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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
ZIM
3776
ZPR Investment Management
Orange City,
Florida
| $98.4M | +$5.12M | +5% | 12.1% | 14.7% | 27 | 29.63% | 2.5 |
|
| 3777 |
BGA
3777
Belmont Global Advisors
Dallas,
Texas
| $98.3M | -$2.94M | -3% | 29.4% | 81% | 144 | 68.75% | 1.7 |
|
| 3778 |
AO
3778
Allen Operations
New York
| $98.3M | +$1.09M | +1% | 1.67% | 218% | 25 | 4% | 4.8 |
|
| 3779 |
SCMF
3779
Sage Capital Management (Florida)
Sarasota,
Florida
| $98.3M | +$5.45M | +6% | 0.09% | – | 38 | 0% | 1.7 |
|
| 3780 |
BWA
3780
Burt Wealth Advisors
North Bethesda,
Maryland
| $98.2M | +$4.12M | +4% | 2.22% | 57.3% | 388 | 12.11% | 0.9 |
|
| 3781 |
SCA
3781
Sippican Capital Advisors
Boston,
Massachusetts
| $98.2M | -$1.97M | -2% | 0.31% | 90.1% | 111 | 6.31% | 1.9 |
|
| 3782 |
MWM
3782
Merriman Wealth Management
Seattle,
Washington
| $98.1M | +$28.3M | +40% | 4.58% | 18.3% | 57 | 47.37% | 1.9 |
|
| 3783 |
DVC
3783
Deer VI & Co
Larchmont,
New York
| $98M | -$27.8M | -22% | 21.3% | 1,560% | 3 | 0% | 7 |
|
| 3784 |
CG
3784
Caprock Group
Boise,
Idaho
| $97.8M | +$5.63M | +6% | 2.49% | – | 106 | 35.85% | 0.9 |
|
| 3785 |
GWCM
3785
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $97.7M | -$12.1M | -11% | 1.55% | 61.1% | 288 | 53.82% | 1 |
|
| 3786 |
PPF
3786
PartnerRe Principal Finance
Greenwich,
Connecticut
| $97.6M | -$22.4M | -19% | 7% | – | 1 | 0% | 5 |
|
| 3787 |
DI
3787
Diligent Investors
Redlands,
California
| $97.4M | -$701K | -0.7% | 0.12% | 71.9% | 152 | 4.61% | 1 |
|
| 3788 |
TSS
3788
Two Sigma Securities
New York
| $97.3M | -$20.9M | -18% | 1.91% | 109% | 397 | 84.63% | 0.3 |
|
| 3789 |
CNFG
3789
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| $97.3M | -$803K | -0.8% | 1.06% | 52.6% | 79 | 7.59% | 1 |
|
| 3790 |
MLIM
3790
Mountain Lake Investment Management
Boca Raton,
Florida
| $97M | -$13M | -12% | 5.76% | 64% | 31 | 51.61% | 3.7 |
|
| 3791 |
OIA
3791
Oechsle International Advisors
Boston,
Massachusetts
| $96.7M | -$6.78M | -7% | 21.4% | – | 5 | 20% | 3 |
|
| 3792 |
SGA
3792
Siguler Guff Advisers
New York
| $96.7M | -$15M | -13% | 12.6% | 37.7% | 5 | 0% | 5.6 |
|
| 3793 |
WCM
3793
Westerly Capital Management
San Francisco,
California
| $96.6M | -$41.3M | -30% | 3.74% | 116% | 71 | 54.93% | 0.8 |
|
| 3794 |
HCM
3794
Hall Capital Management
Barrington,
Rhode Island
| $96.5M | -$699K | -0.7% | 0.14% | – | 85 | 7.06% | 1 |
|
| 3795 |
HCM
3795
HM Capital Management
Clayton,
Missouri
| $96.4M | -$1.61M | -2% | 1.1% | 29.6% | 38 | 23.68% | 3.9 |
|
| 3796 |
TIA
3796
Tiemann Investment Advisors
Menlo Park,
California
| $96.3M | +$3.24M | +3% | 1.37% | 77% | 156 | 12.82% | 4.2 |
|
| 3797 |
CSM
3797
Central Square Management
Naperville,
Illinois
| $96.1M | -$13.3M | -12% | 4.77% | 8.22% | 45 | 48.89% | 2.3 |
|
| 3798 |
KAM
3798
Kokusai Asset Management
Tokyo,
Japan
| $95.7M | +$30M | +46% | 0.42% | – | 45 | 17.78% | 5 |
|
| 3799 |
TCM
3799
Towercrest Capital Management
Newtown,
Pennsylvania
| $95.6M | +$9.36M | +11% | 1.56% | 39.1% | 22 | 4.55% | 1 |
|
| 3800 |
SM
3800
Southport Management
Wilson,
Wyoming
| $95.6M | +$933K | +1% | 4.77% | 107% | 55 | 47.27% | 2.4 |
|