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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
PFG
3151
Piershale Financial Group
Barrington,
Illinois
| $165M | +$33.2M | +25% | 2.45% | 82% | 228 | 42.11% | 0.8 |
|
| 3152 |
ACM
3152
Americafirst Capital Management
Roseville,
California
| $164M | -$5.61M | -3% | 3.67% | 32.9% | 234 | 73.5% | 0.2 |
|
| 3153 |
BP
3153
Bandera Partners
New York
| $164M | -$6.44M | -4% | 2.62% | 55.4% | 19 | 26.32% | 1.6 |
|
| 3154 |
CFA
3154
Camarda Financial Advisors
Fleming Island,
Florida
| $163M | +$2.7M | +2% | 3.65% | 196% | 247 | 36.84% | 0.9 |
|
| 3155 |
RCS
3155
Retirement Capital Strategies
San Jose,
California
| $163M | +$4.73M | +3% | 2.17% | 59% | 14 | 7.14% | 1.5 |
|
| 3156 |
FEG
3156
Financial Enhancement Group
Anderson,
Indiana
| $163M | +$11.4M | +8% | 1.83% | 62.2% | 51 | 29.41% | 0.4 |
|
| 3157 |
SIM
3157
Sigma Investment Management
Portland,
Oregon
| $163M | +$9.37M | +6% | 2.79% | 8.4% | 30 | 23.33% | 1.9 |
|
| 3158 |
SCM
3158
Schnieders Capital Management
Pasadena,
California
| $163M | +$18.1M | +13% | 8.29% | 103% | 125 | 12.8% | 1.6 |
|
| 3159 |
AHC
3159
Anderson Hoagland & Co
St Louis,
Missouri
| $163M | +$5.41M | +3% | 3.94% | 95.1% | 104 | 6.73% | 1.9 |
|
| 3160 |
BCVI
3160
Bain Capital Venture Investors
Boston,
Massachusetts
| $163M | -$74.1M | -31% | 29.6% | 34.2% | 3 | 0% | 1.3 |
|
| 3161 |
WPIC
3161
White Pine Investment Company
Livonia,
Michigan
| $162M | +$6.41M | +4% | 5.12% | 73.3% | 58 | 3.45% | 2 |
|
| 3162 |
NIC
3162
Northwest Investment Counselors
Lake Oswego,
Oregon
| $162M | +$13.4M | +9% | 5.5% | 32.4% | 117 | 5.98% | 2.1 |
|
| 3163 |
EEG
3163
E.E. Geduld
| $162M | +$55.2M | +52% | 5.95% | 59.9% | 283 | 50.18% | 1.1 |
|
| 3164 |
GSBTD
3164
Glenview State Bank Trust Department
Glenview,
Illinois
| $162M | +$13.1M | +9% | 7.96% | 76.6% | 90 | 10% | 1.7 |
|
| 3165 |
DR
3165
Davis Rea
Toronto,
Ontario, Canada
| $161M | -$2.6M | -2% | 2.75% | 66.9% | 47 | 19.15% | 1.8 |
|
| 3166 |
AMIM
3166
Aull & Monroe Investment Management
Mobile,
Alabama
| $161M | +$6.79M | +4% | 5.54% | 96.6% | 124 | 8.87% | 2 |
|
| 3167 |
EAMA
3167
EFG Asset Management (Americas)
Miami,
Florida
| $161M | +$623K | +0.4% | 3.68% | 112% | 87 | 12.64% | 1.3 |
|
| 3168 |
EC
3168
Engaged Capital
Newport Beach,
California
| $161M | -$13.3M | -8% | 9.29% | 26.2% | 16 | 56.25% | 0.7 |
|
| 3169 |
WCM
3169
Washington Capital Management
Seattle,
Washington
| $161M | +$1.09M | +0.7% | 4.45% | 76.9% | 127 | 11.02% | 1.8 |
|
| 3170 |
BRM
3170
Boston Research & Management
Manchester,
Massachusetts
| $161M | +$8.92M | +6% | 6.82% | 53.2% | 101 | 5.94% | 2.2 |
|
| 3171 |
AIM
3171
Act II Management
New York
| $161M | +$113M | +233% | 11% | 43.6% | 29 | 37.93% | 1 |
|
| 3172 |
SV
3172
Stilwell Value
New York
| $161M | -$8.07M | -5% | 7.31% | 87.9% | 53 | 7.55% | 0.7 |
|
| 3173 |
VHAM
3173
Van Hulzen Asset Management
El Dorado Hills,
California
| $161M | +$5.76M | +4% | 5.38% | 86.3% | 170 | 29.41% | 0.8 |
|
| 3174 |
WCM
3174
Windsor Capital Management
Phoenix,
Arizona
| $161M | -$9.26M | -5% | 1.54% | 49.1% | 602 | 81.23% | 1.9 |
|
| 3175 |
MIM
3175
Merion Investment Management
Bay Harbor Islands,
Florida
| $160M | +$158M | +5,381% | 8.86% | 27.6% | 2 | 50% | 0.1 |
|