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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%
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50
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250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3626 |
HIM
3626
Harbour Investment Management
Edmonds,
Washington
| $143M | +$5.81M | +4% | 4.17% | 58.8% | 68 | 1.47% |
|
| 3627 |
SCGM
3627
Starwood Capital Group Management
Miami Beach,
Florida
| $142M | +$888K | +0.6% | 0.66% | 16.2% | 2 | 0% |
|
| 3628 |
SCA
3628
Sage Capital Advisors
Sioux Falls,
South Dakota
| $142M | +$6.23M | +5% | 3.28% | 89.4% | 94 | 23.4% |
|
| 3629 |
IIM
3629
Ironwood Investment Management
Boston,
Massachusetts
| $142M | +$4.17M | +3% | 5.84% | 164% | 168 | 5.36% |
|
| 3630 |
KBFS
3630
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $142M | – | – | 2.95% | 42.8% | 81 | – |
|
| 3631 |
LD
3631
Lipe & Dalton
Syracuse,
New York
| $142M | -$12.1M | -8% | 5.24% | 89.6% | 92 | 26.09% |
|
| 3632 |
SCM
3632
Stellar Capital Management
Phoenix,
Arizona
| $142M | +$4.52M | +3% | 3.99% | 23.4% | 76 | 6.58% |
|
| 3633 |
SAM
3633
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $142M | +$20.5M | +17% | 4.27% | – | 78 | 17.95% |
|
| 3634 |
LM
3634
Litespeed Management
New York
| $142M | -$10.8M | -7% | 18.2% | 73.7% | 16 | 43.75% |
|
| 3635 |
LFDLE
3635
La Financiere de L'Echiquier
Paris,
France
| $142M | -$11.5M | -7% | 6.53% | 27.9% | 20 | 15% |
|
| 3636 |
LBS
3636
Lawrence B. Seidman
| $142M | -$21.1M | -13% | 3.28% | 12.3% | 30 | 13.33% |
|
| 3637 |
AVAI
3637
Atlas Venture Associates IX
Boston,
Massachusetts
| $142M | +$79.2M | +127% | 56.8% | 89.8% | 3 | 33.33% |
|
| 3638 |
ML
3638
McAdam LLC
Philadelphia,
Pennsylvania
| $142M | +$18.5M | +15% | 2.98% | 57.4% | 47 | 8.51% |
|
| 3639 |
FG
3639
FSI Group
Cincinnati,
Ohio
| $141M | -$44.6M | -24% | 5.7% | 44.1% | 45 | 44.44% |
|
| 3640 |
PA
3640
Parkside Advisors
Berkeley,
California
| $141M | +$670K | +0.5% | 3.52% | 36.7% | 41 | 14.63% |
|
| 3641 |
CIM
3641
Courant Investment Management
Franklin,
Tennessee
| $141M | +$11.6M | +9% | 7.45% | 33.5% | 14 | 14.29% |
|
| 3642 |
PHK
3642
Point72 Hong Kong
Hong Kong
| $141M | +$44.8M | +47% | 17.5% | 396% | 1,239 | 71.19% |
|
| 3643 |
BO
3643
Bach Option
Wanchai,
Hong Kong
| $141M | +$34.6M | +33% | 3.18% | 30.6% | 113 | 49.56% |
|
| 3644 |
GWA
3644
Guidant Wealth Advisors
Palatine,
Illinois
| $141M | -$52.9M | -27% | 3.46% | 17.8% | 258 | 32.17% |
|
| 3645 |
TPC
3645
Tiger Pacific Capital
New York
| $141M | +$5.55M | +4% | 23% | 84.5% | 17 | 52.94% |
|
| 3646 |
V
3646
ValueWorks
New York
| $141M | +$7.16M | +5% | 5.16% | 190% | 37 | 10.81% |
|
| 3647 |
EPP
3647
ETF Portfolio Partners
Leawood,
Kansas
| $141M | +$1.47M | +1% | 2.72% | 44.3% | 22 | 9.09% |
|
| 3648 |
LRIC
3648
Long Road Investment Counsel
Kalamazoo,
Michigan
| $141M | +$4.58M | +3% | 3.97% | 53.8% | 76 | 7.89% |
|
| 3649 |
SHIM
3649
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $140M | +$1.21M | +0.9% | 3.65% | 53.1% | 39 | 10.26% |
|
| 3650 |
BRC
3650
Bishop Rock Capital
New York
| $140M | -$54.6M | -28% | 6.3% | 35.4% | 29 | 17.24% |
|