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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 |
RCG
3876
Ruggie Capital Group
Tavares,
Florida
| $150M | -$48.3M | -24% | 5.45% | 22% | 353 | 33.71% | 1.4 |
|
| 3877 |
MCA
3877
Morris Capital Advisors
Malvern,
Pennsylvania
| $150M | +$6.96M | +5% | 9.93% | 72.9% | 78 | 12.82% | 2 |
|
| 3878 |
BRC
3878
Bishop Rock Capital
New York
| $150M | +$16.9M | +13% | 7.27% | 35.4% | 26 | 7.69% | 1.4 |
|
| 3879 |
EA
3879
Elm Advisors
Burlingame,
California
| $149M | +$19.2M | +15% | 5.86% | 50.5% | 296 | 72.64% | 1.1 |
|
| 3880 |
CA
3880
Cumberland Advisors
Sarasota,
Florida
| $149M | -$10.7M | -7% | 3.47% | 73.5% | 51 | 35.29% | 1.6 |
|
| 3881 |
WIM
3881
Wilen Investment Management
Bonita Springs,
Florida
| $149M | -$6.43M | -4% | 0.42% | 79.9% | 62 | 0% | 4.1 |
|
| 3882 |
BP
3882
Broadleaf Partners
Hudson,
Ohio
| $149M | +$12.6M | +9% | 8.69% | 180% | 57 | 8.77% | 0.7 |
|
| 3883 |
JAM
3883
Jolley Asset Management
Rocky Mount,
North Carolina
| $149M | -$268K | -0.2% | 7.46% | 3.47% | 175 | 65.71% | 3.6 |
|
| 3884 |
APG
3884
Abacus Planning Group
Columbia,
South Carolina
| $149M | +$15.9M | +12% | 7.96% | 59.1% | 162 | 17.9% | 0.6 |
|
| 3885 |
IF
3885
IRON Financial
Northbrook,
Illinois
| $149M | -$35.2M | -19% | 4.63% | 51.4% | 106 | 30.19% | 1.7 |
|
| 3886 |
HAFS
3886
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $149M | +$5.66M | +4% | 2.6% | 58.5% | 18 | 16.67% | 1.5 |
|
| 3887 |
BIA
3887
Bigelow Investment Advisors
Portland,
Maine
| $149M | +$2.29M | +2% | 5.91% | 75.7% | 157 | 8.92% | 0.6 |
|
| 3888 |
SAMC
3888
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $149M | +$1.39M | +0.9% | 1.85% | 0.74% | 5 | 0% | 4.3 |
|
| 3889 |
BIA
3889
BHK Investment Advisors
Birmingham,
Alabama
| $149M | +$4.82M | +3% | 3.46% | 54.6% | 84 | 16.67% | 0.6 |
|
| 3890 |
MMPW
3890
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $149M | +$6.77M | +5% | 8.4% | 90.7% | 186 | 7.53% | 3 |
|
| 3891 |
DE
3891
Day & Ennis
Macon,
Georgia
| $148M | +$13.6M | +10% | 4.13% | 15.2% | 83 | 6.02% | 2.1 |
|
| 3892 |
ATC
3892
Adirondack Trust Company
Saratoga Springs,
New York
| $148M | +$6.51M | +5% | 6.82% | 96.8% | 355 | 8.45% | 3.8 |
|
| 3893 |
SM
3893
Sciencast Management
Princeton,
New Jersey
| $148M | +$40.2M | +37% | 3.66% | 72.5% | 419 | 82.82% | 0.1 |
|
| 3894 |
CJA
3894
C-J Advisory
San Jose,
California
| $148M | +$5.16M | +4% | 3.88% | 39.2% | 173 | 4.62% | 1.5 |
|
| 3895 |
I2I
3895
Insight 2811 Inc
Chicago,
Illinois
| $148M | +$3.81M | +3% | 4.49% | 30.8% | 89 | 13.48% | 2.6 |
|
| 3896 |
MA
3896
Menlo Advisors
Menlo Park,
California
| $148M | +$12.2M | +9% | 6.27% | 108% | 42 | 7.14% | 3.3 |
|
| 3897 |
DIM
3897
DC Investments Management
Mclean,
Virginia
| $148M | -$9.2M | -6% | 6.77% | 56.3% | 345 | 37.68% | 0.4 |
|
| 3898 |
HH
3898
HWG Holdings
Houston,
Texas
| $148M | +$27.2M | +23% | 16.3% | – | 137 | 53.28% | 0.5 |
|
| 3899 |
IPGDR
3899
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| $148M | +$11.2M | +8% | 4.94% | 51.8% | 15 | 20% | 0.5 |
|
| 3900 |
GCM
3900
Garland Capital Management
Bellevue,
Washington
| $148M | +$4.13M | +3% | 7.23% | 55.7% | 36 | 13.89% | 3.1 |
|