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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
PCM
3376
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $137M | +$10.7M | +8% | 11.7% | 62.6% | 157 | 16.56% | 4 |
|
| 3377 |
BMCM
3377
Black Maple Capital Management
Milwaukee,
Wisconsin
| $137M | +$27.9M | +26% | 1.26% | 35.7% | 45 | 62.22% | 0.9 |
|
| 3378 |
OWIM
3378
Old West Investment Management
Los Angeles,
California
| $137M | +$17.5M | +15% | 5.93% | 242% | 66 | 22.73% | 7.6 |
|
| 3379 |
TWM
3379
Torch Wealth Management
Cincinnati,
Ohio
| $137M | +$3.97M | +3% | 2.62% | 48.8% | 103 | 14.56% | 6.6 |
|
| 3380 |
TCM
3380
Tegean Capital Management
New York
| $137M | +$75.7M | +124% | 9.17% | – | 21 | 52.38% | 3.1 |
|
| 3381 |
GIM
3381
Groesbeck Investment Management
Paramus,
New Jersey
| $137M | -$2.85M | -2% | 3.99% | 147% | 93 | 27.96% | 6.5 |
|
| 3382 |
RHFI
3382
Reilly Herbert Faulkner III
| $136M | +$1.09M | +0.8% | 6.57% | 80.6% | 44 | 2.27% | 8.5 |
|
| 3383 |
CHP
3383
Cable Hill Partners
Portland,
Oregon
| $136M | +$2.97M | +2% | 3.28% | 20.3% | 749 | 19.23% | 4.6 |
|
| 3384 |
LK
3384
Lumbard & Kellner
Hollis,
New Hampshire
| $136M | -$430K | -0.3% | 1.48% | 137% | 87 | 10.34% | 6.2 |
|
| 3385 |
BCVI
3385
Bain Capital Venture Investors
Boston,
Massachusetts
| $136M | -$1.47M | -1% | 0.3% | 34.2% | 3 | 0% | 7.3 |
|
| 3386 |
IWA
3386
Intercontinental Wealth Advisors
San Antonio,
Texas
| $136M | +$2.88M | +2% | 2.87% | 46.7% | 130 | 10.77% | 1.9 |
|
| 3387 |
WGCA
3387
Wolf Group Capital Advisors
Fairfax,
Virginia
| $135M | +$2.53M | +2% | 1.17% | 28.2% | 121 | 30.58% | 4.3 |
|
| 3388 |
PAM
3388
Prudence Asset Management
Hong Kong
| $135M | +$34.4M | +34% | 3.47% | 18% | 26 | 38.46% | 0.8 |
|
| 3389 |
PC
3389
Premise Capital
Naperville,
Illinois
| $135M | +$23.7M | +21% | 2.53% | 43% | 14 | 0% | 2 |
|
| 3390 |
NFG
3390
NewFocus Financial Group
Vancouver,
Washington
| $135M | -$1.34M | -1% | 2.89% | 55.4% | 52 | 15.38% | 7.3 |
|
| 3391 |
AIM
3391
AMI Investment Management
Kendallville,
Indiana
| $135M | +$6.37M | +5% | 3.61% | 47.9% | 48 | 10.42% | 7.6 |
|
| 3392 |
IOOF
3392
Independent Order of Foresters
Toronto,
Ontario, Canada
| $135M | +$3.24M | +2% | 3.87% | 66.3% | 108 | 4.63% | 9.6 |
|
| 3393 |
CRCM
3393
Crystal Rock Capital Management
Bannockburn,
Illinois
| $135M | -$18.4M | -12% | 3.72% | 172% | 32 | 6.25% | 5.8 |
|
| 3394 |
SIG
3394
Schaller Investment Group
Winston Salem,
North Carolina
| $135M | -$26M | -16% | 1.27% | 21.9% | 46 | 23.91% | 9.5 |
|
| 3395 |
PFG
3395
Piershale Financial Group
Barrington,
Illinois
| $135M | -$34.6M | -20% | 4.27% | 82% | 177 | 26.55% | 5.5 |
|
| 3396 |
OFM
3396
Omega Fund Management
Boston,
Massachusetts
| $135M | -$9.38M | -7% | 9.44% | 106% | 11 | 0% | 4.5 |
|
| 3397 |
VEA
3397
Virtus ETF Advisers
New York
| $135M | +$62.2M | +86% | 23.6% | 177% | 162 | 14.81% | 1.3 |
|
| 3398 |
SFS
3398
Summit Financial Strategies
Columbus,
Ohio
| $135M | -$1.89M | -1% | 2.14% | 57.8% | 45 | 8.89% | 5.2 |
|
| 3399 |
AIM
3399
Acrospire Investment Management
Chicago,
Illinois
| $135M | -$9.79M | -7% | 6.54% | – | 2,503 | 40.75% | 0.7 |
|
| 3400 |
NG
3400
Northstar Group
New York
| $134M | +$3.21M | +2% | 2.6% | 63.9% | 103 | 3.88% | 5.4 |
|