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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
Chase Investment Counsel
Charlottesville,
Virginia
| $193M | +$3.06M | +2% | 4.7% | 350% | 102 | 36.27% | 1.3 |
|
| 3377 |
3377
SFE Investment Counsel
Los Angeles,
California
| $193M | -$54.8M | -22% | 1.53% | 105% | 118 | 15.25% | 3.1 |
|
| 3378 |
3378
Talara Capital Management
Montclair,
New Jersey
| $193M | +$4M | +2% | 1.6% | 17.4% | 18 | 16.67% | 1.7 |
|
| 3379 |
3379
Arax Advisory Partners
Denver,
Colorado
| $193M | -$37.9M | -16% | 1.29% | 64.7% | 500 | 12.4% | 1.1 |
|
| 3380 |
3380
180 Wealth Advisors
Federal Way,
Washington
| $193M | -$3.83M | -2% | 0.75% | 136% | 257 | 19.84% | 0.2 |
|
| 3381 |
3381
Mountain Lake Investment Management
Boca Raton,
Florida
| $193M | -$86.7M | -31% | 6.64% | 64% | 34 | 58.82% | 1.1 |
|
| 3382 |
NG
3382
Northstar Group
New York
| $192M | +$2.67M | +1% | 1% | 63.9% | 121 | 7.44% | 2.5 |
|
| 3383 |
3383
Cheviot Value Management
Beverly Hills,
California
| $192M | -$770K | -0.4% | 1.32% | 77.8% | 71 | 21.13% | 2.4 |
|
| 3384 |
3384
Parkside Investments
Deerfield,
Illinois
| $192M | -$13M | -6% | 1.12% | 70.4% | 107 | 28.04% | 0.7 |
|
| 3385 |
3385
Starfire Investment Advisers
Southfield,
Michigan
| $192M | +$67M | +54% | 0.57% | 19.2% | 249 | 85.94% | 0.5 |
|
| 3386 |
3386
22NW LP
Seattle,
Washington
| $192M | -$11.2M | -6% | 4.67% | 138% | 67 | 19.4% | 1 |
|
| 3387 |
3387
Aull & Monroe Investment Management
Mobile,
Alabama
| $192M | -$6.42M | -3% | 2.57% | 98.3% | 134 | 5.22% | 3.7 |
|
| 3388 |
WAM
3388
WIM Asset Management
Hong Kong
| $192M | -$42.5M | -18% | 8.18% | – | 18 | 38.89% | 0.2 |
|
| 3389 |
3389
Kavar Capital Partners Group
Leawood,
Kansas
| $192M | +$3.31M | +2% | 2.83% | 77.2% | 454 | 76.65% | 0.7 |
|
| 3390 |
3390
American Financial Network Advisory Services
Calabasas,
California
| $192M | -$46.6M | -20% | 0.4% | – | 691 | 77.42% | 0.4 |
|
| 3391 |
3391
Black Diamond Capital Management
Stamford,
Connecticut
| $191M | -$21.8M | -10% | 8.79% | 28.3% | 3 | 0% | 3 |
|
| 3392 |
3392
Zhang Financial
Portage,
Michigan
| $191M | -$13.7M | -7% | 1.37% | 67.9% | 84 | 10.71% | 3.4 |
|
| 3393 |
3393
Birch Grove Capital
New York
| $191M | +$27.4M | +17% | 0.19% | 2.66% | 35 | 40% | 0.5 |
|
| 3394 |
3394
Nightview Capital
Austin,
Texas
| $191M | -$78.5M | -29% | 22% | 170% | 16 | 31.25% | 0.2 |
|
| 3395 |
3395
NextCapital Advisers
Chicago,
Illinois
| $191M | – | – | 1% | 6.89% | 15 | – | 0 |
|
| 3396 |
3396
Prentiss Smith & Co
Brattleboro,
Vermont
| $191M | -$14.3M | -7% | 2.28% | 63.9% | 345 | 33.04% | 2.3 |
|
| 3397 |
3397
Marietta Wealth Management
Marietta,
Georgia
| $191M | +$5.93M | +3% | 1% | 93% | 124 | 10.48% | 1.1 |
|
| 3398 |
SCM
3398
Springhouse Capital Management
Westport,
Connecticut
| $191M | -$16.2M | -8% | 12.5% | 52% | 17 | 29.41% | 1.1 |
|
| 3399 |
3399
FundX Investment Group
San Francisco,
California
| $191M | -$7.8M | -4% | 1.16% | 94.6% | 45 | 33.33% | 1 |
|
| 3400 |
3400
Stone Run Capital
New York
| $191M | -$4.16M | -2% | 2.26% | 77.8% | 70 | 5.71% | 3.7 |
|