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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%
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50
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250
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3826 |
PIM
3826
Profit Investment Management
North Bethesda,
Maryland
| $115M | +$4.27M | +4% | 6.78% | 101% | 96 | 12.5% |
|
| 3827 |
RAM
3827
RK Asset Management
Grosse Pointe Farms,
Michigan
| $115M | -$4.38M | -4% | 4.88% | 47.6% | 20 | 5% |
|
| 3828 |
BP
3828
Bandera Partners
New York
| $115M | +$4.47M | +4% | 0.87% | 27.6% | 14 | 7.14% |
|
| 3829 |
I
3829
INVST
Indianapolis,
Indiana
| $114M | +$44M | +63% | 4.32% | 60.4% | 36 | 38.89% |
|
| 3830 |
LSC
3830
Lesa Sroufe & Co
Seattle,
Washington
| $114M | +$6.32M | +6% | 5.05% | – | 42 | 9.52% |
|
| 3831 |
CSUI
3831
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $114M | +$4.39M | +4% | 4.52% | 110% | 32 | 0% |
|
| 3832 |
AWA
3832
Artemis Wealth Advisors
New York
| $114M | +$6.23M | +6% | 5.44% | 112% | 27 | 11.11% |
|
| 3833 |
CA
3833
Continuum Advisory
Eagle,
Idaho
| $114M | +$13.3M | +13% | 3.23% | 59.2% | 158 | 15.19% |
|
| 3834 |
LCM
3834
Leisure Capital Management
Costa Mesa,
California
| $114M | +$1.72M | +2% | 2.5% | 98% | 121 | 18.18% |
|
| 3835 |
AC
3835
Addison Capital
Conshohocken,
Pennsylvania
| $114M | -$11.3M | -9% | 2.97% | 54.2% | 104 | 7.69% |
|
| 3836 |
LC
3836
Landaas & Company
Milwaukee,
Wisconsin
| $114M | – | – | 3.19% | 60.3% | 362 | – |
|
| 3837 |
ABP
3837
Arthur B. Page
| $114M | -$878K | -0.8% | 4.69% | 40.4% | 69 | 14.49% |
|
| 3838 |
HW
3838
Hedeker Wealth
Lincolnshire,
Illinois
| $114M | +$9.59M | +9% | 4.54% | 120% | 86 | 20.93% |
|
| 3839 |
NFP
3839
Narus Financial Partners
Salt Lake City,
Utah
| $114M | +$5.75M | +5% | 3.52% | 89.8% | 83 | 10.84% |
|
| 3840 |
SSW
3840
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $114M | +$17.2M | +18% | 2.48% | 92.2% | 159 | 38.99% |
|
| 3841 |
PI
3841
Pachira Investments
Dana Point,
California
| $113M | +$2.33M | +2% | 3.36% | 72.6% | 8 | 0% |
|
| 3842 |
DE
3842
Day & Ennis
Macon,
Georgia
| $113M | -$2.61M | -2% | 2.6% | 15.2% | 97 | 25.77% |
|
| 3843 |
GCM
3843
Gibraltar Capital Management
Tulsa,
Oklahoma
| $113M | +$13.4M | +13% | 6.65% | 56.6% | 28 | 10.71% |
|
| 3844 |
GS
3844
Girard Securities
San Diego,
California
| $113M | -$20.2M | -15% | 4.15% | – | 167 | 24.55% |
|
| 3845 |
1CM
3845
1492 Capital Management
Milwaukee,
Wisconsin
| $113M | -$317K | -0.3% | 10.7% | 187% | 109 | 24.77% |
|
| 3846 |
CF
3846
Corrigan Financial
Middletown,
Rhode Island
| $113M | +$5.21M | +5% | 4.57% | 9.54% | 49 | 14.29% |
|
| 3847 |
DE
3847
DFT Energy
Locust Valley,
New York
| $113M | -$5.94M | -5% | 3.99% | – | 17 | 5.88% |
|
| 3848 |
HCM
3848
HM Capital Management
Clayton,
Missouri
| $113M | +$4.9M | +5% | 3.63% | 29.6% | 39 | 10.26% |
|
| 3849 |
WA
3849
Wilshire Advisors
Santa Monica,
California
| $113M | -$2.44M | -2% | 2.8% | 100% | 25 | 16% |
|
| 3850 |
OIM
3850
Orca Investment Management
Roseburg,
Oregon
| $113M | +$5.78M | +5% | 5.25% | 93.2% | 79 | 20.25% |
|