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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
Commonwealth Financial Services
Vienna,
West Virginia
| $85.7M | -$6.55M | -7% | 7.85% | 58.2% | 264 | 14.39% | 0.7 |
|
| 3727 |
SST
3727
S Squared Technology
New York
| $85.7M | -$7.52M | -8% | 7.1% | 223% | 55 | 23.64% | 1.3 |
|
| 3728 |
MRI
3728
Mad River Investors
Boston,
Massachusetts
| $85.6M | -$35.9M | -30% | 12.4% | 225% | 41 | 34.15% | 1.4 |
|
| 3729 |
FC
3729
Flaherty & Crumrine
Pasadena,
California
| $85.5M | -$2.86M | -3% | 1.24% | 0.12% | 10 | 30% | 1.8 |
|
| 3730 |
SAMC
3730
Spectrum Asset Management (California)
Newport Beach,
California
| $85.3M | -$30.7M | -26% | 4.8% | 68.3% | 68 | 23.53% | 0.6 |
|
| 3731 |
3731
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $85.2M | -$6.4M | -7% | 5.15% | 73.7% | 256 | 30.47% | 1.4 |
|
| 3732 |
SNBOSCI
3732
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $85M | -$6.62M | -7% | 5.75% | 61% | 77 | 7.79% | 1.9 |
|
| 3733 |
LA
3733
Lau Associates
Greenville,
Delaware
| $85M | -$17M | -17% | 7.05% | 44.5% | 71 | 11.27% | 2 |
|
| 3734 |
JIC
3734
JRM Investment Counsel
Omaha,
Nebraska
| $85M | -$30.6M | -26% | 16.4% | 65.5% | 43 | 30.23% | 0.6 |
|
| 3735 |
ECML
3735
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $85M | -$87.4M | -51% | 1.28% | 103% | 54 | 57.41% | 1.4 |
|
| 3736 |
MCM
3736
Mork Capital Management
Healdsburg,
California
| $84.9M | +$46K | +0.1% | 11.6% | 61.9% | 121 | 11.57% | 0.7 |
|
| 3737 |
LI
3737
Longer Investments
Fayetteville,
Arkansas
| $84.9M | -$28.8M | -25% | 4.07% | 20.4% | 42 | 40.48% | 1.7 |
|
| 3738 |
OM
3738
Ospraie Management
New York
| $84.8M | -$13.4M | -14% | 13.7% | 37.6% | 1 | 0% | 2.3 |
|
| 3739 |
RQS
3739
Ramsey Quantitative Systems
Louisville,
Kentucky
| $84.6M | – | – | 8.44% | 42% | 166 | – | 0 |
|
| 3740 |
NIS
3740
National Investment Services
Milwaukee,
Wisconsin
| $84.6M | -$11.1M | -12% | 8.38% | 47.2% | 44 | 20.45% | 1.2 |
|
| 3741 |
FPCM
3741
Fox Point Capital Management
New York
| $84.3M | -$71.2M | -46% | 0.48% | 201% | 27 | 77.78% | 0.3 |
|
| 3742 |
SSCM
3742
Summit Street Capital Management
New York
| $84.2M | -$19.8M | -19% | 12.3% | 217% | 42 | 33.33% | 0.5 |
|
| 3743 |
WWM
3743
Willingdon Wealth Management
Huntersville,
North Carolina
| $84.1M | -$20.3M | -19% | 6.98% | 15.3% | 91 | 27.47% | 1.1 |
|
| 3744 |
AO
3744
Allen Operations
New York
| $84.1M | -$11.2M | -12% | 5.26% | 218% | 25 | 8% | 1.6 |
|
| 3745 |
HCM
3745
Hall Capital Management
Barrington,
Rhode Island
| $84.1M | -$3.91M | -4% | 4.77% | – | 80 | 11.25% | 0.7 |
|
| 3746 |
JHWCP
3746
J.H. Whitney Capital Partners
New Canaan,
Connecticut
| $84M | -$1.39M | -2% | 1.63% | 95.7% | 1 | 0% | 2.3 |
|
| 3747 |
MPA
3747
Marvin & Palmer Associates
Wilmington,
Delaware
| $83.7M | -$21.9M | -21% | 7.02% | 392% | 54 | 16.67% | 1.2 |
|
| 3748 |
DIS
3748
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $83.6M | -$13.6M | -14% | 8.22% | 86% | 69 | 13.04% | 1.8 |
|
| 3749 |
ICM
3749
IMS Capital Management
Portland,
Oregon
| $83.5M | -$550K | -0.7% | 9.08% | 119% | 155 | 31.61% | 1.2 |
|
| 3750 |
3750
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $83.5M | -$257M | -75% | 12.9% | 98.1% | 42 | 80.95% | 0.2 |
|