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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 |
CVM
3176
Cheviot Value Management
Beverly Hills,
California
| $156M | +$2.1M | +1% | 9.45% | 77.8% | 41 | 19.51% | 2 |
|
| 3177 |
BJCM
3177
Blue Jay Capital Management
Los Angeles,
California
| $156M | -$140M | -47% | 8.1% | – | 31 | 74.19% | 0.2 |
|
| 3178 |
PBO
3178
Peoples Bank (Ohio)
Marietta,
Ohio
| $156M | -$12.2M | -7% | 2.2% | 71.7% | 109 | 13.76% | 0.2 |
|
| 3179 |
PRS
3179
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $156M | +$1.68M | +1% | 5.46% | 82.9% | 238 | 34.87% | 0.6 |
|
| 3180 |
CA
3180
Corrado Advisors
Ramsey,
New Jersey
| $156M | -$13.9M | -8% | 6.05% | 64% | 99 | 17.17% | 1.2 |
|
| 3181 |
HIM
3181
HughesLittle Investment Management
Vancouver,
| $156M | +$170K | +0.1% | 1.8% | 106% | 15 | 6.67% | 2.1 |
|
| 3182 |
SCM
3182
Southport Capital Management
Chattanooga,
Tennessee
| $156M | +$1.07M | +0.7% | 2.19% | 80% | 160 | 5% | 2.1 |
|
| 3183 |
SG
3183
Strid Group
Newtown Square,
Pennsylvania
| $156M | -$79.8M | -34% | 2.73% | 50.4% | 48 | 22.92% | 0.2 |
|
| 3184 |
BW
3184
Bison Wealth
Atlanta,
Georgia
| $155M | -$19.9M | -11% | 2.48% | 37.4% | 260 | 37.69% | 0.9 |
|
| 3185 |
RGI
3185
River Global Investors
London,
United Kingdom
| $155M | +$8.5M | +6% | 4% | 49.7% | 136 | 37.5% | 0.8 |
|
| 3186 |
WIP
3186
Wayzata Investment Partners
Wayzata,
Minnesota
| $155M | -$20.8M | -12% | 2.5% | – | 2 | 0% | 1.6 |
|
| 3187 |
PVWM
3187
Point View Wealth Management
Summit,
New Jersey
| $155M | +$17M | +12% | 4.6% | 27% | 237 | 10.97% | 1.6 |
|
| 3188 |
PFM
3188
PacWest Financial Management
Phoenix,
Arizona
| $155M | +$5.85M | +4% | 2.61% | 19.2% | 89 | 12.36% | 2.2 |
|
| 3189 |
LCP
3189
Legacy Capital Partners
Milwaukee,
Wisconsin
| $155M | -$606K | -0.4% | 3.44% | 85.6% | 118 | 9.32% | 2.1 |
|
| 3190 |
SRC
3190
Stone Run Capital
New York
| $155M | +$11.2M | +8% | 5.69% | 77.8% | 71 | 11.27% | 2.4 |
|
| 3191 |
CLA
3191
Cranberry Lake Advisors
Houston,
Texas
| $155M | -$14.8M | -9% | 1.79% | 31.5% | 19 | 10.53% | 1.6 |
|
| 3192 |
3192
Koshinski Asset Management
Decatur,
Illinois
| $155M | +$11.8M | +8% | 0.93% | 76.5% | 255 | 25.49% | 0.9 |
|
| 3193 |
NCM
3193
Northroad Capital Management
New York
| $155M | -$13.2M | -8% | 3.5% | 0.16% | 56 | 3.57% | 2.2 |
|
| 3194 |
VIA
3194
Virtus Investment Advisers
Hartford,
Connecticut
| $154M | +$127M | +460% | 3.1% | 172% | 19 | 63.16% | 0.2 |
|
| 3195 |
3195
Quadrant Capital Group
Cincinnati,
Ohio
| $154M | +$9.82M | +7% | 1.34% | 105% | 2,296 | 34.84% | 0.5 |
|
| 3196 |
RO
3196
Reservoir Operations
New York
| $154M | -$45.6M | -23% | 8.46% | 12% | 31 | 19.35% | 1.9 |
|
| 3197 |
FM
3197
Family Management
New York
| $154M | -$39.4M | -20% | 0.7% | 69% | 86 | 26.74% | 1.6 |
|
| 3198 |
MCM
3198
Matterhorn Capital Management
San Antonio,
Texas
| $154M | -$64.9M | -30% | 1.11% | 38.8% | 59 | 22.03% | 1.5 |
|
| 3199 |
HA
3199
Harfst & Associates
Sheridan,
Wyoming
| $154M | -$91.7M | -37% | 5.36% | 82.5% | 301 | 77.08% | 0.7 |
|
| 3200 |
FP
3200
FDO Partners
Cambridge,
Massachusetts
| $154M | -$21.8M | -12% | 0.63% | – | 372 | 71.24% | 0.1 |
|