Bays,
New York
| $139M | -$6.86M | -5% | 5.68% | 125% | 30 | 16.67% | 1 |
|
| 3142 |
AC
3142
Alley Company
Lake Forest,
Illinois
| $139M | -$1.69M | -1% | 0.66% | 88.2% | 77 | 10.39% | 1.1 |
|
| 3143 |
FCE
3143
Fiera Capital (Europe)
Grand Cayman,
Cayman Islands
| $139M | +$12.8M | +10% | 0.68% | 41.3% | 63 | 15.87% | 0.6 |
|
| 3144 |
CO
3144
Caldwell & Orkin
Norcross,
Georgia
| $139M | -$59.1M | -30% | 5.32% | 137% | 104 | 61.54% | 0.4 |
|
| 3145 |
FCB
3145
First Citizens Bancorporation
Columbia,
South Carolina
| $138M | +$5.62M | +4% | 0.24% | – | 114 | 11.4% | 0.9 |
|
| 3146 |
LCM
3146
Liberty Capital Management
Birmingham,
Michigan
| $138M | -$3.64M | -3% | 0.66% | – | 99 | 3.03% | 1.2 |
|
| 3147 |
MA
3147
Menlo Advisors
Menlo Park,
California
| $138M | -$1.56M | -1% | 0.15% | 108% | 38 | 7.89% | 1.1 |
|
| 3148 |
AC
3148
AYM Capital
New York
| $137M | -$54.8M | -28% | 12.4% | – | 55 | 18.18% | 0.5 |
|
| 3149 |
NFG
3149
Noven Financial Group
Denver,
Colorado
| $137M | -$1.54M | -1% | 1.83% | 45.1% | 43 | 34.88% | 0.5 |
|
| 3150 |
WAM
3150
Westport Asset Management
Southport,
Connecticut
| $137M | -$126M | -48% | 3.43% | 63.9% | 56 | 23.21% | 1.2 |
|