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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
ST
3801
Sphinx Trading
Chicago,
Illinois
| $90M | +$18.7M | +26% | 5.41% | – | 169 | 55.62% | 1 |
|
| 3802 |
CRIG
3802
Charter Research & Investment Group
Southport,
Connecticut
| $90M | -$364K | -0.4% | 0.69% | 82.3% | 73 | 5.48% | 1.9 |
|
| 3803 |
GIM
3803
Guardian Investment Management
Tiburon,
California
| $89.6M | -$371K | -0.4% | 0.09% | 89.7% | 57 | 17.54% | 6.5 |
|
| 3804 |
AGC
3804
Alden Global Capital
Brandon,
Florida
| $89.5M | -$51.1M | -36% | 14.4% | 99.8% | 26 | 30.77% | 0.9 |
|
| 3805 |
CFC
3805
Coyle Financial Counsel
Glenview,
Illinois
| $89.2M | -$684K | -0.8% | 1.2% | 62.4% | 43 | 6.98% | 4.9 |
|
| 3806 |
ACA
3806
Apis Capital Advisors
New York
| $89.1M | +$15.9M | +22% | 14.7% | 1,532% | 56 | 46.43% | 1.2 |
|
| 3807 |
TFCP
3807
Twin Focus Capital Partners
Boston,
Massachusetts
| $88.8M | -$38.6M | -30% | 1.87% | 92.5% | 110 | 27.27% | 5.2 |
|
| 3808 |
OAM
3808
Orinda Asset Management
Lafayette,
California
| $88.7M | -$4.87M | -5% | 1.61% | 28.4% | 171 | 57.31% | 1.7 |
|
| 3809 |
TMC
3809
Trellus Management Company
Delray Beach,
Florida
| $88.5M | +$4.51M | +5% | 3.3% | 268% | 128 | 52.34% | 3 |
|
| 3810 |
CCMW
3810
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $88.5M | +$6.78M | +8% | 1.57% | 161% | 269 | 13.75% | 1.7 |
|
| 3811 |
FC
3811
Flaherty & Crumrine
Pasadena,
California
| $88.4M | -$341K | -0.4% | 0.42% | 0.12% | 9 | 0% | 6.4 |
|
| 3812 |
MIM
3812
Macroview Investment Management
Bethesda,
Maryland
| $88.3M | -$19.1M | -18% | 2% | 67.2% | 148 | 26.35% | 5.2 |
|
| 3813 |
RTIM
3813
Round Table Investment Management
Charlotte,
North Carolina
| $88.1M | -$40.3M | -31% | 1.71% | – | 62 | 56.45% | 2.4 |
|
| 3814 |
PFG
3814
Pacific Financial Group
Bellevue,
Washington
| $88M | +$11.2M | +15% | 0.46% | 61.1% | 58 | 29.31% | 5.1 |
|
| 3815 |
HCM
3815
Hall Capital Management
Barrington,
Rhode Island
| $88M | -$8.52M | -9% | 0.64% | – | 82 | 7.32% | 1.9 |
|
| 3816 |
SSIA
3816
Spero-Smith Investment Advisers
Cleveland,
Ohio
| $87.9M | -$2.04M | -2% | 0.43% | 31.3% | 47 | 6.38% | 6.7 |
|
| 3817 |
AG
3817
Appleton Group
Appleton,
Wisconsin
| $87.9M | -$6.11M | -6% | 0.27% | 58.3% | 26 | 11.54% | 4.2 |
|
| 3818 |
LWM
3818
Lyons Wealth Management
Winter Park,
Florida
| $87.9M | -$4.32M | -5% | 1.26% | 40.1% | 83 | 40.96% | 3 |
|
| 3819 |
WOA
3819
Water Oak Advisors
Winter Park,
Florida
| $87.8M | -$20.3M | -19% | 1.18% | 12.9% | 17 | 17.65% | 2.6 |
|
| 3820 |
MSWM
3820
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $87.6M | -$61.5M | -41% | 4.51% | 53.1% | 24 | 62.5% | 1.5 |
|
| 3821 |
ODCM
3821
Old Dominion Capital Management
Charlottesville,
Virginia
| $86.8M | -$5.59M | -6% | 1.92% | 45.9% | 49 | 6.12% | 6.7 |
|
| 3822 |
TDC
3822
Thompson Davis & Co
Richmond,
Virginia
| $86.7M | +$3.54M | +4% | 4.16% | 188% | 1,367 | 22.6% | 3.1 |
|
| 3823 |
RU
3823
RobecoSam USA
New York
| $86.4M | -$2.51M | -3% | 0.52% | 50.1% | 58 | 25.86% | 4.4 |
|
| 3824 |
SWM
3824
Strategic Wealth Management
Kirkland,
Washington
| $86.4M | -$14.1M | -14% | 0.93% | 52.8% | 53 | 37.74% | 3.1 |
|
| 3825 |
CCC
3825
Cincinnati Casualty Company
Fairfield,
Ohio
| $86.2M | -$4.07M | -5% | 1.68% | 56% | 22 | 4.55% | 7.8 |
|