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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
AA
3501
Altegris Advisors
La Jolla,
California
| $90.1M | +$71M | +371% | 0.76% | 6.88% | 46 | 82.61% | 0.4 |
|
| 3502 |
LCP
3502
Lamond Capital Partners
San Francisco,
California
| $90.1M | -$54M | -37% | 0.85% | 54.3% | 27 | 88.89% | 0.3 |
|
| 3503 |
TIA
3503
Tiemann Investment Advisors
Menlo Park,
California
| $89.8M | -$381K | -0.4% | 0.2% | 77% | 145 | 5.52% | 2.8 |
|
| 3504 |
MSS
3504
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $89.5M | -$3.54M | -4% | 1.6% | 85.6% | 96 | 10.42% | 4.1 |
|
| 3505 |
SNBOSCI
3505
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $89.4M | +$1.04M | +1% | 0.09% | 61% | 78 | 7.69% | 4.2 |
|
| 3506 |
IA
3506
Ibbotson Associates
Chicago,
Illinois
| $89.4M | +$16.6M | +23% | 2.13% | – | 22 | 4.55% | 4.6 |
|
| 3507 |
TTSTC
3507
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $89.3M | -$7.88M | -8% | 8.08% | 43.7% | 4 | 0% | 5 |
|
| 3508 |
MC
3508
McCarthy Capital
Omaha,
Nebraska
| $89.2M | -$5.3M | -6% | 5.61% | – | 1 | 0% | 5 |
|
| 3509 |
RAM
3509
Roumell Asset Management
Chevy Chase,
Maryland
| $89.1M | +$3.78M | +4% | 10.7% | 46.9% | 17 | 23.53% | 2.4 |
|
| 3510 |
VAM
3510
Verity Asset Management
Durham,
North Carolina
| $88.8M | -$3M | -3% | 1.53% | 79.7% | 83 | 48.19% | 1.5 |
|
| 3511 |
NLCM
3511
Neon Liberty Capital Management
New York
| $88.8M | -$6.87M | -7% | 19.1% | – | 12 | 8.33% | 2.8 |
|
| 3512 |
OHCM
3512
Oak Hill Capital Management
New York
| $88.5M | +$40.7M | +85% | 7.18% | 1.19% | 2 | 50% | 2.5 |
|
| 3513 |
BRAM
3513
Black River Asset Management
Hopkins,
Minnesota
| $88.3M | +$11.8M | +15% | 1.8% | – | 29 | 62.07% | 1.1 |
|
| 3514 |
OIA
3514
Oechsle International Advisors
Boston,
Massachusetts
| $88.1M | -$15.5M | -15% | 10.8% | – | 5 | 0% | 1 |
|
| 3515 |
PSW
3515
Portfolio Strategies (Washington)
Tacoma,
Washington
| $87.7M | -$2.36M | -3% | 2% | – | 57 | 49.12% | 1.7 |
|
| 3516 |
EM
3516
EnTrustPermal Management
New York
| $87.4M | -$10.9M | -11% | 0.64% | 19.3% | 33 | 18.18% | 3.6 |
|
| 3517 |
CHJWM
3517
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $87.1M | +$9.54M | +12% | 1.22% | 58.2% | 60 | 25% | 3.2 |
|
| 3518 |
WA
3518
Whippoorwill Associates
White Plains,
New York
| $86.9M | -$18.7M | -18% | 0.74% | – | 7 | 0% | 3 |
|
| 3519 |
BC
3519
Banced Corp
Edwardsville,
Illinois
| $86.7M | +$3.74M | +5% | 0.67% | 27.5% | 200 | 23% | 3.3 |
|
| 3520 |
RT
3520
Reliance Trust
Atlanta,
Georgia
| $86.6M | -$2.41M | -3% | 0.06% | 32.1% | 155 | 16.13% | 4.3 |
|
| 3521 |
HFA
3521
Harbert Fund Advisors
Birmingham,
Alabama
| $86.5M | +$93K | +0.1% | 0.95% | 70.8% | 34 | 32.35% | 0.9 |
|
| 3522 |
GIM
3522
Guardian Investment Management
Tiburon,
California
| $86.4M | -$5.18M | -6% | 0.8% | 89.7% | 59 | 13.56% | 4.5 |
|
| 3523 |
AO
3523
Allen Operations
New York
| $86.4M | +$3.51M | +4% | 0.14% | 218% | 26 | 7.69% | 3.5 |
|
| 3524 |
ICM
3524
IMS Capital Management
Portland,
Oregon
| $86.2M | -$5.48M | -6% | 2.38% | 119% | 177 | 18.08% | 3.3 |
|
| 3525 |
VNB
3525
Valley National Bancorp
New York
| $86.2M | +$1.03M | +1% | 1.46% | – | 200 | 4.5% | 2.8 |
|