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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
GI
3826
Greenwood Investments
Boston,
Massachusetts
| $93.1M | -$26.4M | -22% | 6.09% | 1.64% | 16 | 12.5% | 5.4 |
|
| 3827 |
TIA
3827
Tiemann Investment Advisors
Menlo Park,
California
| $93M | +$3.29M | +4% | 4.75% | 77% | 149 | 10.07% | 3.6 |
|
| 3828 |
SCM
3828
Stellar Capital Management
Phoenix,
Arizona
| $92.8M | +$1.84M | +2% | 3.35% | 23.4% | 66 | 6.06% | 3.8 |
|
| 3829 |
SCMF
3829
Sage Capital Management (Florida)
Sarasota,
Florida
| $92.8M | -$11.8M | -11% | 0.3% | – | 40 | 2.5% | 1.4 |
|
| 3830 |
RU
3830
RobecoSam USA
New York
| $92.8M | +$1.95M | +2% | 6.62% | 50.1% | 86 | 31.4% | 3.6 |
|
| 3831 |
FCFC
3831
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $92.5M | +$510K | +0.6% | 4.78% | 72.9% | 90 | 13.33% | 5.1 |
|
| 3832 |
IRS
3832
Invictus RG (Singapore)
Singapore
| $92.3M | +$13.3M | +17% | 6.53% | – | 804 | 46.77% | 2.3 |
|
| 3833 |
CG
3833
Caprock Group
Boise,
Idaho
| $92.2M | – | – | 2.69% | – | 95 | – | 0 |
|
| 3834 |
SCM
3834
Silver Capital Management
New York
| $92.2M | -$7.11M | -7% | 12.7% | 26.5% | 56 | 48.21% | 2.9 |
|
| 3835 |
BC
3835
Banced Corp
Edwardsville,
Illinois
| $91.9M | +$5.21M | +6% | 6.45% | 27.5% | 198 | 20.71% | 3.8 |
|
| 3836 |
CC
3836
Columbia Capital
Fullerton,
California
| $91.6M | +$17.1M | +23% | 7.94% | – | 105 | 74.29% | 1.1 |
|
| 3837 |
AEPI
3837
AH Equity Partners II
Menlo Park,
California
| $91.5M | -$40.1M | -30% | 30.5% | – | 1 | 0% | 2 |
|
| 3838 |
MBE
3838
Michael B. Elefante
| $91.5M | -$140M | -61% | 5.5% | – | 147 | 27.89% | 4.9 |
|
| 3839 |
CRIG
3839
Charter Research & Investment Group
Southport,
Connecticut
| $91.3M | – | – | 2.47% | 82.3% | 72 | – | 0 |
|
| 3840 |
CCC
3840
Cincinnati Casualty Company
Fairfield,
Ohio
| $90.5M | +$128K | +0.1% | 3.65% | 56% | 23 | 4.35% | 5.8 |
|
| 3841 |
LCM
3841
Lonestar Capital Management
San Francisco,
California
| $90.5M | -$598M | -87% | 20.1% | 260% | 26 | 76.92% | 2.6 |
|
| 3842 |
ACA
3842
Apis Capital Advisors
New York
| $90M | – | – | 13.6% | 1,532% | 41 | – | 0 |
|
| 3843 |
AWS
3843
Aris Wealth Services
State College,
Pennsylvania
| $89.8M | +$9.24M | +11% | 1.06% | – | 120 | 16.67% | 4.4 |
|
| 3844 |
SPL
3844
Smart Portfolios LLC
Seattle,
Washington
| $89.5M | +$7.97M | +10% | 5.78% | 41.3% | 35 | 34.29% | 2.6 |
|
| 3845 |
MSS
3845
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $89.5M | -$37K | -0% | 3.15% | 72.2% | 96 | 6.25% | 5 |
|
| 3846 |
PG
3846
Portola Group
San Jose,
California
| $89.4M | -$10.6M | -11% | 3.18% | – | 100 | 37% | 3.3 |
|
| 3847 |
SNBOSCI
3847
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $89.3M | -$138K | -0.2% | 4.77% | 61% | 84 | 14.29% | 4.8 |
|
| 3848 |
SIAS
3848
Shine Investment Advisory Services
Lone Tree,
Colorado
| $89.2M | +$3.32M | +4% | 2.42% | 29% | 28 | 21.43% | 1.7 |
|
| 3849 |
CCM
3849
Courage Capital Management
Nashville,
Tennessee
| $88.9M | -$20.2M | -19% | 0.13% | 86.5% | 28 | 50% | 2.6 |
|
| 3850 |
EM
3850
EnTrustPermal Management
New York
| $88.7M | +$1.28M | +1% | 7.9% | 19.3% | 42 | 45.24% | 3.3 |
|