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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
SG
3301
Standard General
New York
| $176M | -$33.3M | -16% | 25.6% | 259% | 5 | 20% | 1.1 |
|
| 3302 |
PTB
3302
Pioneer Trust Bank
Salem,
Oregon
| $176M | +$6.02M | +4% | 4.86% | 61.4% | 70 | 1.43% | 3.2 |
|
| 3303 |
MGB
3303
Mass General Brigham
Somerville,
Massachusetts
| $176M | +$696K | +0.4% | 0.4% | – | 1 | 0% | 0.5 |
|
| 3304 |
HPIA
3304
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $176M | +$13.8M | +8% | 6.83% | 79.3% | 74 | 5.41% | 2.5 |
|
| 3305 |
TSS
3305
Thomas Story & Son
Culver,
Indiana
| $176M | +$9.21M | +6% | 4.22% | 101% | 52 | 7.69% | 3 |
|
| 3306 |
RO
3306
Reservoir Operations
New York
| $176M | +$86.8M | +98% | 11.9% | 12% | 22 | 13.64% | 2.4 |
|
| 3307 |
BC
3307
Bodenholm Capital
Stockholm,
Sweden
| $175M | +$12.8M | +8% | 13.7% | 86% | 10 | 60% | 0.1 |
|
| 3308 |
CIG
3308
Consolidated Investment Group
Englewood,
Colorado
| $175M | +$15.9M | +10% | 7.65% | 140% | 53 | 13.21% | 2.6 |
|
| 3309 |
DM
3309
Delphi Management
Brookline,
Massachusetts
| $175M | +$4.04M | +2% | 7.18% | 111% | 102 | 25.49% | 1.8 |
|
| 3310 |
AWW
3310
Alan W. Weber
| $175M | +$9.72M | +6% | 8.87% | 192% | 65 | 7.69% | 1.7 |
|
| 3311 |
EML
3311
Eos Management LP
New York
| $175M | -$12.8M | -7% | 4.75% | 152% | 23 | 13.04% | 3.5 |
|
| 3312 |
JWM
3312
Janiczek Wealth Management
Denver,
Colorado
| $175M | -$49.2M | -22% | 4.16% | 16.4% | 58 | 53.45% | 0.2 |
|
| 3313 |
HIM
3313
HughesLittle Investment Management
Vancouver,
| $175M | +$5.54M | +3% | 11.6% | 106% | 19 | 0% | 2.2 |
|
| 3314 |
AACA
3314
American Assets Capital Advisers
San Diego,
California
| $175M | +$22.6M | +15% | 6.96% | 73.5% | 34 | 8.82% | 1.6 |
|
| 3315 |
DVM
3315
Dreman Value Management
West Palm Beach,
Florida
| $175M | -$3.76M | -2% | 4.14% | 36.6% | 451 | 47.45% | 1.3 |
|
| 3316 |
BPV
3316
Battery Partners VIII
Boston,
Massachusetts
| $174M | +$2.68M | +2% | 1.56% | – | 1 | 0% | 0.3 |
|
| 3317 |
HT
3317
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| $174M | +$11.4M | +7% | 4.19% | 40% | 24 | 4.17% | 2.4 |
|
| 3318 |
CA
3318
Corrado Advisors
Ramsey,
New Jersey
| $174M | +$12.5M | +8% | 4.5% | 64% | 125 | 28% | 1.4 |
|
| 3319 |
LCM
3319
Lionstone Capital Management
New York
| $174M | +$2.31M | +1% | 10.3% | 74.1% | 13 | 7.69% | 2.8 |
|
| 3320 |
BHA
3320
Beech Hill Advisors
New York
| $174M | +$6.57M | +4% | 6.19% | 105% | 94 | 26.6% | 1.7 |
|
| 3321 |
UAM
3321
UAS Asset Management
New York
| $174M | +$4.74M | +3% | 6.57% | 98% | 32 | 34.38% | 1.8 |
|
| 3322 |
AWMG
3322
Alliance Wealth Management Group
Flemington,
New Jersey
| $173M | +$37M | +27% | 3.22% | – | 67 | 47.76% | 0.5 |
|
| 3323 |
CFA
3323
Cahill Financial Advisors
Edina,
Minnesota
| $173M | +$8.88M | +5% | 4.96% | 55.9% | 134 | 8.96% | 2.1 |
|
| 3324 |
PCA
3324
Peddock Capital Advisors
Braintree,
Massachusetts
| $173M | +$2.38M | +1% | 0.92% | 104% | 252 | 13.49% | 1.2 |
|
| 3325 |
MFS
3325
Monetta Financial Services
Wheaton,
Illinois
| $173M | +$10.6M | +7% | 8.69% | 275% | 71 | 35.21% | 1.2 |
|