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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 |
CM
3151
Cornerstone Management
Duluth,
Georgia
| $160M | +$8.35M | +6% | 1.14% | 40% | 49 | 22.45% | 1 |
|
| 3152 |
KC
3152
Kingfisher Capital
Charlotte,
North Carolina
| $159M | -$9.73M | -6% | 2.12% | 58.5% | 294 | 62.59% | 1.6 |
|
| 3153 |
SCM
3153
Stonerise Capital Management
San Francisco,
California
| $159M | -$44.6M | -22% | 5.84% | 0.77% | 12 | 41.67% | 0.8 |
|
| 3154 |
HFBOT
3154
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $159M | +$6.6M | +4% | 3.03% | 74% | 66 | 9.09% | 0.2 |
|
| 3155 |
3155
Orgel Wealth Management
Altoona,
Wisconsin
| $159M | +$42.2M | +36% | 0.71% | 39.6% | 27 | 40.74% | 0.2 |
|
| 3156 |
IC
3156
Intersect Capital
San Ramon,
California
| $159M | +$42.6M | +37% | 3.01% | 57.2% | 116 | 26.72% | 0.9 |
|
| 3157 |
FNBOH
3157
First National Bank of Hutchinson
Hutchinson,
Kansas
| $159M | +$2.69M | +2% | 0.68% | 121% | 72 | 23.61% | 2 |
|
| 3158 |
DPI
3158
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $159M | +$2.28M | +1% | 1.19% | 38.2% | 54 | 9.26% | 1.1 |
|
| 3159 |
LJHT
3159
Laurie J. Hall Trustee
| $159M | +$19.9M | +14% | 2.7% | 105% | 304 | 33.55% | 0.8 |
|
| 3160 |
PFSC
3160
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $159M | +$7.13M | +5% | 2.8% | 93% | 315 | 4.76% | 2 |
|
| 3161 |
NCM
3161
Northside Capital Management
Hood River,
Oregon
| $159M | +$28M | +21% | 5.33% | 99.6% | 69 | 39.13% | 0.7 |
|
| 3162 |
PTB
3162
Pioneer Trust Bank
Salem,
Oregon
| $159M | +$4.66M | +3% | 3.72% | 61.4% | 74 | 4.05% | 2.3 |
|
| 3163 |
CRIM
3163
Castle Ridge Investment Management
Greenwich,
Connecticut
| $159M | -$51.1M | -24% | 2.38% | – | 51 | 56.86% | 0.2 |
|
| 3164 |
MIC
3164
MU Investments Company
Tokyo,
Japan
| $158M | -$10.3M | -6% | 4.18% | 40.4% | 201 | 13.93% | 2 |
|
| 3165 |
AGPM
3165
ASA Gold & Precious Metals
Portland,
Maine
| $158M | +$46.9M | +42% | 46.6% | 7.34% | 22 | 9.09% | 2.2 |
|
| 3166 |
SC
3166
Saybrook Capital
Winston Salem,
North Carolina
| $158M | +$587K | +0.4% | 1.63% | 67.1% | 51 | 7.84% | 2.3 |
|
| 3167 |
FAM
3167
Fortaleza Asset Management
Chicago,
Illinois
| $158M | -$7.3M | -4% | 0.42% | 121% | 223 | 30.94% | 1.1 |
|
| 3168 |
VW
3168
Vantage Wealth
Pasadena,
California
| $158M | -$16.3M | -9% | 1.44% | 56.1% | 27 | 25.93% | 2.3 |
|
| 3169 |
SRCM
3169
Sterling Ridge Capital Management
New York
| $158M | -$445M | -74% | 0.45% | – | 131 | 75.57% | 0.2 |
|
| 3170 |
SRP
3170
Saddle Road Partners
Omaha,
Nebraska
| $157M | +$11.8M | +8% | 3.06% | – | 139 | 10.07% | 0.2 |
|
| 3171 |
3171
Cevian Capital II
St. Helier,
Jersey
| $157M | -$77.2M | -33% | 33% | 105% | 1 | 0% | 0.3 |
|
| 3172 |
HM
3172
Heronetta Management
New York
| $157M | -$10.1M | -6% | 3.22% | 59.7% | 35 | 8.57% | 2.2 |
|
| 3173 |
WA
3173
WealthTrust-Arizona
Scottsdale,
Arizona
| $157M | -$9.37M | -6% | 1.71% | 20.2% | 639 | 13.62% | 1.9 |
|
| 3174 |
SAC
3174
SPQ Asia Capital
Hong Kong
| $157M | +$5.22M | +3% | 8.83% | – | 9 | 33.33% | 0.2 |
|
| 3175 |
MFP
3175
Mosaic Financial Partners
San Francisco,
California
| $156M | +$633K | +0.4% | 0.95% | 6.05% | 44 | 6.82% | 2.3 |
|