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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
SPL
3401
Smart Portfolios LLC
Seattle,
Washington
| $138M | +$29.1M | +27% | 4.07% | 41.3% | 18 | 22.22% | 1 |
|
| 3402 |
WIM
3402
Wilen Investment Management
Bonita Springs,
Florida
| $138M | -$1.95M | -1% | 1.93% | 79.9% | 67 | 5.97% | 2.2 |
|
| 3403 |
PCM
3403
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $138M | -$25.8M | -16% | 0.08% | 62.6% | 171 | 22.22% | 0.7 |
|
| 3404 |
PIMJS
3404
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $138M | +$27.7M | +25% | 10.6% | 125% | 49 | 14.29% | 1.3 |
|
| 3405 |
FNB
3405
Farmers National Bank
Danville,
Kentucky
| $138M | +$11.7M | +9% | 6.78% | – | 105 | 9.52% | 0.9 |
|
| 3406 |
BI
3406
Boulegeris Investments
Sandy Springs,
Georgia
| $138M | +$7.06M | +5% | 6.63% | 39.1% | 49 | 10.2% | 1.1 |
|
| 3407 |
GCA
3407
Gideon Capital Advisors
New York
| $138M | -$33.2M | -19% | 2.31% | 37.6% | 318 | 78.62% | 0.1 |
|
| 3408 |
1CM
3408
1492 Capital Management
Milwaukee,
Wisconsin
| $138M | -$2.85M | -2% | 11.2% | 332% | 144 | 32.64% | 0.8 |
|
| 3409 |
RTS
3409
Round Table Services
Westfield,
New Jersey
| $138M | +$1.5M | +1% | 2.07% | 16.1% | 114 | 28.07% | 1.2 |
|
| 3410 |
3410
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $137M | – | – | 1.87% | 602% | 17 | – | 0 |
|
| 3411 |
AIA
3411
AGF Investments America
Toronto,
Ontario, Canada
| $137M | -$20.6M | -13% | 9.19% | 72.1% | 77 | 50.65% | 1.6 |
|
| 3412 |
VHMC
3412
Value Holdings Management Company
Hampton Bays,
New York
| $137M | -$875K | -0.6% | 6.5% | 125% | 36 | 16.67% | 1.7 |
|
| 3413 |
WM
3413
WCG Management
New York
| $137M | -$84.9M | -38% | 1.72% | 29.5% | 34 | 55.88% | 0.6 |
|
| 3414 |
FVCM
3414
F&V Capital Management
Boca Raton,
Florida
| $137M | -$3.6M | -3% | 8.71% | 107% | 70 | 21.43% | 1.7 |
|
| 3415 |
TCA
3415
Teewinot Capital Advisers
New York
| $137M | -$4.22M | -3% | 11.2% | 149% | 72 | 47.22% | 1.5 |
|
| 3416 |
AW
3416
Alpha Windward
Westwood,
Massachusetts
| $137M | +$1.8M | +1% | 4.54% | 33.6% | 507 | 34.91% | 1.4 |
|
| 3417 |
DCM
3417
Delta Capital Management
Red Bank,
New Jersey
| $137M | +$5.21M | +4% | 4.59% | 125% | 68 | 19.12% | 1.8 |
|
| 3418 |
SAM
3418
Sequent Asset Management
Houston,
Texas
| $137M | +$4.88M | +4% | 2.15% | 51.3% | 72 | 12.5% | 1.8 |
|
| 3419 |
IFB
3419
iAB Financial Bank
Fort Wayne,
Indiana
| $137M | +$5.73M | +4% | 4.42% | 22.5% | 108 | 8.33% | 2 |
|
| 3420 |
TWM
3420
Torch Wealth Management
Cincinnati,
Ohio
| $137M | +$6.91M | +5% | 4.5% | 48.8% | 105 | 13.33% | 1.4 |
|
| 3421 |
CRCM
3421
Crystal Rock Capital Management
Bannockburn,
Illinois
| $137M | +$4.08M | +3% | 10.9% | 172% | 33 | 36.36% | 1.5 |
|
| 3422 |
PO
3422
Private Ocean
San Rafael,
California
| $137M | +$1.18M | +0.9% | 0.66% | 2.82% | 184 | 7.07% | 1.6 |
|
| 3423 |
SCM
3423
Samson Capital Management
Leawood,
Kansas
| $137M | -$33K | -0% | 2.38% | 13.4% | 20 | 20% | 1.4 |
|
| 3424 |
IWA
3424
Inspirion Wealth Advisors
Libertyville,
Illinois
| $136M | +$9.68M | +8% | 6.1% | 52.5% | 57 | 12.28% | 0.9 |
|
| 3425 |
MIC
3425
Meridian Investment Counsel
Lafayette,
California
| $136M | +$14M | +11% | 5.62% | 116% | 169 | 14.2% | 1.6 |
|