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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 |
BAM
3401
Brave Asset Management
Summit,
New Jersey
| $192M | +$1.47M | +0.8% | 6.12% | 76.3% | 198 | 29.29% | 2.2 |
|
| 3402 |
MHP
3402
Manatuck Hill Partners
Westport,
Connecticut
| $192M | -$13.1M | -6% | 7.37% | 556% | 102 | 41.18% | 1.3 |
|
| 3403 |
HPIA
3403
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $191M | +$6.52M | +4% | 6.26% | 79.3% | 75 | 10.67% | 3 |
|
| 3404 |
GAM
3404
Garrison Asset Management
Fayetteville,
Arkansas
| $191M | +$13M | +7% | 8.44% | 52.1% | 107 | 7.48% | 3.1 |
|
| 3405 |
HCM
3405
Horrell Capital Management
Little Rock,
Arkansas
| $191M | +$10.3M | +6% | 6.28% | 55.6% | 182 | 9.34% | 3.3 |
|
| 3406 |
SFS
3406
Summit Financial Strategies
Columbus,
Ohio
| $191M | +$17.7M | +10% | 4.52% | 59.4% | 55 | 7.27% | 1.8 |
|
| 3407 |
EI
3407
Elkhorn Investments
Chicago,
Illinois
| $191M | +$56.5M | +42% | 5.65% | – | 117 | 30.77% | 0.5 |
|
| 3408 |
WCWM
3408
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $191M | +$9.15M | +5% | 4.09% | 39.1% | 37 | 10.81% | 2.1 |
|
| 3409 |
HIH
3409
HRS Investment Holdings
New York
| $191M | +$25.1M | +15% | 4.19% | 21.5% | 101 | 28.71% | 1.3 |
|
| 3410 |
EM
3410
Endicott Management
New York
| $190M | +$20.9M | +12% | 0.06% | 229% | 11 | 9.09% | 2.2 |
|
| 3411 |
VAS
3411
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $190M | +$21M | +12% | 14.5% | 89.7% | 29 | 44.83% | 0.7 |
|
| 3412 |
NEIRG
3412
New England Investment & Retirement Group
North Andover,
Massachusetts
| $190M | +$9.85M | +5% | 4.01% | 72.5% | 56 | 10.71% | 1.8 |
|
| 3413 |
LAM
3413
Lingohr Asset Management
Duesseldorf,
Germany
| $190M | -$5.94M | -3% | 6.39% | 141% | 130 | 10.77% | 1.2 |
|
| 3414 |
CIC
3414
Chase Investment Counsel
Charlottesville,
Virginia
| $190M | -$573K | -0.3% | 9.42% | 350% | 92 | 20.65% | 1.3 |
|
| 3415 |
NG
3415
Northstar Group
New York
| $190M | +$16.4M | +9% | 6.85% | 63.9% | 116 | 6.03% | 2.4 |
|
| 3416 |
CCM
3416
Crestwood Capital Management
New York
| $190M | +$2.76M | +1% | 9.26% | 203% | 30 | 36.67% | 1.2 |
|
| 3417 |
BHTS
3417
Bar Harbor Trust Services
Ellsworth,
Maine
| $190M | +$1.6M | +0.8% | 5.34% | 86.4% | 84 | 10.71% | 2.4 |
|
| 3418 |
CCM
3418
Crossvault Capital Management
San Antonio,
Texas
| $190M | +$15.4M | +9% | 8.8% | 56.4% | 64 | 4.69% | 2.8 |
|
| 3419 |
FPS
3419
Fieldpoint Private Securities
Greenwich,
Connecticut
| $190M | -$42.2M | -18% | 4.68% | 47.2% | 632 | 41.46% | 0.4 |
|
| 3420 |
SA
3420
Sicart Associates
New York
| $189M | +$49.6M | +35% | 5.42% | 99.1% | 100 | 28% | 0.7 |
|
| 3421 |
3421
Valley Forge Capital Management
Miami,
Florida
| $189M | +$31.7M | +20% | 9.26% | 49% | 8 | 0% | 0.9 |
|
| 3422 |
UIA
3422
UG Investment Advisers
Taipei,
Taiwan
| $189M | -$16M | -8% | 1.9% | 172% | 7 | 57.14% | 0.5 |
|
| 3423 |
SHI
3423
SV Health Investors
Boston,
Massachusetts
| $189M | +$57.4M | +44% | 22.3% | 97.4% | 9 | 33.33% | 1.7 |
|
| 3424 |
NSRI
3424
New Silk Road Investment
Singapore
| $189M | -$2.14M | -1% | 1.3% | 21.2% | 10 | 30% | 0.7 |
|
| 3425 |
LCM
3425
Liberty Capital Management
Birmingham,
Michigan
| $189M | +$6.61M | +4% | 6.84% | – | 275 | 5.09% | 2 |
|