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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 |
SFG
3351
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $175M | +$10.7M | +7% | 4.35% | 81.7% | 702 | 14.39% | 1.1 |
|
| 3352 |
PCC
3352
Park Circle Company
Baltimore,
Maryland
| $174M | -$4.19M | -2% | 2.24% | 70.5% | 105 | 39.05% | 1.5 |
|
| 3353 |
SCM
3353
Sterneck Capital Management
Kansas City,
Missouri
| $174M | +$7.17M | +4% | 2.38% | 61.5% | 121 | 16.53% | 2.3 |
|
| 3354 |
MCC
3354
Malaga Cove Capital
Pv Estates,
California
| $174M | +$7.05M | +4% | 7.33% | 88.1% | 188 | 42.02% | 0.7 |
|
| 3355 |
EMR
3355
Errol M. Rudman
| $174M | -$24.7M | -12% | 0.16% | 60.5% | 46 | 34.78% | 1.9 |
|
| 3356 |
CCM
3356
Crossvault Capital Management
San Antonio,
Texas
| $174M | +$7.96M | +5% | 6.41% | 56.4% | 66 | 13.64% | 2.7 |
|
| 3357 |
VCM
3357
Venor Capital Management
New York
| $174M | +$25.8M | +17% | 3.04% | – | 9 | 11.11% | 1 |
|
| 3358 |
CFD
3358
Creative Financial Designs
Kokomo,
Indiana
| $174M | +$17.9M | +11% | 4% | 56.2% | 865 | 13.87% | 0.7 |
|
| 3359 |
BRA
3359
Bender Robert & Associates
Pasadena,
California
| $174M | +$10.9M | +7% | 8.33% | 116% | 52 | 9.62% | 3.8 |
|
| 3360 |
ROC
3360
Robertson Opportunity Capital
Dallas,
Texas
| $174M | +$16.7M | +11% | 8.91% | 93.4% | 32 | 6.25% | 2.6 |
|
| 3361 |
SFA
3361
Stewardship Financial Advisors
Stockbridge,
Georgia
| $174M | +$8.62M | +5% | 3.56% | 39.1% | 44 | 6.82% | 1.5 |
|
| 3362 |
BSAM
3362
Blue Sky Asset Management
Greenwood Village,
Colorado
| $174M | -$11M | -6% | 3.34% | – | 128 | 74.22% | 0.2 |
|
| 3363 |
BSP
3363
Benefit Street Partners
New York
| $174M | -$51.5M | -23% | 1.32% | – | 29 | 55.17% | 0.4 |
|
| 3364 |
UMA
3364
USA Mutuals Advisors
Dallas,
Texas
| $174M | -$7.23M | -4% | 3.11% | 14.1% | 30 | 10% | 3.6 |
|
| 3365 |
PI
3365
Parkside Investments
Deerfield,
Illinois
| $173M | +$12.8M | +8% | 4.08% | 70% | 87 | 33.33% | 0.3 |
|
| 3366 |
NG
3366
Northstar Group
New York
| $173M | +$11.3M | +7% | 3.81% | 63.9% | 113 | 6.19% | 2.3 |
|
| 3367 |
SFS
3367
Summit Financial Strategies
Columbus,
Ohio
| $173M | +$7.49M | +5% | 3.82% | 59.4% | 57 | 17.54% | 1.7 |
|
| 3368 |
PSC
3368
Prentiss Smith & Co
Brattleboro,
Vermont
| $173M | -$17.9M | -9% | 7.4% | 63.9% | 288 | 27.08% | 2.2 |
|
| 3369 |
GA
3369
Greytown Advisors
Miami,
Florida
| $173M | +$50.6M | +41% | 3.63% | 14.1% | 68 | 7.35% | 0.7 |
|
| 3370 |
P3I
3370
Progeny 3 Inc
Kirkland,
Washington
| $173M | +$22.2M | +15% | 5.93% | 96.8% | 27 | 11.11% | 1.1 |
|
| 3371 |
SSI
3371
Scott & Selber Inc
Houston,
Texas
| $173M | +$7.62M | +5% | 7.75% | 187% | 81 | 23.46% | 1.8 |
|
| 3372 |
MIC
3372
Meridian Investment Counsel
Lafayette,
California
| $173M | +$5.58M | +3% | 4.97% | 116% | 190 | 6.32% | 2.8 |
|
| 3373 |
AP
3373
Advisors Preferred
Rockville,
Maryland
| $173M | -$9.29M | -5% | 3.52% | 102% | 327 | 75.84% | 0.5 |
|
| 3374 |
SAM
3374
Selway Asset Management
| $173M | -$2.02M | -1% | 2.03% | 36.5% | 80 | 16.25% | 2.4 |
|
| 3375 |
KM
3375
Kora Management
Brooklyn,
New York
| $172M | +$15.6M | +10% | 22.4% | 307% | 10 | 10% | 1.2 |
|