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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 |
3376
Blue Sky Asset Management
Greenwood Village,
Colorado
| $167M | – | – | 2.45% | – | 74 | – | 0 |
|
| 3377 |
3377
Financial Sense Advisors
San Diego,
California
| $167M | +$9.7M | +6% | 5.04% | 152% | 97 | 45.36% | 1.1 |
|
| 3378 |
PL
3378
Polianta Ltd
St Helier,
Jersey
| $167M | -$18.4M | -10% | 3.96% | 31.6% | 104 | 61.54% | 0.1 |
|
| 3379 |
GCMG
3379
Gyroscope Capital Management Group
Naples,
Florida
| $166M | +$16.8M | +11% | 6.26% | 24.8% | 126 | 41.27% | 0.7 |
|
| 3380 |
WIM
3380
Wilen Investment Management
Bonita Springs,
Florida
| $166M | +$4.83M | +3% | 8.27% | 79.9% | 64 | 3.13% | 3.2 |
|
| 3381 |
3381
Stone Run Capital
New York
| $166M | +$12.8M | +8% | 7.81% | 77.8% | 70 | 8.57% | 3 |
|
| 3382 |
3382
Liberty Capital Management
Birmingham,
Michigan
| $166M | +$11.9M | +8% | 6.18% | – | 258 | 6.2% | 1.5 |
|
| 3383 |
3383
Twin Focus Capital Partners
Boston,
Massachusetts
| $166M | +$12.5M | +8% | 6.69% | 92.5% | 96 | 10.42% | 1.9 |
|
| 3384 |
ECM
3384
EagleClaw Capital Management
Boston,
Massachusetts
| $166M | +$7.37M | +5% | 5.47% | 104% | 109 | 6.42% | 2.4 |
|
| 3385 |
3385
Hartford Financial Management
Hartford,
Connecticut
| $166M | -$2.77M | -2% | 4.5% | 87.9% | 377 | 24.4% | 1.7 |
|
| 3386 |
3386
Plante Moran Financial Advisors
Southfield,
Michigan
| $166M | +$5.59M | +3% | 5.24% | 62.8% | 1,109 | 29.85% | 2.1 |
|
| 3387 |
3387
Quotient Investors
New York
| $166M | +$6.91M | +4% | 4.97% | 24.9% | 216 | 42.13% | 1.3 |
|
| 3388 |
3388
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $166M | +$12.4M | +8% | 5.77% | 39.1% | 28 | 14.29% | 1.9 |
|
| 3389 |
3389
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $165M | +$3.37M | +2% | 3.84% | 38.2% | 54 | 22.22% | 1.6 |
|
| 3390 |
3390
Cloverdale Capital Management
Dallas,
Texas
| $165M | +$40.7M | +33% | 3.87% | 20.8% | 26 | 57.69% | 0.1 |
|
| 3391 |
3391
First Western Capital Management
Los Angeles,
California
| $165M | -$18.8M | -10% | 7.34% | 43% | 91 | 13.19% | 2.2 |
|
| 3392 |
3392
Hudson Way Capital Management
Dallas,
Texas
| $165M | +$28.3M | +21% | 9.27% | 51.3% | 13 | 0% | 0.3 |
|
| 3393 |
3393
Engle Capital Management
Greenwich,
Connecticut
| $165M | +$23.9M | +17% | 13.6% | 398% | 32 | 53.13% | 0.2 |
|
| 3394 |
3394
General Electric
Evendale,
Ohio
| $165M | -$15.1M | -8% | 0.55% | 47.5% | 5 | 40% | 1.3 |
|
| 3395 |
3395
Wind River Trust Company
Jackson,
Wyoming
| $165M | -$2.68M | -2% | 5.14% | 62.1% | 8 | 0% | 3.4 |
|
| 3396 |
3396
Malaga Cove Capital
Pv Estates,
California
| $165M | +$11.7M | +8% | 7.59% | 88.1% | 135 | 21.48% | 0.9 |
|
| 3397 |
3397
Rowland Carmichael Advisors
Scottsdale,
Arizona
| $165M | -$4.91M | -3% | 4.07% | 39% | 328 | 20.73% | 0.8 |
|
| 3398 |
3398
Connecticut Wealth Management
Farmington,
Connecticut
| $164M | +$7.47M | +5% | 4.98% | 70.2% | 63 | 7.94% | 0.5 |
|
| 3399 |
3399
ABS Capital Partners V Trust
Baltimore,
Maryland
| $164M | -$95.8M | -37% | 10.5% | – | 1 | 0% | 0.3 |
|
| 3400 |
SSI
3400
Scott & Selber Inc
Houston,
Texas
| $164M | +$8.53M | +5% | 7.85% | 202% | 77 | 20.78% | 1.6 |
|