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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
BCG
4026
Barington Capital Group
New York
| $101M | +$3.65M | +4% | 3.31% | 71.1% | 21 | 28.57% | 0.9 |
|
| 4027 |
SA
4027
Springowl Associates
New York
| $101M | +$11.9M | +13% | 16.8% | 101% | 29 | 41.38% | 0.6 |
|
| 4028 |
OM
4028
Ospraie Management
New York
| $101M | +$5.67M | +6% | 10.4% | 37.6% | 1 | 0% | 3.8 |
|
| 4029 |
AIA
4029
Armor Investment Advisors
Raleigh,
North Carolina
| $100M | +$3.47M | +4% | 4.54% | 56.6% | 143 | 4.9% | 0.2 |
|
| 4030 |
SCP
4030
Siena Capital Partners
Chicago,
Illinois
| $100M | -$1.18M | -1% | 1.56% | 44.2% | 31 | 16.13% | 0.2 |
|
| 4031 |
FSH
4031
Franklin Square Holdings
Philadelphia,
Pennsylvania
| $100M | -$37.6M | -27% | 8.56% | – | 30 | 80% | 0.1 |
|
| 4032 |
AC
4032
Axon Capital
New York
| $100M | -$66.4M | -40% | 13.2% | – | 17 | 41.18% | 0.5 |
|
| 4033 |
ACM
4033
AUA Capital Management
Camp Hill,
Pennsylvania
| $100M | -$4.61M | -4% | 3.72% | 61.4% | 211 | 11.37% | 0.2 |
|
| 4034 |
SCM
4034
Signia Capital Management
Spokane,
Washington
| $100M | +$31.4M | +46% | 2.6% | 27% | 41 | 34.15% | 1.4 |
|
| 4035 |
NIS
4035
National Investment Services
Milwaukee,
Wisconsin
| $100M | +$9.3M | +10% | 6.94% | 47.2% | 67 | 29.85% | 1.3 |
|
| 4036 |
ICM
4036
IMS Capital Management
Portland,
Oregon
| $99.8M | +$6.5M | +7% | 5.65% | 119% | 151 | 24.5% | 1.9 |
|
| 4037 |
OFS
4037
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $99.3M | +$1.66M | +2% | 6.24% | 73.7% | 283 | 17.31% | 2.1 |
|
| 4038 |
GC
4038
Gruss & Co
West Palm Beach,
Florida
| $99M | +$7.38M | +8% | 11% | 163% | 50 | 30% | 1.4 |
|
| 4039 |
PAWC
4039
P.A.W. Capital
Greenwich,
Connecticut
| $98.9M | +$10.4M | +12% | 7.61% | 54.6% | 76 | 18.42% | 2.1 |
|
| 4040 |
VCM
4040
Voce Capital Management
San Francisco,
California
| $98.9M | +$21.1M | +27% | 23.3% | 69.2% | 11 | 18.18% | 1.1 |
|
| 4041 |
FWP
4041
Fiduciary Wealth Partners
Boston,
Massachusetts
| $98.6M | -$335K | -0.3% | 5.61% | – | 15 | 6.67% | 1.2 |
|
| 4042 |
MAG
4042
Millrace Asset Group
Berwyn,
Pennsylvania
| $98.4M | +$6.77M | +7% | 14.4% | 113% | 79 | 55.7% | 0.5 |
|
| 4043 |
VM
4043
Value Monitoring
Menlo Park,
California
| $98.4M | -$28.2M | -22% | 1.24% | – | 5 | 20% | 0.3 |
|
| 4044 |
RW
4044
REDW Wealth
Albuquerque,
New Mexico
| $98.3M | +$9.79M | +11% | 3.64% | 54.1% | 75 | 10.67% | 0.2 |
|
| 4045 |
4045
CTC (Chicago Trading Company)
Chicago,
Illinois
| $98.1M | +$9.8M | +11% | 13.3% | 192% | 5 | 20% | 0.8 |
|
| 4046 |
APC
4046
Alta Park Capital
San Francisco,
California
| $98M | -$1.11M | -1% | 14.9% | 1,071% | 31 | 45.16% | 0.4 |
|
| 4047 |
7A
4047
734 Agriculture
New York
| $97.8M | -$2.78M | -3% | 2.76% | 23.8% | 1 | 0% | 3 |
|
| 4048 |
EF
4048
Empowered Funds
Havertown,
Pennsylvania
| $97.6M | -$37.3M | -28% | 6.79% | 127% | 93 | 100% | 0 |
|
| 4049 |
UBV
4049
United Bank (Virginia)
Vienna,
Virginia
| $97.4M | +$15M | +18% | 5.23% | 76.1% | 50 | 14% | 2.1 |
|
| 4050 |
NSB
4050
Norway Savings Bank
Portland,
Maine
| $97.3M | -$10M | -9% | 3.84% | 101% | 255 | 8.24% | 0.2 |
|