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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
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3226 |
FA
3226
Fagan Associates
Troy,
New York
| $151M | +$387K | +0.3% | 0.76% | 110% | 98 | 17.35% |
|
| 3227 |
KM
3227
Kora Management
Brooklyn,
New York
| $151M | -$1.02M | -0.7% | 13.7% | 307% | 7 | 42.86% |
|
| 3228 |
IR
3228
IAT Reinsurance
New York
| $151M | +$728K | +0.5% | 1.15% | 60.2% | 121 | 9.09% |
|
| 3229 |
ST
3229
Somerset Trust
Somerset,
Pennsylvania
| $151M | -$1.36M | -0.9% | 3.56% | 69.7% | 159 | 11.95% |
|
| 3230 |
MJP
3230
Michael J. Puzo
| $151M | +$7.56M | +5% | 2.57% | 90.3% | 81 | 9.88% |
|
| 3231 |
WCA
3231
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $151M | -$84.7M | -36% | 19.2% | 282% | 28 | 42.86% |
|
| 3232 |
NFGCM
3232
Norman Fields Gottscho Capital Management
New York
| $150M | +$9.4M | +7% | 1.52% | 94% | 78 | 24.36% |
|
| 3233 |
CZPM
3233
Capital Z Partners Management
New York
| $150M | +$350K | +0.2% | 0.32% | 48.2% | 4 | 0% |
|
| 3234 |
HT
3234
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| $150M | -$276M | -65% | 2.27% | 40% | 75 | 69.33% |
|
| 3235 |
EDRIA
3235
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $150M | +$4.61M | +3% | 1.58% | 12.8% | 99 | 6.06% |
|
| 3236 |
WSC
3236
Wellington Shields & Co
New York
| $150M | -$532K | -0.4% | 0.42% | 109% | 119 | 13.45% |
|
| 3237 |
PIMJS
3237
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $150M | +$12M | +9% | 9.24% | 125% | 54 | 29.63% |
|
| 3238 |
LBS
3238
Lawrence B. Seidman
| $150M | -$3M | -2% | 3.76% | 12.3% | 30 | 16.67% |
|
| 3239 |
HPIA
3239
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $150M | +$5.45M | +4% | 4.09% | 79.3% | 74 | 5.41% |
|
| 3240 |
BCM
3240
Bourgeon Capital Management
Darien,
Connecticut
| $150M | -$6.09M | -4% | 1.05% | 117% | 105 | 29.52% |
|
| 3241 |
FRM
3241
Fox Run Management
Greenwich,
Connecticut
| $150M | +$20.3M | +16% | 0.14% | 64% | 664 | 85.09% |
|
| 3242 |
SSI
3242
Scott & Selber Inc
Houston,
Texas
| $149M | -$4.51M | -3% | 2.12% | 187% | 80 | 40% |
|
| 3243 |
AP
3243
Agilis Partners
Waltham,
Massachusetts
| $149M | +$33.8M | +29% | 0.13% | 8.47% | 16 | 6.25% |
|
| 3244 |
KAS
3244
Kemnay Advisory Services
New York
| $149M | -$889K | -0.6% | 0.4% | 167% | 44 | 2.27% |
|
| 3245 |
MC
3245
Miles Capital
West Des Moines,
Iowa
| $149M | +$1.99M | +1% | 1.26% | 15.4% | 188 | 34.04% |
|
| 3246 |
HGI
3246
Hansberger Growth Investors
Madison,
Wisconsin
| $148M | +$5.64M | +4% | 1.19% | 36.4% | 49 | 26.53% |
|
| 3247 |
IFB
3247
iAB Financial Bank
Fort Wayne,
Indiana
| $148M | +$11.3M | +8% | 4.68% | 22.5% | 112 | 7.14% |
|
| 3248 |
BCM
3248
BHZ Capital Management
San Jose,
California
| $148M | +$53.9M | +57% | 2.44% | 3.24% | 100 | 32% |
|
| 3249 |
GVT
3249
Genesee Valley Trust
Pittsford,
New York
| $148M | -$4.01M | -3% | 1.16% | 30.2% | 256 | 16.02% |
|
| 3250 |
MSWM
3250
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $148M | +$35M | +31% | 0.47% | 53.1% | 16 | 81.25% |
|