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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 |
3301
Amtrust Financial Services
New York
| $180M | -$316M | -64% | 2.25% | 61.9% | 113 | 67.26% | 0.3 |
|
| 3302 |
SM
3302
Sciencast Management
Princeton,
New Jersey
| $180M | -$1.34M | -0.7% | 0.74% | 72.5% | 561 | 78.97% | 0.1 |
|
| 3303 |
3303
Fort Point Capital Partners
San Francisco,
California
| $180M | -$14.2M | -7% | 4.19% | 62.2% | 118 | 27.12% | 1.7 |
|
| 3304 |
3304
Cavalier Investments
Alpharetta,
Georgia
| $180M | +$1.13M | +0.6% | 3.45% | 171% | 157 | 13.38% | 0.5 |
|
| 3305 |
3305
Hendley & Co
Zanesville,
Ohio
| $180M | +$12.6M | +8% | 2.37% | 54.8% | 54 | 7.41% | 3.1 |
|
| 3306 |
3306
Pinnacle Family Advisors
Springfield,
Missouri
| $179M | +$17.5M | +11% | 2.36% | 85.8% | 84 | 52.38% | 0.3 |
|
| 3307 |
3307
Avalon Global Asset Management
San Francisco,
California
| $179M | -$12.6M | -7% | 8.48% | 278% | 54 | 46.3% | 1.3 |
|
| 3308 |
3308
Peak Capital Management
Greenwood Village,
Colorado
| $179M | – | – | 1.72% | 9.52% | 104 | – | 0 |
|
| 3309 |
3309
Peoples Bank (Ohio)
Marietta,
Ohio
| $179M | +$1.2M | +0.7% | 1.75% | 71.7% | 105 | 3.81% | 1.3 |
|
| 3310 |
3310
American Asset Management
Boca Raton,
Florida
| $179M | +$18.2M | +11% | 2.44% | 42.5% | 96 | 12.5% | 0.7 |
|
| 3311 |
3311
Salem Capital Management
Woburn,
Massachusetts
| $179M | -$1.33M | -0.7% | 0.77% | 32.3% | 65 | 3.08% | 3.4 |
|
| 3312 |
3312
International City Management Association Retirement Corp
Washington,
District of Columbia
| $179M | -$14.6M | -8% | 2.79% | 42.9% | 1 | 0% | 0.5 |
|
| 3313 |
3313
Almanack Investment Partners
Wayne,
Pennsylvania
| $179M | +$45.2M | +34% | 0.33% | 77.8% | 210 | 38.1% | 0.3 |
|
| 3314 |
3314
Cornerstone Advisors (Washington)
Bellevue,
Washington
| $179M | -$4.04M | -2% | 2.25% | 24.3% | 950 | 8% | 2.4 |
|
| 3315 |
GC
3315
Gobi Capital
San Francisco,
California
| $179M | +$25.2M | +16% | 11.5% | 93.7% | 10 | 20% | 0.4 |
|
| 3316 |
PCC
3316
Park Circle Company
Baltimore,
Maryland
| $179M | +$19.8M | +12% | 1.2% | 70.5% | 97 | 27.84% | 1.8 |
|
| 3317 |
3317
Alliance Wealth Management Group
Flemington,
New Jersey
| $178M | +$5.39M | +3% | 1.84% | – | 67 | 7.46% | 0.7 |
|
| 3318 |
3318
Sofinnova Management VIII
Menlo Park,
California
| $178M | -$11.2M | -6% | 1.73% | – | 10 | 10% | 0.5 |
|
| 3319 |
3319
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $178M | +$2.58M | +1% | 4.11% | 79.3% | 74 | 4.05% | 2.7 |
|
| 3320 |
3320
Schooner Capital
Vero Beach,
Florida
| $178M | -$9.35M | -5% | 3.67% | 31.1% | 1 | 0% | 4 |
|
| 3321 |
3321
Retirement Capital Strategies
San Jose,
California
| $178M | +$1.68M | +1% | 1.87% | 59% | 15 | 0% | 2.6 |
|
| 3322 |
3322
Shaker Financial Services
Arlington,
Virginia
| $178M | +$1.59M | +0.9% | 2.62% | 12.9% | 139 | 47.48% | 0.8 |
|
| 3323 |
AA
3323
Antipodean Advisors
New York
| $178M | -$27.1M | -13% | 6.42% | 67.8% | 23 | 60.87% | 0.5 |
|
| 3324 |
3324
Monetta Financial Services
Wheaton,
Illinois
| $178M | +$4.76M | +3% | 5.56% | 275% | 68 | 47.06% | 1.5 |
|
| 3325 |
LFR
3325
Lehman Financial Resources
Media,
Pennsylvania
| $178M | -$3.18M | -2% | 2.98% | 58.2% | 64 | 6.25% | 2.5 |
|