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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
HCM
3976
Hall Capital Management
Barrington,
Rhode Island
| $106M | +$891K | +0.8% | 2.74% | – | 84 | 5.95% | 7.9 |
|
| 3977 |
JC
3977
Jentner Corp
Akron,
Ohio
| $106M | +$3.41M | +3% | 1.37% | 38.9% | 30 | 10% | 1.7 |
|
| 3978 |
ICM
3978
IMS Capital Management
Portland,
Oregon
| $106M | +$6.22M | +6% | 1.73% | 119% | 149 | 16.11% | 7.5 |
|
| 3979 |
WFC
3979
West Face Capital
Toronto,
Ontario, Canada
| $106M | -$25.4M | -19% | 4.08% | 10.9% | 5 | 0% | 10.4 |
|
| 3980 |
DLHL
3980
Donald L. Hagan LLC
Sarasota,
Florida
| $106M | +$2.08M | +2% | 2.25% | 47.9% | 80 | 17.5% | 6.1 |
|
| 3981 |
AWMF
3981
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| $106M | -$8.02M | -7% | 0.81% | 101% | 66 | 21.21% | 4.8 |
|
| 3982 |
MAG
3982
Millrace Asset Group
Berwyn,
Pennsylvania
| $106M | +$7.14M | +7% | 13.5% | 113% | 77 | 49.35% | 2.3 |
|
| 3983 |
GG
3983
Gores Group
Beverly Hills,
California
| $106M | -$3.62M | -3% | 3.32% | – | 1 | 0% | 2 |
|
| 3984 |
TA
3984
TMD & Associates
Scottsdale,
Arizona
| $105M | -$3.62M | -3% | 1.6% | 20.5% | 23 | 13.04% | 4.7 |
|
| 3985 |
CAM
3985
Chesapeake Asset Management
New York
| $105M | -$16.3M | -13% | 2.09% | 153% | 79 | 30.38% | 11.6 |
|
| 3986 |
SCP
3986
Siena Capital Partners
Chicago,
Illinois
| $104M | +$4.13M | +4% | 6.17% | 44.2% | 32 | 15.63% | 1.7 |
|
| 3987 |
DIS
3987
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $104M | +$3.07M | +3% | 5.05% | 86% | 46 | 6.52% | 10.3 |
|
| 3988 |
HW
3988
Hedeker Wealth
Lincolnshire,
Illinois
| $104M | -$1.62M | -2% | 3.01% | 141% | 91 | 9.89% | 4.8 |
|
| 3989 |
CM
3989
CoreCommodity Management
Stamford,
Connecticut
| $104M | -$19.3M | -16% | 4.84% | 65.8% | 219 | 7.31% | 9.2 |
|
| 3990 |
BPI
3990
Battery Partners IX
Boston,
Massachusetts
| $104M | -$31.7M | -23% | 33.5% | 322% | 4 | 0% | 7.5 |
|
| 3991 |
AO
3991
Allen Operations
New York
| $104M | +$9.15M | +10% | 10.3% | 218% | 22 | 22.73% | 12.1 |
|
| 3992 |
LAIC
3992
Lederer & Associates Investment Counsel
Long Beach,
California
| $104M | -$2.68M | -3% | 2.68% | 75.5% | 91 | 12.09% | 6.5 |
|
| 3993 |
ETM
3993
Euclidean Technologies Management
Seattle,
Washington
| $104M | -$4.37M | -4% | 0.77% | 124% | 65 | 24.62% | 5.6 |
|
| 3994 |
CWM
3994
Concert Wealth Management
San Jose,
California
| $103M | -$339M | -77% | 2% | 28.5% | 506 | 72.53% | 10.7 |
|
| 3995 |
MWVC
3995
Morgens Waterfall Vintiadis & Co
New York
| $103M | -$10.1M | -9% | 11.1% | 594% | 70 | 57.14% | 1.9 |
|
| 3996 |
UBV
3996
United Bank (Virginia)
Vienna,
Virginia
| $103M | +$5.47M | +6% | 2.32% | 76.1% | 52 | 17.31% | 8.7 |
|
| 3997 |
NSB
3997
Norway Savings Bank
Portland,
Maine
| $102M | +$5.12M | +5% | 2.62% | 101% | 272 | 11.03% | 1.8 |
|
| 3998 |
WPA
3998
Winning Points Advisors
Boca Raton,
Florida
| $102M | +$58K | +0.1% | 2.43% | – | 71 | 12.68% | 1.7 |
|
| 3999 |
LC
3999
LCNB Corp
Lebanon,
Ohio
| $102M | -$2.28M | -2% | 0.59% | 75.2% | 113 | 0.88% | 2 |
|
| 4000 |
RW
4000
REDW Wealth
Albuquerque,
New Mexico
| $102M | +$3.93M | +4% | 1.52% | 54.1% | 76 | 11.84% | 1.8 |
|