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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 |
3126
Richmond Hill Investments
New York
| $163M | -$47.2M | -23% | 1.41% | 55.2% | 10 | 30% | 1.6 |
|
| 3127 |
3127
Frazier Management
Seattle,
Washington
| $162M | -$76.7M | -32% | 29.8% | 408% | 7 | 0% | 0.3 |
|
| 3128 |
SIA
3128
Spruce Investment Advisors
Stamford,
Connecticut
| $162M | +$27M | +20% | 0.11% | 23.5% | 38 | 36.84% | 1.4 |
|
| 3129 |
3129
Norwest Venture Partners X
Palo Alto,
California
| $162M | -$79.7M | -33% | 7.68% | 11.3% | 2 | 0% | 1.3 |
|
| 3130 |
3130
Guinness Atkinson Asset Management
Pasadena,
California
| $162M | -$10.4M | -6% | 0.58% | 132% | 72 | 6.94% | 2.1 |
|
| 3131 |
3131
Court Place Advisors
Ellicott City,
Maryland
| $162M | +$5.64M | +4% | 2.15% | 92% | 141 | 7.09% | 1.9 |
|
| 3132 |
SRCM
3132
Swift Run Capital Management
Charlottesville,
Virginia
| $161M | -$9.9M | -6% | 3.96% | 9.9% | 55 | 14.55% | 1.3 |
|
| 3133 |
3133
Monetta Financial Services
Wheaton,
Illinois
| $161M | -$8.9M | -5% | 0.56% | 275% | 103 | 38.83% | 1 |
|
| 3134 |
3134
Anderson Hoagland & Co
St Louis,
Missouri
| $161M | -$1.44M | -0.9% | 0.66% | 104% | 112 | 19.64% | 1.9 |
|
| 3135 |
HCM
3135
Horrell Capital Management
Little Rock,
Arkansas
| $161M | +$832K | +0.5% | 6.98% | 55.6% | 199 | 20.6% | 2.1 |
|
| 3136 |
3136
Bain Capital Credit
Boston,
Massachusetts
| $161M | +$2.38M | +2% | 2.81% | 14.4% | 14 | 7.14% | 1.1 |
|
| 3137 |
3137
Cambridge Financial Group
Columbus,
Ohio
| $161M | -$6.2M | -4% | 2.59% | – | 37 | 32.43% | 1.1 |
|
| 3138 |
SIG
3138
Schaller Investment Group
Winston Salem,
North Carolina
| $161M | -$16.9M | -10% | 0.86% | 21.9% | 45 | 15.56% | 2.1 |
|
| 3139 |
3139
Hendley & Co
Zanesville,
Ohio
| $161M | +$6.83M | +4% | 2.06% | 54.8% | 62 | 8.06% | 2.1 |
|
| 3140 |
3140
Windsor Capital Management
Phoenix,
Arizona
| $161M | +$396K | +0.2% | 1.64% | 49.1% | 117 | 11.97% | 2.1 |
|
| 3141 |
3141
Hartford Financial Management
Hartford,
Connecticut
| $161M | +$637K | +0.4% | 0.56% | 87.9% | 316 | 16.77% | 1.2 |
|
| 3142 |
3142
Boston Research & Management
Manchester,
Massachusetts
| $161M | -$242K | -0.2% | 3.08% | 53.2% | 98 | 4.08% | 2.5 |
|
| 3143 |
3143
Camarda Financial Advisors
Fleming Island,
Florida
| $161M | -$2.89M | -2% | 1.88% | 196% | 333 | 50.45% | 0.9 |
|
| 3144 |
FIM
3144
FourPoints Investment Managers
Paris,
France
| $160M | -$76.3M | -32% | 1.08% | – | 84 | 17.86% | 1.8 |
|
| 3145 |
OM
3145
Opaleye Management
Boston,
Massachusetts
| $160M | -$78.8M | -33% | 25% | 748% | 67 | 41.79% | 0.7 |
|
| 3146 |
RTS
3146
Round Table Services
Westfield,
New Jersey
| $160M | +$22.5M | +16% | 0.51% | 16.1% | 126 | 28.57% | 1.1 |
|
| 3147 |
3147
Selkirk Management
Chatham,
New Jersey
| $160M | -$9.7M | -6% | 5.17% | 245% | 21 | 19.05% | 2.1 |
|
| 3148 |
3148
Kovack Advisors
Ft. Lauderdale,
Florida
| $160M | +$8.33M | +5% | 2.5% | 118% | 300 | 37% | 0.9 |
|
| 3149 |
3149
Americafirst Capital Management
Roseville,
California
| $160M | -$4.36M | -3% | 2.46% | 32.9% | 252 | 83.33% | 0.1 |
|
| 3150 |
3150
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $160M | +$5.94M | +4% | 4.54% | 72.6% | 74 | 5.41% | 2.5 |
|