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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 |
ACM
3351
ADI Capital Management
New York
| $175M | +$2.86M | +2% | 5.42% | 113% | 27 | 51.85% | 0.7 |
|
| 3352 |
WCM
3352
Woodson Capital Management
Greenwich,
Connecticut
| $175M | +$51.6M | +42% | 2.53% | 235% | 36 | 44.44% | 0.3 |
|
| 3353 |
IPLA
3353
Ice Pond Lane Advisers
New York
| $175M | -$208M | -54% | 14.7% | – | 20 | 45% | 0.3 |
|
| 3354 |
3354
Round Hill Asset Management
Pasadena,
California
| $174M | -$1.46M | -0.8% | 4.16% | 43.2% | 64 | 7.81% | 0.5 |
|
| 3355 |
3355
Lannebo Fonder
Stockholm,
Sweden
| $174M | +$17M | +11% | 6.58% | 49.8% | 22 | 4.55% | 1.2 |
|
| 3356 |
3356
Juncture Wealth Strategies
Scottsdale,
Arizona
| $174M | +$11.5M | +7% | 1.2% | 76.5% | 86 | 5.81% | 1.5 |
|
| 3357 |
3357
MUFG Bank
Tokyo 100-8388,,
Japan
| $174M | – | – | 3.37% | 74% | 2 | – | 2 |
|
| 3358 |
BCM
3358
BlueMar Capital Management
Miami,
Florida
| $174M | +$6.47M | +4% | 4.36% | 27.4% | 84 | 47.62% | 0.6 |
|
| 3359 |
3359
Cabot-Wellington
Boston,
Massachusetts
| $174M | +$5.22M | +3% | 2.16% | 65% | 18 | 16.67% | 3.4 |
|
| 3360 |
3360
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $174M | -$4.77M | -3% | 2.42% | 82.9% | 197 | 47.21% | 1 |
|
| 3361 |
3361
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $174M | -$14.8M | -8% | 1.98% | 12.8% | 104 | 10.58% | 1.3 |
|
| 3362 |
SRCM
3362
Swift Run Capital Management
Charlottesville,
Virginia
| $174M | +$4.24M | +3% | 4.49% | 9.9% | 52 | 5.77% | 2 |
|
| 3363 |
3363
Eidelman Virant Capital
Saint Louis,
Missouri
| $173M | +$28.4M | +20% | 3.83% | 46.2% | 129 | 31.01% | 2.1 |
|
| 3364 |
3364
Aegea Capital Management
Chicago,
Illinois
| $173M | +$91.7M | +112% | 2.57% | – | 1 | 0% | 0.5 |
|
| 3365 |
AC
3365
Athos Capital
Hong Kong
| $173M | – | – | 10.7% | 110% | 34 | – | 0 |
|
| 3366 |
3366
New England Investment & Retirement Group
North Andover,
Massachusetts
| $173M | -$7.84M | -4% | 2.84% | 72.5% | 56 | 25% | 1.7 |
|
| 3367 |
3367
Lingohr Asset Management
Duesseldorf,
Germany
| $173M | -$10.4M | -6% | 0.95% | 141% | 118 | 16.95% | 1.1 |
|
| 3368 |
KAS
3368
Kemnay Advisory Services
New York
| $173M | +$20.3M | +13% | 7.36% | 167% | 111 | 63.96% | 1.1 |
|
| 3369 |
3369
Rowland Carmichael Advisors
Scottsdale,
Arizona
| $173M | +$7.92M | +5% | 1.96% | 39% | 312 | 16.03% | 0.9 |
|
| 3370 |
3370
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $172M | -$575K | -0.3% | 0.08% | 72.6% | 76 | 3.95% | 3.3 |
|
| 3371 |
3371
Waterstone Capital Management
St. Louis Park,
Minnesota
| $172M | -$76.7M | -31% | 2.05% | 23.4% | 23 | 30.43% | 1.2 |
|
| 3372 |
3372
Garrison Asset Management
Fayetteville,
Arkansas
| $172M | +$2.43M | +1% | 3.45% | 52.1% | 104 | 6.73% | 2.8 |
|
| 3373 |
3373
Heck Capital Advisors
Rhinelander,
Wisconsin
| $172M | +$9.9M | +6% | 2.62% | 67% | 83 | 14.46% | 0.4 |
|
| 3374 |
3374
Janiczek Wealth Management
Denver,
Colorado
| $172M | -$3.17M | -2% | 2.36% | 16.4% | 38 | 28.95% | 0.4 |
|
| 3375 |
3375
Cheviot Value Management
Beverly Hills,
California
| $172M | -$5.9M | -3% | 2.1% | 77.8% | 54 | 9.26% | 2.4 |
|