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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 |
RM
3901
RP Management
New York
| $156M | -$6.93M | -4% | 4.23% | 208% | 4 | 0% | 0.8 |
|
| 3902 |
LC
3902
LCNB Corp
Lebanon,
Ohio
| $156M | +$13.6M | +10% | 2.34% | 75.2% | 145 | 4.14% | 1.9 |
|
| 3903 |
UC
3903
Unio Capital
Princeton,
New Jersey
| $156M | -$4.5M | -3% | 0.74% | 97.8% | 68 | 16.18% | 1.3 |
|
| 3904 |
TL
3904
TowerView LLC
New York
| $156M | -$19.3M | -11% | 6.05% | 17.9% | 24 | 16.67% | 3.3 |
|
| 3905 |
UCI
3905
Uncommon Cents Investing
Janesville,
Wisconsin
| $156M | +$2.29M | +1% | 2.38% | 83.8% | 87 | 4.6% | 1.6 |
|
| 3906 |
WFG
3906
Wills Financial Group
Richmond,
Virginia
| $156M | +$2.39M | +2% | 2.93% | 57.5% | 56 | 7.14% | 3.8 |
|
| 3907 |
RCM
3907
RB Capital Management
Reno,
Nevada
| $156M | +$18.5M | +13% | 3.98% | 79.4% | 147 | 20.41% | 1.9 |
|
| 3908 |
LB
3908
Landmark Bank
Columbia,
Missouri
| $156M | +$3.48M | +2% | 2.82% | – | 95 | 4.21% | 1.1 |
|
| 3909 |
BE
3909
Bonness Enterprises
Washington,
District of Columbia
| $156M | -$4.49M | -3% | 0.08% | 98.6% | 46 | 4.35% | 5.3 |
|
| 3910 |
REMS
3910
Real Estate Management Services
| $156M | +$7.36M | +5% | 4.9% | 67.2% | 31 | 9.68% | 2.6 |
|
| 3911 |
HIM
3911
Hotaling Investment Management
Wayne,
Pennsylvania
| $156M | -$115K | -0.1% | 2.53% | 52.6% | 126 | 16.67% | 0.7 |
|
| 3912 |
DJC
3912
Daily Journal Corp
Los Angeles,
California
| $156M | +$5.71M | +4% | 3.9% | 108% | 4 | 0% | 5.8 |
|
| 3913 |
PSCM
3913
Prince Street Capital Management
New York
| $156M | -$55.8M | -26% | 3.95% | 302% | 20 | 60% | 0.8 |
|
| 3914 |
PBO
3914
Peoples Bank (Ohio)
Marietta,
Ohio
| $156M | -$2.85M | -2% | 0.6% | 71.7% | 101 | 3.96% | 2.9 |
|
| 3915 |
C
3915
Cerebellum
San Francisco,
California
| $155M | +$32.7M | +27% | 1.2% | – | 530 | 42.64% | 0.6 |
|
| 3916 |
HM
3916
Heronetta Management
New York
| $155M | -$10M | -6% | 3.8% | 59.7% | 27 | 0% | 4.2 |
|
| 3917 |
SCM
3917
Stellar Capital Management
Phoenix,
Arizona
| $155M | +$2.21M | +1% | 1.18% | 23.4% | 88 | 15.91% | 3.8 |
|
| 3918 |
AIA
3918
Allied Investment Advisors
Billings,
Montana
| $155M | +$6.15M | +4% | 3.02% | 68.4% | 48 | 4.17% | 1.6 |
|
| 3919 |
UBPAM
3919
Union Bancaire Privee Asset Management
New York
| $155M | -$15.6M | -9% | 1.76% | – | 45 | 4.44% | 0.7 |
|
| 3920 |
CI
3920
Chartist Inc
Seal Beach,
California
| $155M | -$2.73M | -2% | 6.08% | – | 30 | 13.33% | 2.9 |
|
| 3921 |
VSWA
3921
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| $155M | -$31.3M | -17% | 1.55% | 70.1% | 122 | 22.13% | 1 |
|
| 3922 |
SJL
3922
Shayne & Jacobs LLC
Nashville,
Tennessee
| $155M | +$3M | +2% | 1.3% | 73.4% | 31 | 6.45% | 3.6 |
|
| 3923 |
HSCU
3923
Half Sky Capital (UK)
London,
United Kingdom
| $155M | +$31.8M | +26% | 7.5% | 13% | 8 | 62.5% | 0.3 |
|
| 3924 |
SFA
3924
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $155M | -$4.82M | -3% | 0.54% | 185% | 14 | 21.43% | 1.3 |
|
| 3925 |
SLA
3925
Silver Lake Advisory
Cottonwood Heights,
Utah
| $155M | +$3.75M | +2% | 1.98% | 70.9% | 82 | 6.1% | 3.7 |
|