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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
NCM
3351
Newfoundland Capital Management
Sao Paulo,
Brazil
| $170M | +$48.3M | +40% | 26.3% | 49.5% | 38 | 68.42% | 0.1 |
|
| 3352 |
FNBOH
3352
First National Bank of Hutchinson
Hutchinson,
Kansas
| $169M | +$4.85M | +3% | 4.44% | 121% | 89 | 19.1% | 2.1 |
|
| 3353 |
SRCM
3353
Swift Run Capital Management
Charlottesville,
Virginia
| $169M | -$149K | -0.1% | 5.23% | 9.9% | 52 | 5.77% | 1.8 |
|
| 3354 |
LK
3354
Lumbard & Kellner
Hollis,
New Hampshire
| $169M | +$15.4M | +10% | 3.7% | 137% | 93 | 20.43% | 1.8 |
|
| 3355 |
3355
Simon Quick Advisors
Morristown,
New Jersey
| $169M | +$34.9M | +26% | 5.83% | 69.5% | 408 | 56.86% | 0.1 |
|
| 3356 |
SP
3356
Symmetry Partners
Glastonbury,
Connecticut
| $169M | +$26.1M | +18% | 3.59% | 58.5% | 67 | 53.73% | 0.1 |
|
| 3357 |
AGPM
3357
ASA Gold & Precious Metals
Portland,
Maine
| $169M | +$8.01M | +5% | 8.58% | 7.34% | 18 | 0% | 3.1 |
|
| 3358 |
KM
3358
Kora Management
Brooklyn,
New York
| $169M | +$34.6M | +26% | 25.4% | 307% | 13 | 23.08% | 0.7 |
|
| 3359 |
3359
Kingsview Wealth Management
Grants Pass,
Oregon
| $169M | – | – | 4.63% | 71.5% | 302 | – | 0 |
|
| 3360 |
ICP
3360
IBIS Capital Partners
London,
United Kingdom
| $169M | -$19.6M | -10% | 9.94% | 35.1% | 15 | 33.33% | 1.3 |
|
| 3361 |
CCM
3361
Concourse Capital Management
Atlanta,
Georgia
| $168M | +$3.27M | +2% | 10.3% | 107% | 63 | 57.14% | 0.6 |
|
| 3362 |
CW
3362
Cabot-Wellington
Boston,
Massachusetts
| $168M | +$33M | +24% | 5.94% | 65% | 18 | 0% | 3.2 |
|
| 3363 |
IVMX
3363
Institutional Venture Management XIII
Menlo Park,
California
| $168M | +$25.2M | +18% | 22.8% | – | 6 | 0% | 2.6 |
|
| 3364 |
SCM
3364
Sterneck Capital Management
Kansas City,
Missouri
| $168M | +$12.7M | +8% | 2.07% | 61.5% | 137 | 25.55% | 2 |
|
| 3365 |
GCA
3365
Gideon Capital Advisors
New York
| $168M | +$11.5M | +7% | 4.41% | 37.6% | 582 | 68.21% | 0.1 |
|
| 3366 |
PFSC
3366
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $168M | +$5.79M | +4% | 2.66% | 93% | 374 | 24.6% | 2.4 |
|
| 3367 |
PC
3367
Peavine Capital
Reno,
Nevada
| $168M | +$518K | +0.3% | 4.26% | 30.8% | 14 | 0% | 2.7 |
|
| 3368 |
KC
3368
Kellner Capital
New York
| $168M | -$9.28M | -5% | 8.09% | 390% | 52 | 48.08% | 0.7 |
|
| 3369 |
BCM
3369
BlueMar Capital Management
Miami,
Florida
| $167M | -$20.1M | -11% | 5.04% | 27.4% | 82 | 53.66% | 0.5 |
|
| 3370 |
BI
3370
Boulegeris Investments
Sandy Springs,
Georgia
| $167M | +$2.57M | +2% | 3.8% | 39.1% | 55 | 18.18% | 1.7 |
|
| 3371 |
HC
3371
Hendley & Co
Zanesville,
Ohio
| $167M | +$7.68M | +5% | 6.6% | 54.8% | 57 | 10.53% | 2.9 |
|
| 3372 |
MC
3372
MRJ Capital
New York
| $167M | +$10.4M | +7% | 6.41% | 127% | 54 | 7.41% | 2.7 |
|
| 3373 |
3373
Meridian Wealth Management
Lexington,
Kentucky
| $167M | +$40.7M | +32% | 6.2% | 117% | 184 | 43.48% | 0.2 |
|
| 3374 |
KKAMG
3374
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
| $167M | -$28K | -0% | 1.59% | – | 382 | 34.03% | 0.8 |
|
| 3375 |
IWA
3375
Intercontinental Wealth Advisors
San Antonio,
Texas
| $167M | +$11.8M | +8% | 4.97% | 46.7% | 166 | 22.89% | 0.8 |
|