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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3276 |
VAS
3276
Valicenti Advisory Services
Elmira,
New York
| $369M | +$7.27M | +2% | 0.32% | 119% | 82 | 8.54% |
|
| 3277 |
IGGA
3277
Iron Gate Global Advisors
Nsl,
Utah
| $369M | +$13.2M | +4% | 1% | 110% | 128 | 25.78% |
|
| 3278 |
LI
3278
Lafayette Investments
Ashton,
Maryland
| $368M | +$1.41M | +0.4% | 0.92% | 63.2% | 127 | 3.94% |
|
| 3279 |
IP
3279
Isomer Partners
New York
| $368M | +$31.2M | +9% | 4.96% | 57.2% | 30 | 50% |
|
| 3280 |
HFA
3280
High Falls Advisors
Rochester,
New York
| $368M | -$3.56M | -1% | 0.59% | 56.9% | 130 | 19.23% |
|
| 3281 |
ECML
3281
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $368M | +$14.7M | +4% | 0.38% | 93.6% | 51 | 1.96% |
|
| 3282 |
PRC
3282
Pearl River Capital
Niles,
Michigan
| $368M | +$4.75M | +1% | 3.67% | 20.3% | 600 | 69% |
|
| 3283 |
HWA
3283
HHM Wealth Advisors
Chattanooga,
Tennessee
| $368M | +$86K | +0% | 0.85% | 62.3% | 683 | 13.62% |
|
| 3284 |
LC
3284
Lincoln Capital
Lincoln,
Nebraska
| $368M | +$11M | +3% | 0.92% | 63.8% | 100 | 6% |
|
| 3285 |
FPIS
3285
Financial Planning & Information Services
De Pere,
Wisconsin
| $368M | +$26.6M | +8% | 1.15% | 13% | 75 | 8% |
|
| 3286 |
HC
3286
Hourglass Capital
Houston,
Texas
| $367M | -$61.8M | -14% | 1.35% | 90.2% | 138 | 28.26% |
|
| 3287 |
CFSG
3287
Community Financial Services Group
Newport,
Vermont
| $367M | +$9.11M | +3% | 0.74% | – | 110 | 13.64% |
|
| 3288 |
CF
3288
CNA Financial
Chicago,
Illinois
| $367M | +$13.9M | +4% | 0.31% | 50.5% | 211 | 16.11% |
|
| 3289 |
PSP
3289
Principal Street Partners
Memphis,
Tennessee
| $367M | -$12M | -3% | 1.41% | 73% | 223 | 24.66% |
|
| 3290 |
SA
3290
Sicart Associates
New York
| $367M | -$53.1M | -13% | 2.36% | 89.1% | 122 | 16.39% |
|
| 3291 |
KFBMI
3291
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $367M | +$8.32M | +2% | 1.05% | 81.2% | 90 | 6.67% |
|
| 3292 |
ECM
3292
Engine Capital Management
New York
| $366M | +$51.9M | +17% | 1.53% | 22.2% | 40 | 27.5% |
|
| 3293 |
MAA
3293
Mraz Amerine & Associates
Modesto,
California
| $366M | -$2.82M | -0.8% | 0.29% | 69.8% | 179 | 6.15% |
|
| 3294 |
GF
3294
Goodman Financial
Houston,
Texas
| $366M | +$39.5M | +12% | 0.94% | 52.5% | 54 | 11.11% |
|
| 3295 |
SPC
3295
Stony Point Capital
New York
| $366M | -$17M | -4% | 0.62% | 146% | 45 | 42.22% |
|
| 3296 |
LC
3296
Lodbrok Capital
London,
United Kingdom
| $365M | +$120M | +49% | 20% | 25.9% | 3 | 33.33% |
|
| 3297 |
PAM
3297
Paradigm Asset Management
New York
| $365M | -$26.4M | -7% | 0.24% | 51.6% | 347 | 15.56% |
|
| 3298 |
MFS
3298
McNamara Financial Services
Marshfield,
Massachusetts
| $365M | +$2.45M | +0.7% | 1.83% | 42.6% | 61 | 3.28% |
|
| 3299 |
GDP
3299
Great Diamond Partners
Portland,
Maine
| $365M | +$11.2M | +3% | 0.59% | 78.6% | 213 | 11.74% |
|
| 3300 |
NCM
3300
Northside Capital Management
Hood River,
Oregon
| $365M | -$33.7M | -8% | 0.46% | 94.8% | 98 | 8.16% |
|