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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 |
AH
3226
Aviva Holdings
New Providence,
Bahamas
| $192M | +$33.8M | +21% | 37.4% | 36.5% | 4 | 25% | 0.7 |
|
| 3227 |
CM
3227
Cornerstone Management
Duluth,
Georgia
| $192M | +$4.05M | +2% | 2.59% | 40% | 34 | 8.82% | 2.2 |
|
| 3228 |
OBWP
3228
O'Brien Wealth Partners
Waltham,
Massachusetts
| $192M | +$2.83M | +1% | 3.14% | 56.7% | 33 | 3.03% | 1.6 |
|
| 3229 |
ACM
3229
Arlington Capital Management
Arlington Heights,
Illinois
| $192M | -$52M | -21% | 10.8% | 154% | 27 | 22.22% | 1 |
|
| 3230 |
3230
Maven Securities
St Helier,
Jersey
| $192M | +$46.9M | +32% | 6.93% | 135% | 54 | 75.93% | 0.2 |
|
| 3231 |
LGC
3231
Laurel Grove Capital
Los Angeles,
California
| $192M | +$3.31M | +2% | 3.68% | 59.2% | 108 | 16.67% | 2.8 |
|
| 3232 |
CII
3232
Chapter IV Investors
Charlotte,
North Carolina
| $192M | -$18.2M | -9% | 3.25% | 4.15% | 7 | 0% | 3.1 |
|
| 3233 |
SIAS
3233
Shine Investment Advisory Services
Lone Tree,
Colorado
| $192M | -$4.66M | -2% | 3.82% | 29% | 708 | 12.29% | 0.3 |
|
| 3234 |
MJP
3234
Michael J. Puzo
| $192M | +$6.87M | +4% | 4.28% | 90.3% | 77 | 2.6% | 3.3 |
|
| 3235 |
PCI
3235
Pacifica Capital Investments
Leander,
Texas
| $192M | -$3.23M | -2% | 0.92% | 70.4% | 19 | 15.79% | 3.1 |
|
| 3236 |
CCM
3236
Cribstone Capital Management
Augusta,
Maine
| $192M | +$8.17M | +4% | 2.62% | 22.4% | 793 | 11.85% | 1.1 |
|
| 3237 |
SIG
3237
Schaller Investment Group
Winston Salem,
North Carolina
| $191M | -$1.98M | -1% | 1.31% | 21.9% | 45 | 6.67% | 3 |
|
| 3238 |
ACP
3238
Arcus Capital Partners
Atlanta,
Georgia
| $191M | +$33.1M | +21% | 4% | 69.2% | 114 | 14.91% | 1 |
|
| 3239 |
NSRI
3239
New Silk Road Investment
Singapore
| $191M | +$31.7M | +20% | 14.9% | 21.2% | 10 | 40% | 0.4 |
|
| 3240 |
CFG
3240
Cambridge Financial Group
Columbus,
Ohio
| $191M | +$4.24M | +2% | 6.66% | – | 33 | 12.12% | 1.9 |
|
| 3241 |
YP
3241
Yellowstone Partners
Idaho Falls,
Idaho
| $191M | – | – | 2.22% | – | 203 | – | 2.1 |
|
| 3242 |
BAM
3242
Brave Asset Management
Summit,
New Jersey
| $191M | +$2.79M | +1% | 3.28% | 76.3% | 163 | 15.95% | 2.6 |
|
| 3243 |
OWIM
3243
Old West Investment Management
Los Angeles,
California
| $190M | +$3.06M | +2% | 4.32% | 242% | 72 | 15.28% | 1.7 |
|
| 3244 |
BCCM
3244
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $190M | +$6.64M | +4% | 3.28% | 76.5% | 83 | 10.84% | 1.5 |
|
| 3245 |
CIC
3245
Chase Investment Counsel
Charlottesville,
Virginia
| $190M | -$15.6M | -8% | 8.7% | 350% | 99 | 31.31% | 1.2 |
|
| 3246 |
LCP
3246
Legacy Capital Partners
Milwaukee,
Wisconsin
| $190M | +$5.42M | +3% | 5.12% | 85.6% | 117 | 7.69% | 2.9 |
|
| 3247 |
PAA
3247
Peregrine Asset Advisers
Portland,
Oregon
| $190M | +$33.4M | +21% | 9.5% | 182% | 105 | 36.19% | 1.9 |
|
| 3248 |
WA
3248
Winfield Associates
Cleveland,
Ohio
| $190M | +$9.13M | +5% | 4.11% | 77.8% | 954 | 20.96% | 1.7 |
|
| 3249 |
SHJ
3249
Sharkey, Howes & Javer
Denver,
Colorado
| $190M | +$12.5M | +7% | 4.15% | 54.6% | 229 | 14.85% | 1.8 |
|
| 3250 |
MM
3250
Midas Management
New York
| $190M | +$1.2M | +0.6% | 5.41% | 43.3% | 131 | 12.98% | 1.9 |
|