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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
AMI Investment Management
Kendallville,
Indiana
| $169M | -$23.3M | -12% | 11.5% | 47.9% | 67 | 16.42% | 3.1 |
|
| 3552 |
3552
NewFocus Financial Group
Vancouver,
Washington
| $169M | -$15.7M | -8% | 13.7% | 55.4% | 90 | 24.44% | 2.3 |
|
| 3553 |
3553
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $169M | -$18.9M | -10% | 12.5% | 83.6% | 150 | 17.33% | 3.7 |
|
| 3554 |
BW
3554
Biegel & Waller
Columbia,
Maryland
| $169M | -$4.04M | -2% | 13.1% | 28.2% | 83 | 21.69% | 1.3 |
|
| 3555 |
3555
Mittleman Investment Management
Melville,
New York
| $169M | -$48M | -22% | 10.9% | 11.6% | 7 | 0% | 3.6 |
|
| 3556 |
3556
Elm Ridge Management
Briarcliff Manor,
New York
| $169M | -$80.9M | -32% | 34.1% | 93.6% | 34 | 26.47% | 2 |
|
| 3557 |
3557
Bourne Lent Asset Management
Pawling,
New York
| $169M | -$40.9M | -19% | 17.1% | 76.1% | 58 | 10.34% | 3.2 |
|
| 3558 |
3558
Courage Miller Partners
Norfolk,
Virginia
| $169M | -$5.03M | -3% | 8.83% | 43.5% | 69 | 4.35% | 4.2 |
|
| 3559 |
3559
Peddock Capital Advisors
Braintree,
Massachusetts
| $169M | -$39M | -19% | 15.4% | 113% | 275 | 9.82% | 2.6 |
|
| 3560 |
PCA
3560
Prospect Capital Advisors
Sausalito,
California
| $168M | -$36.7M | -18% | 10.9% | 202% | 32 | 31.25% | 1.4 |
|
| 3561 |
3561
Maven Securities
St Helier,
Jersey
| $168M | -$104M | -38% | 5.73% | 135% | 213 | 91.55% | 0.2 |
|
| 3562 |
3562
Boston Standard Wealth Management
Winchester,
Massachusetts
| $168M | -$15.8M | -9% | 9.49% | 47.1% | 32 | 15.63% | 2.2 |
|
| 3563 |
3563
Wall Capital Group
Phoenix,
Arizona
| $168M | -$27.1M | -14% | 13.5% | – | 27 | 11.11% | 1.5 |
|
| 3564 |
CIA
3564
CSat Investment Advisory
Detroit,
Michigan
| $168M | -$7.67M | -4% | 16.1% | 87.4% | 562 | 4.8% | 0.6 |
|
| 3565 |
3565
Clifford Capital Partners
Alpine,
Utah
| $168M | +$62.4M | +59% | 14.9% | 77.3% | 37 | 24.32% | 0.8 |
|
| 3566 |
3566
O'Brien Greene & Co
Media,
Pennsylvania
| $168M | – | – | 12.2% | 81.4% | 107 | – | 0 |
|
| 3567 |
3567
Think Investments
San Francisco,
California
| $168M | -$108M | -39% | 23.8% | 285% | 12 | 25% | 1.8 |
|
| 3568 |
3568
Chase Investment Counsel
Charlottesville,
Virginia
| $168M | -$26.3M | -14% | 9.78% | 350% | 116 | 45.69% | 1.4 |
|
| 3569 |
3569
Permit Capital
West Conshohocken,
Pennsylvania
| $168M | -$19.3M | -10% | 7.42% | 121% | 27 | 0% | 4.2 |
|
| 3570 |
3570
Alliance Wealth Management Group
Flemington,
New Jersey
| $168M | -$15.8M | -9% | 7.74% | – | 58 | 17.24% | 1.8 |
|
| 3571 |
3571
Blue Fin Capital
Warren,
Rhode Island
| $167M | -$34.5M | -17% | 12.3% | 125% | 132 | 13.64% | 3.7 |
|
| 3572 |
3572
Quantamental Technologies
White Plains,
New York
| $167M | – | – | 16.3% | 24.2% | 1,335 | – | 0 |
|
| 3573 |
AC
3573
Aperimus Capital
Marina Del Rey,
California
| $167M | -$31.1M | -16% | 17.3% | 44% | 4 | 25% | 5.5 |
|
| 3574 |
3574
Security Benefit Life Insurance Company
Topeka,
Kansas
| $167M | – | – | 10.3% | 60.6% | 9 | – | 0 |
|
| 3575 |
3575
Falcon Point Capital
San Francisco,
California
| $167M | -$298M | -64% | 19.4% | 119% | 120 | 23.33% | 2 |
|