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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
1492 Capital Management
Milwaukee,
Wisconsin
| $140M | -$17.6M | -11% | 9.19% | 332% | 150 | 34% | 0.7 |
|
| 3227 |
3227
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $140M | -$9.23M | -6% | 6.56% | 104% | 328 | 5.79% | 1.6 |
|
| 3228 |
3228
Eads & Heald Wealth Management
Atlanta,
Georgia
| $140M | -$11.7M | -8% | 4.6% | 84.4% | 139 | 7.19% | 1.9 |
|
| 3229 |
MMCM
3229
Marque Millennium Capital Management
New York
| $140M | -$57.2M | -29% | 9.5% | – | 79 | 8.86% | 2.1 |
|
| 3230 |
GCM
3230
Goldman Capital Management
New York
| $140M | -$20.2M | -13% | 3.47% | 24.3% | 31 | 9.68% | 1.8 |
|
| 3231 |
WIM
3231
Wilen Investment Management
Bonita Springs,
Florida
| $140M | -$8.68M | -6% | 3.11% | 79.9% | 75 | 16% | 1.9 |
|
| 3232 |
VAM
3232
Visionary Asset Management
Houston,
Texas
| $140M | -$159M | -53% | 0.48% | 31.9% | 113 | 78.76% | 0.7 |
|
| 3233 |
SIG
3233
Schooner Investment Group
Wayne,
Pennsylvania
| $140M | -$72.8M | -34% | 6.21% | 24.3% | 316 | 2.22% | 1.1 |
|
| 3234 |
3234
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $140M | -$14.1M | -9% | 11.4% | 42% | 196 | 40.31% | 0.9 |
|
| 3235 |
ECM
3235
Empire Capital Management
Westport,
Connecticut
| $140M | -$33.5M | -19% | 3.67% | 17.2% | 80 | 85% | 0.2 |
|
| 3236 |
3236
Hansberger Growth Investors
Madison,
Wisconsin
| $140M | -$6.91M | -5% | 6.51% | 36.4% | 46 | 8.7% | 0.7 |
|
| 3237 |
3237
Summit Asset Management
Memphis,
Tennessee
| $140M | -$6.55M | -4% | 6.66% | 48.9% | 97 | 8.25% | 1.8 |
|
| 3238 |
3238
Blue Edge Capital
Richmond,
Virginia
| $140M | -$13.7M | -9% | 6.25% | 67.4% | 77 | 23.38% | 1.3 |
|
| 3239 |
SC
3239
Schulhoff & Co
Cincinnati,
Ohio
| $140M | -$17M | -11% | 5.12% | 51.8% | 112 | 14.29% | 2 |
|
| 3240 |
3240
Tuttle Capital Management
Riverside,
Connecticut
| $140M | +$4.76M | +4% | 1.62% | 115% | 31 | 64.52% | 0.4 |
|
| 3241 |
3241
Stonehearth Capital Management
Danvers,
Massachusetts
| $139M | -$5.86M | -4% | 6.35% | 87.5% | 44 | 29.55% | 0.5 |
|
| 3242 |
MC
3242
Miles Capital
West Des Moines,
Iowa
| $139M | -$13.4M | -9% | 6.18% | 15.4% | 200 | 43% | 0.8 |
|
| 3243 |
3243
Summit Securities Group
New York
| $139M | -$66M | -32% | 5.84% | 136% | 651 | 74.96% | 0.4 |
|
| 3244 |
3244
Avalon Global Asset Management
San Francisco,
California
| $139M | -$14.2M | -9% | 5.52% | 278% | 51 | 41.18% | 1 |
|
| 3245 |
3245
Equinox Partners Investment Management
Stamford,
Connecticut
| $138M | -$29.6M | -18% | 19% | 241% | 18 | 11.11% | 1.2 |
|
| 3246 |
VHMC
3246
Value Holdings Management Company
Hampton Bays,
New York
| $138M | -$8.65M | -6% | 5.07% | 125% | 30 | 0% | 1.8 |
|
| 3247 |
LCP
3247
Longhorn Capital Partners
Dallas,
Texas
| $138M | -$41.1M | -23% | 6.91% | 30.2% | 1 | 0% | 2.3 |
|
| 3248 |
CFMC
3248
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $138M | -$12.4M | -8% | 4.72% | 69.6% | 172 | 15.7% | 1.2 |
|
| 3249 |
LSC
3249
Lyon Street Capital
Sausalito,
California
| $138M | -$1.34M | -1% | 7.77% | – | 53 | 28.3% | 1.2 |
|
| 3250 |
3250
Wind River Trust Company
Jackson,
Wyoming
| $138M | -$68.3M | -33% | 7.75% | 62.1% | 12 | 33.33% | 1.9 |
|