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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $117M | +$2.15M | +2% | 3.63% | – | 394 | 5.84% | 0.2 |
|
| 3327 |
SGC
3327
South Georgia Capital
Naperville,
Illinois
| $117M | -$44.5M | -28% | 0.33% | – | 232 | 34.91% | 0.2 |
|
| 3328 |
3328
Cahill Financial Advisors
Edina,
Minnesota
| $117M | +$1.56M | +1% | 1.36% | 55.9% | 124 | 23.39% | 0.2 |
|
| 3329 |
PCM
3329
Potomac Capital Management
New York
| $117M | -$745K | -0.6% | 3.82% | – | 85 | 50.59% | 0.2 |
|
| 3330 |
LWI
3330
Long Wharf Investors
Boston,
Massachusetts
| $117M | +$6.31M | +6% | 1.67% | – | 162 | 32.72% | 0.5 |
|
| 3331 |
3331
Institute for Wealth Management
Denver,
Colorado
| $117M | -$22M | -16% | 1.65% | 137% | 84 | 22.62% | 0.6 |
|
| 3332 |
3332
Lumbard & Kellner
Hollis,
New Hampshire
| $117M | $0 | 0% | 0.98% | 137% | 68 | 0% | 0.3 |
|
| 3333 |
3333
Globe Life
Mckinney,
Texas
| $117M | +$1.63M | +1% | 0.58% | 60.1% | 26 | 15.38% | 0.6 |
|
| 3334 |
SFM
3334
Signature Financial Management
Norfolk,
Virginia
| $117M | -$11.7M | -9% | 2.63% | 20.8% | 82 | 23.17% | 0.6 |
|
| 3335 |
3335
Capital Innovations
Pewaukee,
Wisconsin
| $116M | +$6.4M | +6% | 1.13% | – | 85 | 10.59% | 0.2 |
|
| 3336 |
3336
DAFNA Capital Management
Los Angeles,
California
| $116M | +$19.2M | +20% | 10.1% | 313% | 56 | 32.14% | 0.5 |
|
| 3337 |
AGM
3337
Alpine Global Management
New York
| $116M | +$54.5M | +88% | 1.13% | 149% | 205 | 87.8% | 0 |
|
| 3338 |
3338
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $116M | -$3.35M | -3% | 0.67% | 66.8% | 74 | 9.46% | 0.6 |
|
| 3339 |
CCM
3339
Cortex Capital Management
Fort Worth,
Texas
| $116M | -$46.7M | -29% | 3.81% | – | 42 | 47.62% | 0.2 |
|
| 3340 |
3340
National Investment Services
Milwaukee,
Wisconsin
| $116M | -$12M | -9% | 1.9% | 47.2% | 68 | 29.41% | 0.6 |
|
| 3341 |
3341
Bellecapital
Zurich,
Switzerland
| $116M | +$11.9M | +11% | 2.57% | 152% | 79 | 13.92% | 0.2 |
|
| 3342 |
3342
Detwiler Fenton Investment Management
Boston,
Massachusetts
| $116M | +$4.39M | +4% | 6.19% | – | 130 | 46.15% | 0.5 |
|
| 3343 |
3343
Seven Eight Capital
New York
| $116M | +$25.9M | +29% | 3.77% | 13.6% | 681 | 78.41% | 0.1 |
|
| 3344 |
ILM
3344
Indigo Latam Management
Phoenix,
Arizona
| $116M | -$73.2M | -39% | 38.7% | 39.3% | 1 | 0% | 0.3 |
|
| 3345 |
3345
Zeke Capital Advisors
Berwyn,
Pennsylvania
| $116M | +$6.46M | +6% | 2.24% | 41% | 64 | 14.06% | 0.6 |
|
| 3346 |
3346
Fagan Associates
Troy,
New York
| $115M | – | – | 0.4% | 127% | 85 | – | 0 |
|
| 3347 |
3347
WESPAC Advisors
Orinda,
California
| $115M | -$4.74M | -4% | 3.72% | 112% | 161 | 27.33% | 0.5 |
|
| 3348 |
WIL
3348
Winifred I. Li
| $115M | -$898K | -0.8% | 2.58% | – | 417 | 9.11% | 0.7 |
|
| 3349 |
CRM
3349
Capital Returns Management
Rye,
New York
| $115M | +$6.3M | +6% | 0.52% | 4.39% | 22 | 18.18% | 0.2 |
|
| 3350 |
3350
Piper Sandler & Co
Minneapolis,
Minnesota
| $115M | -$3.78M | -3% | 0.45% | 0.04% | 155 | 76.77% | 0.1 |
|