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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
IR
3676
Invictus RG
Hamilton,
Bermuda
| $137M | -$11.3M | -8% | 8.79% | 289% | 945 | 63.28% | 1.6 |
|
| 3677 |
AF
3677
Aldebaran Financial
| $137M | +$5.72M | +4% | 1.43% | 89.7% | 97 | 7.22% | 10 |
|
| 3678 |
HIM
3678
Harbour Investment Management
Edmonds,
Washington
| $137M | +$1.88M | +1% | 2.48% | 58.8% | 68 | 2.94% | 14 |
|
| 3679 |
FDS
3679
First Dallas Securities
Dallas,
Texas
| $137M | -$6.54M | -5% | 1.46% | 163% | 118 | 15.25% | 8.8 |
|
| 3680 |
EFIC
3680
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $136M | +$5.96M | +5% | 1.91% | 88.9% | 35 | 8.57% | 4.9 |
|
| 3681 |
SCA
3681
Sage Capital Advisors
Sioux Falls,
South Dakota
| $136M | – | – | 3.91% | 105% | 82 | – | 0 |
|
| 3682 |
BAM
3682
Boyar Asset Management
New York
| $136M | +$172K | +0.1% | 2.7% | 75.5% | 68 | 0% | 13.2 |
|
| 3683 |
MA
3683
Menlo Advisors
Menlo Park,
California
| $136M | +$3.09M | +2% | 2.81% | 108% | 47 | 6.38% | 10 |
|
| 3684 |
UFM
3684
Ursa Fund Management
Danville,
California
| $136M | +$18.7M | +16% | 0.34% | 93.5% | 38 | 78.95% | 0.4 |
|
| 3685 |
LRIC
3685
Long Road Investment Counsel
Kalamazoo,
Michigan
| $136M | +$221K | +0.2% | 1.7% | 53.8% | 72 | 4.17% | 9 |
|
| 3686 |
SWM
3686
SigFig Wealth Management
San Francisco,
California
| $136M | +$10M | +8% | 2.54% | 49.3% | 21 | 4.76% | 2 |
|
| 3687 |
MPAM
3687
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $136M | +$215K | +0.2% | 2.18% | 75.1% | 86 | 5.81% | 12.5 |
|
| 3688 |
ACM
3688
Avalon Capital Management
Port Of Redwood City,
California
| $135M | -$8.88M | -6% | 4.95% | 151% | 111 | 60.36% | 2.9 |
|
| 3689 |
HH
3689
HWG Holdings
Houston,
Texas
| $135M | +$56M | +71% | 4.64% | – | 106 | 76.42% | 0.4 |
|
| 3690 |
RWM
3690
Rench Wealth Management
Denton,
Texas
| $135M | +$497K | +0.4% | 0.52% | 106% | 52 | 0% | 9.1 |
|
| 3691 |
TPC
3691
Tiger Pacific Capital
New York
| $135M | +$3.72M | +3% | 15.4% | 84.5% | 13 | 23.08% | 2.7 |
|
| 3692 |
NERM
3692
New England Research & Management
Chicago,
Illinois
| $135M | +$5.13M | +4% | 2% | 56.4% | 185 | 30.81% | 6.5 |
|
| 3693 |
GIM
3693
Groesbeck Investment Management
Paramus,
New Jersey
| $135M | +$594K | +0.4% | 2.81% | 147% | 91 | 7.69% | 8.1 |
|
| 3694 |
PC
3694
PhiloSmith Capital
Stamford,
Connecticut
| $135M | -$689K | -0.5% | 0.56% | 54% | 38 | 2.63% | 1.8 |
|
| 3695 |
SLA
3695
Silver Lake Advisory
Cottonwood Heights,
Utah
| $135M | +$2.15M | +2% | 1.68% | 70.9% | 86 | 8.14% | 9.7 |
|
| 3696 |
WFG
3696
Wills Financial Group
Richmond,
Virginia
| $135M | +$4.15M | +3% | 0.85% | 57.5% | 71 | 5.63% | 9.2 |
|
| 3697 |
WI
3697
Welch Investments
Birmingham,
Alabama
| $135M | +$8.42M | +7% | 1.92% | – | 44 | 0% | 2 |
|
| 3698 |
SCA
3698
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $134M | +$32.7M | +32% | 2.08% | 58.6% | 94 | 26.6% | 2.7 |
|
| 3699 |
SCG
3699
Sonata Capital Group
Seattle,
Washington
| $134M | +$1.48M | +1% | 2.1% | 57.4% | 101 | 4.95% | 8.9 |
|
| 3700 |
NRCM
3700
Northern Right Capital Management
Darien,
Connecticut
| $134M | +$53.4M | +66% | 14.7% | 187% | 24 | 54.17% | 2.7 |
|