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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
IC
4001
Intel Corp
Santa Clara,
California
| $151M | -$183M | -55% | 50.7% | 9.79% | 8 | 37.5% | 0.9 |
|
| 4002 |
FRM
4002
Fox Run Management
Greenwich,
Connecticut
| $151M | -$26.5M | -15% | 2.55% | 64% | 727 | 84.46% | 0.1 |
|
| 4003 |
CCM
4003
Consolidated Capital Management
Burbank,
California
| $151M | -$9.17M | -6% | 4.91% | 166% | 40 | 12.5% | 2.1 |
|
| 4004 |
OCU
4004
ORIX Corporation USA
Dallas,
Texas
| $150M | -$38M | -20% | 2.88% | – | 1 | 0% | 1.5 |
|
| 4005 |
IGGA
4005
Iron Gate Global Advisors
Nsl,
Utah
| $150M | -$99.4M | -40% | 5.52% | 106% | 81 | 25.93% | 1.2 |
|
| 4006 |
HRC
4006
Hoertkorn Richard Charles
| $150M | -$396K | -0.3% | 4.81% | 172% | 88 | 5.68% | 4.2 |
|
| 4007 |
SI
4007
Shaker Investments
Cleveland,
Ohio
| $150M | +$5.8M | +4% | 6.84% | 205% | 92 | 21.74% | 1.6 |
|
| 4008 |
4008
Maven Securities
St Helier,
Jersey
| $150M | +$37.5M | +33% | 7.07% | 135% | 115 | 77.39% | 0.3 |
|
| 4009 |
BCFS
4009
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $150M | +$12.2M | +9% | 2.64% | 81% | 82 | 1.22% | 3.7 |
|
| 4010 |
CAGAS
4010
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $150M | +$10.4M | +7% | 2.73% | 54.8% | 459 | 10.46% | 1 |
|
| 4011 |
DJC
4011
Daily Journal Corp
Los Angeles,
California
| $150M | +$2.22M | +2% | 1.65% | 108% | 4 | 0% | 5.5 |
|
| 4012 |
SWMG
4012
Signature Wealth Management Group
Atlanta,
Georgia
| $150M | +$6.94M | +5% | 2.66% | – | 80 | 15% | 1.2 |
|
| 4013 |
LHC
4013
Little House Capital
Braintree,
Massachusetts
| $150M | +$16.3M | +12% | 3.82% | 108% | 302 | 66.23% | 0.5 |
|
| 4014 |
SC
4014
Sawyer & Company
Boston,
Massachusetts
| $149M | -$3.38M | -2% | 2.5% | 97.4% | 179 | 4.47% | 1.4 |
|
| 4015 |
FFG
4015
Frisch Financial Group
Melville,
New York
| $149M | -$14M | -9% | 2.81% | 66.6% | 108 | 12.96% | 0.4 |
|
| 4016 |
PWS
4016
Peloton Wealth Strategists
Indianapolis,
Indiana
| $149M | +$4.91M | +3% | 4.99% | 51.3% | 70 | 17.14% | 2.5 |
|
| 4017 |
PCM
4017
Poehling Capital Management
Madison,
Wisconsin
| $149M | +$12M | +9% | 2.72% | 70.9% | 108 | 12.04% | 1.3 |
|
| 4018 |
NCM
4018
Next Capital Management
New York
| $149M | +$30.9M | +26% | 3.48% | 61.3% | 907 | 74.86% | 0.1 |
|
| 4019 |
BIA
4019
Bigelow Investment Advisors
Portland,
Maine
| $149M | +$4.95M | +3% | 2.95% | 75.7% | 155 | 6.45% | 1.2 |
|
| 4020 |
SAM
4020
Selway Asset Management
| $149M | -$386K | -0.3% | 2.41% | 36.5% | 77 | 6.49% | 3.2 |
|
| 4021 |
GTAM
4021
Global Trust Asset Management
West Palm Beach,
Florida
| $149M | +$14.2M | +10% | 4.05% | 168% | 471 | 16.77% | 1.1 |
|
| 4022 |
AIA
4022
Allied Investment Advisors
Billings,
Montana
| $149M | +$4.87M | +3% | 2.09% | 68.4% | 48 | 6.25% | 1.3 |
|
| 4023 |
SHI
4023
SV Health Investors
Boston,
Massachusetts
| $149M | -$21.5M | -13% | 16.6% | 97.4% | 9 | 11.11% | 2.4 |
|
| 4024 |
RBFC
4024
Roman Butler Fullerton & Co
St Louis,
Missouri
| $149M | +$5.81M | +4% | 4.73% | 121% | 184 | 12.5% | 0.4 |
|
| 4025 |
LRIA
4025
Leonard Rickey Investment Advisors
Yakima,
Washington
| $149M | +$10.5M | +8% | 2.4% | 55.9% | 79 | 13.92% | 1 |
|