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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%
10
50
100
250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3176 |
ZF
3176
Zhang Financial
Portage,
Michigan
| $188M | -$12.7M | -6% | 1.34% | 56.8% | 87 | 20.69% |
|
| 3177 |
VM
3177
VPR Management
Houston,
Texas
| $188M | – | – | 2.96% | 60.8% | 11 | – |
|
| 3178 |
KAM
3178
Kavi Asset Management
New York
| $188M | +$44.4M | +31% | 14.9% | 144% | 45 | 55.56% |
|
| 3179 |
WCA
3179
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $188M | -$7.77M | -4% | 8.62% | 201% | 27 | 33.33% |
|
| 3180 |
BAM
3180
Brave Asset Management
Summit,
New Jersey
| $188M | +$16.7M | +10% | 3.01% | 76.3% | 190 | 30% |
|
| 3181 |
CIG
3181
Consolidated Investment Group
Englewood,
Colorado
| $188M | +$12.3M | +7% | 4.49% | 140% | 51 | 11.76% |
|
| 3182 |
NRC
3182
North Run Capital
Boston,
Massachusetts
| $188M | -$93.7M | -33% | 6.91% | 19.4% | 19 | 47.37% |
|
| 3183 |
WPIC
3183
White Pine Investment Company
Livonia,
Michigan
| $188M | +$2.14M | +1% | 0.43% | 66.3% | 58 | 10.34% |
|
| 3184 |
VW
3184
Vantage Wealth
Pasadena,
California
| $188M | +$4.23M | +2% | 3.03% | 56.1% | 26 | 15.38% |
|
| 3185 |
OWIM
3185
Old West Investment Management
Los Angeles,
California
| $187M | -$1M | -0.5% | 1.54% | 235% | 71 | 19.72% |
|
| 3186 |
AMIM
3186
Aull & Monroe Investment Management
Mobile,
Alabama
| $187M | +$64K | +0% | 1.78% | 96.6% | 133 | 4.51% |
|
| 3187 |
GC
3187
Greencape Capital
Melbourne,
Australia
| $187M | +$26.6M | +17% | 14.4% | 98.1% | 5 | 20% |
|
| 3188 |
VAS
3188
Valicenti Advisory Services
Elmira,
New York
| $187M | +$6.92M | +4% | 2.43% | 119% | 61 | 13.11% |
|
| 3189 |
LP
3189
LGL Partners
Philadelphia,
Pennsylvania
| $187M | -$11.2M | -6% | 2.65% | 56.3% | 99 | 16.16% |
|
| 3190 |
CFG
3190
Cambridge Financial Group
Columbus,
Ohio
| $187M | +$9.68M | +5% | 4.49% | – | 33 | 12.12% |
|
| 3191 |
HFBOT
3191
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $187M | +$2.65M | +1% | 1.39% | 65.2% | 63 | 3.17% |
|
| 3192 |
HIM
3192
HughesLittle Investment Management
Vancouver,
| $186M | +$11.3M | +6% | 7.54% | 91.2% | 19 | 0% |
|
| 3193 |
AWW
3193
Alan W. Weber
| $186M | +$11M | +6% | 10.1% | 192% | 68 | 8.82% |
|
| 3194 |
MC
3194
Miles Capital
West Des Moines,
Iowa
| $186M | +$6.32M | +4% | 2.59% | 15.4% | 238 | 25.63% |
|
| 3195 |
PCTC
3195
Perkins Coie Trust Company
Seattle,
Washington
| $186M | +$15.7M | +9% | 3.43% | 70.8% | 304 | 4.93% |
|
| 3196 |
FG
3196
FSI Group
Cincinnati,
Ohio
| $186M | -$15.8M | -8% | 0.36% | 17.7% | 46 | 43.48% |
|
| 3197 |
GA
3197
GRS Advisors
Chicago,
Illinois
| $186M | -$5.56M | -3% | 3.21% | 41.1% | 28 | 57.14% |
|
| 3198 |
FBT
3198
First Bankers Trust
Louisville,
Kentucky
| $186M | +$2.33M | +1% | 1.2% | 78.9% | 127 | 7.09% |
|
| 3199 |
MJP
3199
Michael J. Puzo
| $185M | +$5.25M | +3% | 3.56% | 60.3% | 79 | 6.33% |
|
| 3200 |
CHP
3200
Cable Hill Partners
Portland,
Oregon
| $185M | -$8.68M | -4% | 1.8% | 20.3% | 812 | 13.3% |
|