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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%
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250
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4426 |
HF
4426
Halpern Financial
Ashburn,
Virginia
| $216M | +$3.4M | +2% | 1.08% | 26.3% | 293 | 30.03% |
|
| 4427 |
PL
4427
Polianta Ltd
St Helier,
Jersey
| $216M | +$22.9M | +12% | 2.91% | 31.6% | 104 | 71.15% |
|
| 4428 |
MCM
4428
Moerus Capital Management
New York
| $216M | -$2.12M | -1% | 2.66% | 220% | 14 | 7.14% |
|
| 4429 |
LBA
4429
Lowell Blake & Associates
Boston,
Massachusetts
| $215M | -$1.97M | -0.9% | 0.35% | 44.2% | 58 | 6.9% |
|
| 4430 |
FIA
4430
FNY Investment Advisers
New York
| $215M | -$35.1M | -14% | 1.01% | 307% | 1,107 | 61.61% |
|
| 4431 |
DLG
4431
Daniel L. Goodwin
| $215M | +$5.17M | +2% | 5.76% | 72.6% | 120 | 14.17% |
|
| 4432 |
ROC
4432
Robertson Opportunity Capital
Dallas,
Texas
| $215M | -$3.27M | -1% | 1.33% | 93.4% | 30 | 0% |
|
| 4433 |
SA
4433
Shilanski & Associates
Anchorage,
Alaska
| $215M | +$4.46M | +2% | 0.37% | 84.2% | 119 | 10.08% |
|
| 4434 |
GAAM
4434
Guinness Atkinson Asset Management
Pasadena,
California
| $215M | -$10.5M | -5% | 2.23% | 132% | 97 | 7.22% |
|
| 4435 |
CA
4435
Crumly & Associates
Springfield,
Illinois
| $215M | +$8.77M | +4% | 0.82% | 55.2% | 104 | 9.62% |
|
| 4436 |
PI
4436
Pettee Investors
Rowayton,
Connecticut
| $215M | +$1.99M | +0.9% | 0.16% | 96.1% | 127 | 5.51% |
|
| 4437 |
PA
4437
PPM America
Chicago,
Illinois
| $214M | – | – | 0.34% | 51.5% | 9 | – |
|
| 4438 |
PM
4438
Precept Management
Dallas,
Texas
| $214M | -$23.8M | -10% | 3.27% | 110% | 119 | 70.59% |
|
| 4439 |
RBFC
4439
Roman Butler Fullerton & Co
St Louis,
Missouri
| $214M | +$8.82M | +4% | 1.81% | 121% | 197 | 13.2% |
|
| 4440 |
RM
4440
RP Management
New York
| $214M | +$9.18M | +4% | 24.1% | 208% | 4 | 0% |
|
| 4441 |
ACM
4441
AREX Capital Management
New York
| $214M | +$3.43M | +2% | 0.28% | 36.2% | 21 | 42.86% |
|
| 4442 |
FDS
4442
Freedom Day Solutions
Houston,
Texas
| $214M | +$4.16M | +2% | 0.14% | 84.6% | 125 | 15.2% |
|
| 4443 |
TCWA
4443
Ten Capital Wealth Advisors
Spokane,
Washington
| $214M | -$227M | -52% | 1.32% | 25% | 528 | 25.19% |
|
| 4444 |
CCG
4444
Ceeto Capital Group
Coral Gables,
Florida
| $214M | -$8.18M | -4% | 0.16% | 94.4% | 159 | 9.43% |
|
| 4445 |
FFA
4445
Founders Financial Alliance
Raleigh,
North Carolina
| $214M | -$6.12M | -3% | 0.42% | 84.9% | 488 | 8.81% |
|
| 4446 |
KIC
4446
Keating Investment Counselors
Delray Beach,
Florida
| $214M | -$4.47M | -2% | 1.29% | 43.7% | 61 | 3.28% |
|
| 4447 |
TCM
4447
Triumph Capital Management
Denver,
Colorado
| $214M | +$42.4M | +25% | 2.52% | 48.6% | 217 | 39.17% |
|
| 4448 |
ACM
4448
Ativo Capital Management
Chicago,
Illinois
| $213M | -$22.4M | -9% | 1.2% | 63.8% | 147 | 29.93% |
|
| 4449 |
BOC
4449
Barbara Oil Co
Chicago,
Illinois
| $213M | -$3.53M | -2% | 0.87% | 76.9% | 89 | 3.37% |
|
| 4450 |
UHC
4450
Union Heritage Capital
Bloomfield Hills,
Michigan
| $213M | -$971K | -0.5% | 0.56% | 82.1% | 60 | 0% |
|