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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 |
FWC
3151
First Washington Corp
Seattle,
Washington
| $200M | +$17.8M | +10% | 2.85% | 142% | 80 | 16.25% | 2.4 |
|
| 3152 |
BAM
3152
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $200M | +$2.93M | +1% | 16.4% | 39.2% | 11 | 63.64% | 0.3 |
|
| 3153 |
PIM
3153
Parker Investment Management
Menlo Park,
California
| $200M | +$5.68M | +3% | 3.69% | 208% | 20 | 5% | 1.1 |
|
| 3154 |
KC
3154
Kellner Capital
New York
| $199M | +$31.5M | +19% | 15.4% | 390% | 55 | 74.55% | 0.3 |
|
| 3155 |
MHP
3155
Manatuck Hill Partners
Westport,
Connecticut
| $199M | -$30.6M | -13% | 5.36% | 556% | 113 | 49.56% | 1.1 |
|
| 3156 |
SC
3156
Saybrook Capital
Winston Salem,
North Carolina
| $199M | +$13.9M | +8% | 2.46% | 67.1% | 51 | 5.88% | 3.2 |
|
| 3157 |
WKWM
3157
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $199M | +$6.3M | +3% | 2.03% | 92% | 159 | 11.95% | 2.2 |
|
| 3158 |
BPV
3158
Battery Partners VIII
Boston,
Massachusetts
| $199M | +$24.6M | +14% | 14.1% | – | 1 | 0% | 0.5 |
|
| 3159 |
WCM
3159
Windsor Capital Management
Phoenix,
Arizona
| $199M | +$5.87M | +3% | 1.67% | 49.1% | 112 | 5.36% | 3 |
|
| 3160 |
EMR
3160
Errol M. Rudman
| $199M | +$43.7M | +28% | 6.94% | 60.5% | 42 | 28.57% | 1.5 |
|
| 3161 |
ADL
3161
Asset Dedication LLC
San Francisco,
California
| $199M | +$13.7M | +7% | 2.42% | 67.8% | 413 | 16.46% | 1.2 |
|
| 3162 |
HA
3162
Hamel Associates
Chatham,
New Jersey
| $199M | +$2.29M | +1% | 1.97% | 50.6% | 82 | 8.54% | 2.6 |
|
| 3163 |
RA
3163
RMR Advisors
Newton,
Massachusetts
| $199M | -$22.7M | -10% | 1.5% | 2.17% | 122 | 13.93% | 3.3 |
|
| 3164 |
TL
3164
TowerView LLC
New York
| $198M | -$16.3M | -8% | 5.09% | 17.9% | 31 | 19.35% | 2.6 |
|
| 3165 |
PFA
3165
Paradigm Financial Advisors
Des Peres,
Missouri
| $198M | +$2.57M | +1% | 2.05% | 114% | 112 | 8.04% | 2.4 |
|
| 3166 |
MFS
3166
McNamara Financial Services
Marshfield,
Massachusetts
| $198M | +$6.29M | +3% | 2.73% | 42.6% | 36 | 13.89% | 1.2 |
|
| 3167 |
CC
3167
Corsair Capital
New York
| $197M | +$4.23M | +2% | 2.28% | 17.1% | 3 | 0% | 2.2 |
|
| 3168 |
BSWMG
3168
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| $197M | +$4.82M | +3% | 1.52% | 17.9% | 106 | 3.77% | 3 |
|
| 3169 |
SIAS
3169
Shine Investment Advisory Services
Lone Tree,
Colorado
| $197M | +$45.6M | +30% | 2.69% | 29% | 661 | 85.33% | 0.1 |
|
| 3170 |
MC
3170
Matisse Capital
Portland,
Oregon
| $197M | +$11M | +6% | 3.86% | 66.9% | 121 | 15.7% | 0.8 |
|
| 3171 |
HMS
3171
Hanseatic Management Services
Albuquerque,
New Mexico
| $196M | +$14.7M | +8% | 9.83% | – | 501 | 39.52% | 0.5 |
|
| 3172 |
LCM
3172
Lionstone Capital Management
New York
| $196M | +$22.6M | +13% | 3.15% | 74.1% | 14 | 21.43% | 2.8 |
|
| 3173 |
PHAM
3173
Portland Hill Asset Management
London,
United Kingdom
| $196M | +$5.98M | +3% | 10.1% | 30.2% | 26 | 34.62% | 0.4 |
|
| 3174 |
GSBTD
3174
Glenview State Bank Trust Department
Glenview,
Illinois
| $196M | +$2.87M | +1% | 2.41% | 76.6% | 98 | 8.16% | 2.9 |
|
| 3175 |
GA
3175
Geller Advisors
New York
| $196M | +$11M | +6% | 5.82% | 20.4% | 28 | 21.43% | 2.4 |
|