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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
BOC
3551
Barbara Oil Co
Chicago,
Illinois
| $118M | -$261K | -0.2% | 1.69% | 76.9% | 82 | 12.2% | 7.9 |
|
| 3552 |
1CM
3552
1492 Capital Management
Milwaukee,
Wisconsin
| $118M | -$19.3M | -14% | 0.06% | 332% | 142 | 37.32% | 3.5 |
|
| 3553 |
WRM
3553
Weybosset Research & Management
Province,
Rhode Island
| $118M | +$5.28M | +5% | 3.68% | 73.4% | 56 | 14.29% | 7.6 |
|
| 3554 |
PWS
3554
Peloton Wealth Strategists
Indianapolis,
Indiana
| $118M | +$2.22M | +2% | 1.48% | 51.3% | 83 | 24.1% | 6.7 |
|
| 3555 |
AWMG
3555
Alliance Wealth Management Group
Flemington,
New Jersey
| $118M | +$13M | +12% | 3.44% | – | 41 | 58.54% | 0.8 |
|
| 3556 |
ACM
3556
Aquamarine Capital Management
New York
| $118M | -$7.35M | -6% | 6.25% | 23% | 17 | 29.41% | 3.8 |
|
| 3557 |
TPW
3557
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $118M | +$12.8M | +12% | 1.23% | 53.5% | 41 | 19.51% | 0.8 |
|
| 3558 |
NERM
3558
New England Research & Management
Chicago,
Illinois
| $118M | +$1.99M | +2% | 0.71% | 56.4% | 183 | 23.5% | 4.6 |
|
| 3559 |
BFC
3559
Blue Fin Capital
Warren,
Rhode Island
| $117M | -$12.4M | -10% | 2.9% | 125% | 125 | 11.2% | 8 |
|
| 3560 |
SLA
3560
Silver Lake Advisory
Cottonwood Heights,
Utah
| $117M | +$5.56M | +5% | 5.72% | 70.9% | 71 | 12.68% | 7.4 |
|
| 3561 |
QCM
3561
Quadrant Capital Management
Fairfield,
New Jersey
| $117M | -$5.96M | -5% | 0.94% | 50.3% | 69 | 14.49% | 5.8 |
|
| 3562 |
HCIA
3562
Hochman Cole Investment Advisors
Deerfield,
Illinois
| $117M | -$574K | -0.5% | 0.95% | 42.7% | 82 | 12.2% | 0.9 |
|
| 3563 |
GPC
3563
Guardian Point Capital
Charlottesville,
Virginia
| $117M | +$11.1M | +10% | 0.27% | 142% | 21 | 47.62% | 0.7 |
|
| 3564 |
ARMT
3564
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $117M | +$1.5M | +1% | 1.52% | – | 445 | 10.79% | 6.6 |
|
| 3565 |
AAM
3565
Alphadyne Asset Management
New York
| $117M | +$70M | +149% | 4.57% | 158% | 15 | 86.67% | 0.5 |
|
| 3566 |
SJL
3566
Shayne & Jacobs LLC
Nashville,
Tennessee
| $117M | +$12.1M | +11% | 7.15% | 73.4% | 22 | 13.64% | 8.2 |
|
| 3567 |
CA
3567
Cornerstone Advisory
Hunt Valley,
Maryland
| $117M | +$923K | +0.8% | 0.96% | 53.5% | 84 | 4.76% | 1 |
|
| 3568 |
MCA
3568
Mercer Capital Advisers
Little Silver,
New Jersey
| $117M | +$3.49M | +3% | 2.52% | 59.6% | 289 | 5.19% | 4.6 |
|
| 3569 |
NVIM
3569
New Vernon Investment Management
Highland Park,
Illinois
| $117M | -$14.7M | -11% | 0.3% | 83.1% | 55 | 21.82% | 5.1 |
|
| 3570 |
NFM
3570
North Forty Management
Seattle,
Washington
| $117M | -$7.29M | -6% | 2.54% | 9.62% | 19 | 73.68% | 11 |
|
| 3571 |
V
3571
ValueWorks
New York
| $117M | -$5.56M | -5% | 1.45% | 190% | 36 | 19.44% | 8.4 |
|
| 3572 |
GL
3572
Globe Life
Mckinney,
Texas
| $117M | -$1.35M | -1% | 0.89% | 60.1% | 47 | 100% | 0 |
|
| 3573 |
EPP
3573
ETF Portfolio Partners
Leawood,
Kansas
| $117M | +$3.28M | +3% | 1.33% | 44.3% | 27 | 14.81% | 3.5 |
|
| 3574 |
WCM
3574
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $117M | +$97K | +0.1% | 2.66% | 33.6% | 96 | 12.5% | 5.7 |
|
| 3575 |
GPC
3575
Glacier Peak Capital
Bellevue,
Washington
| $116M | -$40.9M | -26% | 4.66% | 11.8% | 75 | 57.33% | 4.4 |
|