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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
100
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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
CIR
3726
Clear Investment Research
Alpharetta,
Georgia
| $131M | -$8.12M | -6% | 1.79% | 48.5% | 64 | 40.63% | 4.6 |
|
| 3727 |
OHA
3727
Oak Hill Advisors
New York
| $131M | -$7.01M | -5% | 1.92% | 42.4% | 6 | 0% | 12.5 |
|
| 3728 |
SXM
3728
SC XII Management
Menlo Park,
California
| $131M | -$53.3M | -29% | 28.4% | 73.4% | 3 | 33.33% | 9.5 |
|
| 3729 |
FI
3729
FCM Investments
Dallas,
Texas
| $131M | -$27.7M | -17% | 4.83% | 40.1% | 86 | 44.19% | 14.3 |
|
| 3730 |
BE
3730
Bonness Enterprises
Washington,
District of Columbia
| $131M | +$5.49M | +4% | 4.68% | 98.6% | 48 | 4.17% | 13.1 |
|
| 3731 |
LS
3731
Lattice Strategies
Wayne,
Pennsylvania
| $130M | +$2.06M | +2% | 3.25% | 19.9% | 68 | 5.88% | 12.1 |
|
| 3732 |
SAIG
3732
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $130M | -$3.71M | -3% | 0.3% | 95.4% | 30 | 13.33% | 13.2 |
|
| 3733 |
OFG
3733
Oxford Financial Group
Carmel,
Indiana
| $130M | +$15.3M | +13% | 0.64% | 77.2% | 25 | 0% | 1.8 |
|
| 3734 |
WGCA
3734
Wolf Group Capital Advisors
Fairfax,
Virginia
| $130M | -$22.4M | -15% | 2.36% | 28.2% | 97 | 8.25% | 6.8 |
|
| 3735 |
HCM
3735
Hutner Capital Management
Manchester,
Vermont
| $130M | +$2.9M | +2% | 2.65% | 52.2% | 43 | 2.33% | 3 |
|
| 3736 |
SHCM
3736
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $130M | +$4.72M | +4% | 5.57% | 39.8% | 7 | 0% | 2 |
|
| 3737 |
CIM
3737
Courant Investment Management
Franklin,
Tennessee
| $129M | +$16M | +14% | 4.11% | 33.5% | 12 | 0% | 2 |
|
| 3738 |
SL
3738
SIB LLC
New York,
New York
| $129M | +$7.95M | +7% | 6.67% | 29.2% | 26 | 0% | 15 |
|
| 3739 |
OAM
3739
Orinda Asset Management
Lafayette,
California
| $129M | +$12.2M | +10% | 0.8% | 28.4% | 54 | 40.74% | 3.7 |
|
| 3740 |
PWS
3740
Peloton Wealth Strategists
Indianapolis,
Indiana
| $129M | +$7.53M | +6% | 4.84% | 51.3% | 74 | 16.22% | 8.8 |
|
| 3741 |
CJA
3741
C-J Advisory
San Jose,
California
| $129M | +$7M | +6% | 3.36% | 39.2% | 132 | 4.55% | 2.8 |
|
| 3742 |
TCM
3742
Tuttle Capital Management
Riverside,
Connecticut
| $129M | +$46.2M | +56% | 2.44% | 115% | 97 | 75.26% | 0.9 |
|
| 3743 |
JGIA
3743
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $129M | +$4.21M | +3% | 2.13% | 54.3% | 189 | 9.52% | 5 |
|
| 3744 |
DP
3744
DW Partners
New York
| $129M | +$53.8M | +72% | 19.1% | 44.5% | 11 | 9.09% | 3.6 |
|
| 3745 |
RWG
3745
Regal Wealth Group
Seal Beach,
California
| $129M | -$2.33M | -2% | 2.84% | 17% | 163 | 5.52% | 5.2 |
|
| 3746 |
FA
3746
Fortis Advisors
Wayne,
Pennsylvania
| $129M | +$18.4M | +17% | 5.51% | 72.8% | 95 | 17.89% | 1.2 |
|
| 3747 |
TCMV
3747
Technology Crossover Management V
Menlo Park,
California
| $129M | +$43.5M | +51% | 12.1% | 2.5% | 2 | 50% | 8 |
|
| 3748 |
RIM
3748
Reliant Investment Management
Memphis,
Tennessee
| $129M | +$252K | +0.2% | 3.71% | 122% | 57 | 10.53% | 8.3 |
|
| 3749 |
PIM
3749
Progressive Investment Management
Lake Oswego,
Oregon
| $129M | +$8.54M | +7% | 6.54% | 126% | 51 | 13.73% | 8.7 |
|
| 3750 |
EI
3750
Elkhorn Investments
Chicago,
Illinois
| $129M | +$7.28M | +6% | 2.92% | – | 115 | 26.09% | 0.9 |
|