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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
TMC
3376
Trellus Management Company
Delray Beach,
Florida
| $112M | +$29.3M | +35% | 9.62% | 268% | 149 | 58.39% | 0.3 |
|
| 3377 |
3377
New Harbor Financial Group
Worcester,
Massachusetts
| $112M | +$33.8M | +43% | 2.86% | 94.6% | 113 | 27.43% | 0.6 |
|
| 3378 |
LA
3378
Lau Associates
Greenville,
Delaware
| $112M | -$590K | -0.5% | 2.24% | 44.5% | 68 | 10.29% | 0.7 |
|
| 3379 |
AM
3379
Account Management
Boxford,
Massachusetts
| $112M | -$323K | -0.3% | 3.07% | 87.4% | 35 | 11.43% | 0.7 |
|
| 3380 |
3380
Robertson Opportunity Capital
Dallas,
Texas
| $112M | -$35M | -24% | 7.47% | 93.4% | 30 | 30% | 0.6 |
|
| 3381 |
SLA
3381
Silver Lake Advisory
Cottonwood Heights,
Utah
| $112M | -$5.81M | -5% | 1.5% | 76.7% | 74 | 9.46% | 0.2 |
|
| 3382 |
3382
Yakira Capital Management
Westport,
Connecticut
| $112M | +$13.2M | +13% | 4.17% | 74.1% | 147 | 66.67% | 0.1 |
|
| 3383 |
MHIM
3383
MacNealy Hoover Investment Management
Canton,
Ohio
| $112M | +$3.87M | +4% | 2.43% | 42.5% | 87 | 4.6% | 0.2 |
|
| 3384 |
3384
Lime Rock Management
Westport,
Connecticut
| $111M | -$34.9M | -24% | 4.39% | 40.2% | 2 | 0% | 0.8 |
|
| 3385 |
3385
Mazama Capital Management
Portland,
Oregon
| $111M | -$90M | -45% | 0.94% | – | 309 | 34.3% | 0.5 |
|
| 3386 |
3386
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $111M | -$11.9M | -10% | 2.36% | 83.6% | 128 | 14.84% | 0.7 |
|
| 3387 |
3387
St. Johns Investment Management
Jacksonville,
Florida
| $111M | – | – | 1.54% | 80.9% | 157 | – | 0 |
|
| 3388 |
SCM
3388
Silver Capital Management
New York
| $111M | -$1.52M | -1% | 1.28% | 26.5% | 59 | 44.07% | 0.5 |
|
| 3389 |
3389
ArchPoint Investors
Coral Gables,
Florida
| $111M | +$870K | +0.8% | 0.23% | 111% | 111 | 18.92% | 0.6 |
|
| 3390 |
3390
Enterprise Investors
New York
| $111M | +$17.8M | +19% | 21.8% | – | 1 | 0% | 0.8 |
|
| 3391 |
3391
Triangle Peak Partners
Carmel,
California
| $111M | +$5.34M | +5% | 0.43% | – | 37 | 5.41% | 0.2 |
|
| 3392 |
3392
Rivulet Capital
Summit,
New Jersey
| $111M | -$10.7M | -9% | 3.02% | 27.4% | 16 | 50% | 0.4 |
|
| 3393 |
3393
Glacier Peak Capital
Bellevue,
Washington
| $110M | -$72.4M | -40% | 0.5% | 11.8% | 103 | 66.02% | 0.4 |
|
| 3394 |
3394
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $110M | +$1.09M | +1% | 2.56% | – | 50 | 4% | 0.7 |
|
| 3395 |
HH
3395
HWG Holdings
Houston,
Texas
| $110M | -$45M | -29% | 5.38% | – | 61 | 75.41% | 0.1 |
|
| 3396 |
3396
Timber Creek Capital Management
Boston,
Massachusetts
| $110M | +$2.82M | +3% | 2.32% | 139% | 81 | 16.05% | 0.7 |
|
| 3397 |
3397
Orbis Investment Management (US)
San Francisco,
California
| $110M | +$830K | +0.8% | 0.47% | 48.8% | 38 | 28.95% | 0.2 |
|
| 3398 |
3398
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $110M | +$12.8M | +13% | 2.13% | 27.4% | 44 | 25% | 0.2 |
|
| 3399 |
3399
Point View Wealth Management
Summit,
New Jersey
| $110M | +$4.48M | +4% | 3.37% | 27% | 187 | 10.16% | 0.2 |
|
| 3400 |
3400
Progeny 3 Inc
Kirkland,
Washington
| $109M | +$17.3M | +19% | 3.23% | 96.8% | 42 | 40.48% | 0.5 |
|