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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
LRIC
3901
Long Road Investment Counsel
Kalamazoo,
Michigan
| $141M | -$2.26M | -2% | 2.54% | 53.8% | 71 | 5.63% | 3.2 |
|
| 3902 |
PWS
3902
Paragon Wealth Strategies
Jacksonville,
Florida
| $141M | +$24.2M | +21% | 5.27% | 59.8% | 40 | 17.5% | 1 |
|
| 3903 |
AFS
3903
Amtrust Financial Services
New York
| $141M | -$14.3M | -9% | 11.3% | 53.8% | 72 | 51.39% | 0.5 |
|
| 3904 |
WAM
3904
Westport Asset Management
Southport,
Connecticut
| $141M | +$398K | +0.3% | 0.01% | 63.9% | 65 | 9.23% | 2.4 |
|
| 3905 |
CNC
3905
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $141M | +$6.23M | +5% | 4.64% | 73.3% | 98 | 6.12% | 3.3 |
|
| 3906 |
3906
Inspire Investing
Meridian,
Idaho
| $141M | +$42.5M | +43% | 2.34% | 108% | 225 | 13.78% | 0.4 |
|
| 3907 |
AIM
3907
Act II Management
New York
| $141M | -$702K | -0.5% | 14.4% | 43.6% | 28 | 32.14% | 1.6 |
|
| 3908 |
QCM
3908
Quadrant Capital Management
Fairfield,
New Jersey
| $141M | +$4.61M | +3% | 4.23% | 50.3% | 69 | 11.59% | 3 |
|
| 3909 |
MWM
3909
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $140M | +$12.1M | +9% | 2.05% | 130% | 627 | 18.5% | 1.7 |
|
| 3910 |
CCMU
3910
Cheyne Capital Management (UK)
London,
United Kingdom
| $140M | -$80.9M | -37% | 3.61% | 35.6% | 43 | 25.58% | 0.7 |
|
| 3911 |
F
3911
F3Logic
Burnsville,
Minnesota
| $140M | +$8.75M | +7% | 1% | 11.8% | 111 | 11.71% | 0.2 |
|
| 3912 |
CRCM
3912
Crystal Rock Capital Management
Bannockburn,
Illinois
| $140M | -$3M | -2% | 6.4% | 172% | 36 | 22.22% | 1.9 |
|
| 3913 |
GEH
3913
General Equity Holdings
Brooklyn,
New York
| $140M | +$12.7M | +10% | 0.03% | 775% | 13 | 38.46% | 0.3 |
|
| 3914 |
1CM
3914
1492 Capital Management
Milwaukee,
Wisconsin
| $140M | +$9.88M | +8% | 11.6% | 332% | 102 | 24.51% | 1.6 |
|
| 3915 |
FCCM
3915
First City Capital Management
Savannah,
Georgia
| $140M | +$6.16M | +5% | 0.84% | 76.5% | 145 | 11.72% | 3.6 |
|
| 3916 |
TIS
3916
Tortoise Index Solutions
Overland Park,
Kansas
| $140M | +$31.3M | +29% | 12.4% | 52.2% | 109 | 14.68% | 2.3 |
|
| 3917 |
LIC
3917
Laurus Investment Counsel
Toronto,
Canada
| $140M | +$22.7M | +19% | 7.92% | 14.1% | 30 | 6.67% | 0.5 |
|
| 3918 |
LBC
3918
Lawrence B. Cohen
| $140M | -$9.39M | -6% | 2.21% | 41.8% | 70 | 2.86% | 3.7 |
|
| 3919 |
PCM
3919
Perkins Capital Management
Wayzata,
Minnesota
| $140M | +$28.6M | +26% | 28.2% | 303% | 146 | 32.19% | 1.8 |
|
| 3920 |
RCA
3920
Restructuring Capital Associates
Stamford,
Connecticut
| $140M | -$36.6M | -21% | 41% | 71.2% | 16 | 31.25% | 1.9 |
|
| 3921 |
SJL
3921
Shayne & Jacobs LLC
Nashville,
Tennessee
| $140M | -$1.75M | -1% | 0.63% | 73.4% | 25 | 4% | 3.8 |
|
| 3922 |
RW
3922
REDW Wealth
Albuquerque,
New Mexico
| $140M | +$5.37M | +4% | 2.27% | 54.1% | 86 | 9.3% | 1.2 |
|
| 3923 |
NRCM
3923
Northern Right Capital Management
Darien,
Connecticut
| $139M | +$7.36M | +6% | 5.11% | 187% | 22 | 36.36% | 1 |
|
| 3924 |
SCG
3924
Sonata Capital Group
Seattle,
Washington
| $139M | +$2.79M | +2% | 3.79% | 57.4% | 107 | 4.67% | 2.9 |
|
| 3925 |
APSI
3925
Asset Planning Services Inc
Covington,
Louisiana
| $139M | +$3.81M | +3% | 1.43% | 138% | 36 | 5.56% | 1.3 |
|