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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
IP
3976
Investment Partners
New Philadelphia,
Ohio
| $102M | -$74.3M | -42% | 3.04% | 74.1% | 187 | 46.52% | 1.4 |
|
| 3977 |
3977
Tiemann Investment Advisors
Menlo Park,
California
| $102M | -$6.86M | -6% | 2.57% | 77% | 171 | 12.28% | 2.3 |
|
| 3978 |
3978
Trustco Bank (New York)
Albany,
New York
| $102M | +$16.8M | +20% | 5.87% | 131% | 67 | 22.39% | 2.7 |
|
| 3979 |
3979
Peachtree Investment Advisors
Atlanta,
Georgia
| $102M | -$31K | -0% | 2.15% | 24.2% | 92 | 11.96% | 2.4 |
|
| 3980 |
3980
Aegis Financial
Mc Lean,
Virginia
| $102M | +$2.55M | +3% | 12.2% | 266% | 37 | 18.92% | 2.3 |
|
| 3981 |
3981
Gladstone Capital Management
London,
United Kingdom
| $102M | -$21.4M | -17% | 0.07% | 304% | 16 | 43.75% | 0.5 |
|
| 3982 |
3982
Emory University
Atlanta,
Georgia
| $102M | – | – | 3.18% | – | 42 | – | 0.5 |
|
| 3983 |
3983
Heritage Way Advisors
Rockford,
Illinois
| $101M | – | – | 3.39% | 79.4% | 58 | – | 0 |
|
| 3984 |
3984
Siena Capital Partners
Chicago,
Illinois
| $101M | – | – | 37.1% | 44.2% | 28 | – | 0 |
|
| 3985 |
3985
Pacific Wealth Strategies Group
Santa Barbara,
California
| $101M | – | – | 0.64% | 75.5% | 70 | – | 0 |
|
| 3986 |
3986
Commonwealth Financial Services
Vienna,
West Virginia
| $101M | -$4.83M | -5% | 5.1% | 64.2% | 272 | 14.71% | 1.5 |
|
| 3987 |
3987
Kerrisdale Advisers
Miami,
Florida
| $101M | -$52.6M | -34% | 2.75% | 78.8% | 25 | 64% | 0.8 |
|
| 3988 |
3988
EDMP Inc
Lutz,
Florida
| $101M | -$3.13M | -3% | 1.01% | 78% | 69 | 14.49% | 2.5 |
|
| 3989 |
AFA
3989
Alta Fundamental Advisers
New York
| $101M | +$20M | +25% | 9.62% | 340% | 17 | 52.94% | 0.4 |
|
| 3990 |
3990
Meritech Capital Associates III
Palo Alto,
California
| $101M | -$11.5M | -10% | 8.04% | 135% | 3 | 0% | 2.8 |
|
| 3991 |
3991
LCNB Corp
Lebanon,
Ohio
| $101M | – | – | 6.82% | 75.2% | 110 | – | 0 |
|
| 3992 |
3992
Equinox Partners Investment Management
Stamford,
Connecticut
| $101M | -$27.8M | -22% | 17.7% | 241% | 10 | 10% | 2.1 |
|
| 3993 |
3993
Energy Capital Partners III
Summit,
New Jersey
| $101M | – | – | 20.4% | – | 2 | – | 0 |
|
| 3994 |
3994
Somerset Group
Wayzata,
Minnesota
| $101M | +$3.65M | +4% | 5.27% | 84.6% | 78 | 23.08% | 2.3 |
|
| 3995 |
PM
3995
Parametrica Management
Wanchai,
Hong Kong
| $101M | +$64.7M | +178% | 3.47% | 584% | 300 | 89% | 0.1 |
|
| 3996 |
3996
McAdam LLC
Philadelphia,
Pennsylvania
| $101M | – | – | 0.57% | 65.4% | 49 | – | 0 |
|
| 3997 |
TG
3997
TLP Group
Evanston,
Illinois
| $101M | +$6.16M | +7% | 20.2% | 42.7% | 420 | 71.9% | 0.3 |
|
| 3998 |
LCP
3998
Longhorn Capital Partners
Dallas,
Texas
| $101M | +$3.57M | +4% | 3.34% | 30.2% | 1 | 0% | 3.5 |
|
| 3999 |
MI
3999
Moneywise Inc
Forest,
Virginia
| $101M | +$6.28M | +7% | 2.23% | 58% | 35 | 11.43% | 0.2 |
|
| 4000 |
4000
Lederer & Associates Investment Counsel
Long Beach,
California
| $101M | – | – | 3.52% | 92.7% | 83 | – | 1.3 |
|