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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 |
CM
3226
Cornerstone Management
Duluth,
Georgia
| $188M | -$7.7M | -4% | 2.22% | 40% | 35 | 5.71% | 2 |
|
| 3227 |
ZF
3227
Zhang Financial
Portage,
Michigan
| $188M | -$12.7M | -6% | 1.34% | 67.9% | 87 | 20.69% | 2.7 |
|
| 3228 |
VM
3228
VPR Management
Houston,
Texas
| $188M | – | – | 2.96% | 54.5% | 11 | – | 0 |
|
| 3229 |
KAM
3229
Kavi Asset Management
New York
| $188M | +$44.4M | +31% | 14.9% | 144% | 45 | 55.56% | 0.3 |
|
| 3230 |
WCA
3230
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $188M | -$7.77M | -4% | 8.62% | 282% | 27 | 33.33% | 1.1 |
|
| 3231 |
BAM
3231
Brave Asset Management
Summit,
New Jersey
| $188M | +$16.7M | +10% | 3.01% | 76.3% | 190 | 30% | 2.6 |
|
| 3232 |
CIG
3232
Consolidated Investment Group
Englewood,
Colorado
| $188M | +$12.3M | +7% | 4.49% | 140% | 51 | 11.76% | 2.7 |
|
| 3233 |
NRC
3233
North Run Capital
Boston,
Massachusetts
| $188M | -$93.7M | -33% | 6.91% | 19.4% | 19 | 47.37% | 1.5 |
|
| 3234 |
WPIC
3234
White Pine Investment Company
Livonia,
Michigan
| $188M | +$2.14M | +1% | 0.43% | 73.3% | 58 | 10.34% | 3 |
|
| 3235 |
VW
3235
Vantage Wealth
Pasadena,
California
| $188M | +$4.23M | +2% | 3.03% | 56.1% | 26 | 15.38% | 2.9 |
|
| 3236 |
OWIM
3236
Old West Investment Management
Los Angeles,
California
| $187M | -$1M | -0.5% | 1.54% | 242% | 71 | 19.72% | 1.6 |
|
| 3237 |
AMIM
3237
Aull & Monroe Investment Management
Mobile,
Alabama
| $187M | +$64K | +0% | 1.79% | 96.6% | 133 | 4.51% | 3.2 |
|
| 3238 |
GC
3238
Greencape Capital
Melbourne,
Australia
| $187M | +$26.6M | +17% | 14.4% | 98.1% | 5 | 20% | 0.4 |
|
| 3239 |
VAS
3239
Valicenti Advisory Services
Elmira,
New York
| $187M | +$6.92M | +4% | 2.43% | 119% | 61 | 13.11% | 2.3 |
|
| 3240 |
LP
3240
LGL Partners
Philadelphia,
Pennsylvania
| $187M | -$11.2M | -6% | 2.65% | 68.9% | 99 | 16.16% | 1.3 |
|
| 3241 |
CFG
3241
Cambridge Financial Group
Columbus,
Ohio
| $187M | +$9.68M | +5% | 4.49% | – | 33 | 12.12% | 1.8 |
|
| 3242 |
HFBOT
3242
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $187M | +$2.65M | +1% | 1.39% | 74% | 63 | 3.17% | 1.4 |
|
| 3243 |
HIM
3243
HughesLittle Investment Management
Vancouver,
| $186M | +$11.3M | +6% | 7.54% | 106% | 19 | 0% | 2.4 |
|
| 3244 |
AWW
3244
Alan W. Weber
| $186M | +$11M | +6% | 10.1% | 192% | 68 | 8.82% | 1.8 |
|
| 3245 |
MC
3245
Miles Capital
West Des Moines,
Iowa
| $186M | +$6.32M | +4% | 2.6% | 15.4% | 238 | 25.63% | 0.9 |
|
| 3246 |
PCTC
3246
Perkins Coie Trust Company
Seattle,
Washington
| $186M | +$15.7M | +9% | 3.43% | 83.2% | 304 | 4.93% | 2.4 |
|
| 3247 |
FG
3247
FSI Group
Cincinnati,
Ohio
| $186M | -$15.8M | -8% | 0.36% | 44.1% | 46 | 43.48% | 0.9 |
|
| 3248 |
GA
3248
GRS Advisors
Chicago,
Illinois
| $186M | -$5.56M | -3% | 3.21% | 54.3% | 28 | 57.14% | 0.9 |
|
| 3249 |
FBT
3249
First Bankers Trust
Louisville,
Kentucky
| $186M | +$2.33M | +1% | 1.21% | 78.9% | 127 | 7.09% | 3.4 |
|
| 3250 |
MJP
3250
Michael J. Puzo
| $185M | +$5.25M | +3% | 3.57% | 90.3% | 79 | 6.33% | 3.1 |
|