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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
FLI
4276
Family Legacy Inc
Greenville,
South Carolina
| $108M | -$2.42M | -2% | 2.04% | 89% | 105 | 6.67% | 0.5 |
|
| 4277 |
NCM
4277
Northstar Capital Management
New York
| $108M | +$4.02M | +4% | 3.98% | – | 99 | 13.13% | 0.2 |
|
| 4278 |
MSA
4278
Marino Stram & Associates
Braintree,
Massachusetts
| $108M | -$250K | -0.2% | 1.98% | 63.6% | 510 | 7.45% | 0.2 |
|
| 4279 |
CAAS
4279
Capital Asset Advisory Services
Williamston,
Michigan
| $108M | -$2.14M | -2% | 2.26% | 51% | 113 | 15.93% | 1.4 |
|
| 4280 |
OCM
4280
Orser Capital Management
Southlake,
Texas
| $108M | -$4.52M | -4% | 4.4% | 128% | 119 | 37.82% | 0.2 |
|
| 4281 |
HH
4281
HWG Holdings
Houston,
Texas
| $108M | -$10.4M | -9% | 7.6% | – | 129 | 57.36% | 0.4 |
|
| 4282 |
WEO
4282
William E. Oberndorf
| $108M | -$14.9M | -12% | 7.63% | 36.2% | 8 | 0% | 1.5 |
|
| 4283 |
AVA
4283
Accel VIII Associates
Palo Alto,
California
| $108M | -$34.1M | -24% | 1.72% | – | 1 | 0% | 0.3 |
|
| 4284 |
LCC
4284
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $108M | -$9.54M | -8% | 0.59% | 82% | 58 | 25.86% | 0.8 |
|
| 4285 |
TI
4285
TTP Investments
San Jose,
California
| $107M | -$4.5M | -4% | 1.11% | 197% | 22 | 22.73% | 0.2 |
|
| 4286 |
NIS
4286
National Investment Services
Milwaukee,
Wisconsin
| $107M | +$3.26M | +3% | 0.24% | 47.2% | 82 | 21.95% | 1.4 |
|
| 4287 |
PBRA
4287
Pine Brook Road Advisors
Bedford,
New York
| $107M | -$51.1M | -32% | 6.9% | – | 5 | 60% | 1.3 |
|
| 4288 |
WA
4288
Wilshire Advisors
Santa Monica,
California
| $107M | -$196K | -0.2% | 0.54% | 118% | 25 | 4% | 1.5 |
|
| 4289 |
AFC
4289
AFT Forsyth & Company
West Palm Beach,
Florida
| $107M | +$4.97M | +5% | 2.04% | 135% | 148 | 18.24% | 3.3 |
|
| 4290 |
SC
4290
Sovarnum Capital
New York
| $107M | -$41M | -28% | 3.34% | – | 142 | 76.76% | 0.1 |
|
| 4291 |
B
4291
Bellecapital
Zurich,
Switzerland
| $107M | -$16.8M | -14% | 0.14% | 128% | 92 | 27.17% | 1.5 |
|
| 4292 |
FG
4292
FSI Group
Cincinnati,
Ohio
| $107M | -$13.3M | -11% | 3.37% | 44.1% | 41 | 31.71% | 0.9 |
|
| 4293 |
WC
4293
Weil Company
San Diego,
California
| $107M | -$2.46M | -2% | 1.18% | 71.7% | 102 | 20.59% | 0.2 |
|
| 4294 |
CWM
4294
Capital Wealth Management
W. Warwick,
Rhode Island
| $107M | -$9.12M | -8% | 1.57% | 46.7% | 42 | 16.67% | 0.2 |
|
| 4295 |
RMSCM
4295
R.M. Sincerbeaux Capital Management
New York
| $107M | -$2.94M | -3% | 2.51% | 76.4% | 53 | 1.89% | 3.7 |
|
| 4296 |
YEPV
4296
Yorktown Energy Partners VI
New York
| $107M | -$17.5M | -14% | 13.7% | 7.3% | 5 | 0% | 0.3 |
|
| 4297 |
SNBOSCI
4297
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $107M | -$3.83M | -3% | 3.43% | 61% | 85 | 9.41% | 3.4 |
|
| 4298 |
ODCM
4298
Old Dominion Capital Management
Charlottesville,
Virginia
| $107M | +$3.22M | +3% | 0.45% | 45.9% | 65 | 21.54% | 2.2 |
|
| 4299 |
KPC
4299
Karst Peak Capital
Hong Kong
| $106M | -$20.3M | -16% | 0.79% | 297% | 3 | 0% | 0.3 |
|
| 4300 |
AP
4300
Arlington Partners
Birmingham,
Alabama
| $106M | +$9.06M | +9% | 2.19% | 43.7% | 143 | 39.86% | 0.2 |
|