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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
RVM
3951
Robinson Value Management
San Antonio,
Texas
| $108M | +$1.49M | +1% | 1.79% | 70.8% | 69 | 14.49% | 0.2 |
|
| 3952 |
LP
3952
Luzich Partners
Las Vegas,
Nevada
| $108M | -$1.79M | -2% | 11.3% | – | 18 | 11.11% | 0.3 |
|
| 3953 |
FF
3953
Friedenthal Financial
Marlton,
New Jersey
| $108M | -$1.59M | -1% | 3.02% | 111% | 50 | 22% | 1.1 |
|
| 3954 |
DI
3954
DUMAC Inc
Durham,
North Carolina
| $108M | -$9.72M | -8% | 6.01% | – | 51 | 15.69% | 0.2 |
|
| 3955 |
RMSCM
3955
R.M. Sincerbeaux Capital Management
New York
| $108M | +$1.93M | +2% | 4.22% | 76.4% | 54 | 3.7% | 2.8 |
|
| 3956 |
TCM
3956
TVR Capital Management
Stamford,
Connecticut
| $108M | +$13.6M | +14% | 6.98% | – | 50 | 78% | 0.1 |
|
| 3957 |
KCM
3957
KSA Capital Management
Morristown,
New Jersey
| $108M | +$3.88M | +4% | 2.42% | 109% | 35 | 71.43% | 0.6 |
|
| 3958 |
NWP
3958
Northstar Wealth Partners
West Hartford,
Connecticut
| $108M | – | – | 4.64% | 36.2% | 133 | – | 0 |
|
| 3959 |
FHC
3959
First Houston Capital
Houston,
Texas
| $107M | +$3.77M | +4% | 6.97% | 39.2% | 70 | 18.57% | 2 |
|
| 3960 |
MC
3960
Marcus Capital
Northbrook,
Illinois
| $107M | +$14.4M | +15% | 16.3% | 101% | 51 | 5.88% | 1.2 |
|
| 3961 |
3961
HRT Financial
New York
| $107M | +$28.7M | +37% | 4.98% | 182% | 168 | 85.71% | 0.1 |
|
| 3962 |
CSUI
3962
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $107M | +$15.7M | +17% | 5.89% | 115% | 34 | 20.59% | 2.6 |
|
| 3963 |
LA
3963
LFL Advisers
Evanston,
Illinois
| $107M | +$1.86M | +2% | 1.58% | 83% | 13 | 0% | 0.3 |
|
| 3964 |
WA1
3964
Wimmer Associates 1
Pasadena,
California
| $107M | -$1.01M | -0.9% | 5.58% | 78.9% | 114 | 8.77% | 1.1 |
|
| 3965 |
SST
3965
S Squared Technology
New York
| $107M | +$14.8M | +16% | 8.87% | 223% | 44 | 27.27% | 1.9 |
|
| 3966 |
ECM
3966
Engine Capital Management
New York
| $107M | -$40.4M | -27% | 6.27% | 21.1% | 53 | 35.85% | 0.6 |
|
| 3967 |
ML
3967
McAdam LLC
Philadelphia,
Pennsylvania
| $107M | +$5.69M | +6% | 4.11% | 57.4% | 52 | 19.23% | 0.2 |
|
| 3968 |
CPA
3968
Columbia Pacific Advisors
Seattle,
Washington
| $107M | -$71.7M | -40% | 11.3% | 5.27% | 57 | 61.4% | 0.8 |
|
| 3969 |
GCM
3969
Gibraltar Capital Management
Tulsa,
Oklahoma
| $106M | -$1.03M | -1% | 8.5% | 56.6% | 31 | 6.45% | 1.6 |
|
| 3970 |
LAIC
3970
Lederer & Associates Investment Counsel
Long Beach,
California
| $106M | +$5.65M | +6% | 6.09% | 75.5% | 88 | 7.95% | 1.5 |
|
| 3971 |
SCM
3971
Samson Capital Management
Leawood,
Kansas
| $106M | -$9.75M | -8% | 2.66% | 13.4% | 15 | 0% | 2.1 |
|
| 3972 |
RA
3972
Raffles Associates
New York
| $106M | -$14.2M | -12% | 0.79% | 50% | 55 | 14.55% | 1.7 |
|
| 3973 |
3973
SpiderRock Advisors
Wilimington,
Delaware
| $106M | – | – | 4.31% | – | 1,289 | – | 0 |
|
| 3974 |
NPT
3974
Nixon Peabody Trust
Boston,
Massachusetts
| $106M | +$3.56M | +3% | 5.58% | 85.3% | 68 | 10.29% | 1.2 |
|
| 3975 |
ACM
3975
Altalis Capital Management
New York
| $106M | +$16.8M | +19% | 9.41% | 3.82% | 16 | 25% | 2.1 |
|