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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
MCO
3426
MAK Capital One
New York
| $118M | +$9.64M | +9% | 10.3% | 200% | 9 | 66.67% | 0.7 |
|
| 3427 |
ACM
3427
Arrow Capital Management
New York
| $118M | -$59.8M | -34% | 8.31% | – | 25 | 48% | 1.1 |
|
| 3428 |
RC
3428
Rinet Company
Boston,
Massachusetts
| $118M | -$396K | -0.3% | 8.17% | 33.1% | 21 | 4.76% | 0.2 |
|
| 3429 |
QCM
3429
Quadrant Capital Management
Fairfield,
New Jersey
| $118M | +$983K | +0.8% | 5.27% | 50.3% | 70 | 12.86% | 1.1 |
|
| 3430 |
CAM
3430
Chesapeake Asset Management
New York
| $118M | -$18.5M | -14% | 5.97% | 153% | 70 | 10% | 1.9 |
|
| 3431 |
OC
3431
Oppenheimer & Close
New York
| $118M | -$2.51M | -2% | 4.69% | 149% | 54 | 11.11% | 1.7 |
|
| 3432 |
MIM
3432
Midwest Investment Management
Cleveland,
Ohio
| $118M | -$12.5M | -10% | 6.92% | 26% | 57 | 19.3% | 1.7 |
|
| 3433 |
BAM
3433
Boyar Asset Management
New York
| $118M | -$13.2M | -10% | 6.39% | 75.5% | 69 | 13.04% | 1.9 |
|
| 3434 |
GCMG
3434
Gyroscope Capital Management Group
Naples,
Florida
| $117M | -$4.7M | -4% | 6.51% | 24.8% | 78 | 37.18% | 0.5 |
|
| 3435 |
BP
3435
Boston Provident
Englewood,
New Jersey
| $117M | -$62.8M | -35% | 13.1% | – | 54 | 51.85% | 0.6 |
|
| 3436 |
LRIC
3436
Long Road Investment Counsel
Kalamazoo,
Michigan
| $117M | -$5.44M | -4% | 3.75% | 53.8% | 72 | 8.33% | 0.7 |
|
| 3437 |
WCM
3437
Wesley Capital Management
New York
| $117M | -$15.5M | -12% | 7.56% | 6.19% | 30 | 46.67% | 0.9 |
|
| 3438 |
3438
HRT Financial
New York
| $117M | -$95.3M | -45% | 9.54% | 182% | 222 | 90.99% | 0.1 |
|
| 3439 |
IOOF
3439
Independent Order of Foresters
Toronto,
Ontario, Canada
| $117M | +$11.9M | +11% | 0.19% | 66.3% | 110 | 9.09% | 1.8 |
|
| 3440 |
SJL
3440
Shayne & Jacobs LLC
Nashville,
Tennessee
| $117M | -$2.97M | -2% | 0.94% | 73.4% | 22 | 18.18% | 2.1 |
|
| 3441 |
MVUM
3441
Matrix VIII US Management
Cambridge,
Massachusetts
| $116M | -$57.6M | -33% | 6.47% | – | 1 | 0% | 0.8 |
|
| 3442 |
LIM
3442
Loudon Investment Management
West Lebanon,
New Hampshire
| $116M | -$15.6M | -12% | 9.27% | 61.6% | 80 | 11.25% | 1.6 |
|
| 3443 |
3443
Heritage Wealth Advisors
Richmond,
Virginia
| $116M | -$4.13M | -3% | 6.51% | 65% | 90 | 24.44% | 1.3 |
|
| 3444 |
AC
3444
Alpenglow Capital
San Carlos,
California
| $116M | +$3.46M | +3% | 5.2% | – | 43 | 72.09% | 0.2 |
|
| 3445 |
CZPM
3445
Capital Z Partners Management
New York
| $116M | -$22.9M | -16% | 13.3% | 48.2% | 4 | 0% | 1.3 |
|
| 3446 |
WCA
3446
Westover Capital Advisors
Wilmington,
Delaware
| $116M | -$9.69M | -8% | 6.86% | 133% | 103 | 32.04% | 1.3 |
|
| 3447 |
SWM
3447
Stockman Wealth Management
Billings,
Montana
| $116M | -$1.63M | -1% | 6.8% | 73.5% | 83 | 13.25% | 0.7 |
|
| 3448 |
TCM
3448
Traynor Capital Management
Malvern,
Pennsylvania
| $116M | -$4.01M | -3% | 7.42% | 225% | 147 | 19.73% | 0.6 |
|
| 3449 |
PCM
3449
Pyrrho Capital Management
New York
| $116M | -$89.6M | -44% | 18.8% | – | 58 | 86.21% | 0.1 |
|
| 3450 |
ACM
3450
Astenbeck Capital Management
Southport,
Connecticut
| $116M | -$405M | -78% | 15.8% | 12.4% | 14 | 21.43% | 0.8 |
|