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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
SIAM
3776
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $94.2M | -$5M | -5% | 1.07% | 37.8% | 28 | 0% | 0.5 |
|
| 3777 |
LVP
3777
Limestone Value Partners
Houston,
Texas
| $93.9M | -$4.79M | -5% | 6.54% | – | 24 | 20.83% | 0.5 |
|
| 3778 |
BHBT
3778
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $93.9M | +$2M | +2% | 0.32% | 67.8% | 112 | 10.71% | 1.7 |
|
| 3779 |
3779
Gibraltar Capital Management
Tulsa,
Oklahoma
| $93.9M | -$11.6M | -11% | 1.01% | 56.6% | 33 | 6.06% | 0.5 |
|
| 3780 |
SST
3780
S Squared Technology
New York
| $93.2M | +$9.6M | +12% | 10.7% | 223% | 55 | 27.27% | 1.2 |
|
| 3781 |
PTCG
3781
Pring Turner Capital Group
Alamo,
California
| $92.7M | +$2.52M | +3% | 1.7% | 70.8% | 50 | 28% | 0.9 |
|
| 3782 |
CCPM
3782
Cooper Creek Partners Management
New York
| $92.5M | -$12.5M | -12% | 1.35% | 86.4% | 41 | 34.15% | 0.6 |
|
| 3783 |
ACM
3783
Amber Capital Management
Grand Cayman,
Cayman Islands
| $92.3M | -$83.6M | -48% | 7.05% | 45% | 8 | 75% | 0.5 |
|
| 3784 |
3784
Commonwealth Financial Services
Vienna,
West Virginia
| $92.3M | -$21.5M | -19% | 0.74% | 58.2% | 259 | 6.18% | 0.5 |
|
| 3785 |
SIS
3785
Sandell Investment Services
New York
| $92M | -$1.07M | -1% | 0.75% | – | 32 | 56.25% | 0.3 |
|
| 3786 |
3786
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $92M | -$67.5M | -42% | 2.48% | 25.8% | 38 | 76.32% | 0.2 |
|
| 3787 |
BWA
3787
Burt Wealth Advisors
North Bethesda,
Maryland
| $91.9M | -$6.32M | -6% | 0.35% | 57.3% | 409 | 13.45% | 0.4 |
|
| 3788 |
SNBOSCI
3788
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $91.7M | -$1.3M | -1% | 1.38% | 61% | 78 | 5.13% | 1.7 |
|
| 3789 |
3789
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $91.7M | -$1.29M | -1% | 0.95% | 73.7% | 207 | 16.91% | 1.5 |
|
| 3790 |
RP
3790
Raiff Partners
New York
| $91.6M | -$15M | -14% | 3.63% | 125% | 61 | 75.41% | 0.2 |
|
| 3791 |
BCM
3791
Brightfield Capital Management
New York
| $91.4M | -$1.03M | -1% | 3.15% | – | 45 | 26.67% | 0.9 |
|
| 3792 |
SCM
3792
Stellar Capital Management
Phoenix,
Arizona
| $91.3M | -$11.6M | -11% | 0.39% | 23.4% | 68 | 14.71% | 1.4 |
|
| 3793 |
GCA
3793
GSI Capital Advisors
Newport Beach,
California
| $91.1M | -$14.3M | -14% | 10.7% | 39.7% | 38 | 50% | 0.6 |
|
| 3794 |
MRFOFM
3794
M&R Follow-On Fund Management
Dallas,
Texas
| $91.1M | -$15.7M | -15% | 14.7% | 48.8% | 1 | 0% | 0.5 |
|
| 3795 |
TCM
3795
Trishield Capital Management
New York
| $91M | -$21.7M | -19% | 14.3% | – | 21 | 57.14% | 0.3 |
|
| 3796 |
PIM
3796
Progressive Investment Management
Lake Oswego,
Oregon
| $90.9M | +$61.9M | +214% | 0.89% | 126% | 111 | 60.36% | 0.9 |
|
| 3797 |
OAMA
3797
Oslo Asset Management AS
Oslo,
Norway
| $90.6M | -$17.4M | -16% | 16.5% | 82.7% | 12 | 16.67% | 1 |
|
| 3798 |
DA
3798
Dunvegan Associates
Santa Barbara,
California
| $90.4M | -$22.6M | -20% | 0.33% | – | 219 | 13.7% | 1.3 |
|
| 3799 |
MIM
3799
Merion Investment Management
Bay Harbor Islands,
Florida
| $90.3M | -$2.05M | -2% | 9.04% | 27.6% | 16 | 93.75% | 0.8 |
|
| 3800 |
BGA
3800
Belmont Global Advisors
Dallas,
Texas
| $90.2M | -$8.14M | -8% | 5.04% | 81% | 123 | 56.91% | 0.4 |
|