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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 |
SKK
3376
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $172M | -$23M | -12% | 7.42% | 38.5% | 298 | 33.22% | 1.8 |
|
| 3377 |
EM
3377
ELCO Management
New York
| $171M | -$15.8M | -8% | 2.27% | 98.4% | 154 | 19.48% | 0.6 |
|
| 3378 |
TA
3378
Tamarack Advisers
Carlsbad,
California
| $171M | +$11.3M | +7% | 21.9% | 46.5% | 42 | 47.62% | 0.5 |
|
| 3379 |
AC
3379
Adelphi Capital
London,
United Kingdom
| $171M | -$676K | -0.4% | 2.21% | – | 2 | 0% | 2.5 |
|
| 3380 |
PHAM
3380
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $171M | +$13.4M | +8% | 2.34% | 66.8% | 115 | 16.52% | 2.6 |
|
| 3381 |
SIA
3381
Starfire Investment Advisers
Southfield,
Michigan
| $171M | -$14.9M | -8% | 2.8% | 19.2% | 154 | 23.38% | 1.9 |
|
| 3382 |
PFSC
3382
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $171M | +$3.01M | +2% | 1.49% | 93% | 357 | 3.08% | 2.6 |
|
| 3383 |
EECFV
3383
EnCap Energy Capital Fund VIII
Houston,
Texas
| $171M | +$19.1M | +13% | 12.6% | 6.16% | 1 | 0% | 0.5 |
|
| 3384 |
WRTC
3384
Wind River Trust Company
Jackson,
Wyoming
| $171M | +$5.93M | +4% | 2.91% | 62.1% | 8 | 0% | 3.7 |
|
| 3385 |
ICRM
3385
Insight Capital Research & Management
Walnut Creek,
California
| $171M | -$7.37M | -4% | 12.6% | 287% | 138 | 68.12% | 0.3 |
|
| 3386 |
ECM
3386
EagleClaw Capital Management
Boston,
Massachusetts
| $171M | +$4.51M | +3% | 3.71% | 104% | 108 | 2.78% | 2.6 |
|
| 3387 |
CA
3387
Cumberland Advisors
Sarasota,
Florida
| $170M | +$10.6M | +7% | 1.85% | 73.5% | 49 | 30.61% | 1 |
|
| 3388 |
FC
3388
Financial Consulate
Hunt Valley,
Maryland
| $170M | +$13.2M | +8% | 2.71% | 53.3% | 89 | 8.99% | 1.5 |
|
| 3389 |
PC
3389
Permit Capital
West Conshohocken,
Pennsylvania
| $170M | +$13.2M | +8% | 11.4% | 121% | 27 | 0% | 3.2 |
|
| 3390 |
HCM
3390
Horrell Capital Management
Little Rock,
Arkansas
| $170M | +$8.7M | +5% | 0.3% | 55.6% | 179 | 11.73% | 3 |
|
| 3391 |
DIV
3391
DCM International V
Menlo Park,
California
| $170M | -$30.1M | -15% | 12.7% | – | 2 | 0% | 1 |
|
| 3392 |
FCC
3392
Florin Court Capital
London,
United Kingdom
| $170M | +$58.4M | +52% | 2.19% | 108% | 31 | 29.03% | 0.4 |
|
| 3393 |
SFPIA
3393
Stevens First Principles Investment Advisors
Newport Beach,
California
| $169M | +$12.2M | +8% | 3.58% | 44% | 189 | 15.34% | 2.1 |
|
| 3394 |
UIA
3394
UG Investment Advisers
Taipei,
Taiwan
| $169M | +$30.8M | +22% | 28.2% | 172% | 7 | 28.57% | 0.5 |
|
| 3395 |
VCP
3395
Vernier Capital Partners
New York
| $169M | -$93.6M | -36% | 11.5% | 75.7% | 28 | 71.43% | 0.4 |
|
| 3396 |
FNB
3396
Farmers National Bank
Danville,
Kentucky
| $169M | -$1.85M | -1% | 1.02% | – | 163 | 13.5% | 1.7 |
|
| 3397 |
TSS
3397
Thomas Story & Son
Culver,
Indiana
| $169M | -$6.6M | -4% | 0.91% | 101% | 54 | 5.56% | 3.1 |
|
| 3398 |
MC
3398
MRJ Capital
New York
| $169M | +$2.03M | +1% | 2.68% | 127% | 56 | 12.5% | 2.8 |
|
| 3399 |
DPI
3399
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $168M | +$2.94M | +2% | 2.08% | 38.2% | 51 | 5.88% | 1.8 |
|
| 3400 |
GCA
3400
GSI Capital Advisors
Newport Beach,
California
| $168M | +$12M | +8% | 2.07% | 39.7% | 44 | 68.18% | 0.4 |
|