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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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
KG
3301
Karamaan Group
New York
| $125M | +$7.21M | +6% | 14.9% | – | 29 | 13.79% | 1.8 |
|
| 3302 |
SJL
3302
Shayne & Jacobs LLC
Nashville,
Tennessee
| $125M | +$40K | +0% | 1.99% | 73.4% | 23 | 8.7% | 3.7 |
|
| 3303 |
BFC
3303
Blue Fin Capital
Warren,
Rhode Island
| $125M | +$11.3M | +10% | 5.04% | 125% | 131 | 10.69% | 1.8 |
|
| 3304 |
TWA
3304
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $125M | +$14.7M | +13% | 4.8% | 27.4% | 50 | 24% | 1.5 |
|
| 3305 |
WCBA
3305
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| $124M | +$4.82M | +4% | 8.11% | 52.2% | 586 | 13.48% | 3.4 |
|
| 3306 |
TCM
3306
Tuttle Capital Management
Riverside,
Connecticut
| $124M | +$6.39M | +5% | 6.17% | 115% | 31 | 38.71% | 0.7 |
|
| 3307 |
OFC
3307
Open Field Capital
New York,
United States
| $124M | +$9.59M | +8% | 6.05% | – | 37 | 16.22% | 1.7 |
|
| 3308 |
RTS
3308
Round Table Services
Westfield,
New Jersey
| $124M | +$33.5M | +37% | 4.53% | 16.1% | 54 | 12.96% | 2.9 |
|
| 3309 |
MCM
3309
Marathon Capital Management
Hunt Valley,
Maryland
| $124M | -$8.78M | -7% | 4.23% | 70.9% | 101 | 19.8% | 3 |
|
| 3310 |
CNC
3310
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $124M | -$3.79M | -3% | 3.44% | 73.3% | 83 | 7.23% | 3.6 |
|
| 3311 |
RA
3311
Raffles Associates
New York
| $124M | +$24.1M | +24% | 13.1% | 50% | 60 | 23.33% | 3.2 |
|
| 3312 |
ZCA
3312
Zeke Capital Advisors
Berwyn,
Pennsylvania
| $124M | +$8.69M | +8% | 2.86% | 41% | 70 | 21.43% | 2.9 |
|
| 3313 |
OC
3313
Oppenheimer & Close
New York
| $124M | +$4.35M | +4% | 5.96% | 149% | 55 | 9.09% | 3.5 |
|
| 3314 |
DFIM
3314
Detwiler Fenton Investment Management
Boston,
Massachusetts
| $124M | +$7.93M | +7% | 8.38% | – | 133 | 54.89% | 1.8 |
|
| 3315 |
IACGFA
3315
IDG-Accel China Growth Fund Associates
Central,
Hong Kong
| $123M | -$26.3M | -18% | 13.9% | – | 3 | 0% | 2 |
|
| 3316 |
FF
3316
Friedenthal Financial
Marlton,
New Jersey
| $123M | +$5.04M | +4% | 4.08% | 111% | 44 | 34.09% | 1.3 |
|
| 3317 |
T
3317
TradeWorx
Red Bank,
New Jersey
| $123M | +$8.51M | +7% | 9.08% | – | 566 | 87.28% | 0.3 |
|
| 3318 |
ACM
3318
Atika Capital Management
New York
| $123M | +$5.54M | +5% | 10.2% | 811% | 93 | 67.74% | 0.8 |
|
| 3319 |
NIS
3319
National Investment Services
Milwaukee,
Wisconsin
| $123M | +$6.64M | +6% | 4.09% | 47.2% | 58 | 24.14% | 3.3 |
|
| 3320 |
PVMCV
3320
Polaris Venture Management Co V
Boston,
Massachusetts
| $123M | +$2.33M | +2% | 8.58% | 281% | 7 | 42.86% | 0.8 |
|
| 3321 |
ACM
3321
Artha Capital Management
Stamford,
Connecticut
| $123M | -$105M | -46% | 4% | – | 25 | 68% | 1.2 |
|
| 3322 |
LWM
3322
LBA Wealth Management
Jacksonville,
Florida
| $123M | +$567K | +0.5% | 3.9% | 19.2% | 287 | 14.29% | 1.8 |
|
| 3323 |
GL
3323
Globe Life
Mckinney,
Texas
| $123M | +$5.95M | +5% | 4.59% | 60.1% | 27 | 14.81% | 3 |
|
| 3324 |
PVMCI
3324
Polaris Venture Management Co IV
Boston,
Massachusetts
| $122M | -$29.1M | -19% | 5.96% | 52.2% | 4 | 50% | 1.3 |
|
| 3325 |
PFG
3325
Piershale Financial Group
Barrington,
Illinois
| $122M | +$36.6M | +43% | 5.17% | 82% | 222 | 39.19% | 2 |
|