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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
ECM
3626
Empirical Capital Management
Hendersonville,
Tennessee
| $109M | +$2.44M | +2% | 3.05% | – | 35 | 25.71% | 1.5 |
|
| 3627 |
GIM
3627
Greenwich Investment Management
Norwalk,
Connecticut
| $109M | -$20M | -15% | 5.85% | – | 51 | 13.73% | 3.9 |
|
| 3628 |
VCM
3628
Venator Capital Management
Toronto,
Ontario, Canada
| $109M | +$6.24M | +6% | 2.94% | 154% | 18 | 38.89% | 1.4 |
|
| 3629 |
AWS
3629
Aris Wealth Services
State College,
Pennsylvania
| $109M | +$1.99M | +2% | 1.63% | – | 656 | 27.44% | 2 |
|
| 3630 |
CG
3630
Caprock Group
Boise,
Idaho
| $109M | +$11.3M | +12% | 1.95% | – | 89 | 21.35% | 1.6 |
|
| 3631 |
LJAC
3631
L.J. Altfest & Co
New York
| $109M | +$1.63M | +2% | 0.62% | 90.3% | 105 | 12.38% | 3.3 |
|
| 3632 |
NO
3632
Ninety One
Cape Town,
South Africa
| $109M | – | – | 3.47% | 193% | 23 | – | 0 |
|
| 3633 |
JSA
3633
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $109M | +$5.07M | +5% | 0.11% | 70.3% | 36 | 11.11% | 1.7 |
|
| 3634 |
MMPW
3634
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $109M | -$1.09M | -1% | 0.2% | 90.7% | 157 | 4.46% | 1.9 |
|
| 3635 |
SGH
3635
Schonfeld Group Holdings
Jericho,
New York
| $109M | +$95.6M | +738% | 3.86% | – | 83 | 90.36% | 0.3 |
|
| 3636 |
AEC
3636
Advance Emerging Capital
London,
United Kingdom
| $109M | +$3.17M | +3% | 0% | – | 14 | 7.14% | 5.2 |
|
| 3637 |
SCM
3637
SkyTop Capital Management
Rutherford,
New Jersey
| $109M | -$50.1M | -32% | 3.06% | 50.2% | 23 | 69.57% | 1.9 |
|
| 3638 |
MCO
3638
MAK Capital One
New York
| $108M | -$43.1M | -28% | 4.8% | 200% | 7 | 42.86% | 3.4 |
|
| 3639 |
KAM
3639
Kokusai Asset Management
Tokyo,
Japan
| $108M | +$12.7M | +13% | 0.51% | – | 41 | 7.32% | 6 |
|
| 3640 |
OIM
3640
Orca Investment Management
Roseburg,
Oregon
| $108M | -$3.84M | -3% | 0.36% | 122% | 88 | 21.59% | 4.3 |
|
| 3641 |
MCM
3641
Millie Capital Management
Walnut Creek,
California
| $108M | +$1.2M | +1% | 0.93% | 24.5% | 67 | 8.96% | 1.8 |
|
| 3642 |
HIP
3642
Hatteras Investment Partners
Raleigh,
North Carolina
| $108M | -$78.7M | -42% | 0.41% | – | 170 | 60.59% | 1.5 |
|
| 3643 |
SAM
3643
Security Asset Management
New York
| $108M | +$3.38M | +3% | 0.66% | 67.4% | 77 | 2.6% | 1.9 |
|
| 3644 |
PWMAG
3644
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $108M | -$3.41M | -3% | 1.3% | 80.5% | 109 | 16.51% | 1.8 |
|
| 3645 |
PL
3645
Plancorp LLC
Saint Louis,
Missouri
| $108M | +$7.29M | +7% | 2.05% | 67.3% | 112 | 53.57% | 3.4 |
|
| 3646 |
SCM
3646
Shah Capital Management
Raleigh,
North Carolina
| $108M | -$6.87M | -6% | 10.3% | 287% | 11 | 9.09% | 5.1 |
|
| 3647 |
WCWM
3647
Willow Creek Wealth Management
Sebastopol,
California
| $107M | +$913K | +0.9% | 2.1% | 36.5% | 16 | 12.5% | 1.8 |
|
| 3648 |
MMM
3648
Mendel Money Management
Northbrook,
Illinois
| $107M | -$195K | -0.2% | 1.66% | 75.4% | 54 | 11.11% | 2.7 |
|
| 3649 |
IRS
3649
Invictus RG (Singapore)
Singapore
| $107M | +$2.21M | +2% | 0.23% | – | 793 | 52.33% | 2.5 |
|
| 3650 |
AWM
3650
AllSquare Wealth Management
Albany,
New York
| $107M | +$2.54M | +2% | 0.46% | 62.4% | 352 | 10.51% | 1.8 |
|