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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 |
SIA
3426
Starfire Investment Advisers
Southfield,
Michigan
| $201M | +$3.81M | +2% | 5.46% | 19.2% | 145 | 15.86% | 1 |
|
| 3427 |
PGF
3427
Pelham Global Financials
London,
United Kingdom
| $201M | +$14.9M | +8% | 5.71% | 24.5% | 9 | 22.22% | 0.6 |
|
| 3428 |
NRC
3428
North Run Capital
Boston,
Massachusetts
| $201M | +$15.4M | +8% | 0.52% | 19.4% | 23 | 26.09% | 1.1 |
|
| 3429 |
3429
Fiducient Advisors
Chicago,
Illinois
| $201M | +$3.24M | +2% | 3.47% | 52.3% | 20 | 0% | 0.6 |
|
| 3430 |
3430
Occidental Asset Management
Burlingame,
California
| $200M | +$13.1M | +7% | 1.91% | 82.5% | 166 | 16.27% | 2.2 |
|
| 3431 |
NFG
3431
Noven Financial Group
Denver,
Colorado
| $200M | +$9.41M | +5% | 5.06% | 45.1% | 33 | 9.09% | 2.6 |
|
| 3432 |
CM
3432
CoreCommodity Management
Stamford,
Connecticut
| $200M | +$51.2M | +34% | 1.36% | 65.8% | 221 | 21.27% | 2.2 |
|
| 3433 |
PVMCV
3433
Polaris Venture Management Co V
Boston,
Massachusetts
| $200M | +$16.2M | +9% | 15.6% | 281% | 12 | 0% | 2.8 |
|
| 3434 |
BCCM
3434
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $200M | +$12.8M | +7% | 6.02% | 76.5% | 81 | 2.47% | 2.4 |
|
| 3435 |
IWA
3435
Intercontinental Wealth Advisors
San Antonio,
Texas
| $200M | +$19.6M | +11% | 5.83% | 46.7% | 150 | 17.33% | 1.5 |
|
| 3436 |
VCM
3436
Venator Capital Management
Toronto,
Ontario, Canada
| $200M | +$53.3M | +36% | 10.8% | 154% | 36 | 38.89% | 0.8 |
|
| 3437 |
WAS
3437
WESPAC Advisors SoCal
Pasadena,
California
| $199M | +$25.7M | +15% | 6.98% | 135% | 328 | 65.55% | 0.5 |
|
| 3438 |
KFBMI
3438
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $199M | -$15.5M | -7% | 7.19% | 83.3% | 83 | 2.41% | 2.2 |
|
| 3439 |
PL
3439
Polianta Ltd
St Helier,
Jersey
| $199M | -$121M | -38% | 2.13% | 31.6% | 100 | 50% | 0.6 |
|
| 3440 |
WAS
3440
Winch Advisory Services
Appleton,
Wisconsin
| $199M | +$13.4M | +7% | 5.84% | 80.8% | 385 | 15.84% | 2 |
|
| 3441 |
CAM
3441
Covenant Asset Management
Chester,
New Jersey
| $198M | +$13.4M | +7% | 9.25% | 177% | 147 | 13.61% | 1.4 |
|
| 3442 |
AC
3442
Aperimus Capital
Marina Del Rey,
California
| $198M | +$19.8M | +11% | 4.35% | 44% | 4 | 25% | 3.9 |
|
| 3443 |
SL
3443
Signition LP
New York
| $198M | +$31.6M | +19% | 7.52% | – | 431 | 76.33% | 0.1 |
|
| 3444 |
DSN
3444
D. Scott Neal
Lexington,
Kentucky
| $198M | +$19M | +11% | 2.95% | 105% | 69 | 57.97% | 2.7 |
|
| 3445 |
3445
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $198M | -$18.8M | -9% | 6.93% | 79.2% | 7 | 42.86% | 0.5 |
|
| 3446 |
PFSC
3446
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $198M | +$19.3M | +11% | 6.24% | 93% | 377 | 6.37% | 3.5 |
|
| 3447 |
MLIM
3447
Mountain Lake Investment Management
Boca Raton,
Florida
| $198M | +$267K | +0.1% | 4.3% | 64% | 25 | 36% | 1.2 |
|
| 3448 |
BOS
3448
Bank of Stockton
Stockton,
California
| $198M | +$13.4M | +7% | 5.25% | 92.3% | 111 | 10.81% | 3.5 |
|
| 3449 |
LGC
3449
Laurel Grove Capital
Los Angeles,
California
| $198M | +$9.09M | +5% | 7.86% | 59.2% | 97 | 9.28% | 3.3 |
|
| 3450 |
3450
Westover Capital Advisors
Wilmington,
Delaware
| $198M | +$11.9M | +6% | 5.81% | 133% | 126 | 28.57% | 1.5 |
|