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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 |
3426
CNO Financial Group
Carmel,
Indiana
| $183M | -$45.3M | -20% | 7.88% | – | 14 | 0% | 1 |
|
| 3427 |
3427
Holderness Investments Company
Greensboro,
North Carolina
| $183M | -$39.1M | -18% | 11.7% | 144% | 203 | 17.24% | 2.8 |
|
| 3428 |
3428
Lincoln Capital
Lincoln,
Nebraska
| $183M | -$19M | -9% | 9.18% | 67.1% | 78 | 17.95% | 3.1 |
|
| 3429 |
3429
Beddow Capital Management
Jackson,
Wyoming
| $183M | -$42.2M | -19% | 13.5% | 50.7% | 49 | 18.37% | 3.9 |
|
| 3430 |
3430
Chanos & Company
New York
| $183M | -$7.78M | -4% | 14.9% | – | 52 | 28.85% | 1.1 |
|
| 3431 |
3431
EAM Global Investors
Solana Beach,
California
| $183M | -$64.1M | -26% | 1.89% | 2,399% | 198 | 60.1% | 0.3 |
|
| 3432 |
3432
Verger Capital Management
Winston-Salem,
North Carolina
| $183M | -$38M | -17% | 9.62% | 58.3% | 14 | 7.14% | 2.6 |
|
| 3433 |
DCM
3433
DeGreen Capital Management
Scottsdale,
Arizona
| $183M | -$30.5M | -14% | 7.36% | 28.5% | 23 | 43.48% | 1.2 |
|
| 3434 |
3434
Mountain Lake Investment Management
Boca Raton,
Florida
| $182M | -$15.5M | -8% | 20.1% | 64% | 25 | 44% | 1.4 |
|
| 3435 |
3435
Sanders Morris Harris
Houston,
Texas
| $182M | -$31.3M | -15% | 14.6% | 85.8% | 148 | 27.7% | 1.8 |
|
| 3436 |
3436
White Lighthouse Investment Management
Bedford,
Massachusetts
| $182M | -$14M | -7% | 9.09% | 62% | 123 | 17.07% | 0.9 |
|
| 3437 |
SM
3437
Salzhauer Michael
| $182M | -$80.2M | -31% | 18.3% | 107% | 178 | 20.22% | 3 |
|
| 3438 |
3438
Smith & Howard Wealth Management
Atlanta,
Georgia
| $182M | -$55.7M | -23% | 13.2% | 40.4% | 63 | 38.1% | 2.6 |
|
| 3439 |
NME
3439
Notis-McConarty Edward
| $182M | -$5.49M | -3% | 9.89% | 91.2% | 102 | 16.67% | 3.7 |
|
| 3440 |
SNN
3440
Shen Neil Nanpeng
| $181M | +$176M | +3,410% | 5.65% | 50.3% | 4 | 50% | 0.3 |
|
| 3441 |
LJHT
3441
Laurie J. Hall Trustee
| $181M | -$8.34M | -4% | 10.4% | 105% | 362 | 9.67% | 2.8 |
|
| 3442 |
3442
Intrepid Capital Management
Jacksonville Beach,
Florida
| $181M | -$79.2M | -30% | 13.3% | 70.2% | 52 | 19.23% | 2.4 |
|
| 3443 |
3443
B. Riley Financial
Los Angeles,
California
| $181M | -$171M | -49% | 28% | 682% | 225 | 68% | 0.5 |
|
| 3444 |
3444
Shulman DeMeo Asset Management
Lake Success,
New York
| $181M | – | – | 13.5% | 79.3% | 69 | – | 0 |
|
| 3445 |
3445
Holloway Wealth Management
Gainesville,
Florida
| $181M | -$27.2M | -13% | 12.4% | 50.7% | 253 | 0% | 1 |
|
| 3446 |
3446
Means Investment Company
Bangor,
Maine
| $181M | – | – | 14.1% | 87.9% | 123 | – | 0 |
|
| 3447 |
3447
Forefront Analytics
West Conshohocken,
Pennsylvania
| $181M | -$39.6M | -18% | 6.45% | 50.9% | 49 | 24.49% | 0.9 |
|
| 3448 |
3448
Broad Bay Capital Management
New York
| $180M | – | – | 21.2% | 338% | 15 | – | 0 |
|
| 3449 |
3449
TrustCore Financial Services
Brentwood,
Tennessee
| $180M | -$139M | -44% | 12.4% | 28.3% | 887 | 53.44% | 0.8 |
|
| 3450 |
LA
3450
Lau Associates
Greenville,
Delaware
| $180M | +$3.95M | +2% | 11% | 44.5% | 104 | 19.23% | 2.9 |
|