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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 |
SCM
3526
Salem Capital Management
Woburn,
Massachusetts
| $187M | +$684K | +0.4% | 6.7% | 32.3% | 72 | 8.33% | 4 |
|
| 3527 |
VCM
3527
Vivaldi Capital Management
Chicago,
Illinois
| $187M | +$65.4M | +54% | 1.9% | 69.2% | 167 | 27.54% | 0.8 |
|
| 3528 |
NME
3528
Notis-McConarty Edward
| $187M | +$18.2M | +11% | 10.2% | 91.2% | 88 | 3.41% | 4 |
|
| 3529 |
PC
3529
Permit Capital
West Conshohocken,
Pennsylvania
| $187M | +$1.93M | +1% | 0.19% | 121% | 27 | 0% | 3.9 |
|
| 3530 |
SM
3530
Soapstone Management
Bethesda,
Maryland
| $187M | -$8.3M | -4% | 2.38% | 30.3% | 18 | 11.11% | 0.6 |
|
| 3531 |
RAG
3531
Roof Advisory Group
Harrisburg,
Pennsylvania
| $187M | +$3.99M | +2% | 6.63% | – | 37 | 16.22% | 0.6 |
|
| 3532 |
SS
3532
Sunbelt Securities
Houston,
Texas
| $187M | +$19.7M | +12% | 5.94% | 83.5% | 230 | 10.43% | 1.4 |
|
| 3533 |
2L
3533
22NW LP
Seattle,
Washington
| $187M | -$5.96M | -3% | 3.63% | 138% | 50 | 18% | 1.2 |
|
| 3534 |
KM
3534
Kalos Management
Alpharetta,
Georgia
| $186M | -$34.1M | -15% | 4.68% | 48.5% | 233 | 43.35% | 0.8 |
|
| 3535 |
OHM
3535
Ordinal Holdings ManageCo
New York
| $186M | -$877M | -82% | 23% | 19.5% | 1 | 0% | 0.8 |
|
| 3536 |
CM
3536
Cornerstone Management
Duluth,
Georgia
| $186M | +$12.2M | +7% | 3.68% | 40% | 53 | 35.85% | 2.2 |
|
| 3537 |
KC
3537
Kingfisher Capital
Charlotte,
North Carolina
| $186M | +$28.5M | +18% | 7.11% | 58.5% | 147 | 12.24% | 2.5 |
|
| 3538 |
TAS
3538
TIFF Advisory Services
Radnor,
Pennsylvania
| $186M | -$28.9M | -13% | 4.74% | 85.9% | 8 | 50% | 0.6 |
|
| 3539 |
SCM
3539
Sitrin Capital Management
Century City,
California
| $186M | +$9.88M | +6% | 8.85% | 128% | 38 | 10.53% | 1.8 |
|
| 3540 |
FVCM
3540
F&V Capital Management
Boca Raton,
Florida
| $186M | +$11.6M | +7% | 6.63% | 107% | 60 | 8.33% | 3.2 |
|
| 3541 |
BDWM
3541
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| $186M | +$17.7M | +11% | 9.73% | 47.8% | 193 | 5.18% | 0.9 |
|
| 3542 |
BM
3542
Bislett Management
Palo Alto,
California
| $186M | +$5.33M | +3% | 3.95% | 19.8% | 21 | 4.76% | 3.4 |
|
| 3543 |
MA
3543
MYDA Advisors
Woodmere,
New York
| $185M | -$43.1M | -19% | 14% | 232% | 212 | 71.23% | 0.2 |
|
| 3544 |
PW
3544
Peninsula Wealth
San Francisco,
California
| $185M | +$15.3M | +9% | 5.65% | 30% | 34 | 11.76% | 0.5 |
|
| 3545 |
JAM
3545
JW Asset Management
Miami Beach,
Florida
| $185M | +$28.5M | +18% | 33.7% | 251% | 21 | 23.81% | 2.3 |
|
| 3546 |
NFG
3546
NewFocus Financial Group
Vancouver,
Washington
| $185M | +$19.1M | +12% | 9.47% | 55.4% | 76 | 9.21% | 2.4 |
|
| 3547 |
NCM
3547
Niemann Capital Management
Stateline,
Nevada
| $185M | +$12.6M | +7% | 8.11% | 103% | 17 | 35.29% | 0.4 |
|
| 3548 |
LFG
3548
LifePlan Financial Group
Dayton,
Ohio
| $185M | +$5.83M | +3% | 3.48% | 20.2% | 555 | 5.95% | 1.1 |
|
| 3549 |
G
3549
Gainplan
Bloomfield Hills,
Michigan
| $185M | +$46.5M | +34% | 5.91% | 103% | 28 | 53.57% | 0.3 |
|
| 3550 |
CCM
3550
Courage Capital Management
Nashville,
Tennessee
| $185M | +$50.8M | +38% | 5.17% | 86.5% | 29 | 31.03% | 1.7 |
|