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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 |
OIMU
3551
Orbis Investment Management (US)
San Francisco,
California
| $119M | +$3.15M | +3% | 0.51% | 48.8% | 26 | 26.92% | 5.1 |
|
| 3552 |
CA
3552
Cornerstone Advisory
Hunt Valley,
Maryland
| $119M | +$1.91M | +2% | 3.06% | 53.5% | 85 | 7.06% | 1.9 |
|
| 3553 |
SIM
3553
Sigma Investment Management
Portland,
Oregon
| $119M | -$1.24M | -1% | 2.32% | 8.4% | 16 | 6.25% | 9.2 |
|
| 3554 |
BWM
3554
Biltmore Wealth Management
Tempe,
Arizona
| $119M | -$144K | -0.1% | 2.08% | 59.8% | 37 | 45.95% | 3.8 |
|
| 3555 |
WFH
3555
Wealthy Fountain Holdings
Shanghai,
China
| $119M | -$3.85M | -3% | 1.82% | 97.9% | 1 | 0% | 6 |
|
| 3556 |
AIC
3556
Ayalon Insurance Company
Ramat Gan,
Israel
| $119M | -$582K | -0.5% | 1.74% | 99.6% | 105 | 15.24% | 4.6 |
|
| 3557 |
SCM
3557
Samson Capital Management
Leawood,
Kansas
| $119M | +$16.4M | +16% | 8.78% | 13.4% | 13 | 15.38% | 6.2 |
|
| 3558 |
QCM
3558
Quadrant Capital Management
Fairfield,
New Jersey
| $119M | +$1.25M | +1% | 1.71% | 50.3% | 64 | 6.25% | 6.6 |
|
| 3559 |
VCM
3559
Venator Capital Management
Toronto,
Ontario, Canada
| $119M | +$6.16M | +5% | 9.04% | 154% | 26 | 42.31% | 2 |
|
| 3560 |
AOWM
3560
Alpha Omega Wealth Management
Richmond,
Virginia
| $118M | -$1.53M | -1% | 1.11% | 60.7% | 243 | 6.58% | 1.9 |
|
| 3561 |
WCM
3561
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $118M | +$1.78M | +2% | 1.19% | 33.6% | 93 | 8.6% | 6.3 |
|
| 3562 |
GA
3562
Gagnon Advisors
New York
| $118M | +$4.9M | +4% | 1.84% | 129% | 28 | 28.57% | 6.5 |
|
| 3563 |
PCM
3563
Panning Capital Management
New York
| $118M | -$234M | -66% | 0.32% | 349% | 8 | 50% | 1.2 |
|
| 3564 |
AF
3564
Affiance Financial
St. Louis Park,
Minnesota
| $118M | +$13.8M | +13% | 3.01% | 50.1% | 91 | 4.4% | 4.8 |
|
| 3565 |
ASI
3565
All-Stars Investment
Hong Kong
| $118M | -$13.2M | -10% | 2.82% | 41.7% | 11 | 36.36% | 5.3 |
|
| 3566 |
WCM
3566
Weatherstone Capital Management
Denver,
Colorado
| $118M | -$20.2M | -15% | 4.04% | 32% | 90 | 20% | 4.7 |
|
| 3567 |
SCP
3567
Steamboat Capital Partners
Rye,
New York
| $118M | +$14.5M | +14% | 5.2% | 280% | 18 | 44.44% | 1.2 |
|
| 3568 |
JSA
3568
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $118M | +$3.87M | +3% | 1.99% | 70.3% | 38 | 18.42% | 4.9 |
|
| 3569 |
MA
3569
Menlo Advisors
Menlo Park,
California
| $118M | +$8.78M | +8% | 1.4% | 108% | 44 | 15.91% | 7.1 |
|
| 3570 |
DA
3570
Doliver Advisors
Houston,
Texas
| $118M | +$4.22M | +4% | 5.09% | 92.3% | 237 | 53.16% | 2.5 |
|
| 3571 |
OLA
3571
Oliver Luxxe Assets
Gladstone,
New Jersey
| $118M | +$20.1M | +21% | 3.52% | 137% | 91 | 38.46% | 1.3 |
|
| 3572 |
V
3572
ValueWorks
New York
| $117M | +$578K | +0.5% | 4.61% | 190% | 34 | 11.76% | 9 |
|
| 3573 |
MVM
3573
McClain Value Management
New Canaan,
Connecticut
| $117M | -$9.14M | -7% | 0.07% | 2.83% | 36 | 16.67% | 6.4 |
|
| 3574 |
HDE
3574
Hutner Daniel Ellsworth
| $117M | +$4.95M | +4% | 4.17% | – | 42 | 0% | 2 |
|
| 3575 |
SCG
3575
Sonata Capital Group
Seattle,
Washington
| $117M | +$1.87M | +2% | 2.64% | 57.4% | 96 | 3.13% | 5.4 |
|