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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
4351
Tinicum
New York
| $222M | -$6.22M | -3% | 2.66% | 21.1% | 2 | 0% | 5.4 |
|
| 4352 |
SC
4352
Schulhoff & Co
Cincinnati,
Ohio
| $222M | -$5.02M | -2% | 0.95% | 51.8% | 123 | 7.32% | 5.7 |
|
| 4353 |
4353
Maso Capital Partners
Hong Kong
| $222M | -$82.5M | -27% | 4.41% | 8.67% | 64 | 50% | 0.6 |
|
| 4354 |
AAG
4354
Avalon Advisory Group
Wexford,
Pennsylvania
| $222M | +$5.2M | +2% | 0.52% | 46% | 10 | 0% | 1.7 |
|
| 4355 |
4355
Rings Capital Management
Chicago,
Illinois
| $222M | -$1.24M | -0.6% | 1.34% | 40.9% | 8 | 25% | 2.3 |
|
| 4356 |
4356
Access Financial Services
Minneapolis,
Minnesota
| $222M | +$6.64M | +3% | 0.74% | 44.8% | 120 | 15% | 2 |
|
| 4357 |
AIA
4357
AIMZ Investment Advisors
Los Altos,
California
| $222M | -$1.44M | -0.6% | 1.88% | 81.3% | 116 | 4.31% | 4.7 |
|
| 4358 |
GAMC
4358
Garner Asset Management Corp
Plano,
Texas
| $221M | +$6.61M | +3% | 2.45% | 103% | 173 | 2.89% | 3.1 |
|
| 4359 |
4359
Pinz Capital Management
New York
| $221M | -$111M | -33% | 1.78% | 199% | 512 | 96.48% | 0 |
|
| 4360 |
4360
McElhenny Sheffield Capital Management
Dallas,
Texas
| $221M | – | – | 0.03% | 86.3% | 117 | – | 0 |
|
| 4361 |
4361
Bank OZK
Little Rock,
Arkansas
| $221M | -$4.97M | -2% | 0.13% | 112% | 128 | 7.81% | 5.3 |
|
| 4362 |
CPFP
4362
Clear Perspectives Financial Planning
Cincinnati,
Ohio
| $221M | +$13.6M | +7% | 0.05% | – | 233 | 15.88% | 0.6 |
|
| 4363 |
4363
Gill Capital Partners
Denver,
Colorado
| $221M | +$6.99M | +3% | 1.17% | 59% | 124 | 8.87% | 1.8 |
|
| 4364 |
4364
TrueFG
Cedar Park,
Texas
| $221M | +$23.9M | +12% | 0.97% | 54.2% | 38 | 7.89% | 1.4 |
|
| 4365 |
SST
4365
S Squared Technology
New York
| $221M | -$381K | -0.2% | 3.38% | 223% | 37 | 5.41% | 2.2 |
|
| 4366 |
4366
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $221M | -$390K | -0.2% | 0.77% | 71.4% | 106 | 10.38% | 2.6 |
|
| 4367 |
4367
Platform Technology Partners
New York
| $221M | -$22.3M | -9% | 0.84% | – | 277 | 19.86% | 1.2 |
|
| 4368 |
4368
Gemsstock Ltd
London,
United Kingdom
| $220M | -$96.6M | -30% | 0.26% | 149% | 18 | 27.78% | 0.7 |
|
| 4369 |
4369
Bridge City Capital
Lake Oswego,
Oregon
| $220M | -$72.9M | -25% | 3.37% | 120% | 94 | 3.19% | 3.1 |
|
| 4370 |
IP
4370
Investment Partners
New Philadelphia,
Ohio
| $220M | +$915K | +0.4% | 0.03% | 83.2% | 171 | 9.36% | 3.2 |
|
| 4371 |
4371
Enstar Group
Hamilton,
Bermuda
| $220M | -$120M | -35% | 8.32% | 29.5% | 11 | 18.18% | 1.5 |
|
| 4372 |
CCC
4372
Chelsea Counsel Company
Los Angeles,
California
| $220M | +$2.96M | +1% | 0.79% | 106% | 99 | 10.1% | 3.9 |
|
| 4373 |
4373
Abbot Financial Management
Andover,
Massachusetts
| $220M | -$8.9M | -4% | 2.64% | 102% | 137 | 5.84% | 3 |
|
| 4374 |
4374
Humankind Investments
New York
| $220M | +$8.22M | +4% | 0.47% | 62.5% | 116 | 24.14% | 0.4 |
|
| 4375 |
4375
Stonepine Capital Management
Bend,
Oregon
| $220M | +$28.5M | +15% | 5.09% | 231% | 35 | 37.14% | 0.8 |
|