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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 |
AIM
3376
AMI Investment Management
Kendallville,
Indiana
| $116M | -$1.26M | -1% | 5.37% | 47.9% | 38 | 31.58% | 0.9 |
|
| 3377 |
3377
Financial Engines Advisors
Santa Clara,
California
| $116M | -$5.85M | -5% | 6.58% | 43% | 54 | 3.7% | 0.9 |
|
| 3378 |
SJIM
3378
St. Johns Investment Management
Jacksonville,
Florida
| $116M | +$5.14M | +5% | 4.15% | 80.9% | 177 | 14.69% | 0.2 |
|
| 3379 |
FIG
3379
Fusion Investment Group
Pittsburgh,
Pennsylvania
| $116M | +$17.8M | +18% | 3.43% | – | 247 | 18.62% | 0.4 |
|
| 3380 |
BC
3380
Beaconlight Capital
New York
| $116M | -$1.69M | -1% | 4.16% | 282% | 27 | 48.15% | 0.4 |
|
| 3381 |
OM
3381
Opaleye Management
Boston,
Massachusetts
| $116M | -$19.4M | -14% | 8.12% | 748% | 39 | 51.28% | 0.3 |
|
| 3382 |
ROC
3382
Robertson Opportunity Capital
Dallas,
Texas
| $116M | +$4.12M | +4% | 5.54% | 93.4% | 24 | 8.33% | 0.8 |
|
| 3383 |
3383
Addison Capital
Conshohocken,
Pennsylvania
| $116M | -$1.66M | -1% | 5.7% | 59.7% | 103 | 27.18% | 0.5 |
|
| 3384 |
RAM
3384
RK Asset Management
Grosse Pointe Farms,
Michigan
| $116M | -$2.96M | -2% | 0.03% | 47.6% | 15 | 0% | 0.5 |
|
| 3385 |
3385
Institute for Wealth Management
Denver,
Colorado
| $116M | -$1.16M | -1% | 4.3% | 137% | 72 | 16.67% | 0.8 |
|
| 3386 |
3386
Evermay Wealth Management
Arlington,
Virginia
| $116M | +$21.7M | +23% | 4.22% | 56.2% | 82 | 23.17% | 0.3 |
|
| 3387 |
IACCA
3387
IDG-Accel China Capital Associates
Central,
Hong Kong
| $116M | -$46M | -28% | 28.5% | 43% | 1 | 0% | 0.5 |
|
| 3388 |
PTCG
3388
Pring Turner Capital Group
Alamo,
California
| $116M | +$8.68M | +8% | 7.65% | 70.8% | 53 | 16.98% | 0.4 |
|
| 3389 |
CIP
3389
Centerline Investment Partners
New York
| $115M | +$2.15M | +2% | 9.09% | – | 30 | 36.67% | 0.3 |
|
| 3390 |
PVWM
3390
Point View Wealth Management
Summit,
New Jersey
| $115M | +$5.54M | +5% | 4.34% | 27% | 185 | 6.49% | 0.5 |
|
| 3391 |
IFB
3391
iAB Financial Bank
Fort Wayne,
Indiana
| $115M | +$2.34M | +2% | 2.52% | 22.5% | 89 | 5.62% | 0.9 |
|
| 3392 |
3392
GM Advisory Group
Melville,
New York
| $115M | -$13.6M | -11% | 2.97% | 53.6% | 85 | 14.12% | 0.4 |
|
| 3393 |
MPA
3393
Marvin & Palmer Associates
Wilmington,
Delaware
| $115M | +$1.06M | +0.9% | 6.96% | 392% | 87 | 50.57% | 0.5 |
|
| 3394 |
DA
3394
Doliver Advisors
Houston,
Texas
| $115M | -$37.2M | -24% | 3.67% | 92.3% | 295 | 48.14% | 0.5 |
|
| 3395 |
RTM
3395
Rizvi Traverse Management
West Palm Beach,
Florida
| $115M | – | – | 12.2% | – | 1 | – | 0 |
|
| 3396 |
ICMC
3396
Intrepid Capital Management (Connecticut)
Greenwich,
Connecticut
| $115M | +$42.9M | +60% | 4.88% | – | 37 | 40.54% | 0.6 |
|
| 3397 |
RWM
3397
Rench Wealth Management
Denton,
Texas
| $115M | +$9.06M | +9% | 4.75% | 106% | 47 | 21.28% | 0.4 |
|
| 3398 |
MHIM
3398
MacNealy Hoover Investment Management
Canton,
Ohio
| $114M | +$2.54M | +2% | 3.5% | 42.5% | 85 | 2.35% | 0.5 |
|
| 3399 |
WCM
3399
Weyland Capital Management
Portsmouth,
New Hampshire
| $114M | +$5.01M | +5% | 4.45% | 25.7% | 13 | 0% | 0.8 |
|
| 3400 |
PP
3400
Pension Partners
New York
| $114M | +$7.62M | +7% | 3.65% | – | 11 | 36.36% | 0.2 |
|