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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4576 |
4576
Shoker Investment Counsel
Oxford,
Ohio
| $201M | +$239K | +0.1% | 1.13% | 83.8% | 99 | 8.08% | 4.3 |
|
| 4577 |
4577
Spotlight Asset Group
Oakbrook Terrace,
Illinois
| $201M | -$59M | -23% | 0.96% | – | 134 | 14.93% | 1.4 |
|
| 4578 |
SRAM
4578
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
| $201M | -$125M | -38% | 0.16% | 74.7% | 223 | 63.23% | 0.8 |
|
| 4579 |
KCM
4579
Knoll Capital Management
Miami,
Florida
| $201M | +$9.03M | +5% | 19.6% | 258% | 43 | 9.3% | 1.6 |
|
| 4580 |
4580
GSI Capital Advisors
Newport Beach,
California
| $200M | -$16.4M | -8% | 0.11% | 39.7% | 35 | 37.14% | 1.1 |
|
| 4581 |
4581
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $200M | -$5.3M | -3% | 2.68% | 44.2% | 138 | 44.2% | 1.3 |
|
| 4582 |
4582
United Fire Group
Cedar Rapids,
Iowa
| $200M | +$4M | +2% | 1.31% | 27.4% | 52 | 7.69% | 6.7 |
|
| 4583 |
4583
Blueprint Investment Partners
Greensboro,
North Carolina
| $200M | +$75.2M | +60% | 0.14% | 91.9% | 183 | 60.66% | 0.4 |
|
| 4584 |
CP
4584
CPV Partners
Stamford,
Connecticut
| $200M | -$56.8M | -22% | 17.8% | 105% | 4 | 25% | 1.4 |
|
| 4585 |
WPEP
4585
Walnut Private Equity Partners
Omaha,
Nebraska
| $200M | +$8.41M | +4% | 4.73% | 48% | 17 | 0% | 5.1 |
|
| 4586 |
4586
Moseley Investment Management
Bradenton,
Florida
| $200M | -$3.04M | -1% | 1.42% | 96.6% | 182 | 8.79% | 1.6 |
|
| 4587 |
4587
Prudent Investors Network
Lake Forest,
California
| $200M | +$2.61M | +1% | 0.77% | – | 35 | 11.43% | 1.1 |
|
| 4588 |
4588
PRW Wealth Management
Quincy,
Massachusetts
| $200M | -$141M | -41% | 1.57% | 42.3% | 311 | 87.14% | 0.7 |
|
| 4589 |
4589
Turiya Advisors Asia
Hong Kong
| $200M | -$228M | -53% | 6.95% | 247% | 7 | 57.14% | 0.4 |
|
| 4590 |
4590
FSB Premier Wealth Management
Waterloo,
Iowa
| $200M | +$4.27M | +2% | 0.99% | 53.9% | 109 | 11.93% | 0.6 |
|
| 4591 |
AMC
4591
Asset Management Corp
Northbrook,
Illinois
| $199M | +$25.4M | +15% | 2.41% | 57.1% | 208 | 24.04% | 1 |
|
| 4592 |
4592
Round Hill Asset Management
Pasadena,
California
| $199M | -$4.73M | -2% | 0.58% | 43.2% | 58 | 0% | 3.7 |
|
| 4593 |
4593
Cape Ann Asset Management
London,
United Kingdom
| $199M | -$16.4M | -8% | 1.11% | 199% | 9 | 0% | 1.3 |
|
| 4594 |
4594
Sound Financial Strategies Group
Madison,
Mississippi
| $199M | -$1.53M | -0.8% | 0.71% | 27.1% | 87 | 6.9% | 0.7 |
|
| 4595 |
4595
First Bankers Trust
Louisville,
Kentucky
| $199M | -$6.41M | -3% | 0.47% | 78.9% | 118 | 5.08% | 5.7 |
|
| 4596 |
4596
American Securities
New York
| $199M | -$38.1M | -16% | 16.1% | – | 1 | 0% | 4.8 |
|
| 4597 |
ITIM
4597
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $199M | +$16.2M | +9% | 0.84% | 114% | 124 | 14.52% | 6 |
|
| 4598 |
4598
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| $199M | +$469K | +0.2% | 0.96% | 13% | 52 | 13.46% | 3.5 |
|
| 4599 |
FP
4599
Financial Perspectives
Minneapolis,
Minnesota
| $199M | -$6.94M | -3% | 0.56% | 87.8% | 670 | 7.01% | 1.4 |
|
| 4600 |
4600
Davidson Capital Management
Corpus Christi,
Texas
| $198M | -$8.91M | -4% | 0.14% | 79.4% | 89 | 2.25% | 1.1 |
|