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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
SCM
3651
Stonepine Capital Management
Bend,
Oregon
| $165M | -$22.1M | -12% | 5.15% | 231% | 40 | 62.5% | 0.7 |
|
| 3652 |
OH
3652
Oikos Holdings
New York
| $164M | +$37.7M | +30% | 9.75% | 5.54% | 10 | 10% | 0.4 |
|
| 3653 |
3653
Bogart Wealth LLC
Mclean,
Virginia
| $164M | -$8.55M | -5% | 3.73% | 60.5% | 389 | 19.02% | 0.7 |
|
| 3654 |
SAM
3654
Shamrock Asset Management
Dallas,
Texas
| $164M | -$3.08M | -2% | 1.2% | 31% | 314 | 15.29% | 2.4 |
|
| 3655 |
DI
3655
Diligent Investors
Redlands,
California
| $164M | -$1.81M | -1% | 1.79% | 71.9% | 212 | 8.96% | 2.1 |
|
| 3656 |
RIS
3656
Retirement Income Solutions
Ann Arbor,
Michigan
| $164M | +$380K | +0.2% | 2.81% | 60.8% | 70 | 7.14% | 0.4 |
|
| 3657 |
WOC
3657
West Oak Capital
Westlake Village,
California
| $164M | -$4.38M | -3% | 2.23% | 110% | 365 | 12.05% | 3 |
|
| 3658 |
SKK
3658
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $164M | -$546K | -0.3% | 14.1% | 38.5% | 278 | 29.14% | 1.8 |
|
| 3659 |
EOCM
3659
Energy Opportunities Capital Management
Austin,
Texas
| $164M | +$39M | +31% | 16.8% | 211% | 59 | 22.03% | 2.5 |
|
| 3660 |
WP
3660
WealthShield Partners
Cary,
North Carolina
| $164M | +$6.2M | +4% | 1.91% | 71% | 265 | 16.23% | 0.4 |
|
| 3661 |
RGC
3661
Roberts, Glore & Co
Deerfield,
Illinois
| $164M | +$1.99M | +1% | 1.31% | 72.3% | 158 | 9.49% | 3.4 |
|
| 3662 |
FNB
3662
Farmers National Bank
Danville,
Kentucky
| $164M | +$1.94M | +1% | 1.68% | – | 264 | 4.92% | 1.8 |
|
| 3663 |
CAS
3663
Cue Advisory Services
Phoenix,
Arizona
| $164M | +$12.3M | +8% | 4.27% | 52.3% | 160 | 11.25% | 2.1 |
|
| 3664 |
TAM
3664
Toscafund Asset Management
London,
United Kingdom
| $163M | -$33.2M | -17% | 1.28% | 80.9% | 6 | 16.67% | 1.8 |
|
| 3665 |
GGPE
3665
Golden Gate Private Equity
San Francisco,
California
| $163M | +$42.5M | +35% | 48% | 8.72% | 23 | 8.7% | 1.5 |
|
| 3666 |
SRSA
3666
S.R. Schill & Associates
Mercer Island,
Washington
| $163M | +$1.87M | +1% | 1.98% | 36.7% | 81 | 13.58% | 2.2 |
|
| 3667 |
SAM
3667
Selway Asset Management
| $163M | +$2.36M | +1% | 3.24% | 36.5% | 77 | 10.39% | 2.6 |
|
| 3668 |
HRC
3668
Hoertkorn Richard Charles
| $163M | +$1.01M | +0.6% | 4.11% | 172% | 91 | 3.3% | 3.5 |
|
| 3669 |
FIM
3669
Farmhouse Investment Management
Greenbrae,
California
| $163M | +$15.6M | +11% | 3.73% | – | 20 | 20% | 0.8 |
|
| 3670 |
MGA
3670
MatlinPatterson Global Advisers
New York
| $163M | -$79M | -33% | 10.9% | 4.97% | 1 | 0% | 0.3 |
|
| 3671 |
CCM
3671
Concourse Capital Management
Atlanta,
Georgia
| $163M | +$8.03M | +5% | 4.54% | 107% | 61 | 40.98% | 0.8 |
|
| 3672 |
CBCM
3672
Cook & Bynum Capital Management
Birmingham,
Alabama
| $163M | +$13.8M | +9% | 4.02% | 46.8% | 5 | 0% | 2.4 |
|
| 3673 |
SMC
3673
S. Muoio & Co
New York
| $163M | -$21.1M | -12% | 6.77% | 327% | 101 | 31.68% | 1.6 |
|
| 3674 |
AW
3674
Alpha Windward
Westwood,
Massachusetts
| $163M | +$2.05M | +1% | 2.96% | 33.6% | 478 | 31.17% | 2.6 |
|
| 3675 |
JSL
3675
JT Stratford LLC
Gainesville,
Georgia
| $162M | +$2.26M | +1% | 1.85% | 103% | 115 | 15.65% | 1.1 |
|