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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
CMP
3626
Courage Miller Partners
Norfolk,
Virginia
| $174M | +$5.17M | +3% | 2.52% | 40.3% | 67 | 2.99% | 4.1 |
|
| 3627 |
ME
3627
McIlrath & Eck
Arlington,
Washington
| $174M | +$8.98M | +5% | 4.91% | 44% | 604 | 13.74% | 0.6 |
|
| 3628 |
WRM
3628
Weybosset Research & Management
Province,
Rhode Island
| $174M | +$8.06M | +5% | 4.53% | 73.4% | 58 | 12.07% | 3.3 |
|
| 3629 |
SAIG
3629
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $173M | +$13.5M | +8% | 7.31% | 95.4% | 31 | 12.9% | 3.8 |
|
| 3630 |
WEO
3630
William E. Oberndorf
| $173M | +$53.3M | +44% | 26.4% | 36.2% | 8 | 12.5% | 1.9 |
|
| 3631 |
AFA
3631
Alta Fundamental Advisers
New York
| $173M | +$3.26M | +2% | 1.47% | 340% | 25 | 28% | 1.1 |
|
| 3632 |
BW
3632
Biegel & Waller
Columbia,
Maryland
| $173M | +$12.7M | +8% | 4.42% | 28.2% | 77 | 10.39% | 1.1 |
|
| 3633 |
PBO
3633
Peoples Bank (Ohio)
Marietta,
Ohio
| $173M | +$1.36M | +0.8% | 2.13% | 71.7% | 105 | 6.67% | 2.3 |
|
| 3634 |
LPIC
3634
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| $173M | +$11.3M | +7% | 6.06% | 64.1% | 164 | 3.05% | 1.4 |
|
| 3635 |
WOC
3635
West Oak Capital
Westlake Village,
California
| $173M | +$8.83M | +5% | 8.11% | 110% | 387 | 19.38% | 2.9 |
|
| 3636 |
SCGM
3636
Starwood Capital Group Management
Miami Beach,
Florida
| $173M | +$31.2M | +22% | 27.1% | 16.2% | 2 | 0% | 3 |
|
| 3637 |
AC
3637
Avestar Capital
New York
| $173M | +$14.8M | +9% | 6.34% | 101% | 1,074 | 16.48% | 0.6 |
|
| 3638 |
IAM
3638
Integre Asset Management
New York
| $173M | +$16.4M | +10% | 9.86% | 74.1% | 109 | 22.02% | 2 |
|
| 3639 |
JFA
3639
Johanson Financial Advisors
Campbell,
California
| $173M | +$15.1M | +10% | 8.37% | 101% | 92 | 8.7% | 1.3 |
|
| 3640 |
3640
Bogart Wealth LLC
Mclean,
Virginia
| $173M | +$8.27M | +5% | 5.38% | 60.5% | 372 | 12.9% | 1 |
|
| 3641 |
SCM
3641
Springhouse Capital Management
Westport,
Connecticut
| $173M | -$48.1M | -22% | 4.42% | 52% | 16 | 31.25% | 1.1 |
|
| 3642 |
MKC
3642
M. Kraus & Co
Shelburne,
Vermont
| $173M | +$13.4M | +8% | 8.67% | 51.8% | 46 | 4.35% | 3.7 |
|
| 3643 |
SAM
3643
Steinberg Asset Management
New York
| $172M | -$22.3M | -11% | 1.08% | 130% | 50 | 14% | 2.5 |
|
| 3644 |
3644
Context Capital Management
Lajolla,
California
| $172M | +$55.6M | +48% | 0.64% | 3.38% | 73 | 28.77% | 0.5 |
|
| 3645 |
CPF
3645
Context Partners Fund
La Jolla,
California
| $172M | – | – | 0.64% | – | 69 | – | 0 |
|
| 3646 |
PA
3646
Prism Advisors
Studio City,
California
| $172M | -$16M | -9% | 3.56% | 54.6% | 60 | 16.67% | 0.6 |
|
| 3647 |
TF
3647
TLWM Financial
San Antonio,
Texas
| $172M | +$11.7M | +7% | 4.59% | 53.9% | 51 | 1.96% | 0.7 |
|
| 3648 |
SAM
3648
Southpaw Asset Management
Stamford,
Connecticut
| $172M | +$22.4M | +15% | 1.84% | 0.05% | 15 | 13.33% | 0.5 |
|
| 3649 |
CCM
3649
Concourse Capital Management
Atlanta,
Georgia
| $172M | +$8.73M | +5% | 7.89% | 107% | 59 | 18.64% | 1 |
|
| 3650 |
CC
3650
Claybrook Capital
Wellesley,
Massachusetts
| $172M | +$12.2M | +8% | 1.91% | 7.15% | 203 | 10.84% | 0.6 |
|