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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 |
IFWM
3826
Institute for Wealth Management
Denver,
Colorado
| $91M | -$4.15M | -4% | 1.4% | 137% | 32 | 18.75% | 4.4 |
|
| 3827 |
IP
3827
Investment Partners
New Philadelphia,
Ohio
| $90.9M | +$4.1M | +5% | 0.74% | 74.1% | 154 | 38.96% | 0.6 |
|
| 3828 |
ACM
3828
Alethea Capital Management
Mercer Island,
Washington
| $90.6M | -$7.57M | -8% | 0.55% | 275% | 118 | 72.03% | 0.5 |
|
| 3829 |
MAG
3829
Millrace Asset Group
Berwyn,
Pennsylvania
| $90.5M | -$5.8M | -6% | 8.76% | 113% | 65 | 40% | 0.8 |
|
| 3830 |
ACP
3830
Aquiline Capital Partners
New York
| $90.4M | -$24M | -21% | 2.21% | 14.7% | 3 | 33.33% | 7 |
|
| 3831 |
CRIG
3831
Charter Research & Investment Group
Southport,
Connecticut
| $90.4M | -$940K | -1% | 3% | 82.3% | 76 | 11.84% | 0.9 |
|
| 3832 |
CCC
3832
Cincinnati Casualty Company
Fairfield,
Ohio
| $90.3M | -$285K | -0.3% | 0.14% | 56% | 22 | 0% | 6.8 |
|
| 3833 |
PTCG
3833
Pring Turner Capital Group
Alamo,
California
| $90.1M | -$5.13M | -5% | 0.23% | 70.8% | 50 | 28% | 2.7 |
|
| 3834 |
S
3834
StratiFi
San Francisco,
California
| $90M | +$73.6M | +447% | 13.6% | – | 17 | 41.18% | 0.8 |
|
| 3835 |
IAM
3835
ICM Asset Management
Spokane,
Washington
| $90M | -$8.08M | -8% | 0.04% | 58.9% | 77 | 32.47% | 4.2 |
|
| 3836 |
SSIA
3836
Spero-Smith Investment Advisers
Cleveland,
Ohio
| $90M | +$2.06M | +2% | 1.38% | 31.3% | 46 | 6.52% | 5.9 |
|
| 3837 |
GIM
3837
Guardian Investment Management
Tiburon,
California
| $89.9M | -$4.93M | -5% | 2.27% | 89.7% | 54 | 3.7% | 6 |
|
| 3838 |
SPL
3838
Smart Portfolios LLC
Seattle,
Washington
| $89.9M | +$377K | +0.4% | 2.82% | 41.3% | 34 | 23.53% | 3.3 |
|
| 3839 |
CFC
3839
Coyle Financial Counsel
Glenview,
Illinois
| $89.8M | +$7.14M | +9% | 3.33% | 62.4% | 47 | 23.4% | 4 |
|
| 3840 |
MCM
3840
Mast Capital Management
Boston,
Massachusetts
| $89.8M | -$49.9M | -36% | 6.84% | – | 9 | 55.56% | 2.5 |
|
| 3841 |
FCFC
3841
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $89.6M | -$2.92M | -3% | 1.27% | 72.9% | 92 | 10.87% | 6 |
|
| 3842 |
ICM
3842
IMS Capital Management
Portland,
Oregon
| $89.3M | +$1.7M | +2% | 3.61% | 119% | 170 | 21.76% | 4.2 |
|
| 3843 |
DCM
3843
DG Capital Management
New York
| $89.1M | -$70.1M | -44% | 8.17% | 76.7% | 17 | 64.71% | 0.5 |
|
| 3844 |
NLCM
3844
Neon Liberty Capital Management
New York
| $89.1M | +$1.76M | +2% | 0.87% | – | 12 | 0% | 4.8 |
|
| 3845 |
NCM
3845
Newland Capital Management
New York
| $89M | -$89.5M | -50% | 1.87% | – | 61 | 59.02% | 1.3 |
|
| 3846 |
MSS
3846
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $88.9M | -$594K | -0.7% | 2.04% | 72.2% | 100 | 9% | 5.6 |
|
| 3847 |
RU
3847
RobecoSam USA
New York
| $88.9M | -$3.91M | -4% | 2.88% | 50.1% | 77 | 42.86% | 3.9 |
|
| 3848 |
FC
3848
Flaherty & Crumrine
Pasadena,
California
| $88.7M | +$197K | +0.2% | 0.24% | 0.12% | 9 | 11.11% | 5.4 |
|
| 3849 |
MMLI
3849
Massachusetts Mutual Life Insurance
Springfield,
Massachusetts
| $88.6M | +$55.5M | +167% | 1.85% | – | 47 | 57.45% | 2.4 |
|
| 3850 |
CAD
3850
Craig A. Drill
| $88.5M | +$26.7M | +43% | 14.5% | 67.1% | 24 | 58.33% | 1.4 |
|