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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
OF
3401
Orbis Financial
Tortola,
British Virgin Islands
| $134M | +$3.15M | +2% | 2.67% | – | 2 | 0% | 2 |
|
| 3402 |
AAM
3402
Augustine Asset Management
Jacksonville,
Florida
| $134M | -$7.87M | -6% | 1.82% | 316% | 64 | 10.94% | 5.4 |
|
| 3403 |
HRC
3403
Hoertkorn Richard Charles
| $134M | -$435K | -0.3% | 0.44% | 172% | 97 | 4.12% | 5.5 |
|
| 3404 |
KAS
3404
Kemnay Advisory Services
New York
| $134M | -$41.3M | -24% | 1.59% | 167% | 43 | 16.28% | 4.8 |
|
| 3405 |
HKIM
3405
Hayek Kallen Investment Management
Fairhope,
Alabama
| $134M | -$1.79M | -1% | 1.49% | 71.9% | 61 | 18.03% | 7.3 |
|
| 3406 |
CFA
3406
Cahill Financial Advisors
Edina,
Minnesota
| $134M | +$2.35M | +2% | 1.32% | 55.9% | 111 | 14.41% | 4.7 |
|
| 3407 |
SIG
3407
Stanford Investment Group
Mountain View,
California
| $134M | +$8.06M | +6% | 0.3% | – | 379 | 15.3% | 1.8 |
|
| 3408 |
PAA
3408
Peregrine Asset Advisers
Portland,
Oregon
| $134M | -$19.3M | -13% | 1.27% | 182% | 147 | 38.1% | 4.5 |
|
| 3409 |
KSCM
3409
King Street Capital Management
New York
| $133M | -$45.7M | -26% | 5.25% | 140% | 14 | 57.14% | 2.9 |
|
| 3410 |
WA
3410
WESPAC Advisors
Orinda,
California
| $133M | +$1.14M | +0.9% | 1.1% | 112% | 137 | 32.85% | 3.7 |
|
| 3411 |
HIM
3411
Harbour Investment Management
Edmonds,
Washington
| $133M | -$3.05M | -2% | 0.39% | 58.8% | 78 | 1.28% | 7.5 |
|
| 3412 |
WAM
3412
Westport Asset Management
Southport,
Connecticut
| $133M | -$7.19M | -5% | 2.74% | 63.9% | 47 | 17.02% | 7 |
|
| 3413 |
PFA
3413
Paradigm Financial Advisors
Des Peres,
Missouri
| $133M | +$3.65M | +3% | 0.19% | 114% | 84 | 3.57% | 5.1 |
|
| 3414 |
PFG
3414
Piershale Financial Group
Barrington,
Illinois
| $133M | +$6.65M | +5% | 1.53% | 82% | 175 | 37.71% | 4.7 |
|
| 3415 |
MPAM
3415
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $133M | +$2.27M | +2% | 1.27% | 75.1% | 95 | 14.74% | 6.8 |
|
| 3416 |
SIM
3416
Sterling Investment Management
Tucson,
Arizona
| $133M | -$8.81M | -6% | 0.61% | 44.1% | 72 | 8.33% | 6.3 |
|
| 3417 |
WCM
3417
Wesley Capital Management
New York
| $133M | +$2.84M | +2% | 8.77% | 6.19% | 30 | 33.33% | 2.9 |
|
| 3418 |
CHP
3418
Cable Hill Partners
Portland,
Oregon
| $133M | +$2.07M | +2% | 0.28% | 20.3% | 769 | 10.66% | 1.8 |
|
| 3419 |
ACM
3419
Alpha Capital Management
Austin,
Texas
| $133M | -$10M | -7% | 1.88% | 88% | 96 | 34.38% | 5.5 |
|
| 3420 |
PCTC
3420
Perkins Coie Trust Company
Seattle,
Washington
| $133M | +$2.67M | +2% | 0.21% | 70.8% | 271 | 12.18% | 4.8 |
|
| 3421 |
SHJ
3421
Sharkey, Howes & Javer
Denver,
Colorado
| $133M | -$23.3M | -15% | 2.21% | 54.6% | 279 | 50.54% | 0.7 |
|
| 3422 |
CRCM
3422
Crystal Rock Capital Management
Bannockburn,
Illinois
| $132M | -$8.83M | -6% | 1.61% | 172% | 28 | 14.29% | 5.3 |
|
| 3423 |
BCM
3423
Blume Capital Management
Berkeley,
California
| $132M | -$12M | -8% | 1.33% | 96.9% | 311 | 24.76% | 4.4 |
|
| 3424 |
CGH
3424
Cleary Gull Holdings
Milwaukee,
Wisconsin
| $132M | – | – | 2.03% | – | 85 | – | 0 |
|
| 3425 |
LIM
3425
Loudon Investment Management
West Lebanon,
New Hampshire
| $132M | +$17K | +0% | 0.85% | 61.6% | 83 | 12.05% | 5.3 |
|