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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
RMSCM
3926
R.M. Sincerbeaux Capital Management
New York
| $111M | +$3.37M | +3% | 2.16% | 76.4% | 54 | 1.85% | 12 |
|
| 3927 |
WA
3927
Wheatland Advisors
Lancaster,
Pennsylvania
| $111M | -$1.04M | -0.9% | 1.17% | 30.5% | 94 | 4.26% | 11.9 |
|
| 3928 |
BIMC
3928
Benson Investment Management Company
Roanoke,
Virginia
| $111M | +$9.4M | +9% | 2.55% | 91.6% | 101 | 20.79% | 1.7 |
|
| 3929 |
LFWA
3929
LBJ Family Wealth Advisors
Austin,
Texas
| $111M | +$5.31M | +5% | 3.22% | 64.9% | 17 | 0% | 10.2 |
|
| 3930 |
PIM
3930
Profit Investment Management
North Bethesda,
Maryland
| $111M | -$12.6M | -10% | 4.8% | 101% | 101 | 14.85% | 12.1 |
|
| 3931 |
BCIM
3931
Bishop & Co Investment Management
Erie,
Pennsylvania
| $110M | +$836K | +0.8% | 2.55% | 47.6% | 17 | 11.76% | 5.7 |
|
| 3932 |
BP
3932
Bandera Partners
New York
| $110M | +$5.99M | +6% | 10.4% | 55.4% | 14 | 14.29% | 8.8 |
|
| 3933 |
IP
3933
Investment Partners
New Philadelphia,
Ohio
| $110M | +$6.17M | +6% | 1.8% | 74.1% | 121 | 10.74% | 7 |
|
| 3934 |
BHBT
3934
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $110M | -$1.81M | -2% | 2.02% | 67.8% | 140 | 6.43% | 11.2 |
|
| 3935 |
CSUI
3935
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $110M | +$2.76M | +3% | 3% | 115% | 33 | 6.06% | 11.2 |
|
| 3936 |
SIAM
3936
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $110M | +$5.14M | +5% | 2.44% | 37.8% | 26 | 3.85% | 8.8 |
|
| 3937 |
NWM
3937
Northwest Wealth Management
Spencer,
Iowa
| $110M | +$1.48M | +1% | 0.86% | 63.4% | 98 | 8.16% | 1.9 |
|
| 3938 |
NWP
3938
Northstar Wealth Partners
West Hartford,
Connecticut
| $109M | +$1.98M | +2% | 2.3% | 36.2% | 141 | 9.22% | 0.9 |
|
| 3939 |
KM
3939
Kalos Management
Alpharetta,
Georgia
| $109M | -$31.7M | -22% | 2.48% | 48.5% | 138 | 33.33% | 4.3 |
|
| 3940 |
OPPM
3940
Opus Point Partners Management
New York
| $109M | -$25.6M | -19% | 10.6% | 85.2% | 74 | 18.92% | 4.4 |
|
| 3941 |
WS
3941
Wela Strategies
Atlanta,
Georgia
| $109M | +$7.04M | +7% | 1.33% | 51.3% | 33 | 9.09% | 0.9 |
|
| 3942 |
CV
3942
Clarus Ventures
Cambridge,
Massachusetts
| $109M | -$25.6M | -19% | 9.86% | 70.3% | 6 | 16.67% | 9.6 |
|
| 3943 |
KA
3943
Kerrisdale Advisers
Miami,
Florida
| $109M | +$12M | +12% | 5.11% | 78.8% | 20 | 50% | 2.8 |
|
| 3944 |
CG
3944
CFO4Life Group
Coppell,
Texas
| $109M | -$1.64M | -1% | 3.39% | 56.7% | 101 | 19.8% | 0.9 |
|
| 3945 |
WA1
3945
Wimmer Associates 1
Pasadena,
California
| $109M | +$1.62M | +2% | 3.2% | 78.9% | 110 | 1.82% | 5.3 |
|
| 3946 |
TCM
3946
Tieton Capital Management
Yakima,
Washington
| $108M | -$6.93M | -6% | 4.29% | 172% | 29 | 6.9% | 9.1 |
|
| 3947 |
SAMC
3947
Spectrum Asset Management (California)
Newport Beach,
California
| $108M | -$501K | -0.5% | 3.24% | 62.9% | 73 | 15.07% | 5.3 |
|
| 3948 |
SCM
3948
Sorin Capital Management
Stamford,
Connecticut
| $108M | +$41.8M | +63% | 6.68% | 28% | 18 | 88.89% | 0.6 |
|
| 3949 |
PPCP
3949
Pivot Point Capital Partners
San Francisco,
California
| $108M | -$43.4M | -29% | 0.93% | 30.3% | 9 | 44.44% | 9.8 |
|
| 3950 |
OCP
3950
Oakcliff Capital Partners
New York
| $108M | +$3.6M | +3% | 7.46% | 133% | 11 | 9.09% | 0.9 |
|