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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 |
SIC
3626
Shoker Investment Counsel
Oxford,
Ohio
| $113M | +$6.28M | +6% | 4.27% | 83.8% | 106 | 3.77% | 7.8 |
|
| 3627 |
EFIC
3627
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $112M | +$2.16M | +2% | 3.07% | 88.9% | 31 | 0% | 2 |
|
| 3628 |
FA
3628
Financial Advantage
Columbia,
Maryland
| $112M | +$1.99M | +2% | 3.19% | 24.3% | 32 | 9.38% | 7 |
|
| 3629 |
7A
3629
734 Agriculture
New York
| $112M | +$9.78M | +10% | 9.56% | 23.8% | 1 | 0% | 9 |
|
| 3630 |
WA1
3630
Wimmer Associates 1
Pasadena,
California
| $112M | +$2.94M | +3% | 2.57% | 78.9% | 114 | 8.77% | 1.8 |
|
| 3631 |
RAM
3631
RK Asset Management
Grosse Pointe Farms,
Michigan
| $112M | -$7.72M | -6% | 3.22% | 47.6% | 15 | 0% | 6.3 |
|
| 3632 |
DJC
3632
Daily Journal Corp
Los Angeles,
California
| $112M | -$2.28M | -2% | 1.99% | 108% | 4 | 0% | 10 |
|
| 3633 |
GBT
3633
Grove Bank & Trust
Miami,
Florida
| $112M | +$1.88M | +2% | 3.46% | 80.5% | 304 | 23.03% | 1.7 |
|
| 3634 |
GP
3634
Geneva Partners
Lake Geneva,
Wisconsin
| $112M | – | – | 2.32% | 401% | 79 | – | 0 |
|
| 3635 |
3635
MML Investors Services
Springfield,
Massachusetts
| $112M | +$2.04M | +2% | 0.6% | 74.5% | 37 | 5.41% | 3.6 |
|
| 3636 |
FCM
3636
Force Capital Management
New York
| $112M | -$25.6M | -19% | 3.4% | 72.7% | 26 | 15.38% | 6.8 |
|
| 3637 |
OAJ
3637
Ogorek Anthony Joseph
Williamsville,
New York
| $111M | -$11.8M | -10% | 1.9% | 61.1% | 81 | 24.69% | 3.4 |
|
| 3638 |
1CM
3638
1492 Capital Management
Milwaukee,
Wisconsin
| $111M | -$6.93M | -6% | 6.48% | 332% | 130 | 29.23% | 3.8 |
|
| 3639 |
BA
3639
Bennicas & Associates
Portola Valley,
California
| $111M | +$6.2M | +6% | 9.49% | 40.3% | 87 | 3.45% | 10.6 |
|
| 3640 |
MFM
3640
Mohican Financial Management
Wilton,
Connecticut
| $111M | +$12.6M | +13% | 0% | 0% | 40 | 25% | 5 |
|
| 3641 |
BWM
3641
Bernicke Wealth Management
Altoona,
Wisconsin
| $111M | +$3.06M | +3% | 2.57% | – | 38 | 0% | 5.4 |
|
| 3642 |
ACM
3642
Aquamarine Capital Management
New York
| $111M | -$6.96M | -6% | 5.68% | 23% | 16 | 0% | 4.8 |
|
| 3643 |
AC
3643
Addison Capital
Conshohocken,
Pennsylvania
| $111M | -$20.2M | -15% | 3.06% | 59.7% | 126 | 37.3% | 6.2 |
|
| 3644 |
SJIM
3644
St. Johns Investment Management
Jacksonville,
Florida
| $111M | -$2.16M | -2% | 2.11% | 80.9% | 183 | 11.48% | 6.6 |
|
| 3645 |
WIA
3645
Westbourne Investment Advisors
Annapolis,
Maryland
| $111M | +$6.05M | +6% | 0.39% | 89.4% | 133 | 27.07% | 2.8 |
|
| 3646 |
HMC
3646
Higher Moment Capital
Boston,
Massachusetts
| $111M | +$29.4M | +36% | 3.08% | 11.8% | 5 | 0% | 4.4 |
|
| 3647 |
MMPW
3647
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $111M | +$7.05M | +7% | 4.56% | 90.7% | 163 | 6.75% | 5.2 |
|
| 3648 |
FC
3648
Flaherty & Crumrine
Pasadena,
California
| $110M | +$7.47M | +7% | 0.86% | 0.12% | 12 | 16.67% | 6.6 |
|
| 3649 |
ACM
3649
Akanthos Capital Management
Woodland Hills,
California
| $110M | +$81.3M | +279% | 12.2% | 1.86% | 21 | 57.14% | 2.8 |
|
| 3650 |
SI
3650
Shaker Investments
Cleveland,
Ohio
| $110M | +$4.84M | +5% | 0.57% | 205% | 67 | 14.93% | 4.8 |
|