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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 |
AMIM
3376
Aull & Monroe Investment Management
Mobile,
Alabama
| $207M | +$12.6M | +6% | 6.51% | 96.6% | 135 | 5.19% | 4.1 |
|
| 3377 |
GII
3377
Gryphon International Investment
Toronto,
Ontario, Canada
| $207M | +$14.1M | +7% | 0% | 5.67% | 22 | 0% | 3.4 |
|
| 3378 |
USGIU
3378
U.S. Global Investors (USGI)
San Antonio,
Texas
| $207M | -$12.7M | -6% | 4.16% | 119% | 184 | 48.91% | 0.8 |
|
| 3379 |
3379
Alphadyne Asset Management
New York
| $207M | -$35.8M | -15% | 1.51% | 158% | 33 | 90.91% | 0 |
|
| 3380 |
CM
3380
Cartica Management
Washington,
District of Columbia
| $207M | +$155M | +298% | 0.95% | 92.9% | 1 | 0% | 3.5 |
|
| 3381 |
WF
3381
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $207M | +$16.2M | +8% | 6.5% | 80.3% | 78 | 1.28% | 0.7 |
|
| 3382 |
MUAMU
3382
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $207M | +$29.5M | +17% | 8.38% | 138% | 88 | 23.86% | 0.8 |
|
| 3383 |
BHTS
3383
Bar Harbor Trust Services
Ellsworth,
Maine
| $207M | +$23M | +13% | 7.31% | 86.4% | 81 | 7.41% | 2.8 |
|
| 3384 |
IIC
3384
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $206M | +$15M | +8% | 5.91% | 70.2% | 188 | 15.96% | 2.2 |
|
| 3385 |
GF
3385
Goodman Financial
Houston,
Texas
| $206M | -$16.4M | -7% | 2.34% | 52.5% | 54 | 16.67% | 1.8 |
|
| 3386 |
MGI
3386
MayTech Global Investments
New York
| $206M | +$26.5M | +15% | 9.97% | 158% | 48 | 10.42% | 0.6 |
|
| 3387 |
SH
3387
Scepter Holdings
Fort Worth,
Texas
| $205M | -$7.27M | -3% | 5.84% | – | 7 | 14.29% | 0.5 |
|
| 3388 |
RHFI
3388
Reilly Herbert Faulkner III
| $205M | +$21.6M | +12% | 9.88% | 80.6% | 47 | 6.38% | 3.6 |
|
| 3389 |
PCA
3389
Prospect Capital Advisors
Sausalito,
California
| $205M | -$11.6M | -5% | 2.92% | 202% | 31 | 19.35% | 1.4 |
|
| 3390 |
PCFFS
3390
Pacific Center for Financial Services
San Ramon,
California
| $205M | +$34.7M | +20% | 3.75% | 60.1% | 344 | 9.01% | 1.5 |
|
| 3391 |
SIS
3391
Sound Income Strategies
Ft Lauderdale,
Florida
| $205M | +$33.1M | +19% | 2.92% | 31.4% | 937 | 26.57% | 0.6 |
|
| 3392 |
PFG
3392
Piershale Financial Group
Barrington,
Illinois
| $205M | +$13.4M | +7% | 6.54% | 82% | 31 | 45.16% | 1.3 |
|
| 3393 |
IVM
3393
InterWest Venture Management
San Francisco,
California
| $205M | -$32M | -14% | 10.7% | 57.6% | 12 | 8.33% | 1.5 |
|
| 3394 |
TL
3394
TowerView LLC
New York
| $205M | -$10.9M | -5% | 3.41% | 17.9% | 26 | 26.92% | 3.5 |
|
| 3395 |
RAM
3395
Riggs Asset Management
Dallas,
Pennsylvania
| $204M | -$22.8M | -10% | 4.43% | 207% | 270 | 13.7% | 2.7 |
|
| 3396 |
MCP
3396
Mirador Capital Partners
Pleasanton,
California
| $204M | +$20.7M | +11% | 4.59% | 120% | 160 | 15% | 1.4 |
|
| 3397 |
EVC
3397
Eidelman Virant Capital
Saint Louis,
Missouri
| $204M | +$42.1M | +26% | 5.03% | 46.2% | 129 | 27.91% | 2.5 |
|
| 3398 |
MCM
3398
Moon Capital Management
New York
| $204M | +$27.6M | +16% | 9.13% | 76.3% | 32 | 50% | 1.5 |
|
| 3399 |
BRC
3399
Bell Rock Capital
Rehoboth Beach,
Delaware
| $204M | +$6.2M | +3% | 7.7% | – | 467 | 9.64% | 1.4 |
|
| 3400 |
UIM
3400
Underhill Investment Management
Greenbrae,
California
| $204M | -$8.21M | -4% | 2.7% | 59.8% | 23 | 26.09% | 2.4 |
|