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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
RHDIC
3876
R.H. Dinel Investment Counsel
Los Angeles,
California
| $85.4M | +$286K | +0.3% | 2.78% | 55.9% | 54 | 9.26% | 2.3 |
|
| 3877 |
PP
3877
Pension Partners
New York
| $85M | -$1.93M | -2% | 5.33% | – | 11 | 18.18% | 0.6 |
|
| 3878 |
3878
Johanson Financial Advisors
Campbell,
California
| $85M | +$3.79M | +5% | 0.99% | 101% | 75 | 13.33% | 0.4 |
|
| 3879 |
3879
Trust Investment Advisors
Indianapolis,
Indiana
| $85M | -$3.75M | -4% | 1.34% | 178% | 93 | 16.13% | 1.5 |
|
| 3880 |
3880
Commonwealth Financial Services
Vienna,
West Virginia
| $84.9M | +$17.4M | +26% | 4.02% | 64.2% | 264 | 12.88% | 1.2 |
|
| 3881 |
SCP
3881
Syntal Capital Partners
Midland,
Texas
| $84.8M | +$2.47M | +3% | 5.68% | 102% | 70 | 35.71% | 1.2 |
|
| 3882 |
3882
Spectrum Asset Management (California)
Newport Beach,
California
| $84.7M | +$4.92M | +6% | 3.99% | 68.3% | 55 | 23.64% | 1 |
|
| 3883 |
CNFG
3883
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| $84.6M | +$11K | +0% | 5.6% | 52.6% | 72 | 4.17% | 1.4 |
|
| 3884 |
3884
Engine Capital Management
New York
| $84M | -$10.2M | -11% | 10.3% | 21.1% | 45 | 40% | 0.4 |
|
| 3885 |
3885
Sippican Capital Advisors
Boston,
Massachusetts
| $84M | +$5.48M | +7% | 7.22% | 81.1% | 100 | 7% | 1.6 |
|
| 3886 |
3886
Old Dominion Capital Management
Charlottesville,
Virginia
| $83.9M | +$225K | +0.3% | 2.8% | 45.9% | 48 | 16.67% | 2 |
|
| 3887 |
3887
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $83.6M | +$9.01M | +12% | 2.37% | 115% | 29 | 13.79% | 2.4 |
|
| 3888 |
3888
Fairbanks Capital Management
Rancho Santa Fe,
California
| $83.4M | – | – | 4.04% | 81.3% | 25 | – | 0 |
|
| 3889 |
3889
Archon Capital Management
Seattle,
Washington
| $83.1M | -$17.8M | -18% | 9.71% | 222% | 34 | 55.88% | 0.6 |
|
| 3890 |
3890
Water Oak Advisors
Winter Park,
Florida
| $82.9M | -$28.7M | -26% | 0.36% | 12.9% | 17 | 29.41% | 1.2 |
|
| 3891 |
GC
3891
Gruss & Co
West Palm Beach,
Florida
| $82.8M | +$10M | +14% | 0.88% | 163% | 43 | 20.93% | 1.2 |
|
| 3892 |
3892
Healthcare Value Capital
Woodcliff Lake,
New Jersey
| $82.5M | +$14.4M | +21% | 30.4% | 19% | 33 | 30.3% | 0.9 |
|
| 3893 |
3893
Winch Advisory Services
Appleton,
Wisconsin
| $82.5M | +$20.5M | +33% | 1.53% | 80.8% | 315 | 30.16% | 0.9 |
|
| 3894 |
3894
Trutina Financial
Bellevue,
Washington
| $82.2M | -$7.18M | -8% | 4.82% | 20.5% | 66 | 10.61% | 2.1 |
|
| 3895 |
3895
Boyle Capital Management
West Des Moines,
Iowa
| $82.1M | -$1.36M | -2% | 5.57% | 19.5% | 28 | 35.71% | 1.3 |
|
| 3896 |
EM
3896
Emancipation Management
New York
| $82M | +$5.65M | +7% | 8.71% | 45.8% | 53 | 26.42% | 0.7 |
|
| 3897 |
TSP
3897
Tappan Street Partners
Chicago,
Illinois
| $81.8M | -$197K | -0.2% | 3.38% | – | 30 | 33.33% | 0.4 |
|
| 3898 |
3898
SCGF III Management
Menlo Park,
California
| $81.6M | -$31.9M | -28% | 0.96% | – | 2 | 0% | 2.8 |
|
| 3899 |
3899
Monarch Alternative Capital
New York
| $81.5M | -$32.8M | -29% | 10.2% | 497% | 5 | 40% | 2.2 |
|
| 3900 |
3900
Kepos Capital
New York
| $81.3M | -$29.6M | -27% | 3.7% | 21.1% | 12 | 25% | 1.2 |
|