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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
AC
4651
Almitas Capital
Santa Monica,
California
| $96.3M | -$43.7M | -31% | 1.74% | 86.1% | 70 | 35.71% | 1.5 |
|
| 4652 |
DCM
4652
Dean Capital Management
Overland Park,
Kansas
| $96.1M | +$36.5M | +61% | 2.47% | 89.7% | 140 | 62.86% | 2.2 |
|
| 4653 |
VV
4653
Valentine Ventures
Bend,
Oregon
| $95.8M | -$1.05M | -1% | 1.09% | – | 15 | 0% | 15.7 |
|
| 4654 |
SIAG
4654
Signet Investment Advisory Group
Providence,
Rhode Island
| $95.8M | +$1.75M | +2% | 3.42% | 59.6% | 78 | 11.54% | 1.9 |
|
| 4655 |
BBA
4655
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $95.7M | -$407K | -0.4% | 2.87% | 59.5% | 335 | 4.18% | 5.1 |
|
| 4656 |
SC
4656
Spitfire Capital
Mill Valley,
California
| $95.5M | -$144K | -0.2% | 11% | 25.9% | 16 | 6.25% | 15.9 |
|
| 4657 |
MTM
4657
Millennium TVP Management
New York
| $95.4M | +$7.13M | +8% | 12.2% | – | 6 | 0% | 15.8 |
|
| 4658 |
PAM
4658
PVG Asset Management
Golden,
Colorado
| $95.3M | -$15.8M | -14% | 2.87% | – | 91 | 52.75% | 3.5 |
|
| 4659 |
JPLA
4659
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $95.3M | +$37.3M | +64% | 2.79% | 74.3% | 479 | 28.39% | 0.7 |
|
| 4660 |
KIG
4660
Kessler Investment Group
Columbus,
Indiana
| $95.2M | -$4.92M | -5% | 3.55% | 251% | 134 | 17.91% | 7.9 |
|
| 4661 |
WB
4661
Wilks Brothers
Cisco,
Texas
| $95.2M | -$106M | -53% | 14.1% | – | 26 | 57.69% | 2.3 |
|
| 4662 |
HWMG
4662
Hurlow Wealth Management Group
Bloomington,
Indiana
| $95.2M | +$1.98M | +2% | 3.28% | 55.8% | 97 | 3.09% | 1.9 |
|
| 4663 |
DI
4663
DAGCO Inc
Westlake,
Ohio
| $95.1M | +$2.39M | +3% | 3.17% | 66.5% | 93 | 2.15% | 1.9 |
|
| 4664 |
P3I
4664
Progeny 3 Inc
Kirkland,
Washington
| $95.1M | +$12.2M | +15% | 3.11% | 96.8% | 24 | 41.67% | 4.9 |
|
| 4665 |
NIM
4665
NuWave Investment Management
Parsippany,
New Jersey
| $95M | +$9.89M | +12% | 4.97% | 26.4% | 432 | 5.56% | 6.8 |
|
| 4666 |
BCM
4666
Brightline Capital Management
Miami,
Florida
| $95M | +$32.4M | +52% | 14.7% | 810% | 16 | 62.5% | 0.5 |
|
| 4667 |
SCA
4667
Strategic Capital Advisers
Denver,
Colorado
| $94.8M | +$2.36M | +3% | 3.87% | 51.4% | 57 | 10.53% | 4.7 |
|
| 4668 |
BCWM
4668
Blue Chip Wealth Management
Miami Beach,
Florida
| $94.8M | +$6.58M | +7% | 5.89% | – | 97 | 8.25% | 4.4 |
|
| 4669 |
ROC
4669
River Oaks Capital
Wayzata,
Minnesota
| $94.8M | +$3M | +3% | 6.24% | – | 51 | 3.92% | 8.5 |
|
| 4670 |
FU
4670
Fairfield University
Fairfield,
Connecticut
| $94.7M | +$1.86M | +2% | 2.03% | 61.9% | 4 | 0% | 8.5 |
|
| 4671 |
PIM
4671
Partner Investment Management
San Francisco,
California
| $94.2M | +$7.66M | +9% | 4.59% | 168% | 106 | 41.51% | 3.5 |
|
| 4672 |
OCM
4672
Osbon Capital Management
Boston,
Massachusetts
| $94M | – | – | 2.37% | – | 50 | – | 0 |
|
| 4673 |
HR
4673
Hayden Royal
Charlotte,
North Carolina
| $93.9M | +$17.2M | +22% | 3.77% | 100% | 171 | 36.84% | 1.2 |
|
| 4674 |
FCM
4674
Fairbanks Capital Management
Rancho Santa Fe,
California
| $93.8M | -$4.01M | -4% | 6.83% | 81.3% | 53 | 49.06% | 4.9 |
|
| 4675 |
AF
4675
AMG Funds
Stamford,
Connecticut
| $93.7M | -$8.54M | -8% | 2.09% | 6.28% | 109 | 9.17% | 8.5 |
|