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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
ICM
3526
IMS Capital Management
Portland,
Oregon
| $91.7M | +$6.93M | +8% | 4.32% | 119% | 172 | 19.19% | 0.6 |
|
| 3527 |
GIM
3527
Guardian Investment Management
Tiburon,
California
| $91.6M | +$5.18M | +6% | 5.79% | 89.7% | 60 | 15% | 0.9 |
|
| 3528 |
CR
3528
Cooperatieve Rabobank
Utrecht,
Netherlands
| $91M | -$16.7M | -16% | 3.58% | – | 86 | 19.77% | 0.8 |
|
| 3529 |
GOCM
3529
Grey Owl Capital Management
Falls Church,
Virginia
| $90.9M | +$4.08M | +5% | 2.8% | – | 53 | 28.3% | 0.4 |
|
| 3530 |
SCM
3530
Stellar Capital Management
Phoenix,
Arizona
| $90.7M | +$1.63M | +2% | 3.73% | 23.4% | 71 | 14.08% | 0.5 |
|
| 3531 |
QAM
3531
Quantres Asset Management
Cayman,
Cayman Islands
| $90.4M | +$4.93M | +6% | 0.39% | 11% | 275 | 82.18% | 0.1 |
|
| 3532 |
TIA
3532
Tiemann Investment Advisors
Menlo Park,
California
| $90.1M | +$992K | +1% | 4.06% | 77% | 151 | 11.26% | 0.5 |
|
| 3533 |
AG
3533
Appleton Group
Appleton,
Wisconsin
| $90.1M | +$8.58M | +11% | 4.67% | 58.3% | 30 | 30% | 0.5 |
|
| 3534 |
PSW
3534
Portfolio Strategies (Washington)
Tacoma,
Washington
| $90M | +$2.25M | +3% | 3.28% | – | 62 | 51.61% | 0.3 |
|
| 3535 |
RT
3535
Reliance Trust
Atlanta,
Georgia
| $89M | -$13.2M | -13% | 4.31% | 32.1% | 166 | 18.07% | 0.9 |
|
| 3536 |
3536
Twin Focus Capital Partners
Boston,
Massachusetts
| $89M | +$4.75M | +6% | 4.91% | 92.5% | 92 | 18.48% | 0.8 |
|
| 3537 |
CPV
3537
Canaan Partners VII
Westport,
Connecticut
| $88.8M | +$10.8M | +14% | 15% | 20.7% | 3 | 0% | 0.5 |
|
| 3538 |
SSIA
3538
Spero-Smith Investment Advisers
Cleveland,
Ohio
| $88.5M | +$3.95M | +5% | 4.91% | 31.3% | 42 | 7.14% | 0.9 |
|
| 3539 |
SNBOSCI
3539
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $88.4M | +$3.04M | +4% | 3.88% | 61% | 77 | 6.49% | 0.9 |
|
| 3540 |
3540
Permanens Capital
New York
| $88.4M | -$1.19M | -1% | 5.66% | 76.9% | 10 | 40% | 0.3 |
|
| 3541 |
GC
3541
Gruss & Co
West Palm Beach,
Florida
| $88M | +$2.26M | +3% | 8.93% | 163% | 61 | 31.15% | 0.7 |
|
| 3542 |
RCI
3542
RRJ Capital II
Grand Cayman,
Cayman Islands
| $88M | -$317M | -78% | 0.19% | – | 1 | 0% | 0.5 |
|
| 3543 |
WA
3543
WESPAC Advisors
Orinda,
California
| $87.8M | -$27.7M | -24% | 6.06% | 112% | 141 | 26.95% | 0.7 |
|
| 3544 |
3544
Hudock Inc
Williamsport,
Pennsylvania
| $87.7M | -$32.6M | -27% | 4.12% | 69.7% | 644 | 17.24% | 0.8 |
|
| 3545 |
WRIP
3545
White River Investment Partners
San Francisco,
California
| $87.3M | -$8.87M | -9% | 2.42% | – | 19 | 68.42% | 0.3 |
|
| 3546 |
HMC
3546
Higher Moment Capital
Boston,
Massachusetts
| $86.6M | +$12.8M | +17% | 2.49% | 11.8% | 7 | 57.14% | 0.3 |
|
| 3547 |
HAM
3547
Harber Asset Management
Asheville,
North Carolina
| $86.5M | +$5.72M | +7% | 1.26% | 63.6% | 66 | 51.52% | 0.4 |
|
| 3548 |
3548
Progeny 3 Inc
Kirkland,
Washington
| $86.5M | -$23M | -21% | 5.29% | 96.8% | 36 | 86.11% | 0.2 |
|
| 3549 |
SIAS
3549
Shine Investment Advisory Services
Lone Tree,
Colorado
| $86.4M | – | – | 4.15% | 29% | 24 | – | 0 |
|
| 3550 |
CCMU
3550
Cheyne Capital Management (UK)
London,
United Kingdom
| $86.4M | -$17.9M | -17% | 3.53% | 35.6% | 84 | 61.9% | 0.2 |
|