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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 |
OP
3726
Osmium Partners
Greenbrae,
California
| $156M | +$18.3M | +13% | 80% | 28.4% | 18 | 16.67% | 2.4 |
|
| 3727 |
CLA
3727
Cranberry Lake Advisors
Houston,
Texas
| $156M | -$1.72M | -1% | 4.73% | 31.5% | 10 | 0% | 4.3 |
|
| 3728 |
VCM
3728
Venor Capital Management
New York
| $156M | -$18.2M | -10% | 16.3% | – | 7 | 28.57% | 0.5 |
|
| 3729 |
3729
Bogart Wealth LLC
Mclean,
Virginia
| $156M | +$20.8M | +15% | 4.57% | 60.5% | 359 | 10.86% | 0.4 |
|
| 3730 |
KBFS
3730
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $156M | +$13.5M | +10% | 2.83% | 42.8% | 87 | 9.2% | 0.8 |
|
| 3731 |
BC
3731
Burleson & Co
Petaluma,
California
| $155M | – | – | 4.62% | 49.1% | 103 | – | 0 |
|
| 3732 |
CRCM
3732
Crystal Rock Capital Management
Bannockburn,
Illinois
| $155M | +$5.07M | +3% | 9.6% | 172% | 33 | 15.15% | 1.9 |
|
| 3733 |
PAM
3733
Pope Asset Management
Memphis,
Tennessee
| $155M | -$932K | -0.6% | 0.41% | – | 29 | 3.45% | 3.4 |
|
| 3734 |
AIM
3734
Act II Management
New York
| $155M | +$12.1M | +9% | 4.63% | 43.6% | 23 | 21.74% | 1.6 |
|
| 3735 |
CPIA
3735
Cornell Pochily Investment Advisors
Ithaca,
New York
| $155M | – | – | 5.51% | 83.7% | 127 | – | 0 |
|
| 3736 |
KOCAA
3736
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $155M | +$6.61M | +4% | 6.31% | 137% | 91 | 7.69% | 0.7 |
|
| 3737 |
FFC
3737
First Financial Corp
Terre Haute,
Indiana
| $155M | +$1.87M | +1% | 2.65% | 95.3% | 385 | 8.05% | 3.5 |
|
| 3738 |
CCPM
3738
Cooper Creek Partners Management
New York
| $155M | -$13.9M | -8% | 3.52% | 86.4% | 41 | 63.41% | 0.3 |
|
| 3739 |
P3I
3739
Progeny 3 Inc
Kirkland,
Washington
| $155M | -$18.5M | -11% | 1.89% | 96.8% | 30 | 16.67% | 1.2 |
|
| 3740 |
RCG
3740
Ruggie Capital Group
Tavares,
Florida
| $155M | -$1.24M | -0.8% | 4.7% | 22% | 344 | 26.45% | 0.9 |
|
| 3741 |
JCM
3741
Jayhawk Capital Management
Shawnee,
Kansas
| $155M | – | – | 10.5% | – | 4 | – | 0 |
|
| 3742 |
SCA
3742
Sage Capital Advisors
Sioux Falls,
South Dakota
| $154M | +$12M | +8% | 9.39% | 105% | 94 | 21.28% | 0.4 |
|
| 3743 |
FA
3743
FC Advisory
West Chester,
Pennsylvania
| $154M | +$6.07M | +4% | 2.81% | 46.6% | 46 | 8.7% | 1.9 |
|
| 3744 |
SNB
3744
Security National Bank
Omaha,
Nebraska
| $154M | +$7.85M | +5% | 7.99% | 113% | 70 | 11.43% | 0.7 |
|
| 3745 |
TCM
3745
Texan Capital Management
Houston,
Texas
| $154M | +$2.88M | +2% | 7.45% | 19.3% | 111 | 12.61% | 3.1 |
|
| 3746 |
MSFP
3746
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $154M | +$4.81M | +3% | 7.38% | 92.4% | 393 | 7.63% | 2.5 |
|
| 3747 |
RWM
3747
Rench Wealth Management
Denton,
Texas
| $154M | +$8.52M | +6% | 5.78% | 106% | 54 | 1.85% | 2.6 |
|
| 3748 |
HCA
3748
Horan Capital Advisors
Cincinnati,
Ohio
| $154M | -$8.84M | -5% | 7.51% | 26.6% | 313 | 79.23% | 2.3 |
|
| 3749 |
IHM
3749
Iguana Healthcare Management
New York
| $154M | -$30M | -16% | 10.8% | 141% | 85 | 48.24% | 0.8 |
|
| 3750 |
MAS
3750
Managed Account Services
Coconut Grove,
Florida
| $153M | +$5.33M | +4% | 3.5% | 32.4% | 73 | 17.81% | 0.8 |
|