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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
ACI
3176
Advance Capital I
Southfield,
Michigan
| $161M | -$28M | -15% | 1.42% | 34.1% | 236 | 61.44% | 0.3 |
|
| 3177 |
SC
3177
Schulhoff & Co
Cincinnati,
Ohio
| $161M | -$4.54M | -3% | 1.91% | 51.8% | 111 | 4.5% | 1.6 |
|
| 3178 |
PC
3178
Permit Capital
West Conshohocken,
Pennsylvania
| $161M | -$1.73M | -1% | 2.85% | 121% | 76 | 14.47% | 1.4 |
|
| 3179 |
SAMH
3179
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $161M | +$32.7M | +25% | 0.69% | 125% | 18 | 61.11% | 0.1 |
|
| 3180 |
GF
3180
Goodman Financial
Houston,
Texas
| $161M | +$13.5M | +9% | 6.3% | 52.5% | 47 | 29.79% | 0.9 |
|
| 3181 |
TA
3181
TBP Advisors
Purchase,
New York
| $161M | +$8.07M | +5% | 3.84% | – | 50 | 8% | 1.6 |
|
| 3182 |
SFS
3182
Shaker Financial Services
Arlington,
Virginia
| $161M | +$4.55M | +3% | 0.02% | 12.9% | 167 | 44.31% | 0.7 |
|
| 3183 |
RCM
3183
Riverpark Capital Management
New York
| $161M | +$3.26M | +2% | 1.69% | 152% | 52 | 13.46% | 0.6 |
|
| 3184 |
VST
3184
Van Strum & Towne
San Francisco,
California
| $161M | -$1.01M | -0.6% | 0.43% | 62.2% | 74 | 4.05% | 1.3 |
|
| 3185 |
MIM
3185
Monashee Investment Management
Boston,
Massachusetts
| $161M | – | – | 12.8% | 520% | 67 | – | 0 |
|
| 3186 |
GCM
3186
Grandmaster Capital Management
San Francisco,
California
| $161M | -$59.9M | -27% | 7.82% | – | 22 | 59.09% | 0.8 |
|
| 3187 |
NFG
3187
NewFocus Financial Group
Vancouver,
Washington
| $160M | +$15.3M | +11% | 4.47% | 55.4% | 65 | 21.54% | 0.8 |
|
| 3188 |
BCM
3188
Breithorn Capital Management
New York
| $160M | +$3.98M | +3% | 4.11% | 43.9% | 51 | 23.53% | 1 |
|
| 3189 |
VAS
3189
Valicenti Advisory Services
Elmira,
New York
| $160M | -$7.1M | -4% | 1.62% | 119% | 60 | 16.67% | 1.3 |
|
| 3190 |
MVUM
3190
Matrix VIII US Management
Cambridge,
Massachusetts
| $160M | +$14.3M | +10% | 18.7% | – | 1 | 0% | 0.3 |
|
| 3191 |
ZF
3191
Zhang Financial
Portage,
Michigan
| $160M | +$6.16M | +4% | 0.6% | 67.9% | 70 | 10% | 1.4 |
|
| 3192 |
BGIM
3192
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $159M | +$3.84M | +2% | 5.96% | 25.8% | 68 | 86.76% | 0.3 |
|
| 3193 |
SCM
3193
Stonehearth Capital Management
Danvers,
Massachusetts
| $159M | +$23.5M | +17% | 2.4% | 87.5% | 40 | 27.5% | 0.2 |
|
| 3194 |
3194
TCI Wealth Advisors
Tucson,
Arizona
| $159M | -$2.28M | -1% | 3.01% | 65% | 1,029 | 21.67% | 1.3 |
|
| 3195 |
AFG
3195
Arkansas Financial Group
Little Rock,
Arkansas
| $159M | -$3.41M | -2% | 1.92% | 39.1% | 22 | 4.55% | 1.1 |
|
| 3196 |
AC
3196
Adelphi Capital
London,
United Kingdom
| $159M | +$35.4M | +29% | 2.85% | – | 6 | 66.67% | 0.3 |
|
| 3197 |
CCIA
3197
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $159M | -$3.5M | -2% | 1.06% | 31% | 338 | 87.57% | 0.1 |
|
| 3198 |
PIM
3198
Parasol Investment Management
Westmont,
Illinois
| $159M | +$14.6M | +10% | 1.52% | 20.9% | 314 | 15.61% | 1.1 |
|
| 3199 |
SPM
3199
Sycamore Partners Management
New York
| $159M | +$22.5M | +16% | 17.6% | 31.8% | 2 | 0% | 0.3 |
|
| 3200 |
TSS
3200
Thomas Story & Son
Culver,
Indiana
| $159M | -$8.18M | -5% | 1.13% | 101% | 52 | 5.77% | 1.7 |
|