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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
GCA
3476
GSI Capital Advisors
Newport Beach,
California
| $156M | +$56.7M | +57% | 0.43% | 39.7% | 35 | 57.14% | 0.4 |
|
| 3477 |
UIM
3477
Underhill Investment Management
Greenbrae,
California
| $156M | -$16.3M | -9% | 4.78% | 59.8% | 22 | 27.27% | 1.9 |
|
| 3478 |
RHFI
3478
Reilly Herbert Faulkner III
| $156M | +$14.1M | +10% | 7.12% | 80.6% | 44 | 4.55% | 2.6 |
|
| 3479 |
AIM
3479
AMI Investment Management
Kendallville,
Indiana
| $156M | +$5.05M | +3% | 4.49% | 47.9% | 46 | 2.17% | 2.6 |
|
| 3480 |
PFG
3480
Piershale Financial Group
Barrington,
Illinois
| $155M | -$7.58M | -5% | 3.15% | 82% | 29 | 44.83% | 1.3 |
|
| 3481 |
DCM
3481
Dialectic Capital Management
Norwalk,
Connecticut
| $155M | -$22.3M | -13% | 0.91% | 91.5% | 107 | 75.7% | 0.4 |
|
| 3482 |
SFPM
3482
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $155M | +$10.9M | +8% | 1.56% | 24.5% | 27 | 7.41% | 2.2 |
|
| 3483 |
KLI
3483
Kelman-Lazarov Inc
Memphis,
Tennessee
| $155M | -$22M | -12% | 4.7% | 46.6% | 328 | 69.21% | 1 |
|
| 3484 |
DSN
3484
D. Scott Neal
Lexington,
Kentucky
| $155M | +$14.9M | +11% | 3.25% | 105% | 177 | 10.17% | 1.2 |
|
| 3485 |
EMR
3485
Errol M. Rudman
| $155M | +$11M | +8% | 4.09% | 60.5% | 31 | 32.26% | 1.9 |
|
| 3486 |
PAM
3486
Pope Asset Management
Memphis,
Tennessee
| $155M | +$20.1M | +15% | 0.07% | – | 29 | 3.45% | 2.6 |
|
| 3487 |
EHWM
3487
Eads & Heald Wealth Management
Atlanta,
Georgia
| $155M | +$8.54M | +6% | 6.82% | 84.4% | 136 | 7.35% | 3.1 |
|
| 3488 |
BRA
3488
Bender Robert & Associates
Pasadena,
California
| $155M | +$14M | +10% | 13.7% | 116% | 49 | 2.04% | 3.3 |
|
| 3489 |
QAM
3489
Quantres Asset Management
Cayman,
Cayman Islands
| $155M | +$11.3M | +8% | 0.73% | 11% | 244 | 73.36% | 0.2 |
|
| 3490 |
VST
3490
Van Strum & Towne
San Francisco,
California
| $155M | -$4.37M | -3% | 2.93% | 62.2% | 82 | 10.98% | 2.7 |
|
| 3491 |
MAS
3491
Madden Advisory Services
Jacksonville,
Florida
| $155M | +$7.42M | +5% | 4.82% | 52.3% | 265 | 69.43% | 1 |
|
| 3492 |
ROC
3492
Robertson Opportunity Capital
Dallas,
Texas
| $154M | +$2.97M | +2% | 7.55% | 93.4% | 32 | 6.25% | 2.2 |
|
| 3493 |
TAM
3493
Toscafund Asset Management
London,
United Kingdom
| $154M | -$33.5M | -18% | 2.17% | 80.9% | 11 | 72.73% | 1.3 |
|
| 3494 |
NCM
3494
Neumann Capital Management
Foster City,
California
| $154M | -$933K | -0.6% | 4.21% | 89.9% | 72 | 2.78% | 2.2 |
|
| 3495 |
TI
3495
Turner Investments
Berwyn,
Pennsylvania
| $154M | -$93.5M | -38% | 12.8% | 6.36% | 313 | 49.84% | 0.6 |
|
| 3496 |
OFM
3496
Omega Fund Management
Boston,
Massachusetts
| $154M | +$30.6M | +25% | 26.1% | 106% | 12 | 16.67% | 1.6 |
|
| 3497 |
3497
Maven Securities
St Helier,
Jersey
| $154M | +$42.2M | +38% | 8.43% | 135% | 78 | 80.77% | 0.1 |
|
| 3498 |
GC
3498
Gobi Capital
San Francisco,
California
| $154M | +$44.2M | +40% | 13.3% | 93.7% | 10 | 20% | 0.2 |
|
| 3499 |
NO
3499
Ninety One
Cape Town,
South Africa
| $153M | +$6.33M | +4% | 10% | 232% | 89 | 23.6% | 0.8 |
|
| 3500 |
AW
3500
Alpha Windward
Westwood,
Massachusetts
| $153M | +$555K | +0.4% | 3.49% | 33.6% | 443 | 15.12% | 2 |
|