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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
JIC
3826
JRM Investment Counsel
Omaha,
Nebraska
| $119M | -$10.9M | -8% | 3.48% | 65.5% | 31 | 12.9% | 1.6 |
|
| 3827 |
CCM
3827
Colorado Capital Management
Boulder,
Colorado
| $119M | +$8.65M | +8% | 5.79% | 60.4% | 71 | 7.04% | 1.1 |
|
| 3828 |
AFS
3828
Access Financial Services
Minneapolis,
Minnesota
| $119M | +$8.75M | +8% | 2.47% | 44.8% | 70 | 15.71% | 0.2 |
|
| 3829 |
AIA
3829
AIMZ Investment Advisors
Los Altos,
California
| $119M | +$6.74M | +6% | 5.52% | 81.3% | 99 | 5.05% | 1.9 |
|
| 3830 |
FA
3830
Financial Advantage
Columbia,
Maryland
| $119M | +$8.41M | +8% | 6.5% | 24.3% | 31 | 16.13% | 2.4 |
|
| 3831 |
3831
Capital Wealth Planning
Naples,
Florida
| $118M | +$5.29M | +5% | 4.87% | 73.9% | 115 | 26.09% | 1.6 |
|
| 3832 |
DCM
3832
DAFNA Capital Management
Los Angeles,
California
| $118M | +$4.41M | +4% | 13.3% | 313% | 84 | 33.33% | 1.3 |
|
| 3833 |
ACM
3833
Adalta Capital Management
New York
| $118M | – | – | 7.6% | 80.4% | 73 | – | 0 |
|
| 3834 |
BBCM
3834
Boardman Bay Capital Management
New York
| $118M | +$72.6M | +159% | 11.8% | 145% | 73 | 64.38% | 0.4 |
|
| 3835 |
BF
3835
Blankinship & Foster
Solana Beach,
California
| $118M | +$10.5M | +10% | 6.28% | 60.4% | 30 | 23.33% | 0.2 |
|
| 3836 |
ADMI
3836
Albert D. Mason Inc
Boston,
Massachusetts
| $118M | +$3.24M | +3% | 3.73% | 82% | 124 | 5.65% | 2.8 |
|
| 3837 |
SC
3837
Scholtz & Company
Stamford,
Connecticut
| $118M | +$2.62M | +2% | 7.35% | 89.2% | 49 | 32.65% | 0.8 |
|
| 3838 |
APSI
3838
Asset Planning Services Inc
Covington,
Louisiana
| $118M | +$11.2M | +11% | 4.83% | 138% | 35 | 11.43% | 0.2 |
|
| 3839 |
BCM
3839
Billings Capital Management
Arlington,
Virginia
| $118M | -$2.54M | -2% | 3.19% | – | 11 | 27.27% | 1 |
|
| 3840 |
3840
Himalaya Capital Management
Seattle,
Washington
| $118M | +$5.94M | +5% | 5.37% | 116% | 2 | 0% | 0.3 |
|
| 3841 |
KI
3841
Koch Industries
Wichita,
Kansas
| $118M | +$73.7M | +168% | 6.67% | 56.9% | 305 | 86.56% | 0 |
|
| 3842 |
KHCM
3842
Kettle Hill Capital Management
New York
| $117M | +$13.8M | +13% | 2.42% | 37.4% | 65 | 72.31% | 0.1 |
|
| 3843 |
KBFS
3843
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $117M | +$9.97M | +9% | 4.46% | 42.8% | 79 | 31.65% | 0.2 |
|
| 3844 |
UFM
3844
Ursa Fund Management
Danville,
California
| $117M | -$2.29B | -95% | 8.15% | 93.5% | 23 | 78.26% | 0.1 |
|
| 3845 |
MIM
3845
Midwest Investment Management
Cleveland,
Ohio
| $117M | +$751K | +0.6% | 4.19% | 26% | 53 | 9.43% | 2.3 |
|
| 3846 |
3846
Michael & Susan Dell Foundation
New York
| $117M | -$17.5M | -13% | 3.31% | 238% | 7 | 0% | 2.2 |
|
| 3847 |
IOOF
3847
Independent Order of Foresters
Toronto,
Ontario, Canada
| $117M | -$1.75M | -1% | 0.88% | 66.3% | 112 | 2.68% | 2.9 |
|
| 3848 |
GS
3848
Girard Securities
San Diego,
California
| $117M | +$2.06M | +2% | 4.86% | – | 185 | 20% | 0.9 |
|
| 3849 |
SAM
3849
Security Asset Management
New York
| $117M | +$8.71M | +8% | 9.7% | 67.4% | 80 | 10% | 1.9 |
|
| 3850 |
OAM
3850
Orinda Asset Management
Lafayette,
California
| $117M | +$5.21M | +5% | 1.04% | 28.4% | 49 | 42.86% | 0.9 |
|