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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 |
GL
3326
Globe Life
Mckinney,
Texas
| $128M | +$190K | +0.1% | 4.7% | 60.1% | 29 | 24.14% | 1.4 |
|
| 3327 |
GCM
3327
Garland Capital Management
Bellevue,
Washington
| $128M | +$12.8M | +11% | 6.58% | 55.7% | 39 | 17.95% | 1.9 |
|
| 3328 |
RGC
3328
Roberts, Glore & Co
Deerfield,
Illinois
| $128M | -$14.9M | -10% | 6.54% | 72.3% | 142 | 14.79% | 2 |
|
| 3329 |
AWA
3329
Arete Wealth Advisors
Chicago,
Illinois
| $128M | -$20.5M | -14% | 7.15% | 85.3% | 165 | 36.97% | 1 |
|
| 3330 |
CCM
3330
Crossvault Capital Management
San Antonio,
Texas
| $128M | +$2.94M | +2% | 6.03% | 56.4% | 69 | 15.94% | 1.4 |
|
| 3331 |
CNC
3331
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $128M | -$1.22M | -0.9% | 6.07% | 73.3% | 122 | 14.75% | 1.6 |
|
| 3332 |
TCM
3332
Tradewinds Capital Management
Bellingham,
Washington
| $128M | -$14.6M | -10% | 3.38% | 85.2% | 761 | 19.19% | 1.3 |
|
| 3333 |
PP
3333
Pension Partners
New York
| $128M | +$11.7M | +10% | 17.8% | – | 19 | 57.89% | 0.3 |
|
| 3334 |
SFPM
3334
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $128M | +$6.22M | +5% | 1.53% | 24.5% | 83 | 19.28% | 0.5 |
|
| 3335 |
SI
3335
Shaker Investments
Cleveland,
Ohio
| $128M | -$15.9M | -11% | 2.35% | 205% | 81 | 27.16% | 0.9 |
|
| 3336 |
HPIA
3336
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $128M | +$4.18M | +3% | 5.42% | 79.3% | 75 | 16% | 1.3 |
|
| 3337 |
MA
3337
Menlo Advisors
Menlo Park,
California
| $127M | -$15.7M | -11% | 6.39% | 108% | 41 | 17.07% | 1.7 |
|
| 3338 |
SIM
3338
Sterling Investment Management
Tucson,
Arizona
| $127M | -$5.67M | -4% | 10.1% | 44.1% | 73 | 16.44% | 1.6 |
|
| 3339 |
VWM
3339
Vector Wealth Management
Minneapolis,
Minnesota
| $127M | +$304K | +0.2% | 10.7% | 2.13% | 83 | 16.87% | 1.5 |
|
| 3340 |
PMFA
3340
Plante Moran Financial Advisors
Southfield,
Michigan
| $127M | -$12.8M | -9% | 5.4% | 62.8% | 810 | 20.12% | 1.6 |
|
| 3341 |
LCM
3341
Liberty Capital Management
Birmingham,
Michigan
| $127M | -$21.9M | -15% | 4.6% | – | 102 | 11.76% | 2 |
|
| 3342 |
NVIM
3342
New Vernon Investment Management
Highland Park,
Illinois
| $127M | -$19.3M | -13% | 4.42% | 83.1% | 58 | 5.17% | 1 |
|
| 3343 |
HRC
3343
Hoertkorn Richard Charles
| $127M | -$7.09M | -5% | 7.8% | 172% | 99 | 10.1% | 1.5 |
|
| 3344 |
IWA
3344
Inspirion Wealth Advisors
Libertyville,
Illinois
| $127M | -$8.6M | -6% | 9.53% | 52.5% | 59 | 13.56% | 0.7 |
|
| 3345 |
IACCA
3345
IDG-Accel China Capital Associates
Central,
Hong Kong
| $127M | -$58.9M | -32% | 30.8% | 43% | 2 | 0% | 1.3 |
|
| 3346 |
SIM
3346
SCGF III Management
Menlo Park,
California
| $126M | -$379M | -75% | 35.8% | – | 3 | 33.33% | 2 |
|
| 3347 |
FNB
3347
Farmers National Bank
Danville,
Kentucky
| $126M | -$4.97M | -4% | 4.52% | – | 104 | 6.73% | 0.7 |
|
| 3348 |
FC
3348
Farley Capital
New York
| $126M | -$3.56M | -3% | 8.14% | 105% | 16 | 37.5% | 1.2 |
|
| 3349 |
BB
3349
Bell Bank
Fargo,
North Dakota
| $126M | -$9.02M | -7% | 3.64% | 64.3% | 155 | 16.77% | 1.9 |
|
| 3350 |
OCM
3350
Orleans Capital Management
Mandeville,
Louisiana
| $126M | -$15.7M | -11% | 7.72% | 94.6% | 93 | 10.75% | 1.7 |
|