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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
DA
3501
Doliver Advisors
Houston,
Texas
| $127M | -$7.98M | -6% | 3.82% | 92.3% | 239 | 54.81% | 0.8 |
|
| 3502 |
ACM
3502
Alpha Capital Management
Austin,
Texas
| $127M | +$15.3M | +14% | 6.43% | 88% | 80 | 26.25% | 1.4 |
|
| 3503 |
OMC
3503
Oasis Management Company
Grand Cayman,
Cayman Islands
| $126M | – | – | 1.21% | 368% | 24 | – | 0 |
|
| 3504 |
MPAM
3504
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $126M | +$3.4M | +3% | 6.97% | 75.1% | 95 | 9.47% | 2 |
|
| 3505 |
ATC
3505
Adirondack Trust Company
Saratoga Springs,
New York
| $126M | +$2.31M | +2% | 6.03% | 96.8% | 383 | 12.01% | 2 |
|
| 3506 |
GCM
3506
Garland Capital Management
Bellevue,
Washington
| $126M | -$1.92M | -1% | 8.47% | 55.7% | 36 | 11.11% | 2.1 |
|
| 3507 |
NG
3507
Northstar Group
New York
| $126M | +$3.77M | +3% | 5.15% | 63.9% | 113 | 15.93% | 0.9 |
|
| 3508 |
DSN
3508
D. Scott Neal
Lexington,
Kentucky
| $126M | +$6.99M | +6% | 2.58% | 105% | 152 | 77.63% | 0.4 |
|
| 3509 |
TFMS
3509
Trust & Fiduciary Management Services
Boston,
Massachusetts
| $126M | -$6M | -5% | 1.4% | – | 46 | 28.26% | 1.5 |
|
| 3510 |
BAM
3510
Boyar Asset Management
New York
| $126M | +$8.21M | +7% | 10% | 75.5% | 67 | 11.94% | 2.1 |
|
| 3511 |
WFH
3511
Wealthy Fountain Holdings
Shanghai,
China
| $126M | -$92.7M | -42% | 42.5% | 97.9% | 1 | 0% | 1 |
|
| 3512 |
LC
3512
Lincoln Capital
Lincoln,
Nebraska
| $126M | +$4.99M | +4% | 5.9% | 67.1% | 63 | 15.87% | 0.8 |
|
| 3513 |
REMPR
3513
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $126M | +$18.8M | +18% | 4.73% | 55.5% | 95 | 14.74% | 0.8 |
|
| 3514 |
AF
3514
Aegis Financial
Mc Lean,
Virginia
| $126M | -$26.2M | -17% | 11% | 266% | 42 | 4.76% | 1.8 |
|
| 3515 |
TG
3515
TLP Group
Evanston,
Illinois
| $126M | – | – | 10.6% | 42.7% | 294 | – | 0 |
|
| 3516 |
AFA
3516
Alta Fundamental Advisers
New York
| $125M | – | – | 3.02% | 340% | 12 | – | 0 |
|
| 3517 |
BWA
3517
Burt Wealth Advisors
North Bethesda,
Maryland
| $125M | +$44.8M | +56% | 2.74% | 57.3% | 552 | 31.52% | 0.6 |
|
| 3518 |
ACM
3518
Aquamarine Capital Management
New York
| $125M | +$5.14M | +4% | 4.77% | 23% | 13 | 0% | 1 |
|
| 3519 |
3519
Financial Engines Advisors
Santa Clara,
California
| $125M | -$17.2M | -12% | 3.96% | 43% | 58 | 5.17% | 2 |
|
| 3520 |
MI
3520
Mercer Investments
Boston,
Massachusetts
| $125M | +$2.94M | +2% | 2.29% | 33.1% | 11 | 9.09% | 1.4 |
|
| 3521 |
VP
3521
Value Partners
Hong Kong
| $125M | -$3.9M | -3% | 28.8% | – | 22 | 59.09% | 0.3 |
|
| 3522 |
ACM
3522
Altai Capital Management
West Hollywood,
California
| $125M | -$46.4M | -27% | 4.73% | 24.9% | 7 | 28.57% | 1.2 |
|
| 3523 |
SFA
3523
Stewardship Financial Advisors
Stockbridge,
Georgia
| $125M | – | – | 3.96% | 39.1% | 61 | – | 0 |
|
| 3524 |
SHI
3524
SV Health Investors
Boston,
Massachusetts
| $124M | -$54.4M | -30% | 8.05% | 97.4% | 7 | 28.57% | 0.7 |
|
| 3525 |
LIM
3525
Loudon Investment Management
West Lebanon,
New Hampshire
| $124M | +$7.95M | +7% | 8.74% | 61.6% | 76 | 6.58% | 1.7 |
|