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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%
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50
100
250
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1,000
2,500
5,000
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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 |
SM
3501
Salzhauer Michael
| $124M | +$4.96M | +4% | 2.27% | 107% | 158 | 13.92% | 7.1 |
|
| 3502 |
IC
3502
Investment Counsel
Petoskey,
Michigan
| $124M | +$16.6M | +15% | 3.72% | 50.1% | 68 | 11.76% | 1.8 |
|
| 3503 |
OAMA
3503
Oslo Asset Management AS
Oslo,
Norway
| $124M | -$5.49M | -4% | 13.1% | 82.7% | 17 | 29.41% | 5.6 |
|
| 3504 |
PIM
3504
Profit Investment Management
North Bethesda,
Maryland
| $124M | -$112M | -48% | 0.19% | 101% | 105 | 14.29% | 9.4 |
|
| 3505 |
CSA
3505
Cottage Street Advisors
Marion,
Massachusetts
| $123M | +$9M | +8% | 1.32% | 91.4% | 88 | 12.5% | 1.8 |
|
| 3506 |
GPC
3506
Guardian Point Capital
Charlottesville,
Virginia
| $123M | +$5.93M | +5% | 0.29% | 142% | 19 | 42.11% | 1.3 |
|
| 3507 |
HCA
3507
Horan Capital Advisors
Cincinnati,
Ohio
| $123M | -$5.63M | -4% | 0.15% | 26.6% | 59 | 6.78% | 7 |
|
| 3508 |
GCMG
3508
Gyroscope Capital Management Group
Naples,
Florida
| $123M | -$7.13M | -5% | 1.86% | 24.8% | 83 | 32.53% | 3.5 |
|
| 3509 |
WCWM
3509
Willow Creek Wealth Management
Sebastopol,
California
| $123M | +$12.6M | +11% | 1.75% | 36.5% | 21 | 23.81% | 4.2 |
|
| 3510 |
CAM
3510
Chesapeake Asset Management
New York
| $123M | +$2.49M | +2% | 5.09% | 153% | 86 | 32.56% | 7 |
|
| 3511 |
VE
3511
Vega Energy
New York
| $123M | -$6.32M | -5% | 4.87% | 12.1% | 6 | 33.33% | 9.2 |
|
| 3512 |
PHAM
3512
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $123M | -$4.39M | -3% | 2.21% | 66.8% | 97 | 6.19% | 8.9 |
|
| 3513 |
MIM
3513
Midwest Investment Management
Cleveland,
Ohio
| $123M | -$1.33M | -1% | 1.36% | 26% | 59 | 15.25% | 7.4 |
|
| 3514 |
BCA
3514
Benchmark Capital Advisors
New York
| $123M | +$8.68M | +8% | 6.04% | 29.5% | 136 | 11.76% | 7.5 |
|
| 3515 |
GCA
3515
GSI Capital Advisors
Newport Beach,
California
| $123M | +$7.55M | +7% | 5.69% | 39.7% | 33 | 51.52% | 2.4 |
|
| 3516 |
MFT
3516
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $123M | -$1.1M | -0.9% | 2.22% | 48.1% | 235 | 76.6% | 1.9 |
|
| 3517 |
DP
3517
DW Partners
New York
| $122M | -$1.34M | -1% | 7.16% | 44.5% | 9 | 22.22% | 4.4 |
|
| 3518 |
ACM
3518
Accipiter Capital Management
Palm Beach Gardens,
Florida
| $122M | -$52.5M | -30% | 12.7% | 55.9% | 10 | 40% | 3.7 |
|
| 3519 |
ADBIC
3519
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $122M | +$13.6M | +13% | 5.7% | 74.9% | 95 | 20% | 7.2 |
|
| 3520 |
FAM
3520
Fortaleza Asset Management
Chicago,
Illinois
| $122M | -$35.8M | -23% | 3.01% | 121% | 210 | 21.9% | 4.7 |
|
| 3521 |
MCA
3521
Mercer Capital Advisers
Little Silver,
New Jersey
| $122M | +$5.22M | +4% | 3.22% | 59.6% | 288 | 8.33% | 5.4 |
|
| 3522 |
TCA
3522
Teewinot Capital Advisers
New York
| $122M | +$856K | +0.7% | 4.22% | 149% | 66 | 31.82% | 5.4 |
|
| 3523 |
HCIA
3523
Hochman Cole Investment Advisors
Deerfield,
Illinois
| $122M | +$4.72M | +4% | 2.94% | 42.7% | 80 | 7.5% | 1.9 |
|
| 3524 |
WCA
3524
Westover Capital Advisors
Wilmington,
Delaware
| $122M | +$3.47M | +3% | 1.54% | 133% | 95 | 26.32% | 6 |
|
| 3525 |
VWA
3525
V Wealth Advisors
Overland Park,
Kansas
| $122M | -$3.02M | -2% | 2.47% | 36.9% | 172 | 18.6% | 0.9 |
|